巴克莱将哈门那的目标价从245美元下调至234美元，维持"持有"评级。(格隆汇) ...

中国旺旺(0151.HK)继续下跌超5%，4日连跌超10%，盘中低见4.66港元刷新阶段新低，总市值51亿港 元。 消息上，中国旺旺昨日午间发布截至2025年9月30日止六个月中期业绩，总收益为111.08亿元，较上一 财年同期增长2.1%；净利润17.17亿元人民币 ，同比下降7.83%。 绩后摩根大通、美银证券、里昂、瑞银均发布研报下调中国旺旺目标价。其中美银下调中国旺旺目标价 至4.7港元，重申"跑输大市"评级。该行指其净利润按年跌7.8%，逊预期，将2026及2027财年每股盈利 预测下调8%至10%。 ...

Roth MKM将塔吉特的目标价从122美元下调至90美元，维持"持有"评级。(格隆汇) ...

小摩下调奈飞目标价至124美元 美股异动丨华纳兄弟探索盘前涨超3.3%，据报派拉蒙、康卡斯特和奈飞 拟参与竞购 摩根大通将奈飞的目标价从127.5美元下调至124美元，维持"中性"评级。(格隆汇) 相关事件 ...

瑞穗将Zoom通讯的目标价从100美元下调至94美元，维持"中性"评级。(格隆汇) ...

Core Viewpoint - UBS's research report indicates that Gao Xin Retail experienced a 12% year-on-year decline in revenue for the first half of fiscal year 2026, resulting in a net loss primarily due to reduced interest income, optimization costs in the Central China region, and decreased rental income during store renovations [1] Financial Performance - Gao Xin Retail reported a net loss for the first half of fiscal year 2026, attributed to several factors including reduced interest income and costs associated with business optimization and store renovations [1] - The company announced an interim dividend of HKD 0.085 per share, yielding a dividend rate of 4.5%, which aligns with market expectations [1] Earnings Forecast - UBS has revised its earnings per share (EPS) forecast for Gao Xin Retail downwards by 14% to 79% for the fiscal years 2026 to 2028 due to market competition, one-time costs, and tax impacts [1] - The target price for Gao Xin Retail has been adjusted from HKD 2.7 to HKD 2.4, while maintaining a "Buy" rating [1]

Group 1 - Morgan Stanley has lowered Ferrari's stock price target from $460 to $457 [1]

Core Viewpoint - RBC Capital has lowered the target price for Block from $97 to $90 while maintaining an "Outperform" rating [1] Summary by Category Company Analysis - The adjustment in target price reflects a reassessment of Block's market position and future growth potential [1] Market Implications - Maintaining the "Outperform" rating suggests that RBC Capital still sees potential for Block to perform better than the market average despite the price reduction [1]

Group 1 - Mizuho has lowered the target price for Kraft Heinz from $29 to $27 while maintaining a "Neutral" rating [1]

Group 1 - The core viewpoint of the report indicates that due to the inclusion of G&A expenses, the fixed asset impairment for the first half of the year will exceed 100 million yuan, while there were no corresponding provisions in the same period last year [1] - The company's cement sales and prices may be lower than previously expected, leading to a downward revision of the earnings per share forecast for the next two years by 66% and 48%, resulting in estimates of 0.06 HKD and 0.11 HKD respectively [1] - The firm maintains a "outperform" rating for the company but has reduced the target price by 12% to 2.2 HKD [1]