-- 加拿大皇家银行资本市场（RBC Capital Markets）在一份研究报告中指出，摩根大通（JPM）的商业模式及其数十亿美元的投资，不仅造就了其“坚固”的资产负债表，更打造了“高盈利”的多元化银行模式。 鉴于摩根大通第一季度业绩好于预期，加拿大皇家银行周二表示，已将2026年每股收益预期从21.43美元上调至21.48美元，但维持2027年每股收益预期23美元不变。 加拿大皇家银行表示，摩根大通已做好充分准备，将受益于3月份发布的巴塞尔协议III银行监管条例修订提案。在杰米·戴蒙的领导下，该行将继续为长期股东带来“高于平均水平的盈利能力和回报”。 加拿大皇家银行维持对摩根大通的“跑赢大盘”评级，目标价为330美元。
Price: $305.87, Change: $-5.25, Percent Change: -1.69%
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.