-- 加拿大皇家银行资本市场（RBC Capital Markets）周一在一份电子邮件报告中指出，奥托立夫（Autoliv，股票代码：ALV）第一季度业绩强劲超出预期，主要得益于汇率波动以及中国和印度市场的良好表现，这增强了其上调2026年业绩预期的信心。 该券商表示，标普全球下调了全球汽车产量预期，目前预测轻型汽车产量将下降2%，而奥托立夫此前维持1%的降幅预期不变，这在一定程度上反映了其谨慎态度。 该券商补充道，奥托立夫预计其在中国和印度的业绩将推动其轻型汽车产量表现优于市场平均水平，但今年晚些时候中国市场将面临较高的同比基数，因此不应期望出现与第一季度类似的优异表现。 报告还指出，管理层澄清，金属关税第232条的修订不会对奥托立夫的关税地位产生实质性影响。 加拿大皇家银行表示，鉴于奥托立夫的市场地位和产品组合优于竞争对手，它是其覆盖范围内质量最高的汽车供应商。 该券商维持对奥托立夫的“跑赢大盘”评级，并将目标价从 137 美元上调至 138 美元。
Price: $120.49, Change: $+1.57, Percent Change: +1.32%
Hengtong Optic-Electric's (SHA:600487) net profit attributable to shareholders in the first quarter surged 98.5% year on year to 1.11 billion yuan from 556.8 million yuan, according to a Shanghai bourse filing over the weekend.Earnings per share increased to 0.4563 yuan from 0.2298 yuan.Revenue climbed 34% year on year to 17.8 billion yuan from 13.3 billion yuan, the Chinese fiber optic cable manufacturer said, attributing the growth to increased demand and prices in the optical communication market.Hengtong also cited increased deliveries of marine communication and energy products and growing demand in overseas markets among the factors for the improved performance.
Eneos Holdings (TYO:5020) is strengthening governance and compliance after authorities indicted its unit Eneos Wing over alleged antimonopoly violations in diesel fuel sales in Tokyo, according to a Monday filing on the Tokyo Stock Exchange.The Japan Fair Trade Commission indicted Eneos Wing on April 17 on suspicion of coordinating diesel prices, with prosecutors filing charges the same day.Eneos Holdings is restructuring management at Eneos Wing, setting up a compliance unit, and expanding audits and executive training across key group companies.The parent has also conducted a cartel risk review and has not identified significant issues, it said.
Solstice Minerals (ASX:SLS) found visible copper sulfide mineralization in multiple zones downhole during its diamond drilling at the Nanadie project in Western Australia, according to a Monday filing with the Australian bourse.The first diamond drillhole tail was completed to a final depth of 629 meters, the filing said.Geological logging and core processing are in progress, and assay results are expected in about five to six weeks, per the filing.Shares rose nearly 12% in midday trade on Monday and earlier reached an all-time high.