-- 加拿大皇家銀行資本市場（RBC Capital Markets）在周五透過電子郵件發送的一份研究報告中指出，伍德沃德公司（Woodward，股票代碼：WWD）的長期盈利增長潛力主要來自其不斷增長的LEAP和GTF噴氣發動機維護、修理和大修業務。預計到2030年，這些引擎將為公司帶來約8.5億美元的收入，到2040年將超過30億美元。 RBC表示，伍德沃德公司預計2026年息稅前利潤的一半左右將來自售後服務，其收入構成中，商業航空航太貢獻44%，國防貢獻22%，工業業務貢獻34%。 RBC也指出，伍德沃德公司商業售後市場收入佔比預計將從2025財年的約23%增長到2028財年的27%，這將顯著提升其售後市場收入佔比和利潤率。 此外，加拿大皇家銀行表示，預計伍德沃德公司近期資本支出將增加，以支持其贏得的空中巴士A350擾流板驅動裝置合約和其他投資，以及公司持續的股票回購。 加拿大皇家銀行首次對伍德沃德公司的股票進行評級，給予「跑贏大盤」評級，目標價為450美元。
Price: $395.91, Change: $+21.00, Percent Change: +5.60%
88 Energy's (88E.L) Accumulate Energy Alaska agreed to extend Burgundy Xploration's funding milestone timeline under their participation agreement for Project Phoenix, on the North Slope of Alaska, to Sept. 30.The deadline was moved following the US Securities and Exchange Commission's extended review schedule for Burgundy's planned initial public offering, the oil and gas exploration company said Monday. It added that the new date is "finite and sufficient" for Burgundy to deliver on its funding requirements for the oil project.As consideration for the extension, Burgundy will pay Accumulate Energy Alaska a $100,000 amendment fee and an additional $300,000 in relation to the outstanding Icewine 3D consideration.
FP (TYO:7947) received 12.2 billion yen in dividends from eight consolidated subsidiaries, according to a Monday filing on the Tokyo Stock Exchange.The company recorded the dividends as non-operating income in its non-consolidated financial statements for the fiscal year ended March.
Dialog Group (KLSE:DIALOG) completed the disposal of Dialog Diyou PCR via its unit Dialog Chemicals, according to a Friday Malaysian bourse filing.Shares gained about 3% on Monday's close.Earlier, Dialog Chemicals, and partner Diyou PCR, agreed to sell their entire stakes in Dialog Diyou PCR to Ocean Fund, and Circulate Capital Ocean Fund I-B. The disposal involves a nominal cash consideration of 1 ringgit each for the sellers, while the purchaser will inject $8.5 million into the company to fully repay its bank loans.Dialog said the disposal is part of its strategy to refocus on core energy businesses.