-- 加拿大皇家銀行資本市場分析師週二在一份報告中指出，受消費疲軟和類別趨勢影響，高樂氏（CLX）第三財季業績預計將「疲軟」。 分析師表示，鑑於宏觀經濟波動加劇，該公司下調全年業績預期是合理的。 高樂氏將於週四公佈第三財季財務表現。 加拿大皇家銀行表示：“鑑於我們預期壞消息多於好消息，我們認為本季風險回報比為負。” 分析師指出，儘管高樂氏股價表現有所改善，但中東衝突可能會影響其第四財季的營收和利潤。 加拿大皇家銀行維持對該股的「與產業持平」評級，目標價為127美元。
Price: $97.73, Change: $+1.07, Percent Change: +1.11%
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.