-- Ever Sunshine Services（HKG：1995）は、月曜日に発表した2025年度年次報告書で、株主に帰属する利益が4億3,740万元となり、前年の4億7,800万元から8.5%減少したと発表した。
同社の株価は火曜午前の取引で2%近く下落した。
1株当たり利益は0.2530元で、前年の0.2758元から減少した。
売上高は68億7,000万元と、2024年の68億4,000万元から微増した。
取締役会は、1株当たり0.0735香港ドルの期末配当と、1株当たり0.0294香港ドルの特別配当を推奨した。
Marvell Technology (MRVL) and Astera Labs (ALAB) could benefit from stronger long-term demand tied to Amazon's (AMZN) expanded deal with Anthropic, though near-term gains may be capped by tight 3-nanometer wafer supply, RBC Capital Markets said in a note Tuesday.Marvell remains well placed because it supplies Trainium chips, Ethernet switches, data processing units, and optical digital signal processors to Amazon Web Services, and demand from optical connectivity and Trainium programs is expected to support strong growth through fiscal 2028 and beyond, the investment firm said.RBC said it left its Marvell estimates unchanged for now because supply limits could hold back near-term upside, but it sees added potential from future Trainium4 demand and Marvell's expanding artificial intelligence networking products.For Astera Labs, RBC said Scorpio X switches should begin ramping in volume for Trainium3 racks in Q3, which could help lift revenue in H2 and later periods, and added that Astera also has longer-term growth room at AWS through its UALink and NVLink Fusion-related products, while wins with other large cloud customers add support to its outlook.RBC said the deal gives it more confidence in its 2027 forecasts and longer-term growth view for both companies, and it kept its outperform ratings while raising its price target on Marvell to $170 from $115 and on Astera Labs to $250 from $225.Price: $151.74, Change: $+3.90, Percent Change: +2.64%
Starbucks' (SBUX) upcoming fiscal Q2 results are expected to show progress on initiatives to support its accelerating sales trends, with likely upside to sales, margins and earnings, UBS Securities said in a Tuesday note.The company is scheduled to report its Q2 results on April 28.UBS said it now expects Q2 North America same-store sales of 6%, up from 4% previously, compared with the consensus of 4%, and forecasts ticket growth of 1% and transaction growth of 5%.The brokerage said sales are improving with traction against strategic plans including menu innovation, new bakery lineup, continued benefits from the Green Apron Service and operational improvements, adding that it expects North America same-store sales of 5% in fiscal Q3 and 4.7% in fiscal 2026.Additionally, the investment firm said it is modeling adjusted operating margins of 8.6% for fiscal Q2, versus the consensus of 8.3%, aided by easing inflation, lapping investments and cost savings plans. For fiscal 2026, UBS expects operating margins of 10.6%.UBS has a neutral rating on the company's stock with a $100 price target.Price: $97.35, Change: $-1.60, Percent Change: -1.62%
Churchill Capital IX (CCIX) and PlusAI terminated their planned business combination, citing market conditions, PlusAI said in a Tuesday statement.PlusAI continues to showcase considerable commercial momentum and remains positioned for long-term growth, according to a statement.Price: $10.74, Change: $+0.02, Percent Change: +0.17%