FINWIRES · TerminalLIVE
FINWIRES

加拿大帝国商业银行 (CIBC) 确认对 Cargojet 的“跑赢大盘”评级,并根据其第一季度业绩将目标价上调至 125 美元。

By

-- 在Cargojet(CJT.TO)周一公布第一季度财务业绩后,加拿大帝国商业银行资本市场维持了对该公司股票的“跑赢大盘”评级,并将目标股价从122加元上调至125加元。 加拿大帝国商业银行资本市场表示,Cargojet“持续展现出通过提高资产利用率和灵活调配,从现有机队中挖掘增量价值的能力”。该行指出,目前约有12至13架为DHL运营的飞机每周最多可有三天空置,“用于增加包机机会,从而显著提高飞机和机组人员的生产力,同时减少闲置时间”。 加拿大帝国商业银行认为,该公司“持续受益于强劲的国内需求环境,同时利用包机机会弥补了短途ACMI飞行带来的损失”。 分析师Kevin Chiang表示:“航空货运市场持续面临宏观动荡,无论是持续的贸易不确定性、燃油价格飙升,还是中东冲突。” “CJT第一季度的业绩和展望继续表明,该公司正在克服这些不利因素。” 加拿大帝国商业银行(CIBC)将2026年和2027年的EBITDA预测分别从此前预期的3.31亿美元上调至3.41亿美元,以及从3.53亿美元上调至3.55亿美元,以反映该公司的收入预期和当前的燃油价格环境。该银行补充道,由于其折旧和摊销费用上调,每股收益(EPS)预测也随之下调。 (报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究。研究机构可通过以下链接联系我们:https://www..com/contact-us)

Price: $82.50, Change: $+4.80, Percent Change: +6.18%

Related Articles

Australia

Aptiv Stock Sell-off Post Q1 Results was Unwarranted, UBS Says

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%

$APTV$F
Research

Wells Fargo Downgrades Criteo to Equalweigt From Overweight, $18 Price Target

Price: $15.79, Change: $-4.34, Percent Change: -21.55%

$CRTO
Australia

Ocular Therapeutix Advances FDA Talks on Single-Trial Filing for Eye Drug, RBC Says

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%

$OCUL