-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們維持對該公司12個月的目標價為98加元，該目標價基於我們對2026年每股收益（EPS）16.0倍的預期，高於該公司過去五年平均預期市盈率12.9倍，這反映了我們認為該公司值得獲得高於同行的估值倍數。我們認為近期對HanesBrands的收購是正面的，並相信該公司將提高Hanes的營運效率，同時充分利用顯著的綜效。 GIL公佈的2026年第一季業績反映了對HanesBrands收購的重大影響，營收成長64%至11.7億美元，比預期高出1,800萬美元，但同時也面臨大量的整合相關費用。持續經營業務的調整後每股收益從0.59美元降至0.43美元，比市場普遍預期高出0.08美元，這反映了收購後股份數量的增加以及持續的整合費用。鑑於該股在幾個月前已從52周高點下跌了20%，我們現在對其前景持更樂觀的態度。目前該股的本益比約為全年每股收益預期中位數的13.5倍。
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Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of Builders Firstsource, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $85 from $125, based on a 2027 P/E of 13.1x, a premium to the stock's 10-year average forward P/E of 12.1x, justified by cyclical trough market conditions. We lower our adjusted EPS estimates to $4.10 from $6.69 for 2026 and to $6.50 from $8.01 for 2027. BLDR posted Q1 2026 adjusted EPS of $0.27 vs. $1.51 (-82% Y/Y), well short of the $0.37 consensus. BLDR's Q1 sales fell 11% to $3.29B ($130M ahead of consensus), but gross margin contracted 220 bps to 28.3%. BLDR said it now expects 2026 net sales of $14.6B-$15.6B and adjusted EBITDA of $1.1B-$1.5B, versus prior expectations of $14.8B-$15.8B and $1.3B-$1.7B, respectively. Management said it remains focused on factors within its control, including serving customers, expanding its differentiated portfolio of value-added solutions, and leveraging technology to accelerate growth and drive operational excellence. We think BLDR's Q1 results underscore challenges the company faces from a weaker housing market.
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Alcoa Extends $1.25 Billion Revolving Credit Facility to 2028
Alcoa (ASX:AAI), along with its subsidiary Alcoa Nederland Holding and other affiliates, amended its existing $1.25 billion revolving credit agreement with a syndicate of lenders, according to a Tuesday Australian bourse filing.The amendment extends the facility's maturity to June 27, 2028, and removes select pricing components, including the secured overnight financing rate credit spread adjustment and sustainability-linked rate and fee adjustments, the filing said.The company made a one-time payment of an amendment fee equal to about 0.1% of each participating lender's commitment to the lenders that agreed to the amendment, the filing added.Alcoa's shares shed 1% in recent Tuesday trade.
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Southern Cross Gold Consolidated Awards Pybar Mining Exploration Decline Contract for Victoria Project
Southern Cross Gold Consolidated (ASX:SX2) awarded Pybar Mining Services an underground exploration decline contract for the Sunday Creek gold-antimony project in Victoria following a competitive tender, according to a Tuesday filing with the Australian bourse.The scope of the contract includes box-cut ground support, portal establishment, primary decline and support services installation, and initial lateral development, including diamond drilling platforms, over a period of seven months.Once completed, the decline will enable the current 11 surface rigs at the project to be expanded to 24 surface and underground rigs, per the filing.
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