-- 瑞银证券周五在一份报告中指出，吉尔丹运动服饰（Gildan Activewear，股票代码：GIL）的低成本生产模式或有助于推动销售增长和利润率提升。 报告称，投资者仍然担心吉尔丹在正常化基础上实现营收突破个位数低位增长的难度，以及油价和棉价上涨对利润率的影响。 瑞银表示，他们认为吉尔丹的营收增长空间大于市场预期，并指出石油成本仅占其销售成本的约5%。报告称，2011年和2022年棉价飙升曾使吉尔丹凭借成本优势获得显著的市场份额增长，如果棉价持续高企，类似的情况可能会再次出现。 报告还指出，吉尔丹在中美洲的工厂使其在成本方面拥有结构性优势，这可能使该公司成为寻求降低生产成本的服装品牌的理想合作伙伴。 报告称，该公司2028年自由现金流可能达到10亿美元，从而限制下行风险。 瑞银维持对Gildan股票的“买入”评级，目标价为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