-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将TECK的12个月目标价上调3美元至64美元，基于我们对TECK 2027年EBITDA的预期，其EV/EBITDA倍数为6.8倍，而TECK过去三年的平均预期EV/EBITDA倍数为7.2倍，同业平均水平为10.0倍。我们将TECK 2026年的每股收益预期上调0.81加元至4.46加元，并将2027年的每股收益预期上调0.85加元至4.90加元。TECK与英美资源集团的合并案仍在按计划进行，预计将于2026年9月至2027年3月之间完成，目前正处于中国监管审批阶段。合并后的英泰公司预计将成为全球前五大铜生产商之一，年产量约为120万吨，到2027年将增长至约135万吨。管理层预计，通过优化相邻的QB-Collahuasi资产，每年可实现8亿美元的税前协同效应，并额外增加14亿美元的EBITDA。泰克公司2026年的铜产量预期维持在45.5万至53万吨不变，随着尾矿管理设施建设的推进，QB项目正逐步走向稳定运营。
Related Articles
Research
Research Alert: Public Storage: Revenue And Ffo Beat, Same-store Noi Growth Now Positive In Q1
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PSA reported Q1 revenue of $1.21B, up 2.9% from $1.18B in Q1 2025 and $7M ahead of consensus estimates. Same-store performance showed continued stabilization with revenue now flat at $1.0B, while NOI increased 0.4% to $739M, marking a positive inflection point. Declining repairs and maintenance costs (-5.8%) and marketing expenses (-4.5%) created meaningful tailwinds for positive same-store NOI growth in Q1, demonstrating effective cost management. Despite the improvement in same-store revenue and NOI performance in Q1, PSA maintained its prior guidance for same-store NOI growth down 3.9% to down 0.5% for FY 26. The company's disciplined cost management initiatives appear to be supporting margin expansion even as revenue growth remains modest across the portfolio. We believe the maintained guidance suggests management remains appropriately cautious about the broader operating environment despite the encouraging Q1 stabilization trends in key metrics.
$PSA
Mining & Metals
Celestica Down 8.6% After Hours as Its Q1 Profit Rises; 2026 Outlook Raised and Q2 Guidance Issued
Celestica (CLS.TO, CLS) shares were last seen down 8.6% in after-hours New York trading after the company on Monday reported higher first-quarter profit and revenue and raised 2026 outlook.The data-center infrastructure company said its adjusted earnings, excluding most one-time items, rose to US$249.5 million, or US$2.16 per share, up from US$140.1 million, or US$1.20, in the year-prior quarter. FactSet expected US$2.07 per share.Revenue rose to US$4.05 billion from US$2.65 billion in the year-ago quarter. FactSet estimated US$4.04 billion."We continue to see accelerating growth from our CCS customer base, alongside increasing profitability in both our CCS and ATS segments. Driven by this momentum, we are raising our 2026 annual outlook to US$19 billion in revenue and US$10.15 in adjusted EPS (non-GAAP). Our outlook for 2027 also continues to strengthen from just 90 days ago, supported by new program wins as well as improved forecast visibility with our customers," Chief Executive Rob Mionis said.For the second quarter, the company expects revenue to range between US$4.15 billion and US$4.45 billion, and adjusted earnings per share are expected to be between US$2.14 and US$2.34.Celestica shares were last seen down US$36.21 to US$386.00. They closed up C$15.74 to C$576.75 on the Toronto Stock Exchange.
$CLS$CLS.TO
Australia
Ranger Energy Services Q1 Earnings, Revenue Rise; Shares Fall After Hours
Ranger Energy Services (RNGR) reported Q1 earnings Monday of $0.12 per diluted share, up from $0.03 a year earlier.One analyst polled by FactSet expected $0.13.Revenue in the three months ended March 31 rose to $159.1 million from $135.2 million a year earlier.Three analysts surveyed by FactSet expected $156.2 million.Ranger Energy shares fell 10% in after-hours trading.
$RNGR