-- RBCキャピタル・マーケッツは木曜日のレポートで、IBM（IBM）はインフラストラクチャとソフトウェア事業の好調に牽引され、第1四半期の売上高が予想を上回ると見込んでおり、IBMは堅調な年初を迎える見込みだと述べた。 RBCは第1四半期の売上高を155億7000万ドル、調整後EPSを1.80ドルと予測している。 RBCは、投資家の懐疑的な見方はコンサルティング事業の成長に集中している一方、ソフトウェア事業、特にRed Hatの成長が引き続き注目されていると指摘した。 Red Hatの成長率は、第4四半期に8%に減速した後、第1四半期も1桁台後半を維持すると予想されている。 RBCはまた、投資家はGenAIの収益化に関するコメントと、Confluent買収が予想よりも早く完了したことを受けての最新のガイダンスに注目していると述べた。 RBCはIBMの投資判断を「アウトパフォーム」に据え置き、目標株価を361ドルから330ドルに引き下げた。
Price: $254.30, Change: $+3.30, Percent Change: +1.31%
Brazilian Rare Earths (ASX:BRE) said that the mineral resource estimate and scoping study for the Rocha da Rocha critical minerals province are both targeted for mid-2026, according to a Monday Australian bourse filing.Sensor-based ore sorting testing validated a simple, dry beneficiation pathway for the Monte Alto project, while a metallurgical optimization program validated low-temperature acid-cure processing at 150 degrees celsius, with a 15 kilograms blended composite scale-up test confirming high extraction performance and strong scalability, the filing said.The company expects to submit an economic development plan for the project to Brazil's National Mining Agency in the June quarter.Brazilian Rare Earths' shares rose nearly 4% in recent trading on Monday.
CITIC Securities (HKG:6030, SHA:600030) posted net profit attributable to owners of 10.2 billion yuan for the first quarter of 2026, up 55% from 6.61 billion yuan a year earlier, according to an April 24 Hong Kong bourse filing.Hong Kong-listed shares of the firm were up nearly 2% in Monday morning trade.Earnings per share came in at 0.67 yuan, compared with 0.43 yuan in the prior-year period.Operating revenue rose 41% to 23.2 billion yuan from 16.4 billion yuan.
Zhejiang NHU's (SHE:002001) net profit attributable to shareholders in the first quarter rose 15% to 6.76 billion yuan from 5.87 billion yuan a year earlier, according to a Saturday filing on the Shenzhen bourse.Earnings per share climbed 16% year on year to 2.21 yuan from 1.91 yuan.Operating revenue increased 3% to 22.3 billion yuan from 21.6 billion yuan in the prior year.