Core Viewpoint - Rolls-Royce reaffirms its full-year profit guidance due to strong demand for jet engines, particularly from the Asia-Pacific region [1] Group 1: Financial Performance - The company expects a full-year underlying operating profit between £3.1 billion and £3.2 billion, supported by robust order demand [1] - Rolls-Royce anticipates free cash flow to be in the range of £3 billion to £3.1 billion despite ongoing supply chain challenges [1] Group 2: Market Conditions - Airlines are currently facing a global shortage of engines, as newer turbines require more maintenance and repair times are longer than expected due to backlog [1] - The strong order book is primarily driven by demand from the Asia-Pacific region [1] Group 3: Stock Performance and Management - Rolls-Royce's stock price has more than doubled this year, reflecting investor optimism regarding the turnaround plan implemented by CEO Tufan Erginbilgic, who took over in 2023 [1]

Group 1 - Nissan Motor Co. announced the sale of its global headquarters building in Yokohama for 90 to 97 billion yen (approximately $630 million) to a consortium led by China's Minth Group and KKR's KJR Management [2] - The 22-story office building is located in Yokohama's central business district, which is part of the Greater Tokyo Area [2] - The deal includes a 10-year leaseback agreement, allowing Nissan to continue using the headquarters after the sale [2] Group 2 - Honda and Nissan terminated their merger talks due to disagreements over merger conditions, with Honda seeking Nissan's profitability plan as a prerequisite for the merger [3] - Following the breakdown of negotiations, Renault, a major shareholder in Nissan, initiated a search for global investors to prevent a decline in share value, with potential investors including large tech companies like Apple [3] - Nissan expressed willingness to collaborate with Foxconn, with Foxconn's chairman stating that purchasing shares is not the goal, but rather focusing on cooperation [3] Group 3 - The sale of the headquarters is part of Nissan's strategy to address financial difficulties and strengthen its capital position amid increasing competition in the global electric vehicle market [5] - Nissan faces challenges such as aging models and insufficient market competitiveness, alongside a $5.6 billion debt due next year [5] - The company has initiated a turnaround plan that includes global layoffs of 20,000 employees and reducing production bases from 17 to 10 [5]

格隆汇10月7日｜耐克CEO Elliott Hill周一表示，公司的扭亏为盈计划已初显成效，但要恢复盈利增长 仍需一段时间。至于被问及预期能够恢复中、高个位数的收入增长和强劲的利润率时，Hill承认需要时 间，但他表示，公司有实现该目标的途径。 ...

Core Viewpoint - BP is expected to see an increase in oil production and strong performance in its trading business for the second quarter, which is a positive sign for the company as it attempts to recover from years of poor performance [1][2] Group 1: Production and Trading Performance - BP anticipates that its oil production for the three months ending in June will be higher than in the first quarter, contrary to previous expectations of flat production [1] - The company reported a significant increase in profit margins from its refining business, attributed to a substantial rise in maintenance activities [2] - BP's trading performance in oil for the second quarter is expected to be outstanding, while natural gas trading performance is described as average [2] Group 2: Market Context and Challenges - The Brent crude oil price has dropped approximately 9% this quarter, hovering just below $70 per barrel, which is the benchmark price used by BP for financial targets [1] - BP faces increasing pressure to make progress on its turnaround plan announced in February, as its stock price has lagged behind peers [2][3] - The company is also dealing with potential asset impairments ranging from $500 million to $1.5 billion, which could impact positive signs from trading, refining, and upstream sectors [3] Group 3: Financial Position and Strategic Moves - BP's net debt increased by about $4 billion in the first quarter, reaching nearly $27 billion, but is expected to decrease slightly in the second quarter [3] - The CEO has committed to increasing oil and gas production while reducing investments in low-carbon energy, alongside a plan to sell approximately $20 billion in assets by the end of 2027 [3] - BP's market value has declined by a quarter since April of the previous year, making it a target for acquisition rumors, including speculation about Shell potentially acquiring the company [3] Group 4: Leadership Changes - BP is currently searching for a new chairman following Helge Lund's announcement of his departure in April, with several qualified candidates having declined the position [4]