-- 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12個月目標價從136美元上調至142美元，對應的本益比為15倍，即2026財年每股收益9.51美元（高於先前預期的8.48美元；2027財年每股收益從9.62美元上調至10.20美元）。該市盈率高於12倍的長期平均水平，但更接近同業平均水平。我們認為，隨著BG在收購Viterra後成為更多元化的全球性企業，這項本益比是合理的。在發布這份報告之前，市場預期較高，尤其是在近期美國推出利好的生物燃料政策後。這項政策動能正在全球蔓延，巴西、印尼和歐洲都在積極推動生物燃料的利用，部分原因是中東局勢緊張導致原油價格上漲。我們對公司更新後的每股收益預期（從 7.50 美元至 8.00 美元提高到 9.00 美元至 9.50 美元）持樂觀態度，並認為如果 2026 年下半年遠期壓榨利潤率有所改善，則還有進一步上漲的潛力（目前的曲線反映了下半年的不確定性增加）。
Related Articles
Sectors
Sector Update: Financial
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
$AVB$EQR
Commodities
Fuel Prices Spike Across US With California at $6, Midwest Above $4.67, Bloomberg Analysis Says
US gasoline tops $6 in California as Iran war fuels price surge, with Midwest levels hitting $4.67 and diesel nearing $7.50, according to a Bloomberg analysis on Thursday.Fuel costs across the US are climbing sharply after weeks of increases in Asia and Europe, as conflict-linked energy shocks continue to ripple through global markets, the analysis said.California recorded average regular gasoline above $6 per gallon on Wednesday, marking the highest level since October 2023, the analysis added, citing data from the American Automobile Association.Illinois gasoline prices reached $4.67 per gallon, more than $1 higher than last year's average, while Indiana, Michigan, and Ohio reported similar price spikes across regional markets, the analysis said.Diesel prices surged alongside gasoline, climbing to nearly $7.50 in California and holding in the mid-$5 range across the Midwest, according to the analysis.US gasoline futures rose to their highest level in nearly four years, the analysis showed.The Iran conflict has entered its ninth week, and traders are increasingly worried about a prolonged disruption or blockade in the Strait of Hormuz, a key oil transit route, the analysis said.Rising fuel prices are emerging as a political challenge for Republicans ahead of midterm elections, especially in Senate races in Michigan and Ohio, the analysis added.California's price surge is adding pressure on Governor Gavin Newsom, who may pursue a 2028 presidential run, the analysis said.Operational issues at Midwest refineries are adding to supply strain, including a shutdown of a key processing unit at Exxon Mobil's Joliet facility, Wood Mackenzie data cited by the analysis showed.A separate power disruption at BP's Whiting refinery in Indiana added further uncertainty, even as facilities remained online, contributing to ongoing volatility in regional fuel pricing, the analysis said.
Sectors
Sector Update: Health Care
Health care stocks rose late Thursday afternoon with the NYSE Health Care Index climbing 2.6% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 2.3%.The iShares Biotechnology ETF (IBB) advanced 1.9%.In corporate news, UniQure (QURE) shares jumped past 16% after the company said it plans to submit a UK marketing authorization application in Q3 for AMT-130 to treat Huntington's disease.
$QURE