-- 瑞银证券周二在一份报告中指出，星巴克（SBUX）即将公布的第二财季业绩预计将显示其在支持销售增长方面取得的进展，销售额、利润率和盈利均有望提升。 该公司计划于4月28日公布第二财季业绩。 瑞银表示，目前预计星巴克北美同店销售额将增长6%，高于此前预期的4%，也高于市场普遍预期的4%；同时预测客单价增长1%，交易量增长5%。 该券商表示，随着包括菜单创新、推出全新烘焙产品系列、持续受益于“绿色围裙服务”以及运营改进在内的战略计划取得成效，销售额正在改善。券商预计，北美同店销售额在第三财季将增长5%，2026财年将增长4.7%。 此外，该投资公司表示，受通胀放缓、投资回收和成本节约计划的推动，其对第二财季调整后营业利润率的预测为8.6%，高于市场普遍预期的8.3%。瑞银预计，2026财年营业利润率将达到10.6%。 瑞银对该公司股票维持“中性”评级，目标价为100美元。
Price: $97.35, Change: $-1.60, Percent Change: -1.62%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BHP delivered solid nine-month operational performance with copper production of 1,460.9kt, down 3% Y/Y, due to lower Escondida grades, while iron ore achieved record production of 196.6Mt, up 2%. Average realized copper prices surged 31% Y/Y to USD5.47/lb, led by AI infrastructure demand and electrification trends, with iron ore averaging USD84.91/wmt, up 2%. Strong operational momentum at key assets including record material mined at Escondida and excellence at WAIO support the investment thesis despite grade headwinds. Management upgraded FY 26 (Jun.) copper guidance to the upper half of the 1,900-2,000kt range, reflecting operational confidence. BHP's disciplined capital management realized USD4.8B through strategic transactions, including the Antamina streaming deal, enabling focus on growth projects. Escondida's unit cost guidance was lowered to USD1.00-1.20/lb, reflecting operational excellence, while the Resolution Copper land exchange milestone advances a major untapped copper resource.
ITC Properties Group (HKG:0199) said it was seeking to raise HK$55.3 million via a stock offering, according to a Hong Kong bourse filing Wednesday.The firm is seeking investors for 69.1 million shares priced at HK$0.8 each to raise funds to explore opportunities related to artificial intelligence and web3-related technologies.The shares represent 6.78% of the company's issued share capital an 6.35% as enlarged by the sale.
Kaiser Reef (ASX:KAU) said underground refurbishment and rehabilitation at the Union Hill mine, within the Maldon project in Victoria, will begin in May, according to a Wednesday filing with the Australian bourse.Initial underground refurbishment works include establishing a northern access drilling platform to target untested sections of the Eaglehawk and Ladies Reefs, the filing said.Drilling is expected to start next quarter, per the filing.Shares fell nearly 2% in morning trade Wednesday.