-- RBCキャピタル・マーケッツは木曜日のレポートで、ボーイング（BA）の第1四半期決算は、737 MAXの生産・納入ペースが加速し、787の開発も中東紛争に関連するリスクがほとんどないことから、2026年の業績見通しに対する信頼感を高めるものだと述べた。 同証券会社は、2026年、2027年、2028年のフリーキャッシュフロー予測をそれぞれ30億ドル、73億ドル、110億ドルに引き上げた。 レポートによると、第1四半期の防衛事業の利益率は予想を上回り、ボーイングはF/A-XX戦闘機の開発機会獲得に向けて引き続き有力候補であり、これは業績にとってプラスの起爆剤となるだろう。 アナリストらは、ボーイングは防衛市場において有利な立場にあり、開発プログラムのリスク低減が継続していることもプラス要因だと指摘した。 同証券会社は、ボーイング株の投資判断を「アウトパフォーム」に据え置き、目標株価を1株当たり275ドルとした。
Price: $234.03, Change: $+2.75, Percent Change: +1.19%
Uni-President Enterprises (TPE:1216) unit China investment acquired a structured deposit product from CTBC Bank's Shanghai branch worth 100 million yuan, according to a Friday Taiwan Exchange filing.Shares gained about 1% in Monday's late morning trade.The product, named Hui Gao Xin Fu 20260028, is a principal-guaranteed, RMB-linked structured deposit.The investment is aimed at generating stable returns through low-risk financial products, the filing said.
Keppel's (SGX:BN4) subsidiary, Corredance, started an arbitration against its three partners in a Vietnamese joint venture over land fees, according to a Monday filing with the Singapore Exchange.Corredance is seeking declarations that Denver Power, Tien Phuoc Real Estate Joint Stock Company, and Tran Thai Lands, not the company, are fully liable for about 6.877 trillion dong of additional land use fees that the authorities have imposed on their joint venture by the end of 2025.The joint venture was established for constructing, developing and operating residential and mixed-use developments in Ho Chi Minh. It is 40% owned by Corredance.
China Resources Microelectronics' (SHA:688396) net profit attributable to shareholders in the first quarter surged 297% to 330 million yuan from 83.2 million yuan a year earlier, according to a Shanghai bourse filing on Saturday.The Chinese semiconductor manufacturer's shares rose 1% during Monday's midday trade.Earnings per share soared 295% year on year to 0.25 yuan from 0.06 yuan.Operating revenue jumped 21% to 2.86 billion yuan from 2.35 billion yuan in the previous year.