-- 加拿大皇家银行资本市场（RBC Capital Markets）周三重申了对森科能源（Suncor Energy，股票代码：SU.TO）的“跑赢大盘”评级和100加元的目标价。该行指出，森科能源连续第二个季度业绩强劲，下游业务税前利润率高达20亿美元（含先进先出法收益），部分原因是成品油销量创下680,900桶/日的纪录。 RBC更新后的森科能源产量预期为862,100桶/日，并维持在57亿美元的资本计划之下，基本保持不变。 RBC表示：“森科能源第一季度的业绩增强了我们对公司持续高绩效文化的信心，我们相信这种文化正在深入人心，并使公司无论未来如何都能保持领先地位。” RBC补充道：“我们认为，公司具备获得溢价的条件，而且这种溢价可能会在未来一年内实现。” 森科能源是加拿大皇家银行（RBC）最看好的加拿大综合能源生产商，并入选其“全球能源最佳投资标的”名单。 截至周四多伦多证券交易所的最后交易日，森科能源的股价为每股85.70加元。
Price: $85.70, Change: $-2.21, Percent Change: -2.51%
Price: $212.82, Change: $+5.15, Percent Change: +2.48%
The Canadian trade balance swinging from deficit to surplus in March and the perceived hawkish bias of the Bank of Canada couldn't manage to take the Canadian dollar (CAD) to levels much better than $1.36, said Rosenberg Research after Wednesday's trade data.The exchange rate is level at which the recent rally stalled out, attesting the view that there are still weak economic growth dynamics holding the loonie back, according to Rosenberg Research.
Evergy (EVRG) reported Q1 earnings Thursday, showing total electricity sales of 13.58 million megawatt-hours in Q1, edging lower from 13.98 million MWh a year earlier.Residential electricity sales declined to 3.82 million MWh for the quarter ended March 31, down from 4.06 million MWh a year earlier.The company reported commercial electricity sales of 4.51 million MWh, down from 4.43 million MWh.Industrial electricity sales climbed to 2.07 million MWh for the quarter, up from 1.88 million MWh a year earlier.Wholesale electricity sales fell to 3.16 million MWh in Q1 from 3.60 million MWh a year earlier.Evergy's Capex plans involve investments of about $21.6 billion between 2026 and 2030 across solar, battery storage, natural gas generation and transmission infrastructure projects.Evergy plans to develop a combined 4.24 gigawatt generation pipeline across solar, battery storage and natural gas projects in Kansas Central, Metro and Missouri West through 2033.Price: $82.94, Change: $+1.95, Percent Change: +2.41%