-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二發布的一份報告指出，好時（Hershey，股票代碼：HSY）第一季度的消費量“穩健”，但市場仍對其扭轉銷量持續下滑和市場份額損失的戰略感到擔憂。 RBC表示，掃描數據顯示好時第一季的消費量成長了9.2%，預示其營收將超出預期。該公司指出，好時預計第一季營收將達到全年最高水平，但高昂的庫存成本預計將對利潤率造成壓力。 RBC補充道，好時2026年的每股盈餘預期可能維持不變，而其長期業績指引則表明，2027年之前的每股盈餘前景依然可觀。報告補充道，好時公司的「策略能否扭轉持續的銷售下滑和市場佔有率損失，仍有待觀察」。 受可可成本下降和強勁的業績指引提振，該公司股價今年以來表現「穩健」。 好時將於週四公佈第一季財報。 加拿大皇家銀行（RBC）對好時給予「與業界持平」的評級，目標價為212美元。
Price: $188.28, Change: $+1.79, Percent Change: +0.96%
Taiko Critical Minerals (NZE:TCM) reported strong progress in the March quarter, securing NZ$7.9 million through a rights issue and shortfall placement, according to a Wednesday filing with the New Zealand bourse.The company achieved key development milestones by releasing its first mineral resource statement, appointing SRK Consulting to conduct the definitive feasibility study, and advancing land acquisitions at Barrytown Flats, per the filing.The company also submitted a loan application to New Zealand's regional infrastructure fund to support project development and ended the quarter with NZ$2.9 million in cash, the filing added.
Edison International (EIX) reported Q1 earnings Tuesday and outlined a $38 billion to $41 billion capital plan through 2030 to support grid investments and reliability, and to meet rising demand, the company said.The company expects the rate base to grow at about 7% annually from 2025 to 2030, reaching almost $67.9 billion by 2030, driven by infrastructure and electrification investments.Annual investments are expected to range between $7.3 billion and $9.1 billion through 2030, including California Public Utilities Commission- and FERC-regulated projects and advanced metering programs, the company added.CAISO-awarded FERC transmission projects form a key part of Edison International's long-term investment plan, with additional opportunities beyond 2030, including about $2 billion of projects supporting grid expansion and reliability, the company said.The advanced metering infrastructure program represents a total investment of about $3.1 billion, with roughly 50% allocated between 2026 and 2030 and the remaining 50% scheduled for 2031 to 2033.Southern California Edison, a unit of Edison International, holds variable interests in certain power purchase agreements, limiting its financial exposure, the company said.These agreements provided 6.06 gigawatts of contracted capacity as of March 31, 2026, up from 5.30 GW a year earlier, with payments rising to $204 million from $172 million, recoverable through customer rates.The company said these arrangements carry no significant loss exposure, as they do not guarantee debt or equity support and rely on regulated cost-recovery mechanisms, thereby ensuring stable financial positioning.