-- RBCキャピタル・マーケッツは金曜日に電子メールで送付した調査レポートの中で、ユニオン・パシフィック（UNP）は第1四半期に堅調な営業指標を示し、これは持続可能であり、より良好な輸送量見通しと相まって、ガイダンスのさらなる上方修正につながる可能性があると述べた。 アナリストらは、M&Aの期待が株価パフォーマンスに影響を与える要因となる一方で、建設部門が新たな成長ドライバーとして加わり、自動車部門は貨物輸送環境の改善の可能性を背景に、マイナスからニュートラルに格上げされたと指摘した。 レポートによると、第1四半期の業績予想上振れは輸送量と利益率の動向によるものであり、売上高が予想通りだったのは、コア価格の上昇と燃料サーチャージ収入の増加によるものだという。 RBCキャピタル・マーケッツは、同社株の投資判断を「アウトパフォーム」に据え置き、目標株価を1株当たり273ドルから289ドルに引き上げた。
Price: $272.04, Change: $+0.78, Percent Change: +0.29%
Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.
iSoftStone Information Technology (SHE:301236) posted a 14% increase in attributable net profit for 2025 to 206.1 million yuan from 180.4 million yuan.Earnings per share edged up to 0.22 yuan from 0.19 yuan, according to a filing with the Shenzhen bourse on Saturday.Revenue climbed 12% to 35 billion yuan from 31 billion yuan.iSoftStone's shares slumped 7% in late-afternoon trade on Monday.
Japanese shares ended higher on Monday, tracking a broader risk-on sentiment after reports that Iran proposed reopening the Strait of Hormuz to the U.S., easing concerns over stalled peace talks and potential supply disruptions.The Nikkei 225 rose 1.4%, or 821.18 points, to close at 60,537.36.Cautious optimism returned on Monday after talks broke down over the weekend, when U.S. President Donald Trump scrapped an envoy visit, and Tehran ruled out negotiations under pressure.Iran has floated a plan through Pakistani mediators to extend the ceasefire and create space for broader talks, with nuclear discussions to follow once a U.S. blockade of the Strait of Hormuz is lifted. The proposal has been delivered to the White House, with no clear response yet. Trump is due to meet his national security team later in the day.In economic news, Japan's leading index rose to 113.3 in February after an upward revision, while the coincident index fell to 116.3 from January's revised 118.1, government data showed Monday.On the corporate front, Rohm (TYO:6963) fell 9% after saying it has not supported Denso Corporation's (TYO:6902) share acquisition proposal and that recent media reports did not originate from the company.Eneos (TYO:5020) slipped over 1% after saying it is strengthening governance following the indictment of its unit over alleged diesel price coordination in Tokyo.Kyorin Pharmaceutical (TYO:4569) edged down over 1% despite plans to transfer its generic drug business to a Daito-led platform as it shifts focus to new drug operations.