-- 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：我们维持对IAG的三星评级（持有），并将12个月目标价从176加元上调至184加元。该目标价基于我们对2027财年调整后每股收益16.00加元的11.5倍市盈率预期。我们将2026财年每股收益预期上调至14.87加元（上调0.48加元），并将2027财年每股收益预期上调至16.00加元（上调0.74加元）。收购RF后，财富管理业务在增长和业绩方面占据了主导地位。 2026年第一季度，财富管理业务的核心收益约为46%，而2025年第一季度约为38%。尽管资产管理公司受益于资产增值的市场环境，但保险业务近期表现疲软，第一季度核心收益出现下滑。财富管理业务核心收益同比增长24%，加拿大保险业务核心收益下降4%，美国业务核心收益下降13%，投资业务同比增长9%。正常市场发行人回购计划（NCIB）的回购比例从之前的5%提高至8%，股息也提高了11%。
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Market Chatter: Iran Signals Shipping Support in Hormuz After US Pauses Operation
Iran said Wednesday that its ports remain fully ready to support commercial shipping traffic through the Strait of Hormuz and nearby regional waters, according to Iran's official news agency, Islamic Republic News Agency.Iran's Ports and Maritime Organization issued an official message to commercial vessels present in the Strait of Hormuz and in regional waters, IRNA reported.The PMO said that Iran can provide maritime services, technical support, and medical assistance to commercial vessels operating in the Strait of Hormuz, according to IRNA News.Progress in negotiations between Washington and Tehran prompted US President Donald Trump to pause the military's "Project Freedom" operation to reopen the Strait of Hormuz.Iran's Ministry of Foreign Affairs and the PMO did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Mining & Metals
Energy Fuels Cites "Robust" Balance Sheet with Over US$950M of Liquidity; Guidance Unchanged
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Mining & Metals
Sun Life Financial Reports Higher Q1 Underlying Earnings, Lifts Dividend and Renews Share Buyback Program
Sun Life Financial (SLF.TO) Wednesday after trade reported higher first-quarter underlying earnings and a $0.04 dividend increase. The lifeco also intends to renew its share buyback program.Underlying net earnings edged up to $1.05 billion, or $1.89 per share, from $1.045 billion or $1.82, in the prior year period. Analysts polled by Factset had expected $1.89 per share. Sun Life said underlying earnings were boosted by strong performance in Asia reflecting business growth in Hong Kong, and Canada from higher fee income driven by higher assets under management (AUM).Underlying return on equity (ROE) advanced from 17.7% to 18.6%.Sun Life said assets under management (AUM) rose by $23 billion year over year, to $1,578 billion.The company will pay the higher dividend of $0.96 per share, on June 30, to shareholders of record on May 27.Sun Life separately said it intends to renew its share buyback program, and buy back up to 10-million shares from May 29, for one year. The normal course issuer bid is also subject to OSFI approval."This quarter we delivered strong growth in our protection businesses led by Asia, Canada and U.S. Health and Risk Solutions," said Kevin Strain, Sun Life chief executive. "We also added further scale to our asset management platform, deploying over $2.4 billion in capital for the buy-ups of BGO and Crescent Capital and announcing our intention to acquire Bell Partners, a leading U.S. multifamily real estate investment manager and vertically integrated property management business."Sun Life Financial was last seen down US$0.09 to US$73.01, in after-hours New York trading. It closed down $0.12 to $99.53, on the Toronto Stock Exchange.
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