-- 加拿大皇家银行资本市场分析师在周五的一份报告中指出，尽管能源价格上涨，Getty Realty (GTY) 的租户基础依然“健康”，且该公司股权融资充足，足以支撑到 2027 年。 分析师表示，该公司指出，尽管汽油价格上涨，但与燃料相关的租户大多仍能维持燃料利润率，一旦油价下跌，任何损失的利润都可能得到弥补。 加拿大皇家银行表示，该公司公布的第一季度财务业绩“稳健”，其调整后的每股运营资金超出预期。 分析师指出，Getty 目前约有 1.25 亿美元的投资合同在身，其融资渠道继续倾向于开发融资，但也包括一些更传统的售后回租收购。 加拿大皇家银行维持对该股的“与行业持平”评级，并将目标价从 33 美元上调至 35 美元。
Price: $34.15, Change: $+0.39, Percent Change: +1.16%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.
Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.
Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.