-- ユーロバンクは火曜日、消費財・飲料メーカーのコカ・コーラHBC（CCH.L）の投資判断を「ホールド」から「買い」に引き上げ、目標株価を46.00ユーロから59.50ユーロに引き上げた。 （は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください：https://www..com/contact-us）
Related Articles
Research
Research Alert: CFRA Lifts View On Shares Of H.f. Sinclair To Buy From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $87, raised $31, reflects a combination of relative valuation and DCF models. On a relative basis, we apply a 7.0x multiple of enterprise value to projected 2027 EBITDA. The applied multiple is above DINO's historical forward average, but below peers. We think a modest discount to peers is reasonable on the basis of below-average return on invested capital. Still, a multiple above normal levels for DINO is also reasonable, because we think refining margins will be high in both 2026 and 2027. This approach yields a value of $85 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5%, 2% terminal growth, discounted at a WACC of 7.2%, yields intrinsic value of $89 per share. We lift our 2026 EPS estimate by $2.87 to $7.30 and 2027's by $1.66 to $6.26. In our view, DINO has above-average exposure to middle distillates, which is where we think refining margins will be relatively stronger. Shares yield 2.8%.
$DINO
US Markets
CVS Health Raises 2026 Outlook After First-Quarter Beat
CVS Health (CVS) raised its full-year earnings outlook after reporting better-than-expected first-quarter results driven by improvement in its health-care benefits segment.The company raised its 2026 adjusted earnings guidance to $7.30 to $7.50 a share from its previous projection of $7 to $7.20. The consensus on FactSet is $7.16."We are also updating our outlook for full-year cash flow from operations to at least $9.5 billion, reflecting improved underlying performance, primarily related to working capital in our health-care benefits segment," Chief Financial Officer Brian Newman said on the earnings call, according to a FactSet transcript.The stock jumped 7.3% in Wednesday trading and has gained 9.1% this year.CVS maintained its medical benefit ratio guidance, which represents the percentage of premiums spent on medical benefits."This outlook continues to maintain the same respectful and prudent view on medical cost trends until we have greater visibility into how those trends are developing in our pharmacy and consumer wellness segment," Newman said.In the first quarter, adjusted EPS rose to $2.57 from $2.25 a year earlier as revenue climbed 6.2% to $100.43 billion. Wall Street expected EPS of $2.18 on revenue of $94.97 billion.Sales in the health care benefits segment advanced 3.3% to $35.97 billion. "This increase was primarily driven by our government business, partially offset by our exit from the individual exchange business in 2026," Newman said.Revenue in the health-services segment rose 11% to $48.24 billion, while pharmacy and consumer wellness was little changed at $31.99 billion.Price: $86.61, Change: $+5.92, Percent Change: +7.34%
$CVS
Mining & Metals
Copper Lake Resources to Launch 20-For-1 Reverse Stock Split
Copper Lake Resources (CPL.V) intends to consolidate its common shares on the basis of 20 pre-consolidation common shares for every one post-consolidation common share effective as of May 8, it said Wednesday.The company currently has 271-million common shares issued and outstanding, and following the consolidation, the company will have about 13.6-million common shares issued and outstanding, prior to rounding for fractional shares.Its outstanding options of 19.5-million and warrants of 15.9-million will also be adjusted on the same basis as the common shares with proportionate adjustments being made to exercise prices.Shares of the company were last seen unchanged at $0.02 on the TSX Venture Exchange.
$CPL.V