-- 周一下午，消费类股票走低，道富消费必需品精选行业SPDR ETF (XLP) 小幅下跌，道富非必需消费品精选行业SPDR ETF (XLY) 下跌0.8%。 行业新闻方面，《华尔街日报》报道，美国司法部反垄断部门正在对大型肉类加工企业展开刑事调查。此前，唐纳德·特朗普总统于11月指责这些公司操纵价格。 公司新闻方面，屋顶产品分销商QXO (QXO) 已同意以现金加股票的方式收购保温产品公司TopBuild (BLD)，交易金额约为170亿美元。QXO此举旨在扩大其建筑产品组合。QXO股价下跌5.2%，而TopBuild股价则飙升超过17%。 据彭博社报道，布朗-福曼 (BF.A) 据称倾向于将公司出售给保乐力加，而不是萨泽拉克提出的另一项收购方案。布朗-福曼股价下跌0.8%。 据CNBC报道，Rivian Automotive（RIVN）位于伊利诺伊州中部的工厂周末遭龙卷风袭击受损。报道援引了首席执行官RJ Scaringe周日晚间发给员工的内部消息。Rivian股价下跌1.8%。
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Research
Research Alert: CFRA Maintains Sell Opinion On Shares Of Bank Of Hawaii Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After digesting Q1 2026 earnings, we increase our 12-month target price by $6 to $57, 8.3x our 2027 EPS estimate, a discount to the peer average of 10.9x, as weak growth prospects outweigh the benefits of limited competition in Hawaii. We raise our 2026 EPS estimate to $5.95 from $5.33 and 2027's to $6.84 from $5.94. Our revenue projections are $801M in 2026 and $858M in 2027. BOH's Q1 results showed positive momentum, with net interest income growing for the eighth straight quarter and credit quality remaining solid. Despite these strengths, we believe the stock is overvalued given weak fundamental growth trends. Loan balances have been flat Y/Y, while deposits have grown only 1% over four years. Furthermore, although BOH maintains strong capital levels (12.1% CET1 ratio), the bank faces unusual vulnerability to rising long-term interest rates due to significant unrealized losses in its securities portfolio. We note BOH's quarterly dividend has been stagnant at $0.70 since mid-2021.
$BOH
US Markets
Wedbush Lifts 2026 Box Office Outlook Following Strong First-Quarter Performance, Wedbush Says
Wedbush Securities on Monday raised the North American box office forecast for 2026, citing strong first-quarter growth and summer releases.The brokerage expects box office proceeds to rise 13% annually to $9.8 billion this year, up from 10% previously projected. First-quarter collections grew 25% year over year to $1.8 billion.CinemaCon, a trade show for the motion picture theater industry, was conducted in Las Vegas last week. The event showed strong studio slates and a focus on lengthening theatrical windows, Wedbush said."All of the studios came out this year with more confidence than last year," Wedbush analysts, including Alicia Reese, said.The deal between Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY) dominated the event, with Paramount Chief Executive David Ellison promising a 45-day exclusive theatrical window upon deal completion and an output increase to 30 titles per year, Reese said.Theater operators have been demanding a 45-day minimum, Reuters reported last week. Movies staying in theaters longer drives more favorable economics across theatrical and streaming, according to the Wedbush note.Comcast's (CMCSA) Universal said it planned to extend the exclusive theatrical window to 45 days by 2027, compared with its current 17-day window that is seen moving to 35 days in 2026, Reese said.The summer slate, especially in the third quarter, "is shaping up very nicely," Reese said.Last week, B. Riley Securities raised its 2026 box office projections to $9.55 billion from $9.40 following a better-than-expected first quarter.Wedbush upgraded its 2027 box office growth estimate to 5% from 4%, at $10.2 billion.However, if the combined Paramount-Warner Bros. company cuts theatrical output, there could be some downside risk to the 2027 estimate, Reese said."That said, our current estimate does not anticipate that the combined studio reaching the company's stated goal of 30 total titles," Reese said.
$CMCSA$PSKY$WBD
Treasury
NXP Semiconductors Redeems $750 Million of 2026 Senior Notes
NXP Semiconductors (NXPI) said late Monday its subsidiary, NXP, along with NXP USA and NXP Funding, has redeemed $750 million in outstanding 3.875% senior notes due June 2026, in accordance with the terms of the applicable indenture.
$NXPI