株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
ECB、インフレの一時的な急騰にも利上げ準備完了とラガルド総裁
ECB ready to hike rates even if expected inflation surge is short-lived, Lagarde says
The panel consensus is bearish, with concerns that the ECB's hawkish rhetoric may not be backed by action, risking a …
ガソリン価格、1ガロンあたり4ドルに近づく、イラン戦争が長期化
Gas prices inch toward $4 a gallon as Iran war drags on
The panel discusses the impact of geopolitical risks on oil prices, with disagreement on the duration and severity of disruptions. …
Amplitude Energy、イザベラガス田の発見を商業的ではないと判断
Amplitude Energy deems Isabella gas discovery non-commercial
The Isabella write-off is a significant setback for Amplitude Energy's ECSP, potentially forcing a reserve downgrade and increasing the risk …
BTG Pactual は Pilgrim’s Pride Corporation (PPC) のカバレッジを開始し、ニュートラルレーティングを付与 – その理由はこちら
BTG Pactual Initiates Coverage of Pilgrim’s Pride Corporation (PPC) With a Neutral Rating – Here’s Why
BTG Pactual's 'Neutral' rating on PPC at $40 reflects cautious optimism, acknowledging FY2025 strengths while warning of potential margin risks …
イングレディオン（INGR）がベンチマークから「買い」レーティングで新規カバー開始
Ingredion Incorporated (INGR) Gets Initiated With a Buy Rating by Benchmark
The panelists have mixed views on Ingredion (INGR). While some see it as a defensive play with stable dividends and …
なぜアーチーバー・ダンズ・ミッドランド・コーポレーション (ADM) は 2026 年に最も価値が低い防御株の一つと言えるのか？
Why is Archer-Daniels-Midland Company (ADM) One of the Best Undervalued Defensive Stocks for 2026?
Panelists agree that ADM's current valuation is fair to cheap, but the Nutrition segment's scandal and potential legal liabilities pose …
市場ダイジェスト：ADM、OGE
Market Digest: ADM, OGE
The panel consensus is bearish, with a key risk being stagflation and a potential hard landing due to elevated energy …
UBS、キャンベル・カンパニー（CPB）の目標株価を24ドルから20ドルに引き下げ - その理由は以下の通り
UBS Cuts PT on The Campbell’s Company (CPB) to $20 From $24 – Here’s Why
The panel consensus is that CPB's operational deterioration, lack of pricing power, and margin compression pose significant risks to its …
クリスピークリーム、米国西部合弁事業を再編し、日本事業を売却
Krispy Kreme restructures Western US JV and sells Japan business
Krispy Kreme's asset-light pivot is a step towards reducing debt, with a 13-20% reduction depending on the starting debt figure. …
JPMorgan、Conagra Brands (CAG) の目標株価を19ドルから17ドルに引き下げ – その理由は以下の通り
JPMorgan Cuts PT on Conagra Brands (CAG) to $17 From $19 – Here’s Why
The panel consensus is bearish on Conagra (CAG), citing high leverage, tight dividend coverage, earnings risk convergence, and margin compression …
ゴールドIRA税制：ゴールドIRAの税金について
Gold IRA tax rules: How gold IRAs are taxed
Gold IRAs, while offering tax advantages, are generally considered sub-optimal due to significant frictions such as custodian fees, lack of …
RBC Capital、General Mills（GIS）の目標株価を60ドルから55ドルに引き下げ – その理由は以下の通り
RBC Capital Cuts PT on General Mills (GIS) to $55 From $60 – Here’s Why
Analysts disagree on the sustainability of General Mills' (GIS) margins, with RBC seeing Q3 weakness as transitory and TD Cowen …