-- 根據週二提交給新加坡交易所的文件顯示，MeGroup（SGX:SJY）旗下子公司Menang Nusantara已同意從Welloyd Properties手中收購位於馬來西亞的兩處永久產權商業物業，交易金額近1400萬令吉。 這家聲學及組件系統製造商的股價在周三的交易中飆升超過9%。 這兩處物業位於雪蘭莪州巴生，均為兩層半獨立式商業建築。 根據協議，Welloyd將在協議簽署之日起36個月內或自獲得開發監管部門批准之日起36個月內（以較晚者為準）完成物業建設，並將空置物業交付給MeGroup。 此舉符合MeGroup在該地區拓展零售經銷網路的策略。
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Asia
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Research
Research Alert: CFRA Downgrades Opinion On Shares Of Skyworks Solutions To Sell From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price at $66, on P/E of 12x our CY 27 EPS view of $5.50, near historical forward averages. After better than feared Mar-Q results/Jun-Q guide, we raise our FY 26 (Sep.) EPS to $4.91 from $4.64 and keep FY 27 at $5.22. Our downgrade reflects our view of better investment opportunities elsewhere in the semiconductor industry despite SWKS's progress on diversification. Although Mar-Q results showed mobile business revenue holding up better than expected, we remain concerned about high exposure to low/no growth markets like smartphones, competitive pressures, and supply chain headwinds including memory bottlenecks and inflationary pressures. SWKS announced a major $1B+ Android design win, which should help diversify revenue away from Apple (60% of sales) and capture share in the premium Android tier, though we expect this to be a gradual tailwind through CY 30 rather than a near-term boost. We await regulatory updates from the pending Qorvo deal (entering Phase 2 in China).
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International
Thailand's Inflation Rises 2.89% in April
Thailand's consumer price index rose 2.89% in April from a year earlier, versus an 0.08% decline in the month prior, the country's Commerce Ministry said Wednesday.The reading exceeded the 2.2% median projection in a Bloomberg survey of economists.Thailand's inflation picked up at its fastest pace since February 2023, marking the first return to the Bank of Thailand's 1% to 3% target band since February last year. Officials expect inflation to rise further to 3.06% in May and 3.27% in June, before peaking near 4.1% in October, Bloomberg News reported, citing a press briefing.Market reaction was muted, with the 10-year government bond yield inching up one basis point to 2.24%, while the baht held steady after gaining 0.6% against the dollar.Core inflation, which excludes selected food and energy items, rose 0.83% during the month, faster than 0.57% a month prior.
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