株式市場ニュース

エコラブ、クールIT買収に向け4.5B～5Bドル規模の取引に近づく

Ecolab Moves Closer to Acquiring CoolIT in $4.5B–$5B Deal

The panel is largely bearish on Ecolab's acquisition of CoolIT, with concerns around overpayment, potential dilution, customer concentration risk, and …

バークレイズ、ジョンソン・エンド・ジョンソン（JNJ）の製薬事業の継続的な強さを予測

Barclays Sees Continued Strength in Johnson & Johnson (JNJ) Pharma Business

The panel's discussion on JNJ's upgrade to $234 is mixed, with concerns about Stelara's patent cliff and the sustainability of …

Mizuho、原油価格予測の上昇を受けてExxon Mobil（XOM）の目標株価を引き上げ

Mizuho Lifts Exxon Mobil (XOM) Price Target on Higher Oil Price Forecast

The panel's net takeaway is that ExxonMobil's (XOM) stock price is supported by Guyana's production growth, but risks include geopolitical …

BMOキャピタル、強い発行ペースを受けてS&Pグローバル（SPGI）の目標株価を引き上げ

BMO Capital Raises S&P Global (SPGI) Price Target on Strong Issuance Momentum

The panelists have mixed views on S&P Global's (SPGI) valuation, with issuance momentum and Enertel AI acquisition as key drivers. …

RBCキャピタル、エリリリーの（LLY）レタトルチドを主要な成長ドライバーと見る、試験結果はまちまち

RBC Capital Sees Eli Lilly’s (LLY) Retatrutide as Key Growth Driver despite Mixed Trial Results

The panel is divided on Retatrutide's potential. While some see its superior weight loss and lower discontinuations as a significant …

バイデン政権時代の受託者規則にさようなら。次に何が起こるのか

Bye-Bye, Biden-Era Fiduciary Rule. Here’s What Comes Next

The vacating of the DOL’s Retirement Security Rule is a short-term win for insurance carriers and broker-dealers, removing immediate compliance …

メディケアは始まりに過ぎないという「シルバー・タスマニー」の中で

Claiming  Medicare Is Just the Beginning Amid ‘Silver Tsunami’

The panelists agreed that the 'Silver Tsunami' of seniors turning 65 daily presents a multi-year demand tailwind for Medicare products …

イラン、液化天然ガスプラントへの攻撃により、天然ガスに対する「黙示録的シナリオ」のリスクが高まる

Iranian Strikes on LNG Plant Heighten Risk of “Doomsday Scenario” for Natural Gas

The panel is divided on the long-term impact of Qatar's LNG supply disruption. While some argue it will lead to …

RBC Capital は、マクロ経済の不確実性が続く中、PPG の目標を引き下げました。

RBC Capital Trims PPG Target as Macro Uncertainty Persists

PPG's stock faces headwinds due to uneven industrial demand and high valuation (16x forward earnings), but its powder coatings segment, …

AbbVie、Alloy Therapeutics、次世代抗体プラットフォームの開発で合意

AbbVie, Alloy Therapeutics Ink Deal to Develop Next-Gen Antibody Platform

The panel generally views the AbbVie-Alloy partnership as a strategic but modest move, not a game-changer. It's seen as a …

PepsiCo Hits 2025 Water Targets Early Under pep+ Initiative

PepsiCo's early achievement of 100% water replenishment in high-risk areas is operationally solid and reduces regulatory risk, but its financial …

Raymond James は Energy Transfer (ET) の魅力的な見通しを認識し、お気に入りリストに追加

Raymond James Sees Attractive Outlook for Energy Transfer (ET), Adds to Favorites

The panelists agreed that Energy Transfer (ET) has potential catalysts in LNG export growth and data center demand, but they …