-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：FTS公佈的第一季每股收益為0.99加元，低於去年同期的1.00加元，略低於市場普遍預期的1.00加元。這反映出，儘管UNS Energy的批發市場狀況疲軟、匯率波動以及近期資產處置導致的0.02加幣稀釋抵銷了基礎費率的成長。受Central Hudson更高的轉嫁成本和基礎費率成長的推動，營收成長2%至34億加元，而營業利潤則與營收成長持平，為9.55億加元。 FTS重申了2030年每年4%-6%的股息成長預期。儘管FTS的成長速度並非業界最快，但鑑於其低風險、高度監管的公用事業投資組合，我們認為這種穩健的策略是可靠且可行。該公司維持其2026-2030年288億加元的資本計劃，以支持2030年7%的年複合成長率，達到579億加元。多個重大項目正在推進中，包括ITC的Big Cedar數據中心擴建項目和TEP的Springerville煤改氣項目。目前股票收益率為3.3%。
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Australia
Rapid7, Qualys Q1 Upside Driven by AI Push But Outlooks Limit Sentiment, Morgan Stanley Says
Rapid7 (RPD) and Qualys (QLYS) delivered slight Q1 beats while increasingly focusing on artificial intelligence-driven cybersecurity products, but overall sentiment is unlikely to improve given the companies' flat to slightly weaker outlooks, Morgan Stanley said in a note Wednesday.For Q2, Rapid7 expects revenue to continue declining and annual recurring revenue is expected to fall further to around $820 million. Qualys' outlook for 2026 is stable but lacks acceleration, with unchanged billings guidance implying continued low-to-mid single-digit growth, the investment bank said.Morgan Stanley said Rapid7 management leaned heavily into the AI and cybersecurity narrative, shifting value toward proactive exposure management, managed detection and response services, AI-driven security operations center automation, and large-scale remediation, but the company will need to show these improvements in its results before it gets credit for a turnaround.Qualys management also emphasized accelerating momentum in exposure and threat management, Agent Val, TruRisk Eliminate, autonomous exploit validation, and AI-native risk operations center workflows, arguing that advanced AI models will increase vulnerability volumes and shorten exploit windows, according to the note.Morgan Stanley lowered its price target on Rapid7 to $9 from $10, while keeping its equal-weight rating. The firm also cut Qualys' price target to $96 from $117, and maintained its underweight rating.Price: $6.71, Change: $+0.03, Percent Change: +0.45%
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Mining & Metals
TSX up 360 Points With Miners, Financials Leading Gains
The Toronto Stock Exchange is up 360 points at midday with miners (+5.2%) and financials (+15%), the best performers.Energy and info tech, down 4.8% and 1.6%, respectively, are the worst performers.Energy stocks are down as oil prices sink on hopes that the U.S. and Iran may be nearing a deal to re-open the Strait of Hormuz, media reports say.In domestic news, the Ivey Purchasing Managers Index (PMI) data released Wednesday showed that Canadian economic activity grew in April at the fastest pace in seven months as employment and prices accelerated. The seasonally adjusted index rose to 57.7 last month from 49.7 in March, its highest level since September.In stocks, Vermilion Energy (VET.TO) slumped over 12% to a fresh 52-week low, after it reported a first-quarter earnings miss.
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