-- 瑞銀證券週五在一份報告中指出，吉爾丹運動服飾（Gildan Activewear，股票代號：GIL）的低成本生產模式或有助於推動銷售成長和利潤率提升。 報告稱，投資人仍擔心吉爾丹在正常化基礎上實現營收成長可能難以突破個位數低位，並擔憂油價和棉價上漲對利潤率的影響。 瑞銀表示，認為吉爾丹的營收成長空間大於市場預期，並指出石油成本僅佔吉爾丹銷售成本的約5%。報告稱，2011年和2022年棉價飆升曾使吉爾丹憑藉成本優勢獲得顯著的市場份額增長，如果棉價持續高企，類似的情況可能會再次出現。 報告還指出，吉爾丹在中美洲的工廠使其在成本方面擁有結構性優勢，這可能使該公司成為尋求降低生產成本的服裝品牌的理想合作夥伴。 報告稱，該公司2028年自由現金流可能達10億美元，限制下行風險。 瑞銀維持對Gildan股票的「買進」評級，目標價為110美元。
Price: $61.85, Change: $-0.15, Percent Change: -0.23%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $45 to $235, reflecting a 25.6x multiple of our 2026 EPS estimate (down to $9.17 from $10.15; we cut our 2027 EPS estimate to $9.97 from $10.68), a discount to BIO's three-year historical forward average of 29.5x. Rather than a dramatic cut to National Institutes of Health (NIH) funding, Congress approved a modest increase for 2026 funding, helping reduce research budget concerns that loomed during 2025. However, BIO and peers anticipate that research spending growth from academic and early-stage biotech could remain muted over the near term as academic institutions adjust. The outlook for 2026 anticipates ongoing pressure, with BIO cutting sales and margin expectations during the Q1 earnings report, citing headwinds arising from the U.S.-Iran conflict in the Middle East such as weaker diagnostics sales and higher freight and fuel costs.
Pablo G. Mercado, Director, on April 30, 2026, sold 500 shares in Comfort Systems USA (FIX) for $889,890. Following the Form 4 filing with the SEC, Mercado has control over a total of 3,000 common shares of the company, with 3,000 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035983/000153524626000004/xslF345X05/form4-05012026_040501.xml
Keith Harvey, Director, President & CEO, on April 29, 2026, sold 3,031 shares in Kaiser Aluminum (KALU) for $524,757. Following the Form 4 filing with the SEC, Harvey has control over a total of 94,308 common shares of the company, with 94,308 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/811596/000119312526201545/xslF345X05/ownership.xml