-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一將BRP公司（股票代號：DOO.TO，DOOO）的目標價從124美元下調至107美元。 分析師薩巴哈特汗（Sabahat Khan）維持對這家加拿大休閒車製造商股票的「跑贏大盤」評級。 汗在給客戶的報告中表示：“BRP的股價較232號關稅更新前一天（4月14日）下跌了約27%，我們認為目前的風險/回報比頗具吸引力。” 這位分析師指出：“尤其值得注意的是，在採取緩解措施之前，2027財年剩餘時間的新增關稅將超過5億美元，這相當於此前2027財年調整後EBITDA預期中值的41%以上。” 「雖然關稅的最終持續時間和幅度仍存在不確定性，但我們認為大部分下行風險已反映在當前的股價中，而上行潛力則來自於對更新後的232號關稅的積極修訂。”
Related Articles
Asia
Hengtong Optic-Electric's Q1 Profit Nearly Doubles as Revenue Climbs 34%
Hengtong Optic-Electric's (SHA:600487) net profit attributable to shareholders in the first quarter surged 98.5% year on year to 1.11 billion yuan from 556.8 million yuan, according to a Shanghai bourse filing over the weekend.Earnings per share increased to 0.4563 yuan from 0.2298 yuan.Revenue climbed 34% year on year to 17.8 billion yuan from 13.3 billion yuan, the Chinese fiber optic cable manufacturer said, attributing the growth to increased demand and prices in the optical communication market.Hengtong also cited increased deliveries of marine communication and energy products and growing demand in overseas markets among the factors for the improved performance.
$SHA:600487
Asia
Eneos Unit Indicted in Japan Diesel Cartel Case
Eneos Holdings (TYO:5020) is strengthening governance and compliance after authorities indicted its unit Eneos Wing over alleged antimonopoly violations in diesel fuel sales in Tokyo, according to a Monday filing on the Tokyo Stock Exchange.The Japan Fair Trade Commission indicted Eneos Wing on April 17 on suspicion of coordinating diesel prices, with prosecutors filing charges the same day.Eneos Holdings is restructuring management at Eneos Wing, setting up a compliance unit, and expanding audits and executive training across key group companies.The parent has also conducted a cartel risk review and has not identified significant issues, it said.
$TYO:5020
Asia
Solstice Minerals Finds Visible Copper Sulfide Mineralization at Western Australia Project; Shares Reach All-Time High
Solstice Minerals (ASX:SLS) found visible copper sulfide mineralization in multiple zones downhole during its diamond drilling at the Nanadie project in Western Australia, according to a Monday filing with the Australian bourse.The first diamond drillhole tail was completed to a final depth of 629 meters, the filing said.Geological logging and core processing are in progress, and assay results are expected in about five to six weeks, per the filing.Shares rose nearly 12% in midday trade on Monday and earlier reached an all-time high.
$ASX:SLS