FINWIRES · TerminalLIVE
FINWIRES

加拿大皇家银行表示,瓦尔沃林第二季度业绩有望超出预期,主要得益于强劲的同店销售和定价策略。

By

-- 加拿大皇家银行资本市场(RBC Capital Markets)周一发布的报告称,瓦尔沃林(Valvoline,股票代码:VVV)第二财季业绩预计将超出华尔街预期,这主要得益于强劲的同店销售增长和价格策略,这些因素应能抵消不断上涨的原材料成本。 该机构预计瓦尔沃林第二财季同店销售额将增长5.7%,调整后息税折旧摊销前利润(EBITDA)将达到1.26亿美元,均高于市场普遍预期。报告指出,强劲的需求和价格上涨势头应能抵消基础油价格上涨的影响,而该机构认为基础油价格上涨“已经过高”。 展望未来,瓦尔沃林被认为有能力应对通胀压力,预计价格策略将在很大程度上抵消基础油成本的上涨。该机构表示,目前的业绩指引可能较为保守,这意味着瓦尔沃林有可能发布“超出预期并上调”的业绩指引,这可能会提振市场情绪。 报告称,中期来看,瓦尔沃林在出售其全球产品部门后,预计将受益于更强劲的增长和更高的利润率,预计在持续扩张的同时,实现两位数中段的销售增长“是可以实现的”。 加拿大皇家银行(RBC)对胜牌(Valvoline)的评级为“跑赢大盘”,目标价为46美元。

Price: $33.22, Change: $-0.01, Percent Change: -0.05%

Related Articles

Oil & Energy

Iran Reportedly Proposes Hormuz Reopening as US Reviews Plan

Iran has proposed reopening the Strait of Hormuz while delaying nuclear talks, with Leavitt saying the proposal is under discussion, according to media reports.US President Donald Trump discussed the Iranian proposal with senior national security officials during meetings held on Monday, Karoline Leavitt, White House Press Secretary, said in a press briefing."I can confirm the president has met with his national security team this morning," Leavitt said, adding that the proposal is reportedly being discussed.Leavitt did not comment on whether the administration would accept the proposal.The proposal presented by Iran on Sunday suggests reopening the Strait of Hormuz while postponing negotiations over the nuclear program to a later stage, according to media reports.Leavitt said Trump's key conditions remain unchanged. She declined to confirm whether the administration is actively considering the proposal and said Trump will address the issue publicly soon.US Secretary of State Marco Rubio criticized the proposal, arguing it would give Iran control over access to an international waterway, Rubio said in an interview with Fox News.Rubio said Iran's approach would require ships to seek permission or face threats, which he said undermines the principle of open international navigation.He added the US would not accept any system that allows Iran to regulate access or impose costs on vessels using the Strait of Hormuz.The developments follow a planned second round of US-Iran talks over the weekend that did not proceed as expected.US President Donald Trump said he did not send representatives to Islamabad, citing internal divisions within Iran's leadership, according to a Truth Social post on Saturday.Trump said, "... there is tremendous infighting and confusion within their leadership," adding, "If they want to talk, all they have to do is call!"The US Department of State did not immediately respond to' requests for comment.Oil markets reacted to the developments, with Brent crude rising about 2.77% to $108.25 per barrel and US West Texas Intermediate gaining about 2.42% to $96.68.

Insider Trading

Primeenergy Resources Insider Sold Shares Worth $2,309,200, According to a Recent SEC Filing

Clint Hurt, Director, on April 24, 2026, sold 10,000 shares in Primeenergy Resources (PNRG) for $2,309,200. Following the Form 4 filing with the SEC, Hurt has control over a total of 93,737 common shares of the company, with 93,737 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/56868/000143774926013518/xslF345X05/rdgdoc.xml

$PNRG
Research

Research Alert: Amkr: Results/outlook Ahead Of Consensus, Supported By Auto/industrial Recovery

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Q1 sales of $1.68B (+27% Y/Y) exceeded Street expectations ($1.65B) along with EPS of $0.33 (vs. Street $0.24), with Q2 revenue/EPS guidance of $1.80B/$0.47 representing larger beats vs. expectations of $1.74B/$0.31, respectively. Q2 gross margin was guided to 15.0%, above consensus of 14.8%. We point to Auto/Industrial strength as the most important result during Q1, with the segment's 28% Y/Y growth continuing to show acceleration over the past several quarters following a long period of weakness. Tariff reductions should help, though emerging issues like the Strait of Hormuz closure and ongoing memory shortage could challenge this recovery thesis in the coming quarters. AMKR lowered its 2026 capex outlook slightly from ~$3.0B to ~$2.75B, a total that remains substantial as it looks to support TSMC's ambitions in Arizona, which will likely necessitate borrowing/higher interest costs. We consider the reduced capex forecast to reflect a narrowing of expectations rather than lower demand projections.

$AMKR