-- 加拿大皇家银行资本市场分析师詹姆斯·麦加拉格尔(James McGarragle)将庞巴迪(BBD-B.TO)的目标股价上调11美元至298美元，并重申其“跑赢大盘”评级。 麦加拉格尔维持其对庞巴迪第一季度EBITDA的预测为2.45亿美元，低于市场普遍预期的2.52亿美元。 麦加拉格尔写道，由于国防业务持续增长势头强劲以及强劲的需求信号，加拿大皇家银行将庞巴迪的估值倍数从13倍上调至13.5倍。“我们认为，庞巴迪的自由现金流复合年增长率(CAGR)有望在2030年代保持15%以上的水平——在我们看来，对于目前自由现金流收益率约为5%的股票而言，这是一个极具吸引力的投资机会。”
Price: $255.99, Change: $-2.03, Percent Change: -0.79%
iSoftStone Information Technology (SHE:301236) posted first-quarter net loss attributable to shareholders of 349.9 million yuan, widening from a loss of 197.7 million yuan in the same period the previous year.Loss per share ballooned to 0.35 yuan from 0.21 yuan, according to a filing with the Shenzhen bourse on SaturdayThe IT service and consulting company's revenue, however, jumped 16% to 8.12 billion yuan from 7.01 billion yuan a year prior.iSoftStone's shares slumped 7% in late-afternoon trade on Monday.
ChinaLin Securities (SHE:002945) posted first-quarter attributable net profit of 93.8 million yuan, down 9.0% from 103.0 million yuan the previous year.Earnings per share declined to 0.0347 yuan from 0.0382 yuan, according to a weekend filing on the Shenzhen bourse.The securities broker's operating revenue climbed 15% year over year to 373.9 million yuan from 324.6 million yuan.
Philippine business sentiment deteriorated sharply in March as concerns over higher fuel costs stemming from Middle East tensions dampened outlook, The Bangko Sentral ng Pilipinas survey showed Friday.The confidence index plunged to -24.3% from 8.2% in February, while the outlook for the next quarter fell to -17.3% from 37.4%.The 12-month outlook remained positive but weakened significantly to 11.7% from 51.1%, reflecting worries over geopolitical risks and ongoing inflation, the central bank said.Hiring plans also softened for both the coming quarter and year, indicating slower job growth ahead.Firms expect inflation to rise above the central bank's 3% target but stay within its allowed range, with the central bank ready to act if pressures increase., the report said.