-- 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PERを12.0倍と想定し、APTVの10年先予想PER23.6倍を妥当なディスカウントとして、12ヶ月目標株価を110ドルから80ドルに引き下げます。また、最近のVersigentのスピンオフに伴う調整後、2026年の調整後EPS予想を8.60ドルから6.25ドルに、2027年の調整後EPS予想を9.30ドルから6.65ドルに引き下げます。旧電気配電システム（EDS）部門のスピンオフ後、残された事業は高収益事業であるため、引き続き「強い買い」の投資判断を維持します。 EDSはAptivの他の事業部門に比べてはるかに低い利益率を記録しました（2025年の連結会社の調整後営業利益率は7.6%に対し12.1%）。APTVは以前の通期業績見通しを維持しましたが、予想をはるかに上回る第1四半期の業績を踏まえると、この見通しは控えめなものだったと判断できます。また、APTV株は自動車部品・機器サブ業界における当社のトップピック銘柄の一つです。当社は、APTVのこれまでの控えめな業績見通し、堅実な事業遂行能力、堅調な新規受注残高、積極的な自社株買いを高く評価しています。
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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
Price: $78.25, Change: $+3.79, Percent Change: +5.09%
$BC