-- 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：我们维持60加元的目标价，这意味着基于我们2027年的预测，其FFO倍数为11倍。BIP 2026年第一季度的业绩显示，在数据业务（增长46%）的强劲推动下，FFO同比增长10%。尽管由于大宗商品价格高企，按市值计价的对冲交易出现亏损，但中游业务也贡献了12%的同比增长。随着对冲交易的结算，预计价格上涨带来的收益将体现在盈利中。尽管市场波动，但该合伙企业在本季度获得了约4亿美元的新投资机会，包括与一家原始设备制造商(OEM)合作推出设备租赁平台，以及在Bloom Energy合作项目下开展另一个项目。资本循环利用活动已通过包括数据中心合作、出售巴西输电资产以及天然气储存业务二次发行在内的交易，在今年迄今为止筹集了10亿美元的资金。我们将 2026 年每股 FFO 预期上调 0.07 美元至 3.67 美元，将 2027 年每股 FFO 预期上调 0.10 美元至 4.03 美元。
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Meiwa's Profit Edges Down 0.1% in Fiscal Year 2025
Meiwa's (TYO:8103) profit attributable to owners of the parent declined 0.1% to 3.37 billion yen in fiscal year 2025 from 3.38 billion yen a year earlier.The Japanese trading company's basic earnings per share increased to 83.99 yen from 83.28 yen a year ago, according to a Tokyo bourse filing on Thursday.Net sales increased 5.2% to 164.9 billion yen for the year ended March 31, from 156.7 billion yen in the previous fiscal year.Meiwa declared a final dividend of 42 yen per share.For fiscal year 2026, the company expects attributable profit of 3.7 billion yen, basic EPS of 93.53 yen, and net sales of 170 billion yen.Shares of Meiwa rose nearly 3% at market close.
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US Markets
South Korea Exports Rise 48% on Year in April, Driven by Semiconductors
The AI-boom played out in South Korea's trade picture in April, with exports rising 48% on year, driven by surging shipments of semiconductors, reported the Ministry of Trade, Industry and Resources (MOTIR) on Friday.South Korea exports reached $85.89 billion in April, led by shipments of chips, which rose 173.5% on year to $31.9 billion, according to officials. Outbound shipments in April rose for the 11th-straight month.South Korea computer and parts exports rose five-fold to $4.08 billion, the highest monthly figure ever, as global demand for solid-state drives spiked in the AI-boom.The April export level marked South Korea's second-highest monthly export figure ever, on the heels of the all-time high of $86.6 billion figure recorded in March.South Korea auto exports dropped 5.5% on year to $6.17 billion in April, due to shipping disruptions caused by the Mideast crisis, and to South Korean automakers expanding of production in the US to meet Washington trade policies, MOTIR said, reported the The Korea Herald newspaper.Exports to the Middle East declined 25.1% on-year in April, to $1.27 billion, hampered by the war between the US and Iran, the ministry said.On the import side, nation's inbound shipments rose 16.7% on-year in April to $62.11 billion, resulting in a trade surplus of $23.77 billion, reported MOTIR.
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Equities
Fitch Confirms Vallourec's Rating Amid Strong Market Position; Outlook Stable
Fitch on Thursday affirmed Vallourec's (VK.PA) BBB- long-term issuer default rating with a stable outlook.The French steel tubes manufacturer's ratings mirror its conservative financial policy, key production hubs and value-enhancing strategy, among others.The action also incorporates the company's strong position in the seamless tubes market, focus on value over volume, ongoing cost reduction and footprint optimization measures.
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