Chipmaker Bonanza Fuels Taiwan's Wealth Sector, Attracts Major Banks – Report WealthBriefingAsia

Police say 26-year-old man died at scene outside nightclub in Peckham and two others remain in hospital Four men have been arrested on suspicion of murder after a man was stabbed to death and two other men were injured outside a nightclub in south-east London. The Metropolitan police said officers were called at 3.54am on Monday to reports of a disturbance involving a group of people outside a nightclub in Ruby Street, Peckham. Continue reading...

hapabapa/iStock Editorial via Getty Images The Healthcare sector was strong from last October through February. Those gains were all the more impressive, given the retreat among mega-cap tech stocks. The often-steady and somewhat defensive area provided diversification, but that changed once the war in Iran began. Healthcare—from pharma to medical services to biotech—broadly struggled. Likewise, shares of AbbVie ( ABBV ) fell to close out the first quarter. Amid high M&A in Healthcare and ongoing sector rotation, I had a "B uy" rating on AbbVie shares back in January . The stock is down 8% since the first of the year, dividends included. Today, I reiterate a "B uy" rating. I’ll provide a refreshed valuation, now with Q4 numbers in hand, ahead of its next earnings report due out later this month. I’ll also offer an updated look at the technicals. Healthcare's Recent Rollover Pressures Biotech Stocks StockCharts.com Back in February, AbbVie reported a solid set of quarterly results. Q4 non-GAAP EPS of $2.71 topped the Wall Street consensus forecast of $2.65. Revenue of $16.6 billion, up 10% from the same period a year earlier, was a material $200 million beat. By drug segment, the company’s YoY revenue from Humira fell 26%, Skyrizi rose 32%, and Rinvoq grew 29%. The firm also initiated its FY 2026 outlook above consensus. Despite solid Humira gains , shares fell 3.8% in the session that followed—a third consecutive post-earnings dip. Looking ahead to the April 29 Q1 release, the options market prices in a somewhat high 4.6% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the print. ABBV now trades with a moderate 34% implied volatility percentage, while short interest on the stock is low at 1.4%. Looking closer at the quarter that was, AbbVie tallied very strong results. FY 2025 featured $61.2 billion in net sales, up 8.6% YoY. Growth was driven largely by the immunology portfolio, which reached $30.4 billion, thanks to big...

Brazil’s new Planning Minister Bruno Moretti will name leftist economist Guilherme Mello as his deputy, removing him from contention for a seat on the central bank’s board and advancing a shakeup of the federal government’s economic team ahead of elections, according to a person familiar with the matter. Mello, currently the Finance Ministry’s economic policy secretary, is also expected to be nominated as chairman of Petrobras’s board, two people familiar said, asking not to be identified discussing private matters. The move was first reported by Folha de S. Paulo and confirmed by Bloomberg News. The Planning Ministry and the Finance Ministry didn’t immediately reply to requests for comment. His name had been suggested to President Luiz Inacio Lula da Silva by former Finance Minister Fernando Haddad for one of two open central bank board seats, but faced pushback from investors who viewed him with concern. The 42-year-old economist is part of a group of so-called structuralists who favor a stronger role for the state and public investment to boost production and address supply-demand imbalances driving inflation, rather than relying primarily on monetary policy. The changes to the central bank’s board come as the monetary authority cautiously begins an easing cycle, with policymakers signaling that future interest rate cuts will depend on the inflationary impact of the war in the Middle East, which has pushed up global fuel prices and lifted long-term inflation expectations. New Economic Team Lula’s economic team has a new lineup just months before the October vote as many of its original members stepped down to run in the election. Haddad is competing for governor of Sao Paulo and Simone Tebet left the helm of the Planning Ministry to pursue a Senate seat. Moretti, with new Finance Minister Dario Durigan, are now in charge of Lula’s fiscal strategy during the presidential campaign. Moretti’s appointment, alongside Mello, is expected to increase the Planning Ministr...

MACQUARIE MS BDS EM.MKT.T (D5X7.DU) 期權鏈 Yahoo 財經

Source: Bloomberg, 0:00

美国总统特朗普周一表示，他为伊朗达成协议设定的周二期限是最终期限，称伊朗的和平提议意义重大，但还不够好。 特朗普警告称，如果伊朗不满足他设定的周二晚间的最后期限，美军将对伊朗基础设施发动大规模袭击。伊朗拒绝了特朗普的最后期限。 “他们提出了一项提案，而且这是一项意义重大的提案。这是一个重要的进步。但这还不够好，”特朗普表示。 “如果他们采取必要的行动，这场战争可能很快就会结束。他们必须做一些事情。他们也明白这一点，我认为他们一直在真诚地进行谈判，”他说。 特朗普的高级助手们一直通过巴基斯坦间接与伊朗进行谈判，试图达成一项协议，让伊朗放弃核武器并重新开放霍尔木兹海峡——这条石油运输航道。伊朗表示，它想要的是永久结束战争，而不仅仅是暂时停火。 特朗普表示，最新一批代表伊朗政府的团队似乎不像其他在空袭中丧生的团队那样“激进”。他说：“我们认为他们实际上更聪明。” 特朗普表示，如果由他做主，美国会控制伊朗的石油，但他表示，美国人民可能不会理解这样的举动。 责任编辑：李桐

Nvidia: China Brings The Heat (NASDAQ:NVDA) Seeking Alpha

Nvidia CEO Jensen Huang Visits Capitol Hill Anna Moneymaker/Getty Images News What an incredible few years it has been for Nvidia Corporation ( NVDA ). Having risen 1,200% in less than half a decade, it has handily outperformed the S&P 500 ( SP500 ), the NASDAQ-100 ( NDX ), the Magnificent Seven, and any other appropriate benchmark you can think of. The company, which has been the largest financial beneficiary of the generative AI boom, has seen its revenue increase 700% over the last three years and 1,295% over the last five . The stock has risen at a pace nearly commensurate with these gains, as investors have piled in to the rising growth story. Nvidia 5 year chart (Seeking Alpha Quant) Amazingly, despite all the gains Nvidia stock has made in the last three years, its stock is currently the cheapest it has been in a long time. At the beginning of its AI-fueled run in 2023, the stock traded at 50 times sales. Today, it only trades at 37 times earnings , as the company’s earnings growth has outpaced the stock’s price gains. Nvidia multiples (Seeking Alpha Quant) So, Nvidia stock is looking cheaper now than it did at prices far higher than today’s. There are many reasons for that, the obvious factor being the company’s sky-high earnings growth rate, which has increased the company’s intrinsic value at a rapid pace. Another reason is the fact that Nvidia’s stock has performed poorly this year, being down 4.88% as of this writing, consistent with the trend in the U.S. tech sector overall. By all accounts, Nvidia is expected to continue growing in the year ahead. According to Seeking Alpha’s Nvidia earnings page, analysts expect the company to earn $8.29 per share in 2027 and $11.12 per share in 2028. These estimates give NVDA forward P/E ratios of 21.39 and 15.96, respectively. Nvidia analyst estimates (Seeking Alpha Quant) Basically, if Nvidia is set to continue on the growth trajectory that it has been on, its stock is cheap. The question you need to ask yourself i...

Nvidia CEO Jensen Huang Visits Capitol Hill Anna Moneymaker/Getty Images News What an incredible few years it has been for Nvidia Corporation ( NVDA ). Having risen 1,200% in less than half a decade, it has handily outperformed the S&P 500 ( SP500 ), the NASDAQ-100 ( NDX ), the Magnificent Seven, and any other appropriate benchmark you can think of. The company, which has been the largest financial beneficiary of the generative AI boom, has seen its revenue increase 700% over the last three years and 1,295% over the last five . The stock has risen at a pace nearly commensurate with these gains, as investors have piled in to the rising growth story. Nvidia 5 year chart (Seeking Alpha Quant) Amazingly, despite all the gains Nvidia stock has made in the last three years, its stock is currently the cheapest it has been in a long time. At the beginning of its AI-fueled run in 2023, the stock traded at 50 times sales. Today, it only trades at 37 times earnings , as the company’s earnings growth has outpaced the stock’s price gains. Nvidia multiples (Seeking Alpha Quant) So, Nvidia stock is looking cheaper now than it did at prices far higher than today’s. There are many reasons for that, the obvious factor being the company’s sky-high earnings growth rate, which has increased the company’s intrinsic value at a rapid pace. Another reason is the fact that Nvidia’s stock has performed poorly this year, being down 4.88% as of this writing, consistent with the trend in the U.S. tech sector overall. By all accounts, Nvidia is expected to continue growing in the year ahead. According to Seeking Alpha’s Nvidia earnings page, analysts expect the company to earn $8.29 per share in 2027 and $11.12 per share in 2028. These estimates give NVDA forward P/E ratios of 21.39 and 15.96, respectively. Nvidia analyst estimates (Seeking Alpha Quant) Basically, if Nvidia is set to continue on the growth trajectory that it has been on, its stock is cheap. The question you need to ask yourself i...

格隆汇4月7日｜据市场消息，德黑兰正展开防御行动，以应对敌对威胁。

The streaming hub receives another price target boost from a major Wall Street analyst.

美国总统特朗普周一表示，他对伊朗政府感到不满，并称伊朗政府将为此付出沉重代价。 特朗普还表示，他为伊朗达成协议设定的周二期限是最终期限，称伊朗的和平提议意义重大，但还不够好。 责任编辑：李桐

UPS and the union settled their dispute over a driver separation program, limiting the total voluntary buyouts to 7,500 employees.

Scott Barbour/Getty Images News On April 6, a major move is being discussed where Sumitomo Mitsui Financial Group ( SMFG ) and Nippon Life Insurance plan to create a large private credit fund of ~¥500B ($3.1B), showing strong growth in Japan’s private lending market. The fund will reportedly focus on leveraged buyouts, real estate, and mezzanine loans, which can offer investors higher yields than traditional bonds and stocks. This major step, along with global firms like Apollo Global Management ( APO ) , Blackstone ( BX ) , and KKR & Co. ( KKR ) entering Japan, signals that financing options are expanding with increased competition, reported Bloomberg . More on Sumitomo Mitsui Financial, Sumitomo Mitsui Trust Group, Inc. Jefferies stock climbs on report of possible takeover by SMFG Polestar to receive equity financing of $400 million Seeking Alpha’s Quant Rating on Sumitomo Mitsui Financial Historical earnings data for Sumitomo Mitsui Financial Dividend scorecard for Sumitomo Mitsui Financial

Apple is using its product environment to play the long game. Seaport analyst Jay Goldberg raised his price target on the stock.

美国总统特朗普周一表示，伊朗没有抓住他给予的结束冲突的机会。 特朗普稍早表示，他对伊朗政府感到不满，并称伊朗政府将为此付出沉重代价。 责任编辑：李桐

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Short-Term Corporate Bond ETF (Symbol: VCSH) where we have detected an approximate $849.3 million dollar inflow -- that's a 2.1% increase we

在美国总统特朗普设定的最后期限临近之际，伊朗拒绝了停火提议。这位美国总统要求伊朗重新开放霍尔木兹海峡，否则德黑兰的民用基础设施将面临进一步袭击。 “他们现在还不想‘求饶’，但他们会的，如果不，他们将不会再有桥梁，”特朗普周一在白宫对记者表示。他还表示，“极不可能”再次变动最后期限。 特朗普定于华盛顿时间下午1点（北京时间01:00）在新闻发布会上向记者发表讲话。 伊朗在回应中要求永久结束战争、解除制裁以及开展重建工作，还要制定霍尔木兹海峡安全通行协议。伊朗的回复通过调解方巴基斯坦转达，对结束这场持续逾1个月战争的努力构成最新挫折。 特朗普将伊朗最近的提议称为“非常重要的一步”，但认为这还不足以结束战斗。 美国盟友据报正推动在最后时刻与伊朗达成协议。特朗普将重新开放这一关键水道的最后期限延长至周二，使市场持续关注是否能够取得突破。 巴基斯坦、埃及和土耳其正推动达成一项持续约45天的潜在停火协议，以避免美国对伊朗能源基础设施发动打击，以及伊朗对该地区国家展开报复。 责任编辑：李桐

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Long-Term Treasury ETF (Symbol: VGLT) where we have detected an approximate $770.1 million dollar outflow -- that's a 7.2% decrease week ov

Kyryl Gorlov/iStock via Getty Images Business conditions in the U.S. equipment rental market are beginning to improve, with early signs of a cyclical rebound emerging despite lingering near-term pressure from higher costs and interest rates, according to a new report from UBS analysts led by Steven Fisher. The firm’s latest survey of rental equipment managers points to steady gains in activity, firmer pricing trends and growing confidence that non-residential construction demand will reaccelerate later in 2026. Conditions positive for sixth straight month UBS said its February business conditions index remained firmly in expansion territory, marking the sixth consecutive month of improvement. Nearly half of surveyed managers reported better conditions than a year earlier, while fewer than a quarter said conditions had worsened. The index reading of 6.25, where anything above 5 signals growth, suggests the industry is stabilizing after a softer period tied to declining non-residential construction activity. Importantly, UBS noted that its survey historically acts as a leading indicator for construction trends, implying that improving sentiment today could translate into stronger activity over the next year. Rental volumes and activity edge higher Demand is already showing tentative improvement. Survey responses indicated that rental volumes in January and February were modestly higher compared with the same period last year, with roughly 47% of managers reporting gains. Rental activity has also come in slightly ahead of expectations for 2026 so far, suggesting that the downturn may be nearing a trough. Still, the recovery remains uneven. UBS highlighted that fleet sizes are currently somewhat oversized relative to demand, indicating lingering slack in the system that could weigh on pricing power in the near term. Pricing trends stabilize as used equipment rebounds Pricing signals were mixed but generally constructive. Rental rates increased sequentially in February, ...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the United States Oil Fund LP (Symbol: USO) where we have detected an approximate $593.1 million dollar outflow -- that's a 21.9% decrease week over wee

Analysts are bullish on Apple’s expansion into the budget laptop market, which could boost earnings.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Value ETF (Symbol: VTV) where we have detected an approximate $494.8 million dollar outflow -- that's a 0.3% decrease week over week (from

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Mega Cap ETF (Symbol: MGC) where we have detected an approximate $458.7 million dollar outflow -- that's a 5.1% decrease week over week (fr

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares 20+ Year Treasury Bond ETF (Symbol: TLT) where we have detected an approximate $425.3 million dollar outflow -- that's a 1.0% decrease week

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard FTSE Pacific ETF (Symbol: VPL) where we have detected an approximate $518.1 million dollar outflow -- that's a 6.4% decrease week over week

今天（4月6日），美国总统特朗普在白宫出席活动时对媒体谈及伊朗称，美国东部时间周二（4月7日）即为最终期限，“不可更改”。特朗普再次强调“伊朗不能拥有核武器”，称其在第一任期内撕毁伊朗核问题全面协议，刺杀时任伊朗伊斯兰革命卫队下属“圣城旅”指挥官苏莱马尼，“从而避免了以色列被从地图上抹掉”。 特朗普坚称已实现伊朗“政权更迭”，称现在与美国谈判的伊朗领导层“更加通情达理”。但他又称“他们（伊朗）就是不肯认输，不过他们终究会服软的——如果他们不服软，他们将一无所有。” 特朗普还称，如果让他选择，他会“拿走（伊朗）石油”，因为“石油唾手可得，他们（伊朗）对此无能为力”。特朗普称，“不幸的是，美国人民希望我们回家——如果由我做主，我会拿走石油，我会把石油据为己有，我会赚很多钱。”在被记者问及“既然美方已多次宣称伊朗军力被摧毁，为什么战事还在持续”时，特朗普称，“他们（伊朗）还有一些导弹，还有一些无人机。他们运气不错，击落了一架（美军）飞机。”（CCTV国际时讯）