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加拿大皇家银行调整对加拿大卡车运输和多元化工业的预测

-- 加拿大皇家银行资本市场（RBC Capital Markets）周一公布了对加拿大卡车运输和多元化工业股的预期调整，以迎接即将到来的第一季度财报季。 RBC将Cargojet（CJT.TO）的目标股价从143美元下调至140美元，但维持“跑赢大盘”评级。该公司EBITDA预期也从8300万美元下调至8000万美元，主要原因是市场迹象表明加拿大消费者在非必需品上的支出正在回落。 Mullen Group（MTL.TO）的EBITDA预期维持在7900万美元不变，目标股价从17美元上调至19美元，评级仍为“跑赢大盘”。RBC预计，近期公布的PMI数据以及潜在的基础设施投资将对该股的需求和市场情绪产生积极影响。 RBC将Stella-Jones（SJ.TO）的目标股价从95美元下调至93美元，维持“与行业持平”评级，同时将每股收益预期从1.47美元下调至1.27美元。尽管加拿大皇家银行(RBC)预计2026年电线杆市场的发展势头将持续，但鉴于Stella的主要竞争对手采取激进的策略，RBC认为Tie的前景不明朗，并指出存在风险。 与此同时，TFI International (TFII.TO)的每股收益(EPS)预期维持在0.65美元不变，目标价维持在137美元，评级为“跑赢大盘”。RBC表示，看好近期的价格走势，鉴于当前形势不明朗，预计管理层不会提供2026年全年业绩指引。 Westshore Terminals Investment (WTE.TO)的目标价从34美元上调至39美元，评级维持“跑赢大盘”。其EBITDA预期也维持在2900万美元不变。

Price: $84.94, Change: $-0.95, Percent Change: -1.11%

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