-- カナダは、トランプ大統領が先月実施した金属関税の見直しによる打撃を緩和するため、国内の製造業に追加資金を提供すると、ウォール・ストリート・ジャーナル紙が月曜日に報じた。 同紙によると、カナダは特定の関税影響産業を支援するため、15億カナダドル(約11億米ドル)を確保した。資金の大半は国営のカナダ事業開発銀行(BDC)が管理し、鉄鋼、アルミニウム、銅を含む製品を製造・輸出する企業に対し、有利な条件で融資を行うと政府は述べている。 同紙によると、これはトランプ大統領が先月、外国産金属を原料とする輸入完成品に25%の関税を課す決定を下したことへの対応策である。この25%の関税は、米国に輸入される外国産鉄鋼、アルミニウム、銅に課される50%の関税と併せて適用される。 「カナダの鉄鋼、アルミニウム、銅産業を支援することで、カナダ経済の強化に向けた具体的な行動を起こしています」と、メラニー・ジョリー産業大臣は述べた。 カナダ当局は、米国・メキシコ・カナダ貿易協定の更新に関するオタワとワシントン間の合意には、鉄鋼やアルミニウムなどの特定セクターに対する高額な関税の軽減が必要だと述べている、と同報告書は指摘している。 (マーケットチャッターのニュースは、世界中の市場専門家との会話、および/またはその他のメディアソースから得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれている可能性があります。正確性は保証されません。)
Related Articles
Chevron's Q1 Results Set up 'Meaningful Acceleration' for Rest of the Year, UBS Says
Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a Monday note.UBS said Chevron's Q1 results were ahead of expectations despite facing significant headwinds from timing effects.Analysts said that the conflict in the Middle East did not directly impact Chevron's assets, with projects shut as precautionary measures now back online.UBS said that several potential drivers could drive Chevron's earnings higher in Q2 and Q3, including from its TCO Kazakhstan project, which is running above announced capacity, with volumes from Kazakhstan/Eurasia expected to increase 60% in Q2.Analysts said that for long-term contract volumes, every $10 increase in Brent and Japan Crude Cocktail prices per barrel of oil will result in $600 million in pre-tax earnings and $450 million in after-tax earnings.UBS retained a buy rating on the stock and increased its price target to $220 from $218.Price: $191.83, Change: $+1.20, Percent Change: +0.63%
Research Alert: CFRA Lowers View On Shares Of Ati Inc. To Buy From Strong Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our $179 12-month target is based on an EV/EBITDA of 19.0x applied to our 2027 EBITDA estimate, above ATI's trailing-12-month average forward EV/EBITDA of 17.4x but below peers' average forward EV/EBITDA of 27.2x. We raise our 2026 EPS by $0.03 to $4.46 and 2027's by $0.11 to $5.51. We lower our rating to Buy from Strong Buy based on elevated earnings multiples, not deteriorating fundamentals. ATI is executing well on its strategy to prioritize high-value aerospace, defense, and specialty energy markets. ATI raised full-year 2026 guidance with adjusted EBITDA now expected at $1.01B-$1.06B (up $35M at midpoint), representing 20% Y/Y growth. Record backlog of $4.1B and extending lead times (1+ years for nickel alloys, nearly 2 years for premium titanium) provide strong visibility. Management expects consolidated EBITDA margins above 20% with 40% incremental margins driven by favorable mix and long-term contract pricing. ATI's differentiated position in capacity-constrained markets supports our positive view.
Research Alert: CFRA Keeps Hold Opinion On Shares Of Oneok Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $96, raised $7, reflects a combination of relative valuation and DCF model analyses. On a relative basis, we apply a 10.5x multiple of enterprise value to projected '27 EBITDA, in line with OKE's historical forward average, which yields an $89 value. Meanwhile, our DCF model, using medium-term free cash flow growth of 3.5% and terminal growth of 2.0%, discounted at a WACC of 5.4%, yields a value of $103 per share. We lift our '26 EPS estimate by $0.09 to $5.78, but cut '27's by $0.06 to $6.08. OKE noted that its U.S. Gulf Coast Permian NGL volumes rose 31% in Q1, which we think is at least partly due to the disruption in the Middle East and overseas buyers looking for alternative sourcing. We estimate that the combination of growth capex and dividend outlays will chew up about 83% of operating cash flow in 2026, implying a modest degree of safety, but only slightly better than peers. Shares yield 4.6%.