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加拿大皇家銀行調整對加拿大卡車運輸和多元化工業的預測

-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一公佈了加拿大卡車運輸和多元化工業股的預期調整，以迎接即將到來的第一季財報季。 RBC將Cargojet（CJT.TO）的目標股價從143美元下調至140美元，但維持「跑贏大盤」評級。該公司EBITDA預期也從8,300萬美元下調至8,000萬美元，主因是市場跡象顯示加拿大消費者在非必需品上的支出正在回落。 Mullen Group（MTL.TO）的EBITDA預期維持在7,900萬美元不變，目標價從17美元上調至19美元，評等仍為「跑贏大盤」。 RBC預計，近期公佈的PMI數據以及潛在的基礎設施投資將對該股的需求和市場情緒產生正面影響。 RBC將Stella-Jones（SJ.TO）的目標股價從95美元下調至93美元，維持「與業界持平」評級，同時將每股盈餘預期從1.47美元下調至1.27美元。儘管加拿大皇家銀行(RBC)預計2026年電線桿市場的發展動能將持續，但鑑於Stella的主要競爭對手採取激進的策略，RBC認為Tie的前景不明朗，並指出存在風險。 同時，TFI International (TFII.TO)的每股盈餘(EPS)預期維持在0.65美元不變，目標價維持在137美元，評級為「跑贏大盤」。 RBC表示，看好近期的價格走勢，鑑於當前情勢不明朗，預計管理層不會提供2026年全年業績指引。 Westshore Terminals Investment (WTE.TO)的目標價從34美元上調至39美元，評級維持「跑贏大盤」。其EBITDA預期也維持在2,900萬美元不變。

Price: $84.94, Change: $-0.95, Percent Change: -1.11%

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