-- 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：我們將目標價從108美元下調至100美元，並對我們維持不變的2026年EPADS預測值應用12.5倍本益比。此次本益比較先前的13.5倍略有下調，反映了為因應一次性信貸和地緣政治撥備帶來的不確定性，我們提高了近期風險溢價。我們維持4顆星（買進）評級，並將市場對第一季業績的負面反應視為一個機會。我們認為，市場對巨額特定撥備引發的「噪音」反應過度，而忽略了公司業務的內在實力。經調整後的18.7%的股本回報率、財富管理業務的強勁增長勢頭（新增淨資金390億美元）、淨利息收入預期上調至約460億美元以及更清晰的股票回購計劃恢復路徑，都印證了公司業務的強勁實力。儘管我們維持 2026 年每股收益預測為 1.60 美元，但我們將 2027 年每股收益預測上調至 1.80 美元，這凸顯了我們對該特許經營權基本盈利能力將繼續增長的信心。
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