-- 加拿大皇家銀行資本市場（RBC Capital Markets）週五發布的一份報告顯示，醫療保健房地產投資信託基金Ventas (VTR) 的養老地產業務持續強勁增長，並發現了極具吸引力的投資機會。 RBC將Ventas 2026年和2027年的養老地產業務營業收入成長預期上調了約100個基點，並表示仍預計Ventas每年將完成30億美元的收購。 報告指出，養老地產業務持續受益於強勁的營運環境，包括被壓抑的需求以及營運良好的養老社區較低的空置率，這增強了市場對Ventas長期前景的信心。 RBC表示，預計Ventas 2026年、2027年和2028年的核心獲利成長率分別為9.3%、11.3%和12.2%。報告稱，養老房地產投資組合的入住率可能在第四季升至93%，2027年第四季升至94.9%，2028年第四季升至96.1%。 加拿大皇家銀行（RBC）將Ventas股票的目標價從91美元上調至98美元，並維持「跑贏大盤」評級。
Price: $88.00, Change: $-0.02, Percent Change: -0.02%
Fabrinet (FN) reported fiscal Q3 adjusted earnings late Monday of $3.72 per diluted share, up from $2.52 a year earlier.Analysts polled by FactSet expected $3.56.Revenue for the three months ended March 27 was $1.21 billion, up from $871.8 million a year earlier.Analysts surveyed by FactSet expected $1.19 billion.For fiscal Q4, the company expects adjusted EPS of $3.72 to $3.87 on revenue of $1.25 billion to $1.29 billion. Analysts expect EPS of $3.78 on revenue of $1.26 billion.
Robert Edward Moritz Jr., Director, on April 30, 2026, executed a purchase for 1,152 shares in S&P Global (SPGI) for $500,001. Following the Form 4 filing with the SEC, Moritz has control over a total of 1,152 common shares of the company, with 1,152 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/64040/000203383426000014/xslF345X05/wk-form4_1777925959.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amazon launched Amazon Supply Chain Services on May 4, opening its logistics network to all businesses with comprehensive freight, distribution, fulfillment, and parcel shipping capabilities. Major clients including Procter & Gamble and 3M have signed up, marking Amazon's entry into direct competition with UPS and FedEx as a full-service logistics provider. We believe this threatens the B2B segment where both carriers concentrated growth strategies as refuge from Amazon's residential market share gains. UPS faces compounding volume pressures from deliberately scaling back its Amazon partnership 50% by mid-2026. With costs spread across shrinking volume, UPS needs B2B growth that Amazon now threatens. UPS has historically traded at a 14.9% premium to FDX on average over the past three years, but this relationship inverted in November 2025 to a current 23.5% discount as of May 1, 2026. FDX's premium reflects investor confidence in its B2B positioning, but Amazon's entry challenges this competitive advantage.