我是 LongbridgeAI，我可以總結文章信息。Sherritt International 宣佈根據加拿大法律，Kyma Capital 的董事會請求無效，將其 12 月 15 日的年度會議轉變為聯合特別會議，以處理 Kyma 的提案。永明金融任命 Katherine Lee 加入其董事會。TWC Enterprises 報告第二季度收入為 5710 萬加元。簡報還列出了週一日本、歐洲和美國的主要經濟數據發佈，以及包括萬豪國際、泰森食品和惠而浦在內的多家公司收益預期
Sherritt International Responds to Kyma Capital Requisition on Board; Bd of Directors of the Corp Determined That the Requisition Is Rendered Ineffective Under the Canada Business Corporations Act; Already Announced Annual Meeting to Be Held on Dec 15, Published a Record Date of Oct 30, Given Written Notice to Toronto Stk Exchange in Accordance With; Has Advised Kyma That It Will Convert the Previously Announced Annual Meeting Into a Combined Annual and Requisitioned Special Meeting; Will Include All of the Proposals Set out in the Requisition as Business to Be Considered at the Meeting
Sun Life Appoints Katherine Lee to Board of Directors
TWC Enterprises 2Q Net Income CAD 19.4M; 2Q Operating Income CAD 13M; 2Q Revenue CAD 57.1M; Reports 2Q Revenue of CAD 57.1 Million
Expected Major Events for Monday
00:30/JPN: Jul Japan Manufacturing PMI
05:00/JPN: Jul Auto sales
06:00/GER: Jun Retail Trade
06:00/RUS: Jul Russian Manufacturing PMI
07:45/ITA: Jul Italy Manufacturing PMI
07:50/FRA: Jul France Manufacturing PMI
07:55/GER: Jul Germany Manufacturing PMI
08:30/UK: Jul S&P Global UK Manufacturing PMI
13:45/US: Jul US Manufacturing PMI
14:00/US: Jul ISM Report On Business Manufacturing PMI
14:00/US: Jun Construction Spending - Construction Put in Place
15:00/US: Jul Global Manufacturing PMI
20:00/US: Jul Domestic Auto Industry Sales
23:50/JPN: Jul Monetary Base
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Expected Earnings for Monday
Alexander's Inc (ALX) is expected to report for 2Q.
Alexandria Real Estate Equities Inc (ARE) is expected to report $0.08 for 2Q.
Allison Transmission Holdings Inc (ALSN) is expected to report $2.48 for 2Q.
American Bitcoin Corp (ABTC) is expected to report for 2Q.
AquaBounty Technologies Inc (AQB) is expected to report for 2Q.
Avista Corp (AVA) is expected to report $0.23 for 2Q.
BCB Bancorp Inc (BCBP) is expected to report $0.25 for 2Q.
Boundless Bio Inc (BOLD) is expected to report for 2Q.
CNA Financial Corp (CNA) is expected to report $1.05 for 2Q.
Cardiff Oncology Inc (CRDF) is expected to report $-0.17 for 2Q.
Centerspace (CSR) is expected to report $-0.19 for 2Q.
Clorox Co (CLX) is expected to report $1.49 for 4Q.
Cohen & Co Inc (COHN) is expected to report $0.35 for 2Q.
Custom Truck One Source Inc (CTOS) is expected to report $0.01 for 2Q.
Douglas Dynamics Inc (PLOW) is expected to report $0.95 for 2Q.
Easterly Government Properties Inc (DEA) is expected to report for 2Q.
Foghorn Therapeutics Inc (FHTX) is expected to report $-0.17 for 2Q.
GeneDx Holdings Corp (WGS) is expected to report $-0.72 for 2Q.
HealthStream Inc (HSTM) is expected to report $0.17 for 2Q.
Hess Midstream LP (HESM) is expected to report $0.67 for 2Q.
Independence Realty Trust (IRT) is expected to report $0.03 for 2Q.
InvenTrust Properties Corp (IVT) is expected to report $-0.08 for 2Q.
Krystal Biotech Inc (KRYS) is expected to report $1.62 for 2Q.
Lindblad Expeditions Holdings Inc (LIND) is expected to report $0.23 for 2Q.
Loews Corp (L) is expected to report $0.72 for 2Q.
Lyra Therapeutics Inc (LYRA) is expected to report for 1Q.
Marriott International Inc (MAR) is expected to report $2.91 for 2Q.
ON Semiconductor Corp (ON) is expected to report $0.66 for 2Q.
Peak Discovery Capital Ltd (PEC.H.V) is expected to report for 4Q.
SBA Communications Corp (SBAC) is expected to report $1.85 for 2Q.
Sally Beauty Holdings Inc (SBH) is expected to report $0.53 for 3Q.
Seaboard Corp (SEB) is expected to report for 2Q.
TG Therapeutics Inc (TGTX) is expected to report $0.31 for 2Q.
Tetra Technologies Inc (TTI) is expected to report $0.08 for 2Q.
Twist Bioscience Corp (TWST) is expected to report $-0.51 for 3Q.
Tyson Foods Inc - A Share (TSN) is expected to report $0.98 for 3Q.
UFP Technologies Inc (UFPT) is expected to report $2.31 for 2Q.
Ultra Clean Holdings Inc (UCTT) is expected to report $0.27 for 2Q.
Ur-Energy Inc (URE.T,URG) is expected to report for 2Q.
Whirlpool Corp (WHR) is expected to report $-0.02 for 2Q.
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ANALYST RATINGS ACTIONS
AXT Raised to Buy From Hold by Needham
Baxter International Raised to Neutral From Sell by Citigroup
Blackstone Mortgage Trust Cut to Market Perform From Outperform by Keefe, Bruyette & Woods
Boston Scientific Cut to Hold From Buy by Argus Research
Capricor Therapeutics Cut to Hold From Buy by Jones Trading
Circle Internet Group Raised to Neutral From Underperform by Mizuho
Edison International Cut to Equal-Weight From Overweight by Barclays
Essex Property Raised to Market Outperform From Market Perform by Citizens
GoDaddy Cut to Market Perform From Outperform by William Blair
Group 1 Auto Cut to Neutral From Overweight by JP Morgan
Hexcel Cut to Peer Perform From Outperform by Wolfe Research
International Paper Raised to Buy From Hold by Deutsche Bank
Karyopharm Therapeutics Cut to Neutral From Buy by HC Wainwright & Co.
Marcus Corp Cut to Neutral From Buy by B. Riley Securities
MarketAxess Cut to Neutral From Buy by UBS
Patterson-UTI Raised to Neutral From Underweight by JP Morgan
Pebblebrook Hotel Trust Raised to Neutral From Sell by Compass Point
Plexus Raised to Buy From Neutral by Sidoti & Co.
Replimune Group Raised to Overweight From Neutral by Cantor Fitzgerald
Roblox Cut to Hold From Buy by Deutsche Bank
Roblox Cut to Neutral From Outperform by Macquarie
Roblox Cut to Neutral From Outperform by Wedbush
Roblox Cut to Sell From Hold by Benchmark
Roblox Cut to Sell From Neutral by BTIG
Upbound Group Cut to Neutral From Buy by BTIG
This article is a text version of a Wall Street Journal newsletter published earlier today.
(END) Dow Jones Newswires
August 03, 2026 06:13 ET (10:13 GMT)
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