Rheinmetall's 2030 guidance probably needs a reset, analysts at J.P. Morgan write in a note. The German defense company cut its 2026 guidance due to the cancellation of a big German contract it expected to win, and J.P. Morgan sees risks beyond. Changes in defense technology are happening faster th…
The U.S. Treasury yield curve is likely to continue to flatten, say TD Securities' rates strategists in a note. However, they reckon, short-lived steepening is possible. "Tactical steepening is possible given the extent of recent flattening," they say. "But with the market continuing to pencil in r…
0547 GMT - The U.S. Treasury yield curve is likely to continue to flatten, say TD Securities' rates strategists in a note. However, they reckon, short-lived steepening is possible. "Tactical steepening is possible given the extent of recent flattening," they say. "But with the market continuing to…
Maxis's earnings momentum is expected to be supported by steady service revenue growth and efficiency gains, AmInvestment Bank's Paul Yap Ee Xing says in a note. Mobile revenue continues to benefit from the prepaid-to-postpaid migration and stronger convergence, while AI-led automation should lift…
Excel Cell Electronic Co. Ltd. - Taiwan Figures in New Taiwan dollars. 2026 2025 Revenue NT$197,699,000 NT$147,231,000 Jan-Jun Revenue NT$1,046,073,000 NT$890,619,000 Source: Taiwan Stock Exchange This conten…
MAP Aktif Adiperkasa faces an earnings hit from some headwinds, CGS International analysts say in a research report. The brokerage cuts its 2027-2028 sales forecasts for the lifestyle retailer by 9%-11% to reflect its lowered 2026-2028 gross store opening assumptions to 300 a year from 380-450 prev…
GEA Group Raised to Outperform From Sector Perform by RBC Capital Markets
GEA Group Target Raised to EUR70 From EUR57 by RBC Capital Markets
Bucher Industries Target Cut to CHF340 From CHF400 by RBC Capital Markets
Bucher Industries Cut to Sector Perform From Outperform by RBC Capital Markets
Uniform Industrial Corp. - Taiwan Figures in New Taiwan dollars. 2026 2025 Revenue NT$47,535,000 NT$45,548,000 Jan-Jun Revenue NT$233,531,000 NT$253,065,000 Source: Taiwan Stock Exchange This content was automa…
Investors could consider buying 10-year U.S. Treasurys on dips, TD Securities' rates strategists say in a note. Uncertainty around the Federal Reserve's policy path will likely keep 10-year U.S. Treasury yields in the 4.25%-4.66% range in the near term, they say. TD Securities doesn't expect the Fe…
Optimax Technology Corp. - Taiwan Figures in New Taiwan dollars. 2026 2025 Revenue NT$183,440,000 NT$128,758,000 Jan-Jun Revenue NT$935,499,000 NT$918,833,000 Source: Taiwan Stock Exchange This content was automa…
Brooks Macdonald Started at Buy by Berenberg
Brooks Macdonald Target Started at GBP16.00 by Berenberg
SK Hynix is set to benefit from accelerating artificial-intelligence infrastructure investment in 2H, KB Securities' analysts say. The South Korean chip maker also stands to benefit from a memory supply shortage projected to persist through 2028, they say. "The upward trend in SK Hynix's earnings a…
Roche Holding's estimate of the peak sales potential for a new experimental lung-cancer drug seems conservative, Citi analysts say in a research note. The Swiss drugmaker on Thursday said the drug, divarasib, met primary and key secondary goals in a late-stage trial of patients with a type of lung…
Sembcorp Industries' 1H result is likely to be weighed by the Middle East conflict driving up energy prices and a challenging operating environment in India, says Citi analyst Luis Hilado in a note. The U.S.-Iran conflict pushed upstream gas suppliers to raise prices, resulting in margin pressure f…
(05:00 GMT) *Julius Baer Appoints Peter Burrill as Chief Fincl Officer (05:01 GMT) *Julius Baer: Burrill Also Appointed Member of Executive Board (05:02 GMT) *Julius Baer: Appointment Effective 17 Aug., Subject to Regulatory Approval (05:02 GMT) *Julius Baer: Burrill Joins From Standard Chartered …
The dominant theme across global markets next week will again likely be the evolving narrative around the Iran war and the trajectory of the still tenuous U.S.-Iran peace talks, First Abu Dhabi Bank's Simon Ballard says in a note. "The technical talks in Qatar are ongoing, with markets taking an in…
