-- 馬來西亞股市週二收漲，市場正密切關注本週稍後的利率決議。正面的製造業數據提振了投資者情緒。 標普全球發布的數據顯示，受產量成長和新訂單恢復成長的支撐，馬來西亞製造業4月的擴張速度創四年新高。 富時馬來西亞吉隆坡綜合指數上漲7.66點，收在1747.43點，漲幅0.4%。當日交易區間為1732.64點至1747.82點。 根據《星報》報道，馬來西亞衛生部已成立藥品和醫療器材安全特別工作小組，作為中央指揮機構，在全球供應鏈中斷加劇的情況下，加強該國的供應韌性。衛生部長祖基菲里·艾哈邁德博士表示，該系統包括即時監控和更廣泛的藥品採購來源多元化。 企業新聞方面，Manforce集團（吉隆坡證券交易所代號：MFGROUP）將於週三在馬來西亞證券交易所創業板（ACE Market）上市。這家人力資源解決方案提供商的擴大後已發行股本為3.9998億股，總資本為5,170萬令吉。 Feytech（吉隆坡證券交易所代碼：FEYTECH）的股價在周二收盤時上漲超過6%，此前其子公司Gosford Leather Industries獲得了一份為馬來西亞國家汽車公司（Proton）即將推出的車型供應座椅套的合約。 同時，Exsim Hospitality（吉隆坡證券交易所代碼：EXSIMHB）的股價在收盤時上漲3%，此前其子公司EXSIM Concepto接受了Epic Team Construction價值208萬令吉的授標函。
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Shopify Q1 Net Loss Narrows as Revenue Advances
Shopify's (SHOP.TO), down 5.5% in U.S. pre-market trade, Tuesday reported a narrower first quarter net loss as revenue increased.Net loss narrowed to US$581 million, or US$0.45 per share, from US$682 million, or US$0.53 per share, in the prior year period.Adjusted net income, which excludes the impact of equity investments, rose to US$360 million, from US$226 million.Revenue jumped 34% to US$3.17 billion, from US$2.36 billion, narrowly beating the US$3.1 billion forecast by analysts polled by FactSet.Gross merchandise volume (GMV) which represents the total dollar value of orders facilitated through the Shopify platform including certain apps and channels, reached slightly above US$1 billion, a statement added.For the June quarter, Shopify is guiding for revenue to grow at a high-twenties percentage rate and for gross profit dollars to grow at a mid-twenties percentage rate."Q1 delivered broad-based growth across geographies, merchant sizes, and channels, with over $100 billion of GMV in the first quarter alone," said chief financial officer Jeff Hoffmeister,. "That is the platform compounding. The durability of this model allows us to invest strategically in growth, both in the merchant-facing tools that drive commerce innovation and in the internal capabilities that let us build and ship faster. "Shopify shares were last seen down US$6.45, to US$121.10, in New York trade.
$SHOP.TO
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Research Alert: Transdigm Posts Q2 Fy 26 Beat, Strong Sales Growth Masks Margin Contraction
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TransDigm posted Q2 FY 26 (Sep.) results with net sales of $2,544M (+18% Y/Y, 3% above consensus) on 11% organic growth, while adjusted EBITDA rose 15% to $1,337M, with margins compressing 140 bps to 52.6%. Adjusted EPS of $9.85 (+8% Y/Y) beat consensus by $0.38, though the divergence between 18% revenue growth and 12% earnings growth reflects elevated interest costs from debt-funded acquisitions and a negative mix shift. The $2.2B JPE/VSA acquisition represents a strategic shift toward PMA businesses that management acknowledges will not achieve typical TransDigm margins. Management raised FY 26 guidance with sales of $10,300M-$10,420M (+17% Y/Y at midpoint) and adjusted EPS of $38.83-$40.21 (+6% Y/Y). We remain concerned about the aggressive $3.2B acquisition pipeline pressuring leverage and financial flexibility. The strategic pivot toward lower-margin PMA businesses, combined with acquisition dilution, represents a departure from TransDigm's historical margin expansion that warrants scrutiny.
$TDG
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Research Alert: Pfe Q1 Tops Expectations, Fueled By Diversification And Solid Pipeline Progress
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PFE delivered solid Q1 results with adj. EPS of $0.75, down 18% Y/Y but beating the consensus view of $0.72, while revenues grew 5% Y/Y to $14.5B, a solid $700M above the consensus estimate. Excluding Covid products, the underlying business showed robust 7% operational growth, with launched and acquired products delivering 22% Y/Y growth to $3.1B. We view the diversification strategy as positive, with strong oncology momentum including Padcev (+39% Y/Y to $591M) and Lorbrena (+32% Y/Y to $305M) highlighting Pfizer's evolving portfolio strength. Management reaffirmed the 2026 guidance of $59.5B-$62.5B in revenues and $2.80-$3.00 adjusted EPS. We believe the accelerating pipeline momentum is encouraging, with multiple positive Phase 3 readouts including Elrexfio and Padcev studies, plus plans to initiate approximately 20 pivotal studies in 2026. In our view, the company's focus on business development over share repurchases reflects appropriate capital allocation as Pfizer continues its post-Covid transition.
$PFE