-- 加拿大皇家银行资本市场（RBC Capital Markets）周二在一份报告中指出，Albertsons (ACI) 在利润率方面取得了显著进展，但其营收前景依然疲软。 分析师表示，管理层给出的疲软预期主要与药房业务有关，因为食品杂货的销售趋势总体保持稳定。随后，该券商下调了对 Albertsons 第一财季和 2026 财年个人护理用品销售额的预期。 RBC 表示，Albertsons 第四财季财报中的一个关键利好因素是，该公司将未来三年的生产力提升目标从 15 亿美元提高至 20 亿美元。 分析师表示，随着 Albertsons 将药房顾客转化为食品杂货顾客，其顾客终身价值可能会随着时间的推移而增加。 该券商补充道，如果通胀放缓，而零售商的销量没有相应增长，则销售额可能会下降。 RBC Capital Markets 维持对该股的“跑赢大盘”评级，但将目标价从 21 美元下调至 20 美元。
Price: $16.60, Change: $+0.25, Percent Change: +1.56%
Axis Bank (NSE:AXISBANK, BOM:532215) consolidated net profit increased to 76.0 billion Indian rupees in the quarter ended March 31, against 74.8 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.The banks' shares were down over 3% in Monday's trade.Earnings per share climbed to 24.33 rupees compared with the year-ago figure of 24.01 rupees.Interest earned by the lender in fiscal Q4 also grew year on year to 341.7 billion rupees from 324.5 billion rupees a year earlier.The board of directors recommended a dividend of 1 rupee per share for the financial year ended March 31.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $3 to $153, assuming an EV/EBITDA of 7.0x our 2027 EBITDA estimate, above NEM's three-year average forward EV/EBITDA of 6.5x and above peers' 6.0x. We raise our 2026 EPS estimate by $1.67 to $10.31 and our 2027 EPS forecast by $2.09 to $12.89. Newmont remains on track to deliver its 2026 guidance of 5.3 million gold ounces, though management characterizes 2026 as a trough year due to planned mine sequencing at several operations. The company is well-positioned for production growth beginning in 2027, with a longer-term outlook of approximately 6 million ounces of gold and 150,000 tonnes of copper annually. Key growth drivers include completion of Tanami Expansion 2 (2H 2027), ongoing development of Cadia panel caves, and the Ahafo North ramp-up. NEM's world-class portfolio, coupled with robust free cash flow generation in a supportive gold price environment, supports sustained capital returns through its enhanced capital allocation framework.
Aye Finance's (NSE:AYE, BOM:544699) consolidated profit rose sharply to 859.1 million Indian rupees in the fiscal fourth quarter ended March 31, from 407.0 million rupees a year ago.The financial services company's earnings per share came in at 3.85 rupees from 2.09 rupees a year ago, according to a Monday filing to the Indian bourses.Revenue from operations in fiscal Q4 also increased to 5.28 billion rupees from 4.09 billion rupees a year ago.The company's shares were up over 4% in recent trade.