-- 由於商品價格上漲，AlphaValue/Baader Europe上調了西班牙油氣巨頭雷普索爾（Repsol，股票代號：REP.MC）的評級。 AlphaValue/Baader週三將雷普索爾2026年的每股盈餘預期上調了48.3%，至3.79歐元。這項上調主要基於AlphaValue/Baader對布蘭特原油和產權轉移融資（TTF）價格上漲的預測，認為這些因素將推高上游實際價格和天然氣利潤率。 評級由“減持”上調至“增持”，目標價為25.1歐元。
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Equities
Update: -- Parex Resources Announcing Preliminary Q1 Results; Expects To generate FFO of US$114 million and FFO per share of $1.18
$PXT.TO
Equities
Parex Resources Announcing Preliminary Q1 Results; Expects To generate FFO of $114 million and FFO per share of $1.18
$PXT.TO
Research
Research Alert: Xpo Q1 Earnings Beat As Margins Expand And Tonnage Turns Positive
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:XPO reported Q1 EPS of $1.01 vs. $0.73 a year ago, beating consensus by $0.13, while revenue of $2.1B grew 7% and beat estimates by $60M. Adjusted EBITDA surged 15% to $319M, demonstrating accelerating momentum across the business. We believe the combination of margin expansion, positive volume inflection, and strong cash generation supports XPO's trajectory toward accelerating free cash flow generation. North American LTL performance was solid, with adjusted operating ratio improving 200 bps to 83.9% and 20% growth in adjusted operating income. Critically, tonnage per day turned positive at +0.1% vs. Q4 2025's -4.5% decline, marking an inflection point and suggesting early demand stabilization signs. Yield growth excluding fuel remained robust at 4.0%, supported by service improvements and AI-driven network optimization, while cash from operations grew 29% to $183M. In our view, XPO's insourcing strategy and operational leverage position the company well for continued margin expansion and cash flow growth.
$XPO