-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2027年のEPS予想とPER38倍に基づき、目標株価を415ドルから433ドルに引き上げます。これは、継続的な事業構成の変化とAIインフラへのエクスポージャーの拡大を反映したものです。2026年と2027年のEPS予想も、それぞれ8.56ドルと10.92ドルから9.05ドルと11.41ドルに引き上げます。これは、業績見通しの改善と、2027年に向けて加速する下半期の業績見通しに基づいています。AEISは、データセンター事業（売上高の38%）が前年比102%増となるなど、好調な業績を達成しました。この好ましい事業構成の変化が、粗利益率40%超達成の主要因であり、AEISの収益力強化を示す重要な節目となりました。顧客集中リスクと製造変革の実行状況については、引き続き注視していきます。しかしながら、当社はAEISが優れた技術と高品質な製造能力をうまく活用し、高収益が見込まれるAIインフラ分野における長期的な成長において、主導的なシェアを獲得していると見ています。
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US Treasury Closing Levels
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Commodities
Market Chatter: Japan Advances Energy Loan Talks With South Africa, Promotes Ammonia Co-Firing
Japan is accelerating talks on a yen-denominated energy loan for South Africa while promoting ammonia co-firing technology, Bloomberg said Tuesday, citing Japanese diplomatic officials.Japan will use the proposed loan to support South Africa's energy transition, though it did not disclose the amount, the report said, citing officials.Japan's initiative adds to about $10 billion in climate financing already pledged to South Africa by European countries under an existing energy transition agreement.Germany and Japan are expanding efforts to position their companies in South Africa, targeting opportunities in a market with strong solar and significant green hydrogen production potential.Leaders first discussed the loan during a meeting between President Cyril Ramaphosa and former Japanese Prime Minister Shigeru Ishiba in Yokohama in August, the report added.Japan is promoting ammonia co-firing, which replaces part of coal use at power plants with ammonia to reduce emissions while maintaining existing infrastructure.South Africa can produce green hydrogen using its solar and wind resources, then convert it into ammonia for easier storage and transport, supporting cleaner energy pathways.However, critics say ammonia co-firing could extend the life of coal plants, as South Africa still generates about three-quarters of its electricity from coal, the report noted.has reached out to South Africa's Department of Electricity and Energy for any comments.(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.)
Australia
Brunswick Keeps Quarterly Dividend at $0.44 per Share, Payable June 15 to Holders of Record May 18
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$BC