-- 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：泰克資源公司公佈了2026年第一季強勁的業績，調整後每股收益為1.75加元，顯著高於2025年第一季的0.60加元和市場普遍預期的1.12加元。營收年增72%至39億加元，調整後EBITDA達到21億加元（+125%），分別超出市場普遍預期22%和36%，這反映了營運槓桿效應，受益於銅價走強，倫敦金屬交易所（LME）銅均價為5.83美元/磅（年增38%）。這些業績驗證了公司在剝離煤炭業務後的獲利能力，並表明在與英美資源集團合併完成之前，公司營運執行力正在不斷提升。管理層重申，奎布拉達布蘭卡（QB）礦區將於2026年底實現穩定運營，QB礦區銅銷量創下7.03萬噸的歷史新高。我們預計，隨著TMF計畫的推進，產能限制將在2026年下半年逐步緩解。公司擁有98億加幣的充裕流動資金，足以支持成長資本支出。同時，英美資源集團的合併已獲得股東和加拿大政府的批准，剩餘審批工作正按計畫進行。
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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