Netwealth Outlook Positive but Market Volatility to Weigh on Earnings, Says Jefferies

-- Netwealth Group's (ASX:NWL) strong third-quarter update, ongoing demand for managed accounts and the upcoming HIN launch in July, which is expected to open a new market category, reinforce optimism about the company's forward outlook, Jefferies said in a note on Thursday.

The company posted Q3 total funds under administration of AU$125.8 billion, with net inflows of AU$4 billion offsetting market declines of AU$3.7 billion.

The investment firm trimmed its fiscal 2026 EPS estimates by 3% due to market volatility and slightly increased fiscal 2028 EPS estimates by 1%.

However, Jefferies said the company's reiteration of 2026 guidance helped ease concerns around market volatility.

Jefferies maintained a buy rating and raised its price target to AU$30.25 from AU$28.

Jereh Oilfield Services 2025年利润增长2%，营收增长21%；股价上涨4%。

根据周五在深圳证券交易所发布的公告，杰瑞油田服务集团（深圳证券交易所代码：002353）预计2025年归属于股东的净利润将同比增长2%，从上年的26.3亿元人民币增至26.8亿元人民币。每股收益同比增长1.9%，从上年的2.59元人民币增至2.64元人民币。营业收入同比增长21%，从上年的134亿元人民币增至162亿元人民币。受此消息提振，该公司股价在早盘交易中上涨4%。

$SHE:002353

商汤集团拟通过增发股份募集32.5亿港元；股价上涨4%。

据周五提交给香港交易所的文件显示，商汤科技（HKG:0020）计划通过增发股份筹集32.5亿港元。该公司股价周五早盘下跌近4%。这家人工智能公司计划以每股1.91港元的价格发行17亿股新股，占其B类股的4.09%，以及经配售后已发行股份总数的4.04%。商汤科技表示，配售所得款项将用于扩大公司的人工智能基础设施以及研发活动。

$HKG:0020

Netwealth Outlook Positive but Market Volatility to Weigh on Earnings, Says Jefferies

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Jereh Oilfield Services 2025年利润增长2%，营收增长21%；股价上涨4%。

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商汤集团拟通过增发股份募集32.5亿港元；股价上涨4%。