-- 瑞银证券周一发布的一份报告指出，由于2025年可再生柴油和生物柴油利润率疲软，雪佛龙（CVX）位于路易斯安那州盖斯马工厂的产能扩张被低估了。 美国环境保护署修订后的“可再生燃料量义务”（Renewable Volume Obligations）要求大幅提高生物质柴油的掺混比例，瑞银表示，这将推动雪佛龙2026年至2028年盈利现金流出现“非常强劲的拐点”。报告称，预计雪佛龙在此期间将新增4.4亿美元的EBITDA。 瑞银表示，雪佛龙与邦吉全球（BG）的合资企业扩大了大豆加工产能并增加了转换能力，使该公司能够直接受益于大豆和软籽压榨利润。 报告称，柴油和压榨利润率在2026年可能会大幅提高，为雪佛龙的现金流贡献10亿美元的增量。 瑞银重申对雪佛龙股票的“买入”评级，目标价为218美元。 周二，雪佛龙股价下跌2.6%，邦吉股价上涨0.2%。
Price: $186.72, Change: $-5.06, Percent Change: -2.64%
LG CNS (KRX:064400) and OpenAI signed a reseller agreement to expand ChatGPT Edu in the education AX market, the South Korean AX specialist said in a Monday release.ChatGPT Edu supports several tasks such as generating lecture materials, organizing research data and reports, and providing personalized tutoring. The product also offers enterprise-grade security, the release said.Key universities such as Arizona State University, the University of California, San Francisco System, and Harvard University have already adopted ChatGPT Edu. Looking ahead, LG CNS plans to offer introductory tour programs for ChatGPT Edu across major universities in the Seoul metropolitan area, along with conducting AI education seminars, it said.LG CNS may partner with universities and OpenAI to develop ChatGPT Edu-based AI curricula and host hackathons, the release said.
First Bancorp (FBP) has an average rating of overweight and mean price target of $25.67, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
NS Solutions' (TYO:2327) profit attributable to owners of the parent climbed 14% to 30.8 billion yen for the fiscal year ended March 31 from 27 billion yen a year earlier.The IT solution company's earnings per share increased to 168.50 yen from 147.84 yen a year ago, according to a Tokyo bourse filing on Monday.Revenue jumped 13% to 381.3 billion yen from 338.3 billion yen in the prior year.In a separate disclosure, NS Solutions raised its final dividend payout to 45 yen per share from 40 yen planned earlier, payable from June 2.For the fiscal year ending March 31, 2027, the company expects attributable profit of 31.6 billion yen, basic EPS of 172.70 yen, and revenue of 417 billion yen.NS Solutions plans to pay interim and year-end dividends of 43.50 yen per share, each, for the year, which is higher than the amount paid in the year-ago period.