-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将MRU未来12个月的目标股价从102加元下调至79加元，相当于2026财年（截至9月）每股收益4.92加元的约16倍（此前预期为5.12加元；2027财年预期为5.61加元，此前预期为5.63加元）。这一市盈率低于该公司17倍的长期平均水平。尽管MRU在2026财年第二季度业绩表现稳健，但主要隐患在于魁北克省的配送罢工已持续四周，导致销售损失和成本增加。管理层拒绝在问题解决前量化罢工的影响，但投资者应预计2026财年第三季度将受到罢工的全面冲击。此外，高企的燃油价格构成额外风险，同时，随着所有食品杂货商都在努力提升其产品价值，竞争日益激烈的经营环境也加剧了这一风险。总体而言，我们认为前景不明朗且充满不确定性，因此我们将评级从“持有”下调至“卖出”。
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