-- 美国银行证券在一份报告中指出，加拿大国家铁路公司（CNI）的货运量增长似乎超出预期，市场份额也在不断扩大。 美国银行分析师肯·霍克斯特在周四发布的报告中表示，这家铁路运营商的收入吨英里数（一项关键的货运指标）“远超公司全年持平目标，这得益于加拿大创纪录的粮食产量增长以及高于预期的多式联运和汽车运输量”。 加拿大国家铁路公司计划于4月29日发布第一季度业绩。 该券商补充道，在10月份上任的首席运营官帕特里克·怀特黑德的领导下，公司的服务指标也在不断改善。 美国银行将加拿大国家铁路公司的股票评级从“中性”上调至“买入”，并将目标价从117美元上调至122美元。 该股今年迄今已上涨11%，霍克斯特认为其仍有进一步上涨空间。 “尽管考虑到前期粮食交易，基本面销量可能会在（第二季度）放缓，但考虑到作物组合的影响、近一年前碳税收入的损失以及燃料附加费的滞后影响，我们预计产量将为负值，”霍克斯特说。
Price: $110.15, Change: $+0.01, Percent Change: +0.01%
Atlas Arteria (ASX:ALX) has received an unsolicited off-market takeover proposal from IFM to acquire all remaining securities it does not already own at AU$4.75 per share in cash, a roughly 10% premium to the company's last closing price, according to a Monday filing with the Australian bourse.IFM has indicated that the offer price may increase to AU$5.10 per share if it obtains at least a 45% relevant interest before the offer closes, subject to certain "best and final" conditions, per the filing.The offer is subject to several conditions, including required third-party consents and approvals, which may or may not be met, the filing said.The company's board has established an independent board committee to assess the proposal, and shareholders are advised to take no action, the filing added.The company's securities will be temporarily suspended from trading on the Australian Securities Exchange.
Kweichow Moutai (SHA:600519) posted a 1.47% year-over-year increase in attributable net profit in the first quarter of 2026 to 27.2 billion yuan from 26.8 billion yuan, according to a Shanghai Stock Exchange filing over the weekend.Earnings per share edged up to 21.76 yuan from 21.38 yuan.Revenue jumped 6.5% to 53.9 billion yuan from 50.6 billion yuan.
PLS Group (ASX:PLS) delivered a "strong" production quarter relative to Jefferies and market forecasts, with resilient lithium pricing through the current calendar year supporting a positive outlook, said Jefferies in a Friday note.The company on Friday reported March quarter production of 232,400 tonnes and revenue of AU$567 million compared to 125,000 tonnes and revenue of AU$150 million a year ago.The investment firm added that PLS maintains elastic production capability and a clearly defined growth pipeline.The company's "soft" third quarter sales will be unwound into the fourth quarter's resilient price environment and maintain a constructive long-term view, supported by supply demand/dynamics and operational fundamentals, the note added.Jefferies kept a buy rating on PLS and raised its price target to AU$6.70 from AU$6.The company's shares rose 1% in recent Monday trade.