-- 商船三井（TYO:9104）2025財年歸屬於母公司所有者的淨利暴跌近50%，從上年的4,255億日圓降至2,133億日圓。 根據週四提交給東京證券交易所的文件，這家航運運輸公司的每股淨收益從上年的1,184.45日圓降至618.80日圓。 截至3月31日的整個財年，公司營收成長2.8%，從上年的1.775兆日圓增至1.825兆日圓。 該公司預計2026財年淨利為1,700億日元，每股淨收益為494.77日圓，營收為2.04兆日圓。 商船三井Lines計劃派發每股100日圓的期中股息和每股105日圓的年終股息，高於去年同期派發的每股85日圓的期中股息和每股115日圓的年終股息。
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Australia
CIBC Confirms Neutral Rating and Raises Target to $215 on Toromont Industries Following Q1 Results
CIBC Capital Markets maintained its neutral rating on the shares of Toromont Industries (TIH.TO) while raising its its price target to C$215 from C$200 after the company reported its first quarter financial results on Tuesday.The company delivered a strong Q1, supported by growth at AVL as capacity continues to ramp, said CIBC. Construction activity also showed early signs of improvement, with momentum building toward quarter-end despite seasonal and macro headwinds, the bank noted."While we acknowledge the optimistic operating backdrop, we believe the valuation largely reflects these drivers and embedded growth assumptions, with the focus now shifting to long-term execution," said analyst Krista Friesen. "We have tweaked our estimates, having actualized Q1/26 earnings and to reflect management's commentary."CIBC now expects 2026 earnings per share to be $7.08 from an earlier expectation of $6.96 and its 2027 EPS to be $8.09 from $7.88, expected earlier.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $212.02, Change: $+1.13, Percent Change: +0.54%
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Australia
Alphabet Seen Delivering Strong AI Driven Growth and Margins, BofA Says
Alphabet (GOOG, GOOGL) reported a strong Q1, with upside in Search and Cloud pointing to artificial intelligence driven growth and higher margins, BofA Securities said in a Thursday note.BofA said Q1 net revenue of $94.7 billion and EPS of $5.11 beat street estimates, while search revenue rose 19% year over year and cloud revenue was 63% higher.Cloud backlog grew 90% quarter over quarter to $462 billion, with about 50% expected to be recognized over the next 24 months, the firm said.BofA raised its 2026 revenue estimate to $424.12 billion from $407.92 billion and its 2027 revenue estimate to $521.99 billion from $474.86 billion.The firm also raised its 2026 EPS estimate to $14.43 from $11.45 and said the growing mix of recurring and higher durability cloud revenue supports a higher valuation multiple.BofA reiterated its buy rating on Alphabet and raised its price objective to $430 from $370.Price: $369.78, Change: $+22.47, Percent Change: +6.47%
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Whitecap Resources Maintained at Buy at TPH Following Q1 Results; Price Target at C$16.00
Tudor, Pickering, Holt on Thursday maintained its buy rating on the shares of Whitecap Resources (WCP.TO) with a C$16.00 price target following the Western Canadian oil and gas producer's first-quarter results."Positive on Q1 results which, in our view, should support relative outperformance today. On key Q1 headline metrics, C$0.84 CFPS beat TPHe/Street C$0.74/C$0.74, driven by beats on production and to a lesser degree gas realizations; C$676MM capex was relative in-line with consensus, comparing to TPHe/Street C$643MM/C$664MM. For context on volumes, 391mboepd beat TPHe/Street 378/378 and guidance of 375-380, led primarily by liquids, which clocked in at 242mboepd (62% of the mix) vs. TPHe/Street 231/229, with all of the above attributed to (i) compressed cycle times driving quicker turn-in-line timing for new wells and (ii) outperformance of new wells across the portfolio ... On formal changes, FY'26 guidance was increased on production by +7.5mboped (~2% at the midpoints) to 378-382mboepd (prior 370-375; TPHe/Street 378/375) for unchanged capex of C$2.0-2.1B (TPHe/Street C$2.05B/C$2.08B); no changes to longer-term growth plans of 3-5%," analyst Jeoffrey Lambujon wrote.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $15.92, Change: $-0.04, Percent Change: -0.25%
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