-- 加拿大皇家银行资本市场（RBC Capital Markets）在周五发布的研究报告中指出，黑石集团（Blackstone，股票代码：BX）第一季度的业绩并不足以支撑其股价约6%的下跌。股价下跌很可能是由于软件板块整体抛售以及黑石集团作为债权人参与的Medallia重组所致。 RBC分析师表示，由于投资组合表现强劲、机构募资稳步推进以及公司旗下私募财富基金的良好势头，第一季度业绩略有增长。 鉴于费用减免政策以及信贷基金在资金部署后即可获得收益，预计第四季度募资周期将推动管理费上涨。该券商预测，到2027年，黑石集团的基础管理费将增长13%。 RBC表示，黑石集团的业绩记录和品牌实力使其成为这一长期增长机遇的赢家。 RBC重申了对黑石集团股票的“跑赢大盘”评级，并将目标价从176美元下调至173美元。
Price: $121.98, Change: $-0.35, Percent Change: -0.29%
Canada reports gross domestic product for February and the preliminary estimate for March on Thursday, said Scotiabank.February was initially guided by Statistics Canada to have been tracking a 0.2% month-over-month gain last month. Updated estimates are still in the same ballpark, but investors also get important details on sector drivers, noted the bank.More meaningful may be the flash guidance, with no details, for March GDP, for which there is very little information so far, but a small gain is "feasible," stated Scotiabank.The outcome will further inform Q1 GDP growth tracking on a production/income basis using monthly GDP. It's feasible that growth is tracking close to the Bank of Canada's 1.8% January Monetary Policy Report estimate, but that's on an expenditure basis. The massive over 4% inventory drag on Q4 GDP could reverse as an added upside, pointed out the bank.One key is that consumer spending on goods is tracking a strong rebound in Q1 based on retail sales volumes. It's untrue that the economy isn't exhibiting rate sensitivity, a view that is disproportionately driven by a false understanding of what's keeping condo markets weak in Toronto and Vancouver, added Scotiabank.
Alvaro Doyle, Vice President and Chief Information Officer, on April 23, 2026, sold 8,000 shares in Vicor (VICR) for $2,079,226. Following the Form 4 filing with the SEC, Doyle has control over a total of 42 common shares of the company, with 42 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/751978/000182673026000002/xslF345X05/primary_doc.xmlPrice: $265.29, Change: $-8.24, Percent Change: -3.01%
BioMarin Pharmaceutical (BMRN) is emerging as a broader rare-disease platform as its acquisition of Amicus Therapeutics (FOLD) adds two approved medicines and reduces reliance on Voxzogo, Morgan Stanley said Monday in a report.The Amicus deal reshapes BioMarin's outlook by adding Galafold and Pombiliti with Opfolda, products that fit the company's global commercial network, the report said. The therapies are expected to generate more than $1.3 billion in revenue by 2030, Morgan Stanley said.The acquisition is projected to accelerate revenue growth immediately after closing and to be accretive to non-GAAP earnings within 12 months, with "substantial accretion" beginning in 2027, the report said. BioMarin closed its $4.8 billion purchase of Amicus on Monday.Morgan Stanley resumed coverage on BioMarin stock with an overweight rating and a $120 price target.Price: $54.08, Change: $+0.90, Percent Change: +1.68%