-- RBC Capital Markets週三在一份研究報告中指出，RTX (RTX) 在其均衡的航空航天和國防產品組合中展現出“強勁增長”，而雷神公司(Raytheon)的增長潛力仍然是其業績增長的催化劑。 RBC指出，RTX第一季業績強勁，雷神公司9%的內生成長率“令人印象深刻”，這主要得益於愛國者(Patriot)、GEM-T、戰斧(Tomahawk)和標準(Standard)系列飛彈銷量的成長。 RBC表示，RTX將2026年調整後銷售額預期上調5億美元，調整後每股收益預期上調0.10美元（取中間值），並補充說，該公司目前預計雷神公司將實現高個位數增長，同時維持對柯林斯(Collins)和普惠(Pratt & Whitney)的展望不變。 這家投資公司也指出，儘管國防積壓訂單成長的大部分預計要到2027年中期才能實現，但5%至6%的整體內生成長預期仍然顯得保守。 加拿大皇家銀行重申了對RTX的「跑贏大盤」評級，目標價為230美元。 RTX股價週三下跌近4%。
Price: $180.15, Change: $-7.02, Percent Change: -3.75%
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.