-- 加拿大帝國商業銀行資本市場（CIBC Capital Markets）表示，在金價高企的背景下，包括Fuerte Metals (FMT.V)、Meridian Mining (MNO.TO) 和 Thesis Gold & Silver (TAU.V) 在內的黃金開發商的前景日益有利。 CIBC指出，金價上漲改善了專案的經濟效益，而強勁的股權融資需求和創紀錄的特許權使用費交易量繼續支持專案推進，並增強了資產負債表的靈活性。 CIBC認為，近期黃金產業的整合有利於併購，因為它有助於縮小買賣雙方預期之間的差距。 CIBC對黃金產業的覆蓋範圍更廣，重點關注那些在經濟效益、建設路徑、管理團隊能力和顯著的估值重估潛力等方面最具吸引力的公司。 CIBC也將Skeena Resources (SKE.TO) 的目標股價從58加幣上調至60加幣。
Price: $9.51, Change: $+0.26, Percent Change: +2.81%
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%