-- モルガン・スタンレーは金曜日のレポートで、モンスタービバレッジ（MNST）は「非常に好調な」第1四半期および4月の業績を発表したことを受け、「桁外れの」長期成長の可能性を秘めていると述べた。 レポートは、過去4ヶ月間のオーガニック売上高成長率が22%に達したことを指摘し、市場予想を上回る長期的な成長見通しへの自信を強めた。 また、粗利益率の実績と今後の見通しも懸念されていたよりも良好だったとしている。 レポートは「株価の好調な推移を受けてMNSTのバリュエーションは上昇している」と述べ、「しかし、当社はモンスターの成長プロファイルが消費財業界において他に類を見ないものであり、より持続的な性質を持つと引き続き考えている。これは希少性によるバリュエーションプレミアムを生み出すはずだ」と付け加えた。 モルガン・スタンレーは、目標株価を96ドルから100ドルに引き上げ、投資判断を「オーバーウェイト」に据え置いた。
Price: $85.89, Change: $+9.92, Percent Change: +13.06%
Manufacturing Shipments data due out next Friday "should look reasonably healthy" for March, but will look weaker in volume terms, says CIBC's Avery Shenfeld. CIBC expects a 3.5% rise, in line with consensus, and following a prior gain of 3.6%.Existing Home Sales on Thursday and Housing Starts on Friday, both for Aprii, won't alter the picture of a sector that's been "a drag on growth" in the past year, Shenfeld adds. CIBC forecasts 240k housing starts, versus a consensus 245k.Also on the calendar for next week is The Market Participants Survey, due out 10.30am ET on Monday. The survey is conducted quarterly. Bank of Canada staff reach out to a diverse set of participants in financial markets to gather their views on key macroeconomic and financial variables as well as on monetary policy.Then on Wednesday at 1.30pm ET, a summary of monetary policy deliberations by Governing Council for the policy decision that was announced two weeks earlier will be released. That same day, Michelle Alexopoulos, External Deputy Governor, addresses the Ottawa Economics Association (OEA) - Canadian Association of Business Economics (CABE), Ottawa, Ontario.In terms of further data, March Wholesale Sales (ex-petroleum) is due out Thursday, and CIBC forecasts 1.4%. Also, March Int'l Sec. Transactions is due out Friday.
The combined count of crude oil, natural gas, and miscellaneous rigs in the US rose by one to 548 in the week ending May 8, according to data from Baker Hughes (BKR) released Friday.The US oil rig count rose by two from 408 the previous week to 410, while the number of gas rigs dropped by one from 130 the previous week to 129.Price: $63.98, Change: $+0.45, Percent Change: +0.71%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our unchanged 12-month target price of $354 is 24.0x our 2027 EPS estimate, nearly in line with RGLD's two-year average forward P/E of 23.5x and also close to peers' average forward P/E of 25.0x. We trim our 2026 EPS estimate by $0.20 to $12.05 and keep 2027 at $14.75. RGLD's Q1 results demonstrated the benefits of its 2025 transformational acquisitions, with record revenue ($469M), operating cash flow ($294M), and adjusted EPS ($2.72). The company maintains an attractive 83% adjusted EBITDA margin and strong liquidity of ~$1.1B. Management expects to fully repay its $525M revolving credit facility by Q4 2026 from operating cash flow at current metal prices. The portfolio is well-diversified, with no single asset contributing more than 12.5% of revenue, and includes significant growth from Greenstone, Platreef (first revenue expected in Q2), and Warintza (targeting permits by year-end). RGLD added a $600M accordion facility to pursue larger transactions and authorized a $500M buyback program.