FINWIRES · TerminalLIVE
FINWIRES

加拿大皇家銀行表示,科睿唯安第一季面臨業務板塊逆風,但仍在推動價值創造計畫。

By

-- 加拿大皇家銀行資本市場表示,科睿唯安 (CLVT) 預計在第一季將面臨關鍵業務板塊的短期不利因素,因為該公司正在推進其價值創造計畫。該機構補充說,這些壓力掩蓋了實際的執行進展。 這家投資公司在周一的一份報告中表示,由於科睿唯安繼續執行其價值創造計畫 (VCP),預計其有機收入將下降 1%,與市場預期一致。 在智慧財產權板塊,由於年比基數較高,預計有機收入將下降約 4%。學術界和政府部門預計將實現約 1% 的穩定成長,而生命科學與醫療保健部門則面臨類似的約 1% 的下滑。 加拿大皇家銀行預測,科睿唯安的總收入將年減 6.8% 至 5.54 億美元,而市場普遍預期為下降 4.2% 至 5.69 億美元。分析師預計,A&G業務營收為2.76億美元,低於市場普遍預期的2.9億美元;IP業務營收為1.88億美元,與市場預期一致;LS&H業務營收為8,900萬美元,低於市場普遍預期的9,200萬美元。 經調整後的息稅折舊攤提前利潤(EBITDA)預計為2.18億美元,利潤率為39.3%,高於市場普遍預期的2.27億美元和39.9%。分析師表示,每股收益預期為0.14美元,與市場普遍預期一致,並補充說,他們預計該公司將重申2026年的業績指引。 該公司計劃於週三美股開盤前公佈第一季業績。 加拿大皇家銀行(RBC)對科睿唯安(Clarivate)的評級為“與行業持平”,目標價為3美元。

Price: $2.48, Change: $+0.02, Percent Change: +0.81%

Related Articles

Equities

RPC Keeps Quarterly Dividend at $0.04 a Share, Payable June 10 to Holders of Record May 11

$RES
Asia

Taiko Critical Minerals Secures Nearly NZ$8 Million in Capital Raise

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.

$NZE:TCM
Commodities

Edison International Q1 Earnings Highlight $41 Billion Capex Plan, 7% Rate Base Growth

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.

$EIX