-- 德国商业银行表示，经过多年的贬值，油价上涨正在推动加元（CAD 或 loonie）升值。 然而，除非加拿大实体经济实现可持续复苏，从而为加息铺平道路，否则这可能只是短期反弹。该行在一份致客户的报告中写道。 德国商业银行指出，将于7月开始的美墨加协定（CUSMA）贸易谈判将进一步加剧局势的复杂性。 因此，该行仍然预计美元兑加元汇率只有在下半年才会走低。 德国商业银行预测，美元兑加元汇率在2026年6月底为1.37，9月底为1.36，12月底为1.35。
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target price to CAD145 (from CAD128), implying 9.0x EV to projected 2027 EBITDA, above the historical average. Shares are up ~55% year to date in 2026 and continue to trade at a significant premium relative to peers and its own historical multiple. As a result, while we like IMO's cost improvements and growth potential, we continue to think the upside is largely priced in at this point, and we recommend investors take profits. Valuation is at decade highs relative to peers and 1.7 standard deviations above its 10-year upper band. Share reduction has been aggressive and beneficial to shareholders; however, no shares were repurchased in Q1 2026. Q1 was a particularly weak quarter for IMO, with net income down 27% on a combination of flat production, weaker pricing realizations, a wider differential, and negative foreign exchange impacts. Operational execution of this quality will likely dent the aforementioned premium. We lift our 2026 EPS to CAD9.66 from CAD6.33 and 2027 EPS to CAD8.22 from CAD6.99.
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