-- 在加拿大自然资源公司（CNQ.TO，CNQ）5月7日发布第一季度业绩之前，加拿大帝国商业银行资本市场重申了对其股票的“跑赢大盘”评级。 “我们预计2026年第一季度产量为163.5万桶油当量/日，每股现金流为2.07美元，而市场普遍预期分别为164.2万桶油当量/日和2.00美元。我们预计随着Pike 1号机组的投产，公司火力发电产量将强劲增长，同时传统能源业务也将实现环比增长，这主要得益于本季度有机增长和无机增长的推动。公司在2026年第一季度回购了价值4.7亿美元的股票。我们预计公司将在2026年第一季度末或2026年4月达到160亿美元的净债务目标，届时股东回报率将从60%提高到75%。我们预计股票回购仍将是股东回报的主要方式。”该投资银行写道。 （报道北美、亚洲和欧洲主要银行及研究机构的股票、大宗商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us）
Price: $64.35, Change: $+0.47, Percent Change: +0.74%
Tech stocks were mixed late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) increasing 0.2% and the State Street SPDR S&P Semiconductor ETF (XSD) decreasing 0.4%.The Philadelphia Semiconductor index decreased 0.5%.In corporate news, Apple (AAPL) is planning to introduce a new feature for its next iPhone software update that will allow users to develop and personalize their own digital tickets and gift cards in the Wallet app, Bloomberg reported. The pass-building feature for iOS 27 Wallet is expected to address the issue of many services still not offering passes compatible with the Wallet platform, the report said. Apple shares were down 1.1%.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $5 to $22, applying an EV/revenue multiple of 2.0x to our 2026 estimate, a discount to its three-year historical average multiple of 2.5x. We trim our 2026 EPS estimate by $0.01 to $3.09 and raise 2027's by $0.14 to $3.45. There was mention of a softer auto sales environment, which created headwinds for trial starts and impacted subscriber acquisition, particularly following last year's tariff-driven pull forward in vehicle sales. Conversion rates for self-pay subscribers saw slight declines, especially as younger car purchasers entered the trial funnel, and used car conversion rates remained lower than new car rates. Subscriber trends are expected to be modestly lower Y/Y, with management cautioning about ongoing pressures and declining to change subscriber guidance for the year due to uncertainties in auto sales and companion subscription take rates.
The US Treasury said Monday that it expects to borrow $189 billion in Q2, a larger borrowing estimate than the $109 billion it announced in its previous statement.The reason for the increase in the borrowing estimate was lower projected net cash flows that were partially offset by a higher-than-expected cash balance at the start of the quarter. The Treasury still assumes a $900 billion end-of-quarter balance.Borrowing is seen at $671 billion in Q3, with an estimated cash balance of $950 billion at the end of September.The Treasury borrowed $577 billion in Q1, ending March with an $893 billion cash balance at the end of the quarter. The Treasury had previously expected to borrow $574 billion with an end-of-March cash balance of $850 billion.The slightly higher amount of Q1 borrowing was due to a higher-than-assumed end-of-quarter cash balance that were partially offset by higher net cash flows, the Treasury said.