-- 摩根士丹利在周五发布的一份报告中指出，Monster Beverage (MNST) 在公布了“非常强劲”的第一季度和四月份业绩后，展现出“超乎寻常”的长期增长潜力。 该报告指出，Monster Beverage 过去四个月的有机销售额增长了 22%，这增强了市场对其长期增长前景的信心，使其超出预期。 报告还表示，Monster Beverage 的毛利率表现和未来前景均好于预期。 报告称：“在股价表现优异之后，Monster Beverage 的估值有所上升。但我们仍然认为，Monster Beverage 的增长模式在消费品行业中独树一帜，且更具可持续性……这应该会推高其估值溢价。” 摩根士丹利将该股的目标股价从 96 美元上调至 100 美元，并维持“增持”评级。
Price: $85.89, Change: $+9.92, Percent Change: +13.06%
Manufacturing Shipments data due out next Friday "should look reasonably healthy" for March, but will look weaker in volume terms, says CIBC's Avery Shenfeld. CIBC expects a 3.5% rise, in line with consensus, and following a prior gain of 3.6%.Existing Home Sales on Thursday and Housing Starts on Friday, both for Aprii, won't alter the picture of a sector that's been "a drag on growth" in the past year, Shenfeld adds. CIBC forecasts 240k housing starts, versus a consensus 245k.Also on the calendar for next week is The Market Participants Survey, due out 10.30am ET on Monday. The survey is conducted quarterly. Bank of Canada staff reach out to a diverse set of participants in financial markets to gather their views on key macroeconomic and financial variables as well as on monetary policy.Then on Wednesday at 1.30pm ET, a summary of monetary policy deliberations by Governing Council for the policy decision that was announced two weeks earlier will be released. That same day, Michelle Alexopoulos, External Deputy Governor, addresses the Ottawa Economics Association (OEA) - Canadian Association of Business Economics (CABE), Ottawa, Ontario.In terms of further data, March Wholesale Sales (ex-petroleum) is due out Thursday, and CIBC forecasts 1.4%. Also, March Int'l Sec. Transactions is due out Friday.
The combined count of crude oil, natural gas, and miscellaneous rigs in the US rose by one to 548 in the week ending May 8, according to data from Baker Hughes (BKR) released Friday.The US oil rig count rose by two from 408 the previous week to 410, while the number of gas rigs dropped by one from 130 the previous week to 129.Price: $63.98, Change: $+0.45, Percent Change: +0.71%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our unchanged 12-month target price of $354 is 24.0x our 2027 EPS estimate, nearly in line with RGLD's two-year average forward P/E of 23.5x and also close to peers' average forward P/E of 25.0x. We trim our 2026 EPS estimate by $0.20 to $12.05 and keep 2027 at $14.75. RGLD's Q1 results demonstrated the benefits of its 2025 transformational acquisitions, with record revenue ($469M), operating cash flow ($294M), and adjusted EPS ($2.72). The company maintains an attractive 83% adjusted EBITDA margin and strong liquidity of ~$1.1B. Management expects to fully repay its $525M revolving credit facility by Q4 2026 from operating cash flow at current metal prices. The portfolio is well-diversified, with no single asset contributing more than 12.5% of revenue, and includes significant growth from Greenstone, Platreef (first revenue expected in Q2), and Warintza (targeting permits by year-end). RGLD added a $600M accordion facility to pursue larger transactions and authorized a $500M buyback program.