-- 日本物流基金（东京证券交易所代码：8967）的资产管理人三井物产物流伙伴公司决定修改该房地产投资信托基金（REIT）的资产管理指引，自4月23日起生效。 此次修改旨在通过在其房地产相关资产之外新增资产类别，扩大REIT的投资机会，这些新资产类别包括主要投资于房地产类资产的投资企业的有限合伙权益以及货币债权。 相应地，修订后的指引将更新REIT的投资组合构建政策，并引入新的条款，用于确认与收购这些新增资产类别相关的事项。 根据周一提交给东京证券交易所的文件，此次修改须经股东在当日举行的第16届股东大会上批准，对公司章程进行部分修订。
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Australia
Ulta Beauty's TikTok Shop Expected to Drive New Guest Acquisition and Help Build Emerging Brands, Oppenheimer Says
Ulta Beauty's (ULTA) recently launched TikTok Shop is expected to drive new guest acquisition for the company and help build emerging brands, Oppenheimer said in a research note on Monday.After attending an Ulta analyst event and Ulta Beauty World, Oppenheimer said the company's management sees a significant opportunity in the wellness category.Ulta has already expanded its wellness assortment to more than 400 stores and is also growing through the marketplace, while working to develop a differentiated guest experience with a unique assortment, Oppenheimer said.Oppenheimer also said it was increasingly confident in the company's efforts to keep selling, general, and administrative expense growth below or in line with sales, though Ulta will still make additional investments to drive top-line growth profitably if needed.The brokerage said it remains upbeat on Ulta Beauty's longer-term prospects and bullish on Chief Executive Officer Kecia Steelman's leadership and strategic efforts to drive additional market share gains over time.Oppenheimer maintained its outperform rating on the stock and its $650 price target.Price: $559.84, Change: $+6.48, Percent Change: +1.17%
$ULTA
US Markets
Cleveland-Cliffs Beats First-Quarter Forecasts as Loss Narrows; CEO Signals Profit Ahead
Cleveland-Cliffs (CLF) first-quarter loss narrowed more than expected with revenue exceeding market estimates, while CEO Lourenco Goncalves said the steel producer anticipates a return to profit in the second quarter.The company said Monday its adjusted loss narrowed to $0.40 a share in the March quarter from the loss of $0.93 a year earlier, compared with the consensus on FactSet for a loss of $0.43. Revenue rose to $4.92 billion from $4.63 billion, topping the Street's view for $4.81 billion.First-quarter results "reflected the impact of short-term headwinds like energy prices and price realization lags," Goncalves said in a statement. "As we move through the year, each quarter is expected to improve sequentially, as the momentum already visible in both our order book and pricing continues to translate into earnings and cash flow."The company expects to "generate healthy positive free cash flow" in the second quarter, marking a return to earnings, Goncalves added.Steel product sales volume fell to 4.11 million net tons in the first quarter from 4.14 million a year earlier. Steelmaking revenue climbed to $4.76 billion from $4.47 billion.The conflict in the Middle East has strengthened Cleveland-Cliffs' "competitive position," Goncalves said, though it hasn't improved the timeline for a potential deal with South Korean steelmaker POSCO In October, Cleveland-Cliffs announced a memorandum of understanding with POSCO to explore a partnership focusing on US steel production."We continue to negotiate in good faith within the framework of our MOU toward a transaction that is accretive for our shareholders and fully reflects the value of our assets, our market position, and the strength of the US steel demand," Goncalves said.In 2026, Cleveland-Cliffs continues to expect steel shipment volumes of about 16.5 to 17 million net tons.The stock fell 4.7% in Monday trading. The shares have declined 29% this year.Price: $9.48, Change: $-0.47, Percent Change: -4.68%
$CLF
Australia
USA Rare Earth's Round Top Rare Earth Deposit Unlike Others in the West, Wedbush Says
USA Rare Earth's (USAR) Round Top in Texas is unlike any other rare earth deposit in the West, Wedbush analysts said in a Monday note to clients.Analysts said that Round Top carries about 72% heavy rare earth oxide distribution within its total rare earth oxide content, making it unique among deposits of this scale outside China.Wedbush said that the deposit positions the company to address the segment of the rare earth market under the most acute supply chain pressure following China's April 2025 export controls.Wedbush said that Round Top is the only deposit in the West with the geological profile to produce heavy rare earths at a commercial scale, and that the company's Less Common Metals unit is the only facility outside China with the capability to produce samarium cobalt and heavy rare earth metals commercially.Analysts initiated coverage on USA Rare Earth with an outperform rating and a $29 price target.Price: $22.65, Change: $+2.70, Percent Change: +13.53%
$USAR