The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.

0629 GMT - Kansai Nerolac Paints is likely increasing its focus on improving profitability, Nomura analysts say in a research report. Management highlighted that the company's price hikes will be effective from earlier dates, so any near-term hit on margins will be compensated by higher margins in 2H FY 2027, the analysts note. Given factors including its performance coatings likely to sustain double-digit growth and its continued focus on premium products, the company expects industrial coatings to deliver high-single-digit growth. Nomura increases its FY 2027 and FY 2028 EPS forecasts for the company by around 3%. It raises the stock's target price to 300.00 rupees from 285.00 rupees with an unchanged buy rating. Shares are 1.6% higher at 214.85 rupees. (ronnie.harui@wsj.com)

0618 GMT - Hartalega Holdings' short-term margins could improve after the company raised its average selling prices for gloves recently, UOB Kay Hian analyst Jack Goh says in a note. The glove manufacturer raised its prices to US$26-US$28 for 1,000 pieces of gloves for 1Q FY 2027, which might offset rising input costs. "The higher [prices] also priced in some buffer to further mitigate production cost fluctuations in the near term," the analyst says. UOB KH raises the stock's target price to 1.02 ringgit from 0.92 ringgit. Shares are 5.1% higher at 1.24 ringgit.(amanda.lee@wsj.com)

0551 GMT - Frasers Property shares still offer value despite a recent rally, says DBS Group Research's Derek Tan in a note. The Singapore-listed property company's stock trades at 0.5X price-to-book ratio, he notes. Its 1H results seem resilient to the analyst, as its underlying operating momentum improved despite softer revenue. Frasers Property is also able to execute its capital recycling strategy while generating income from its residential projects, which could support medium-term earnings visibility. DBS maintains its buy rating and S$1.50 target price. Shares fall 0.9% to S$1.13.(megan.cheah@wsj.com)

0549 GMT - City Developments could benefit from the Singapore government's measures aimed at curbing the rising prices of executive condominiums, a type of subsidized public housing with facilities like those at private condominiums, say DBS Group Research analysts in commentary. The new measures apply to new land sales and don't affect the current pipeline of projects, the analysts note. They expect property developer CDL's two executive-condominium projects slated for launch in the next two years to see healthy sales, as buyers are likely to prefer executive-condominium units that aren't bound by the tighter rules. Meanwhile, other Singapore-listed developers such as UOL Group have limited exposure to the executive-condominium segment, the analysts add. CDL shares fall 1.6% to S$8.20, while UOL's stock drops 2.2% to S$10.39. (megan.cheah@wsj.com)

0536 GMT - HD Hyundai Heavy Industries' new contract wins could reach around $21 billion in 2026, rising 66%, driven by brisk shipbuilding demand, Nomura's Eon Hwang and YJ Kim say. The South Korean company's new shipbuilding orders could total $15 billion this year--including $5.5 billion for LNG vessels and $3.5 billion for tankers--supported by an increase in crude oil tanker tenders and its earlier merger with a smaller affiliate shipbuilder, the analysts write in a note. The company's engine division could bag $4.7 billion worth of new orders this year, thanks to demand for new ship engines and AI data center generators, they add. (kwanwoo.jun@wsj.com)

0527 GMT - King Slide Works looks well-positioned to sustain positive revenue momentum, Daiwa Capital Markets analysts say in a research report. The analysts cite rising demand for regular servers and the Taiwanese company's roughly 70% share in the AI server rail kit market. Its role as a main server kit supplier for Amazon.com's new ASIC AI servers will likely be a key growth driver into 2026. The brokerage lifts its 2026-2027 EPS forecasts for the company by 21%-27%. It upgrades the stock to buy from outperform and raises the target price to NT$5,888.00 from NT$3,880.00. Shares are 9.9% higher at NT$5,320.00. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

May 08, 2026 02:29 ET (06:29 GMT)

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