-- 加拿大國家銀行週三將Timbercreek Financial (TF.TO) 的目標價下調1美元至7美元，此前該公司公佈了喜憂參半的第一季業績。 分析師Jaeme Gloyn指出，Timbercreek的獲利低於預期0.13美元，而加拿大國家銀行的預期為0.16美元。 Gloyn維持對該公司「與行業持平」的評級。他指出，Timbercreek正在努力應對「大量」不良貸款組合（隨著貸款的解決，信貸損失持續上升）以及低利率環境（導致淨利息收入低於預期）。 儘管如此，Gloyn補充道，Timbercreek的貸款發放量再次強勁增長，凸顯了其穩健的業務儲備，以及穩定的可分配收入，該收入超過了普通股股息。
Price: $6.63, Change: $-0.02, Percent Change: -0.30%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%