-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二在一份電子郵件報告中指出，受冬季風暴導致的長期服務中斷以及中東衝突引發的投入成本上升的影響，Primo Brands (PRMB) 預計第一季業績將面臨壓力。 該機構表示，第一季可能是全年業績最疲軟的季度，冬季風暴造成的損失或無法挽回的交付銷售額可能會進一步影響業績。 RBC指出，零售業務趨勢似乎對Primo Brands有利，掃描數據顯示銷售額成長了6%。 RBC還補充說，該公司已對其核心包裝業務以外的約15%的零售銷售進行了定價。 報告稱，Primo Brands仍然高度關注石油相關成本，包括樹脂、玻璃、鋁和柴油等，儘管該公司已為2026年進行了大量的對沖，並擁有定價和燃油附加費等應對手段。 Primo Brands預計將於週四公佈第一季財務業績。 RBC維持對Primo Brands的「跑贏大盤」評級，並維持其28美元的目標價。
Price: $20.37, Change: $+0.27, Percent Change: +1.37%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target price to USD94 from USD70, valuing POSCO at 0.66x 2026 P/BV, above its three-year mean of 0.52x. Our neutral view reflects: (i) recovering steel fundamentals supported by China's 2025 crude steel output declining 4.4% Y/Y and South Korea's anti-dumping duties on Chinese steel, which provides a pricing moat for Posco; and (ii) lithium market recovery with prices surging 49% YTD through April, supporting POSCO's battery materials segment which narrowed Q1 2026 losses significantly. POSCO's Australian and Argentine lithium acquisitions bolster its battery materials growth strategy. Additionally, the new Mid-term Shareholder Return Policy (2026-2028) targeting a 35%-40% payout ratio demonstrates commitment to shareholder value. However, risks include an aggressive 61% capex increase to KRW11.3 trillion in 2026, execution challenges on international projects, and persistent margin pressures. We adjust our 2026 EPS estimate to KRW6,379 from KRW5,932 and 2027 to KRW8,036 from KRW7,820.
Stifel Canada on Tuesday reiterated its buy rating on the shares of Propel Holdings (PRL.TO) and its C$32.00 price target following the company's first-quarter results."Propel reported an upside FQ1, underscoring strength in loan growth alongside stable credit performance, on the back of the rebound in credit quality and subsequent new origination activity we saw exiting last quarter. Importantly, credit metrics PCLs and net-charge-offs normalized this quarter, supporting a recovery in ROE and fueling yet another bump in Propel's quarterly dividend (11th consecutive raise at +6.7% to $0.24/share). Net/net - results further reinforce resilience in the non-prime consumer backdrop, in-line with recent prints from US consumer credit peers. FY guide is being maintained, reaffirming the growth trajectory ahead, while suggesting some conservatism amidst the current macro uncertainty. Conference call tomorrow at 8:30am ET (dial-in: 1-888-699-1199/webcast). Our key focus on the call will be around (1) outlook for US consumer credit quality, (2) growth outlook for LaaS, (3) pace/scale of ongoing growth investments to support US expansion/Propel Bank launch," analyst Suthan Sukumar wrote.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $24.15, Change: $+2.25, Percent Change: +10.27%
(Corrects the year-ago revenue to 182.8 million euros in the third paragraph.)BioNTech (BNTX) reported a Q1 adjusted loss Tuesday of 1.95 euros ($2.28) per diluted share, widening from a loss of 1.79 euros a year earlier.Analysts polled by FactSet expected a loss of 1.27 euros.Revenue for the quarter ended March 31 was 118.1 million euros, compared with 182.8 million euros a year earlier.Analysts surveyed by FactSet expected 164.6 million euros.For 2026, the company reaffirmed revenue of between 2 billion euros and 2.30 billion euros. Analysts polled by FactSet expect 2.22 billion euros.BioNTech shares were down nearly 4.4% in Tuesday premarket activity.Price: $96.56, Change: $-2.79, Percent Change: -2.81%