保乐力加下调增长预期，Halfords上调指引
Pernod Ricard Drops, Halfords Up, Aker Gains | Stock Movers
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The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. Let's take a look at some stocks on the move today here in Europe. I'm James Wock and with Carolyn Hepker and we are joined in the studio by Bloomberg's breaking news editor, Louise Moon. Um Louise, let's start with French drinks maker Po Ricard reporting some sobering results.
股票动态报告，为您汇总在股市中有所动作的公司，利用彭博数据的力量。让我们看看今天欧洲市场上一些有波动的股票。我是詹姆斯·沃克，和卡罗琳·赫普克一起，彭博突发新闻编辑路易丝·穆恩也加入了我们的演播室。嗯，路易丝，让我们从法国酒类制造商保乐力加开始，他们报告了一些令人沮丧的业绩。
Indeed, they have paired back their growth outlook. So now they're expecting to hit the lower end of the range that they previously given for their growth of sales. They're saying that is down to persistent weakness in the US, which is one of its key markets. It it accounts for about a third of their business. So any weakness there has quite an impact. Um but as you say, they had the actual results as well. the fullear sales overall they fell for a third straight year um and that was by more than expected led by that weakness in the US as well as China um and the Middle East also had an impact as well um as we're seeing of course um across a range of businesses so shares initially they fell about two two and a half% and then they've paired about half of that decline but they're down anyway this year already um and yeah it's a story that's been playing out across the whole industry people are changing their drinking habits potentially moderating a choosing cheaper drinks, the cost of living.
确实，他们下调了增长预期。所以现在他们预计将达到之前给出的销售增长范围的下限。他们说这是因为美国市场的持续疲软，美国是其关键市场之一。它约占他们业务的三分之一。所以那里的任何疲软都会产生相当大的影响。嗯，但正如你所说，他们也有实际业绩。全年销售额整体连续第三年下降，而且下降幅度超过预期，主要受美国以及中国市场的疲软影响，中东地区也产生了影响，嗯，正如我们当然看到的，这波及了一系列业务。所以股价最初下跌了大约2%到2.5%，然后他们收回了大约一半的跌幅，但今年已经下跌了，嗯，是的，这是一个在整个行业都在上演的故事，人们正在改变饮酒习惯，可能会节制饮酒或选择更便宜的饮品，生活成本压力所致。
Um there's also changes in demand from China, supply disruptions from the Iran war, US tariffs. So there's a lot of things to contend with and that is hitting Panoricard as well as as well as others as well. They said this morning also in a bid to tackle some issues. They've also been trying to cut costs. So they've cut 18% of jobs since 2023. So we've been doing some internal measures uh to help things but yeah cutting its growth outlook on that weakness particularly in the US but across the board.
嗯，还有来自中国需求的变化、伊朗战争导致的供应中断、美国关税。所以有很多事情需要应对，这影响了保乐力加以及其他公司。他们今天早上也表示，为了应对一些问题，他们一直在努力削减成本。所以他们自2023年以来已经裁减了18%的职位。所以我们一直在采取一些内部措施来帮助改善情况，但嗯，由于这种疲软，特别是在美国，但整体来看，他们下调了增长预期。
Okay. So that's per Vika. What about Halfords? This is the leisure retailer cycling shop chain riding high today.
好的。那就是保乐力加。那Halfords呢？这家休闲零售商和自行车连锁店今天表现强劲。
Yes. Bit more of a positive story. They had an unscheduled update and it lifted shares by 14%. So it's the highest since March 2022. So they've upped their guidance for 2027 saying that year-to- date has been very strong and in particular they cited it was quite a short statement but they in particular um focused in on a very strong performance in their seasonal categories. So basically the warmer weather has helped and they say that has contributed what they say mid single digit millions in profits.
是的，这是个更积极的故事。他们进行了一次计划外的更新，股价因此上涨了14%。这是自2022年3月以来的最高点。他们上调了2027年的业绩指引，表示年初至今表现非常强劲，特别提到了一份相当简短的声明，但特别关注了季节性品类的强劲表现。所以基本上是更温暖的天气有所帮助，他们表示这贡献了中单位数（百万）的利润。
So you could guess that's maybe between four to six or so million uh pounds that that has contributed uh to their profits. They're planning to accelerate investment in tech and marketing. All being uh being taken very positively by the markets as I say lifting shares. Peele Hunt lifted their estimates on the back of that. RBC saying you know there is also pointing to momentum momentum in the underlying business. So it's not just the warmer weather that's that's helping them.
所以你可以猜测，这大概贡献了四到六百万英镑的利润。他们计划加速在技术和营销方面的投资。正如我所说，市场对此反应非常积极，股价上涨。Peel Hunt因此上调了他们的预估。RBC也指出，基础业务也有动能。所以不仅仅是更温暖的天气在帮助他们。
So a positive story from Halfords.
所以Halfords的故事是积极的。
I'm enjoying your sort of sleuththing of mids single digits must only be so many numbers. Um and lastly, shares in Acre, the industrial investment firm. Yeah. Is that up today? What's going on?
我很享受你那种侦探式的推理，中单位数肯定只有那么几个数字。最后，工业投资公司Acre的股价。是的。今天上涨了吗？发生了什么？
Yeah, so up about 9%. This is all on the news of Anthropic uh spending $45 billion to rent um AI cloud computing power from NScale and Nscale is um is AKA's uh second largest portfolio holding. Um so they became Nscale's biggest shareholder in March. So anything that happens with Enscale obviously if it's positive news then then it benefits them. So yes, Anthropic is going to spend $45 billion um uh renting that cloud computing power from NSL's flagship data center in West Virginia.
是的，上涨了大约9%。这都是因为Anthropic花费450亿美元从Nscale租用AI云计算能力的消息，而Nscale是AKA的第二大投资组合持股。所以他们在三月份成为了Nscale的最大股东。所以Nscale发生的任何事情，如果是积极消息，显然会让他们受益。所以是的，Anthropic将花费450亿美元从NSL位于西弗吉尼亚州的旗舰数据中心租用云计算能力。
Um so good news for them to get to get a tenant. Getting a tenant for for the data center is obviously
所以对他们来说，能找到一个租户是个好消息。为数据中心找到一个租户显然
digital tenant a digital tenant.
数字租户，一个数字租户。
Yeah, digital tenant is obviously crucial. It's it's um NSL is preparing for its IPO as soon as next month. Um and this is a big development for them. So getting that is really crucial and then obviously boosting uh the Oslo company as well.
是的，数字租户显然至关重要。NSL正准备最早在下个月进行IPO。这对他们来说是一个重大发展。所以获得这个租户确实至关重要，然后显然也提振了这家奥斯陆公司。
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