-- スターボード・バリューは火曜日、ダイナトレース（DT）に対し、収益成長と収益性向上を加速させるための事業戦略を概説した書簡を送付したと発表した。 同書簡によると、スターボードはダイナトレースに多額の投資を行っている。 スターボードは、ダイナトレースの株価は、堅牢な製品プラットフォームを有しているにもかかわらず、インフラ関連企業と比較して大幅な割安水準で取引されていると付け加えた。 スターボードは、ダイナトレースには企業価値創造の機会があるとし、目標達成に向けて同社の経営陣および取締役会との建設的な対話を継続していくことを期待していると述べた。 MTニュースワイヤーズからのコメント要請に対し、ダイナトレースはすぐには回答しなかった。 ダイナトレースの株価は火曜日の取引で3.2%上昇した。
Price: $36.73, Change: $+1.12, Percent Change: +3.13%
(Updates prices.)Gold traded at a month low midafternoon Tuesday as rising oil prices threaten to boost inflation and raise interest rates, while the dollar and treasury yields moved higher.Gold for June delivery was last seen down US$82.80 to US$4,610.90 per ounce, the lowest since March 30.The drop comes as the Federal Reserve's Federal Open Market Committee begins its two-day meeting that ends with a decision on interest rates. While the committee is widely expected to leave rates unchanged, it comes as oil prices surge with the war on Iran choking off 20% of daily supply from Persian Gulf nations, boosting inflation while stalling global growth."The stagflationary impact of the energy crisis, combined with mounting fiscal debt concerns and an ongoing de-dollarisation trend, remains supportive over the longer term, with these drivers currently being overshadowed by the market's near-term focus on oil-driven inflation," Saxo Bank noted.The dollar roserly, with the ICE dollar index last seen up 0.12 points to 98.62. Treasury yields were also higher, bearish for gold since it pays no interest. The U.S. two-year note was last seen paying 3.85%, up 4.7 basis points, while the yield on the 10-year note was up 1.8 points to 4.363%.
Consumer stocks were mixed Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.9% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.7%.Redbook US same-store sales rose by 7.7% from a year earlier in the week ended April 25 after a 6.7% year-over-year increase in the previous week, with sales benefitting from an extra selling day this year compared with last year due to the timing of Easter.In corporate news, Coca-Cola (KO) lifted its full-year earnings growth outlook on Tuesday as the beverages giant posted fiscal Q1 results above market expectations amid pricing and volume gains. Its shares jumped past 5%.General Motors (GM) raised its full-year earnings outlook and trimmed its tariff hit forecast on Tuesday, as the automaker reported an unexpected year-over-year increase in its Q1 bottom line. GM shares added 0.2%.Walt Disney's (DIS) broadcast licenses may be headed for review by the US Federal Communications Commission, Semafor reported Tuesday. Disney shares were down 0.6%.Copa's (CPA) Copa Airlines reached a $13.5 billion deal with Boeing (BA) to incorporate up to 60 of the airplane maker's 737 Max jets over the next eight years, Reuters reported. Copa shares shed 0.6%.
Sanmina (SANM) reported late Monday fiscal Q2 adjusted earnings and revenue above market expectations, with sales more than doubling.Shares climbed 13% as intraday trading volume jumped to over 2.20 million from a daily average of about 779,000.Kforce (KFRC) reported late Monday better-than-expected Q1 results, with its Q2 guidance for earnings and revenue also exceeding market expectations.Shares surged 45%, with intraday trading volume of over 945,000 against a daily average of roughly 282,000.Axogen (AXGN) shares jumped 7% after the company reported Tuesday a swing to Q1 adjusted EPS from a a loss a year earlier following a surge in revenue.More than 1.75 million shares traded intraday, compared with a daily average of about 1.03 million.Price: $212.30, Change: $+24.22, Percent Change: +12.88%