-- 摩根士丹利在周五发布的一份报告中指出，奥驰亚(MO)展现出强劲的盈利增长势头，并有望从双重税收减免中获益，但结构性不利因素依然存在。 报告称，该公司第一季度每股收益(EPS)超出预期，表现“稳健”，并重申了其2026年全年业绩指引，同时补充道，该公司目前的风险/回报状况较为平衡。 报告指出，“我们认为其股价上调空间有限”，并提及该公司近期股价上涨，这得益于其持有的百威英博(Anheuser-Busch InBev)股份带来的稳健财务灵活性、56亿美元的资本损失以及约6%的股息收益率。 此外，报告还指出，该公司风险较低的投资组合规模有限，不太可能在中期内对其业绩产生显著影响。 报告还指出，自伊朗冲突爆发以来，汽油价格上涨并未对奥驰亚的烟草消费者行为产生影响，目前较高的退税额缓解了消费者支出压力。 摩根士丹利将该股的目标价从 62 美元上调至 71 美元，同时维持对该股的“持股观望”评级。
Price: $73.36, Change: $+0.70, Percent Change: +0.97%
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 by $1 to $87, 22.0x our next-12-month EPS estimate, above peers and CMS's three-year historical average of 18.4x. We trim both our 2026 and 2027 EPS views by $0.02 to $3.88 and $4.17, respectively. CMS posted Q1 adjusted EPS growth of 10.8%. CMS announced that two hyperscaler data centers had reached commercial agreement on contract terms and signed 110 MW of new load in Q1 alone (exceeding all of 2025's signings), with expected load coming online starting in 2028, all incremental to the current plan. Each 1 GW of new load provides $2B-$5B in capital investment opportunities while reducing average customer rate growth by ~2%. We think CMS offers competitive near-term EPS (~7.6% 2025-2028 CAGR) and dividend growth trajectories (~5.8%). In our view, Michigan is one of the most supportive regulatory districts in the country, with CMS's most recent electric rate case outcome highlighting regulatory willingness to support prudent investments through multiple recovery mechanisms.
Opay Digital Services has hired Citigroup (C), Deutsche Bank (DB), and JPMorgan (JPM) as the Nigerian payments platform prepares for an initial public offering in the US, Bloomberg reported Friday, citing people familiar with the matter.The SoftBank-backed company is seeking a valuation of $4 billion in its debut and may sell the shares later this year, the people reportedly said.Citigroup declined to comment to. Deutsche and JPMorgan did not immediately respond, while Opay was unreachable.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $127.59, Change: $-0.39, Percent Change: -0.30%
Life Time (LTH) is expected to post robust comparable club growth in Q1, with slightly better-than-expected revenue and EBITDA, as investors focus on concerns around member growth metrics per center and spending trends in a softer macro environment, UBS Securities said Friday.Ahead of the company's Q1 results on Tuesday, the investment firm said it sees upside to its Q1 EBITDA estimate of $215 million and expects comparable club revenue growth of about 7% to 7.5%.UBS said the key investor debate centers on whether the company can sustain growth in revenue per member and overall club economics amid pressure on consumer spending.The brokerage also noted that Life Time could continue repurchasing stock from sponsors, helping reduce overhang, while keeping leverage below its 2x target.UBS has a buy rating on the stock, with a price target of $43.Price: $26.68, Change: $-0.13, Percent Change: -0.50%