-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的研究報告指出，IBM（IBM）今年整體開局穩健，第一季營收表現突出，主要得益於其基礎設施業務，而諮詢業務則與市場預期相符。 IBM的軟體業務將成為2026年營收的主要驅動力，這得益於該公司提前約兩個月完成的Confluent收購，RBC估計此次收購金額約為2億美元。 分析師表示，IBM預計在2026年實現10億美元的額外生產力節約，並補充說，IBM基於人工智慧的軟體開發系統「Bob」以及量子開發領域的進展是全年值得關注的關鍵領域。 RBC補充道，鑑於IBM強勁的開局和持續的成本節約舉措，該公司預計2026年將新增約10億美元的自由現金流，這一預期可能較為保守。 RBC維持對IBM的「跑贏大盤」評級，目標價為330美元。
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Jia Yao (HKG:1626) posted profit attributable to owners of 1.8 million yuan for 2025, down from 50.6 million yuan a year earlier, according to an April 24 Hong Kong bourse filing.Shares of the paper cigarette packaging supplier were up nearly 5% in Monday morning trade.Earnings per share came in at 0.003 yuan, compared with 0.084 yuan in 2024.Revenue fell 16% year on year to 644.9 million yuan from 770.5 million yuan.
Fiberhome Telecommunication Technologies' (SHA:600498) net profit attributable to shareholders in 2025 dropped 38% to 435.8 million yuan from 702.7 million yuan a year earlier, according to a Shanghai bourse filing on Saturday.The Chinese telecommunications equipment company's shares rose 1% during Monday's morning trade.Earnings per share fell 41% year on year to 0.36 yuan from 0.61 yuan.Operating revenue slipped 13% to 24.9 billion yuan from 28.5 billion yuan in the previous year.
RBL Bank's (NSE:RBLBANK, BOM:540065) consolidated profit after tax jumped to 2.44 billion Indian rupees in the fiscal fourth quarter ended March 31, from 869.9 million rupees a year ago.Earnings per share climbed to 3.90 rupees from 1.43 rupees a year earlier, according to a Saturday filing to the Indian stock exchanges. The EPS was lower than the 4.39 rupees estimated by analysts polled by Visible Alpha.Interest earned by the lender in fiscal Q4 increased to 37.2 billion rupees from 34.8 billion rupees a year ago.The bank's board proposed a dividend of 1 rupee per share of face value of 10 rupees each.