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

0619 GMT - SIA Engineering's earnings drivers remain intact despite some potential near-term drag from the Middle East conflict, says DBS Group Research's Jason Sum in a note. The Singapore-based company's profit is likely to be supported by capacity and capability expansion across subsidiaries and associates and joint ventures, as well as resilient Asia-Pacific traffic, he says. It also has limited direct exposure to disruptions to Middle Eastern airlines' aircraft maintenance, repairs and overhauls, with any short-term effect likely moderate, he says. Sum therefore retains an upbeat earnings outlook for the company. DBS retains its buy rating and S$3.80 target price. Shares rise 2.5% to S$3.26. (megan.cheah@wsj.com)

0607 GMT - Nordic markets are seen opening lower with IG calling the OMXS30 down 0.5% at around 3064. Muted hopes for a U.S. and Iran agreement once again dampened risk appetite yesterday, SEB's U.S. economist and Fed watcher Elisabet Kopelman writes. President Trump said the ceasefire is "on massive life support" after previously dismissing Iran's response to the U.S. peace plan as "unacceptable." Oil prices and long-term interest rates rose. European stock markets had a mixed performance while U.S. stock markets continued moderately higher. There has been a mixed stock market performance in Asia, and futures point to a negative opening in the U.S. and Europe. U.S. CPI is in focus today. OMXS30 closed at 3079.45, OMXN40 at 2633.94, and OBX at 1917.13. (dominic.chopping@wsj.com)

0602 GMT - Bank of Baroda's margin pressure is likely to persist in the near-term, Nomura analysts say in a research report. Management has lowered its net-interest-margin guidance to 2.75%-2.95% for FY 2027 from 2.85%-3.00% for FY 2026, owing to funding-cost pressure, the analysts note. The bank's credit costs are expected to rise by 15-20 basis points under the new Expected Credit Lossframework introduced by the Reserve Bank of India, effective from April 1, 2027. The new framework by the RBI is intended to ensure banks build buffers against future losses rather than waiting for defaults. Nomura downgrades the stock's rating to neutral from buy and lowers the target price to 300.00 Indian rupees from 320.00 rupees. Shares are 0.7% lower at 264.10 rupees. (ronnie.harui@wsj.com)

0531 GMT - Bumrungrad Hospital is likely in a slow earnings growth mode, TTB Wealth Securities analysts say in a research report as they reiterate a sell rating on the stock. The U.S.-Iran conflict is expected to hit the hospital's Thai and foreign patient numbers in 2Q. The analysts cite its exposure to Middle East patients, noting that they accounted for roughly 24% of total revenue last year, and the Thai economy's vulnerability to oil prices. Additionally, the opening of its new Phuket hospital and new buildings at the Bangkok campus in 2027 will probably generate losses. However, the brokerage raises the stock's target price to 156.00 baht from 143.00 baht to factor in slightly better growth expectations for Bumrungrad Hospital over the longer term. Shares are 0.3% lower at 176.00 baht. (ronnie.harui@wsj.com)

0524 GMT - UMS Integration's 2026 prospects appear brighter, buoyed by strong projected key customer orders and sustained AI-driven demand for semiconductor and advanced packaging equipment, says DBS Group Research's Lee Keng Ling in a note. The Singapore-listed company's main key customer in its semiconductor segment is projected to grow its equipment business by more than 20%, while another customer appears to be diverting its U.S. supply sourcing to Asia, the analyst notes. Meanwhile, the aerospace business is likely to be supported by resilient global aviation demand, rising aircraft orders and a record industry backlog, she adds. She projects UMS's earnings growth for 2026 at 42%, with a further 25% in 2027. DBS retains a buy rating and S$2.92 target price, noting UMS is its top sector pick. Shares surge 14% to S$2.70.(megan.cheah@wsj.com)

0517 GMT - SK Hynix is set to report stronger-than-expected 2Q earnings driven by higher memory-chip prices, HSBC Global Research's Ricky Seo says. The analyst expects average selling prices for the company's DRAM products to rise 40% on quarter in the April-June period. That would be faster than his earlier estimate of 28%, driven by price hikes for chips used in data servers, mobile handsets, and personal computers, as well as a rebound in prices for high-bandwidth-memory-3E chips used in artificial-intelligence applications, Seo says. He raises his operating-profit forecasts for the company by 14% to 65 trillion won for 2Q and by 13% to 265 trillion won for 2026. (kwanwoo.jun@wsj.com)

0509 GMT - South Korean stocks experienced a jolt of volatility after a government official floated the idea of redistributing AI profit gains to citizens through a dividend policy. Kim Yong-beom, the president's policy chief, in a Facebook post called for a policy to share the AI industry's profits with the broader society, adding that it would be "irresponsible to let the excess profit flow away without any principles." His remarks come as workers at Samsung Electronics, among the key beneficiaries of surging AI demand, protest for higher pay and a bigger share of the AI windfall. The benchmark Kospi index fell as much as 6.5% in midmorning trade, and was last sitting 2.65% lower at 7615.04. (jihye.lee@wsj.com)

(END) Dow Jones Newswires

May 12, 2026 02:19 ET (06:19 GMT)

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