주식 시장 뉴스

이콜랩, 4.5조~5조 원 규모 쿨릿 인수 추진 중

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 …

바클레이스, 존슨앤존슨(JNJ) 제약 사업의 지속적인 강세 전망

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 …

미즈호, 유가 전망 상향에 따라 엑손모빌(XOM) 목표주가 상향

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 캐피탈, 강력한 발행 모멘텀으로 S&P 글로벌(SPGI) 목표주가 상향 조정

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 캐피탈, 엘리 릴리의 (LLY) 레타트루티드를 혼합 임상 결과에도 주요 성장 동력으로 평가

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 …

바이-바이, 바이든 시대 신탁 의무 규칙. 다음은 무엇인가

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 …

메디케어는 시작에 불과하다는 주장, ‘실버 쓰나미’ 속에서

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 …

이란의 액화천연가스(LNG) 플랜트 공격, 천연가스에 대한 “종말 시나리오” 위험 고조

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 캐피털, 거시 경제 불확실성 지속에 따라 PPG 목표치 하향 조정

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, 차세대 항체 플랫폼 개발 계약 체결

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 …

펩시코, pep+ 이니셔티브 하에 2025년 물 목표 조기 달성

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 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 …