FINWIRES · TerminalLIVE
FINWIRES

加拿大帝国商业银行调整电力和公用事业股票的目标价格

By

-- 加拿大帝国商业银行资本市场(CIBC Capital Markets)周末公布了其对电力和受监管公用事业股票的目标股价调整,以迎接即将到来的第一季度财报季。 CIBC将加拿大公用事业公司(Canadian Utilities,股票代码:CU.TO)的目标股价从47加元上调至51加元,原因是其对该公司2027年盈利的预期采用了更高的市盈率。ATCO(股票代码:ACO-X.TO)的目标股价也从72加元上调至82加元。 Emera(股票代码:EMA.TO)、Fortis(股票代码:FTS.TO)和Hydro One(股票代码:H.TO)的目标股价均上调了1加元,而Algonquin Power & Utilities(股票代码:AQN.TO)的目标股价则从6.25美元上调至6.50美元。 CIBC还将Brookfield Renewable Partners(股票代码:BEP-UN.TO)的目标股价从37美元上调至40美元,以反映其更高的盈利预期。 根据加拿大帝国商业银行(CIBC)的建议,投资者应持有电力股和受监管公用事业股的平衡配置。Capital Power (CPX.TO) 和 Brookfield 是电力行业的优选股票,而 ATCO 和 Fortis 则是受监管公用事业行业的优选股票。

Price: $66.33, Change: $-0.14, Percent Change: -0.22%

Related Articles

Asia

Hon Hai, Mitsubishi Electric to Explore Automotive Equipment Partnership; Hon Hai Shares Gain 3%

Hon Hai Precision Industry (TPE:2317) and Mitsubishi Electric (TYO:6503) signed a memorandum of understanding to explore a strategic partnership in the automotive equipment business, according to a Friday Taiwan Exchange filing.Shares of Hon Hai rose about 3% in Monday's midday trade in Taiwan, while those of Mitsubishi Electric gained marginally in Tokyo.Under the deal, both sides will discuss the possibility of jointly operating the business, including Foxconn potentially acquiring a 50% stake in Mitsubishi Electric Mobility.The plan remains subject to mutual agreement on commercial terms and regulatory approvals before any final deal is reached.Discussions are still in the exploratory stage, and no binding transaction has been completed, the companies said.The move is part of its broader push into the automotive and mobility sector, the filing said.

$TPE:2317$TYO:6503
Oil & Energy

EMEA Oil Update: Oil Future Extend Rally as Diplomatic Hopes Fade

Crude oil prices climbed Monday after efforts to revive US-Iran peace talks in Pakistan collapsed over the weekend, effectively erasing hopes for a near-term resumption of energy flows through the Strait of Hormuz.The Brent futures contract gained 2.1% to $107.57 per barrel. Murban closed at $103.59 on April 24 and was not trading as of the time of publishing this oil price update."Oil is trading stronger this morning after attempts to get US-Iran peace talks back on track broke down, erasing hopes for a resumption of energy flows through the Strait of Hormuz anytime soon," ING analysts said.The diplomatic cooling began when President Donald Trump abruptly cancelled a planned trip to Islamabad for top envoys Steve Witkoff and Jared Kushner, reportedly stating there was no point "sitting around talking about nothing."This withdrawal coincided with the arrival of Iranian Foreign Minister Abbas Araghchi in Pakistan, though no direct engagement occurred.The subsequent impact on supply is stark. Bloomberg ship tracking data revealed that only two chemical tankers and one LPG carrier left the Persian Gulf on Friday.Meanwhile ANZ analysts noted that the US blockade continues to sideline about 1.7 million barrels per day of Iranian exports.Despite the breakdown, some market volatility was tempered by reports from Axios and ING suggesting Iran has submitted a fresh proposal via Pakistani mediators.This offer reportedly proposes reopening the waterway and de-escalating the conflict while delaying nuclear negotiations to a later stage."However, there are newswire reports this morning that Iran has offered the US a new proposal to reopen the Strait of Hormuz, while delaying nuclear negotiations for a later stage," ING noted.

Asia

Varun Beverages' Consolidated Net Profit Rises in Fiscal Q1

Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.

$BOM:540180$NSE:VBL