-- ワイズテック・グローバル（ASX:WTC）は、2026年度のEBITDA（利払い・税金・減価償却費控除前利益）見通しを報告ベースで5億5,000万豪ドルから5億8,500万豪ドルに据え置いた。ジェフリーズは火曜日のレポートで、ワイズテックが2028年度にEBITDAマージンを50%超に回復する軌道に乗っているとの確信を示したと述べた。 ジェフリーズはまた、一時的な費用についても明確化し、リストラ費用3,750万豪ドルとM&A費用1,100万豪ドルから1,500万豪ドルを分離した。 アマゾンはエンドツーエンドの物流機能を外部の企業荷主に開放しており、これはワイズテックに二次的な影響を与える可能性がある。従来の貨物輸送業者や物流プロバイダー（同社の主要顧客層）は、Amazonに市場シェアを奪われる可能性があるものの、WiseTechのCargoWiseとE2openを活用して情報技術システムを近代化するきっかけにもなり得る。 投資会社はWiseTech株の買い推奨と目標株価72豪ドルを維持した。 WiseTech Globalの株価は、直近の水曜日の取引で約2%下落した。
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Dexin Services' Controlling Shareholder Declared Bankrupt
Dexin Services (HKG:2215) said controlling shareholder Hu Yiping was adjudged bankrupt by the High Court of the British Virgin Islands, according to a Wednesday Hong Kong bourse filing.Hu ceased to be chairman of the company on April 28, the filing said.Following the bankruptcy order, Hu's assets, including his interest in Shengfu International, will vest in the official receiver and/or trustee in bankruptcy, which may result in a future change in control of the company.Dexin Services said the bankruptcy order was made against Hu personally rather than the group or its assets, and is not expected to have a significant impact on its operations or financial performance.
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Asia
Medibank Private Expected to Meet Fiscal Year 2026 Outlook, Jefferies Says
Medibank Private (ASX:MPL) is expected to meet its fiscal year 2026 outlook, given that policyholder growth is typically highest in the fiscal fourth quarter, Jefferies said in a note on Tuesday.Its resident policyholder growth of 2.3% in the twelve months to December 2025, outpacing industry growth of 2.1%, implies market share gain even with heightened competition.The fiscal third quarter claims growth was consistent with the industry, and Medibank paid AU$39.3 million to private hospitals under partnership initiatives over the nine months of the fiscal year, compared with AU$36.6 million in fiscal 2025.Its claims growth was consistent with recent industry trends, with some benefit from proactive claims management. It guided to fiscal year 2026 claims per policy unit of 2.6% to 2.9% on the prior corresponding period.The investment firm retained the hold rating on Medibank and raised the price target to AU$5.15 from AU$4.90.
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Asia
Market Chatter: ASEAN Leaders to Gather in Philippines as US-Iran War Pressures Region
Leaders of the Association of Southeast Asian Nations (ASEAN) are set to confront the widening economic shock of the Iran conflict at this week's summit in the Philippines, with inflation and supply disruptions taking center stage, Nikkei Asian Review reported on Wednesday.The talks will also cover the crisis in Myanmar and efforts to advance a South China Sea code of conduct. Attacks linked to the US-Iran war have choked shipping through the Strait of Hormuz, disrupting global supplies of oil and gas and leading to surging prices. Energy-importing economies such as the Philippines, Thailand and Vietnam are facing rising costs and strained supply chains, prompting subsidies, shorter work weeks and emergency measures. reportedly.Analysts say ASEAN's calls for de-escalation have had a limited impact, leaving leaders under pressure to respond. Divisions persist over Myanmar policy, while long-running negotiations with China on a South China Sea code are unlikely to conclude soon amid competing priorities and geopolitical tensions, the Nikkei said.The 48th ASEAN Summit and related meetings are taking place in Cebu, Philippines, from May 6 to May 8, 2026.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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