-- 瑞银证券周一在一份报告中指出，孩之宝（Hasbro，股票代码：HAS）第一季度的业绩将主要取决于旗下威世智（Wizards of the Coast）部门的强劲需求，以及该公司如何将树脂和运费上涨的影响纳入损益表。 瑞银表示，威世智的需求强劲主要得益于《忍者神龟》（Teenage Mutant Ninja Turtles）和《史崔克斯海文的秘密》（Secrets of Strixhaven）在第一季度强劲的预售表现。 瑞银指出，鉴于树脂价格上涨以及运费和分销成本的增加，预计孩之宝将更加关注利润率。瑞银还表示，树脂成本每上涨10%，每股收益将增加约0.08美元；而进出境运费每上涨10%，孩之宝的每股收益将增加约0.09美元。 瑞银补充道，即使面临轻微的供应链中断，预计孩之宝仍将维持其2026年的营收预期。 瑞银维持买入评级，目标价为110美元。
Price: $95.34, Change: $-1.81, Percent Change: -1.86%
Many Peaks Minerals' (ASX:MPK) Ivory Coast-based Ferke gold project has all the elements for a highly economic development project, Euroz Hartleys said in a note on Monday, after the company posted an upbeat mineral resource estimate from the project.The company announced a maiden mineral resource estimate of 1.3 million ounces of gold at 1.5 grams per tonne for its Ouarigue prospect area in the project, compared with Euroz Hartleys' forecast of 1 million ounces of gold at 1.2 grams per tonne.The investment firm said there is room for upside after the company stated the deposit remains open at depth, hinting potential for further growth, and highlighted additional exploration upside across a 37-kilometer gold trend at the site.Reverse circulation drilling at the Ferke South permit is also expected to begin after the grant of permit, a key prospective area "missed by the market," the firm added.Euroz Hartleys maintained a speculative buy rating and raised the price target to AU$1.90 from AU$1.38.
KMD Brands (ASX:KMD, NZE:KMD) has completed the retail component of its fully underwritten 1-for-0.73 accelerated renounceable entitlement offer, with eligible shareholders subscribing for around 182.6 million new shares at NZ$0.06 each, raising about NZ$11 million as part of a total NZ$58.5 million capital raising, according to a Tuesday filing with the Australian and New Zealand bourses.The participation rate was around 52% of entitlements under the retail entitlement offer, with fully participating shareholders also applying for about NZ$4.5 million in additional shares via the retail shortfall facility, per the filing.The remaining around 169.3 million shares, consisting of unsubscribed entitlements from both eligible and ineligible retail shareholders, will be offered for sale through a retail shortfall bookbuild on Tuesday, while the company shares are in trading halt, the filing said.Trading is expected to resume on Wednesday, with any premium above the offer price after deducting withholding tax distributed to eligible shareholders by May 5, the filing added.