-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們維持對CCO的「賣出」評級和130加幣的目標價。 130加幣的目標價反映了我們維持不變的2027年本益比預期，即60倍，仍高於CCO過去一年和三年的平均本益比57.2倍和39.3倍。我們認為CCO的溢價估值在多方面都有其合理性，但目前估值過高。對核能專案和能源需求的強勁支持支撐了鈾現貨價格，但核電廠建設存在相當大的時間和成本風險。第一季財報顯示，營收和利潤均略微超出預期。然而，鑑於其估值，缺乏業績指引和新的利多消息，使得CCO的股價維持在原有水準。市場對CCO的股價走勢已有充分了解，我們認為其股價與能源/人工智慧領域的市場情緒和發展息息相關，而這些因素在短期內可能出現波動。我們將 2026 年每股收益預期下調 0.15 加元至 1.56 加元，並維持 2027 年每股收益預期為 2.17 加元。
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Equities
US Says 'Operation Epic Fury' Now Concluded as Ship Hit in Hormuz
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Asia
DPM Metals Posts Higher Q1 Adjusted Earnings, Revenue
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