-- Stifel Canada分析师Daryl Young撰文指出，美国航空公司已开始削减淡季运力，但加拿大航空公司的航班时刻表目前看来基本保持不变。 Young在一份报告中表示，加拿大航空公司仍计划在夏季高峰期保持强劲增长。第二季度计划运力增长主要由太平洋航线（+9.0%）和大西洋航线（+4.7%）引领，但部分被美国跨境航线（-10.1%）的持续疲软所抵消。 他指出，加拿大航空（AC.TO）（+2.4%）和Porter航空（+8.6%）在第二季度及以后保持了增长，但WestJet航空（-1.9%）和Flair航空（-2.9%）已削减运力。 “迄今为止，种种迹象表明需求依然强劲，并有效地消化了燃油附加费/更高的机票价格……但燃油价格居高不下的时间越长，需求萎缩的可能性就越大。” Stifel Canada给予加拿大航空买入评级，目标价为28.00美元。
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Shandong Hongqiao Aluminum Industry (SHE:002379) reported a 38% jump in attributable net profit in the first quarter of 2026 to 6.76 billion yuan from 4.91 billion yuan, according to a filing on the Shenzhen Stock Exchange over the weekend.Diluted earnings per share rose to 0.5186 yuan from 0.3770 yuan.The aluminum company's revenue edged up 3.21% to 40.9 billion yuan from 39.7 billion yuan.
Cofoe Medical Technology (HKG:1187, SHE:301087) launched its Hong Kong initial public offering on Monday, seeking to raise up to about HK$1.06 billion from the deal.The China-based home care medical device provider is offering 27 million H-shares at a maximum offer price of HK$39.33 per share, according to a Hong Kong bourse filing.The offering comprises 2.7 million shares for Hong Kong investors and 24.3 million shares for international investors, subject to reallocation.The offer price is expected to be determined by May 4, with allocation results due by May 5, ahead of the company's planned trading debut on May 6.Net proceeds will be used mainly to support global expansion and strengthen overseas sales channels, as well as advance product research and development.The funds will also be used to expand domestic distribution networks, enhance branding and marketing efforts, and for working capital and general corporate purposes.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are acting as joint sponsors.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are serving as overall coordinators and are also acting as joint bookrunners and joint lead managers, alongside Futu Securities International (Hong Kong).
CMOC Group (SHA:603993, HKG:3993) reported a 97% jump in attributable net profit in the first quarter of 2026 to 7.76 billion yuan from 3.95 billion yuan a year ago, according to filings on the Shanghai and Hong Kong bourses over the weekend.Diluted earnings per share doubled to 0.36 yuan from 0.18 yuan.The copper and cobalt producer's revenue edged up 44% to 66.4 billion yuan from 46 billion yuan.