-- RBCキャピタル・マーケッツは火曜日のレポートで、マクドナルド（MCD）の第1四半期決算は市場予想に近い水準で発表され、2026年の業績見通しも据え置かれると予想していると述べた。 RBCによると、決算発表を控えた状況は、同社が米国で低所得者層に大きく依存していること、そしてこの層がガソリン価格の高騰による圧力に直面していることを考慮すると、やや不利なものだ。第1四半期決算は5月7日に発表される予定。 レポートによると、米国の既存店売上高は4.5%増と予想されており、市場コンセンサスを約29ベーシスポイント上回る見込み。一方、海外市場はやや減速するものの、業績は市場予想とほぼ一致すると見込まれている。 RBCは、中東紛争の影響に関するコメントに注目しており、これは第1四半期から第2四半期にかけて、わずかな方向性の逆風にとどまる可能性が高いとしている。 RBCは、目標株価330ドルで「セクター・パフォーム」のレーティングを維持した。
Price: $301.05, Change: $-0.79, Percent Change: -0.26%
Hong Kong stocks ended little changed Monday as U.S.-Iran talks stalled, heightening concerns over potential disruptions to energy flows.The Hang Seng Index fell 52.42 points to end marginally lower at 25,925.65, while the Hang Seng China Enterprises Index dropped 19.30 points to 8,756.32.U.S. President Donald Trump scrapped plans to send envoys to Islamabad for weekend talks, signaling a pause in diplomatic efforts.He said Sunday Iran could call if it wants to negotiate an end to the conflict, while insisting it must not possess nuclear weapons, after Tehran urged the removal of obstacles to a deal, including the U.S. blockade of its ports.Sentiment was partially supported after an Axios report said Iran may prioritize reopening the strait while postponing nuclear negotiations.Meanwhile, China's industrial profits accelerated in March, marking their fastest growth in six months.Profits rose 15.8% year on year, up from a 15.2% increase in the January-February period, according to data from the National Bureau of Statistics released Monday.In corporate news, CITIC Securities (HKG:6030, SHA:600030) closed nearly 2% higher after reporting a 55% growth in first-quarter profit.
WuXi AppTec (HKG:2359) booked 4.65 billion yuan in attributable profit for the first quarter of 2026, up 27% from 3.67 billion yuan a year earlier, according to a Hong Kong bourse filing Monday.Earnings per share were 1.58 yuan, compared with 1.28 yuan in the prior year.Revenue jumped 29% year on year to 12.44 billion yuan, figures showed.
Religare Enterprises (NSE:RELIGARE, BOM:532915) said the managing director and chief executive officer of its subsidiary, Care Health Insurance, has stepped down from the role on April 25 upon completion of tenure, according to an Indian bourse filing on Sunday.Shares of the company rose nearly 2% in Monday's trade.