Financial Wire

TSX指数は正午時点で20ポイント下落したが、ほとんどのセクターは上昇した。

-- トロント証券取引所は正午時点で20ポイント下落したが、ほとんどのセクターは上昇している。 通信セクターと情報技術セクターが最も好調で、それぞれ1.5%と1.3%上昇した。 カナダでは、3月の既存住宅販売統計の発表に注目が集まった。 TDエコノミクスは、カナダの住宅販売が4ヶ月連続で減少した後、3月も「低調」な結果となったことを受け、「雇用市場の低迷、経済の不確実性、人口増加率の低下、住宅購入能力の逼迫など、複数の逆風の中で市場は依然として苦戦している」と述べた。さらにTDは、「こうした課題を抱える中、2026年はカナダの住宅市場にとって再び穏やかな年となるだろう。需給バランスの緩みがブリティッシュコロンビア州とオンタリオ州の価格に下押し圧力をかけ続けるだろう。その他の地域では価格上昇はより堅調だが、年が進むにつれて鈍化する可能性が高い」と付け加えた。 新規物件登録件数も同月は横ばいだった。新規物件登録数と販売件数がともにほとんど伸び悩んだため、3月の販売件数対新規物件登録数の比率は47.8%にとどまりました。TD銀行は「これは長期平均を大きく下回っており、今後の価格上昇は緩やかなものにとどまることを示唆している」と述べています。 3月の平均住宅価格も横ばいでしたが、より「同等の物件」を比較した指標であるMLS住宅価格指数は前月比0.4%下落し、前年同月比では4.7%下落しました。戸建住宅の価格は前月比0.3%下落、分譲マンションの価格は前月比0.9%下落しました。 カナダ不動産協会(CREA)は木曜日、経済の年初からの低調なスタートと、原油価格高騰によるインフレ抑制のため、カナダ銀行が年内に利上げを実施する可能性が高まっていることを受け、今年の住宅販売件数予測を下方修正しました。カナダ不動産協会(CREA)によると、2026年の住宅販売戸数は約474,972戸と予測されており、2025年比で1%増加する見込みです。これは、1月に発表した5.1%増という予測を下回っています。全国平均住宅価格は、今年1.5%上昇し688,955ドルになると予測されていますが、これはCREAが1月に発表した2.8%増という予測を下回っています。2027年の全国住宅販売戸数はさらに2.1%増加し、485,071戸になると予測されています。CREAは、インフレ抑制のために金利引き上げが不要と判断された場合、この数字は50万戸を超える可能性もあると付け加えています。 企業ニュースでは、ファースト・キャピタルREIT(FCR-UN.TO)が、チョイス・プロパティーズREIT(CHP-UN.TO)とキングセットによる現金とユニット交換による総額94億ドルの買収取引で買収される予定です。この取引にはジョージ・ウェストン(WN.TO)も関与しています。

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Sector Update: Financial Stocks Softer Late Afternoon

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US Equity Indexes Advance After Trump Announces Israel-Lebanon Ceasefire Deal

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Sector Update: Health Care Stocks Decline Late Afternoon

Health care stocks were softer late Thursday afternoon, with the NYSE Health Care Index and the State Street Health Care Select Sector SPDR ETF (XLV) each decreasing 0.7%.The iShares Biotechnology ETF (IBB) dropped 1.3%.In corporate news, Abbott Laboratories (ABT) lowered its full-year earnings outlook on Thursday to reflect the acquisition of cancer diagnostics company Exact Sciences, while the healthcare firm reported Q1 results above market estimates. Its shares fell past 5%.Gilead Sciences (GILD) could beat Q1 consensus estimates, but weaker-than-expected persistence rates for Yeztugo point to a potential risk to long-term peak sales for the HIV pre-exposure prophylaxis drug, RBC Capital Markets said in a note. Gilead shares were down 0.8%.QuidelOrtho (QDEL) shares tumbled 28%. The company said late Wednesday it expects preliminary unaudited revenue of $615 million to $620 million for Q1. Analysts polled by FactSet expect $677.8 million.Hims & Hers Health (HIMS) shares jumped past 12% after a senior US health official signaled plans to ease restrictions on certain peptides.

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