-- 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12个月目标价下调14加元至88加元，基于2027年9.2倍的市盈率，该市盈率较该股10年平均预期市盈率10.7倍存在合理的折让。我们维持对2026年和2027年调整后每股收益（EPS）6.70美元和7.10美元的预期不变。MG公司2026年第一季度调整后每股收益为1.38美元，高于2025年第一季度的0.78美元（同比增长77%），远超1.01美元的市场普遍预期。此次业绩超出预期主要得益于远超预期的销售额和利润率：营收增长3.1%至103.8亿美元（比市场预期高出1.1亿美元），调整后息税前利润率提升190个基点至5.4%（比市场预期高出120个基点）。尽管公司并未上调全年每股收益预期，但鉴于业绩大幅超出预期，我们认为上调预期的可能性更大。鉴于MG在汽车零部件及设备领域的广泛产品线，以及其作为北美最大汽车供应商的地位，我们认为其第一季度强劲的业绩对整个汽车零部件及设备行业具有积极意义。受宏观经济形势的影响，该行业近期业绩表现不佳。
Related Articles
Asia
Westpac's Total Capital, CET1 Capital Up Year on Year in March Quarter
Westpac Banking (ASX:WBC, NZE:WBC) total capital and Common Equity Tier 1 (CET1) capital both increased year-over-year in the March quarter, according to a Tuesday Australian bourse filing.The bank's total capital in the three months to March came in at AU$98.54 billion, up from the AU$97.14 billion it reported in the year-ago period. Its CET1 capital for the period clocked in at AU$56.94 billion, rising from the AU$55.01 billion it reported for the March 2025 quarter.Its CET1 ratio for the March quarter was 12.4%, compared with a ratio of 12.2% in the prior-year period. It reported a liquidity coverage ratio of 132% for the quarter, compared with 135% in the same period in the previous year.
$ASX:WBC$NZE:WBC
Research
Research Alert: CFRA Raises Opinion On Shares Of Gildan Activewear To Buy From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month price target of CAD98, based on 16.0x our 2026 EPS estimate and above the company's five-year average forward P/E multiple of 12.9x, reflecting our view that the company deserves an above-peer multiple. We view the recent acquisition of HanesBrands as positive and believe the company will improve Hanes' operating efficiency while capitalizing on significant synergies. GIL reported Q1 2026 results that reflect the significant impact of its HanesBrands acquisition, with revenues increasing 64% to $1.17B, $18M above estimates, while facing substantial integration-related charges. Adjusted EPS from continuing operations declined to $0.43 from $0.59, $0.08 above consensus estimates, reflecting higher share count from the acquisition and ongoing integration expenses. We now view shares more positively after a 20% decline from its 52-week high just a few months ago. Shares currently trade at 13.5x the midpoint of the company's full-year EPS guidance.
$GIL
Asia
Medibank Private Reports Policyholder Growth in Nine Months to March 31, Maintains Outlook
Medibank Private (ASX:MPL) reported policyholder growth of 22,400 in its resident private health insurance business in the nine months to March 31, up 25% from the same period a year earlier, according to a Tuesday filing with the Australian bourse.The company said the resident private health insurance industry has become more competitive in recent months, with data showing consumers increasingly prioritizing value and some participants resorting to price-led customer propositions."While no new material trends have emerged in 2026, Medibank will continue to monitor utilization given historic behavior and competitor activity as we remain disciplined," it said.Medibank maintained its fiscal 2026 guidance, saying it does not expect global events and volatility to have a direct impact on its businesses.The company's main financial exposure is through its investment portfolio, which includes about AU$188 million of investments in equities, and through movements in Australia's cash rate where it flagged a roughly AU$7 million annual impact to investment income.
$ASX:MPL