-- 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。12ヶ月目標株価を4ドル引き下げ、41ドルとします。これは、2026年のFFO予想値に17.1倍の株価収益率（P/FFO）を適用したもので、過去3年間の平均値19.2倍を下回っています。2026年のFFO/株予想値は2.40ドルで据え置きますが、2027年の予想値は0.07ドル引き下げ、2.47ドルとします。2026年については、引き続きマイナスの再リーススプレッドを想定していますが、南カリフォルニアの既存市街地開発物件には、新規供給を阻害する構造的な障壁が存在すると考えています。第1四半期のリース料は前年同期比70%増加しており、新規供給の不足と高い稼働率に支えられ、2027年の再リーススプレッドは6～9%になると予想しています。 REXRの現在の資本循環戦略は、利回り4%未満の物件を売却し、株式を買い戻すか物件を再開発することを目的としており、来年のポートフォリオ全体の収益率を押し上げるはずです。南カリフォルニアでは、REXRが重点的に取り組んでいる5万平方フィート未満の物件に対する需要が依然として最も高く、サンフェルナンドバレーとサウスベイ市場における先進製造業の需要増加が今年加速する可能性があると考えています。
Related Articles
Australia
Wedbush Raises Price Target on Seagate Technology Holdings to $700 From $430, Keeps Outperform Rating
Seagate Technology Holdings (STX) has an average rating of overweight and mean price target of $560.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $591.00, Change: $+4.75, Percent Change: +0.81%
$STX
Sectors
Natural Gas Rises Off a Two-Year Low Despite Mild Long-term Forecasts
Natural gas prices rose early Monday, rising off a two-year low despite cool long-term forecasts.Gas for May delivery was last seen up $0.08 to US$2.60 per million British thermal units.The rise comes even as long-term forecasts from the National Weather Service see most states east of the Rocky Mountains with cooler than seasonal temperatures over its six to 14 day outlook, keeping heating demand light.Still, the price of the fuel is down 13% since the April 1 start of the cooling season as supply remains robust. In its weekly report released on Wednesday, the Energy Information Administration reported inventories ended the prior week at 2.06-trillion cubic feet, 7.1% above the five-year average.
$NGK6$UNG
Mining & Metals
Greenland Resources Applies for Equity Investment from European Innovation Council
Greenland Resources (MOLY.TO) has applied for an equity investment from the European Innovation Council's 'EIC STEP Scale Up' scheme for a total of 50 million euros, the company said Monday.The investment will be partly funded by Horizon Europe, with the remainder provided by targeted committed capital providers, the company said.The application has successfully passed an eligibility criteria assessment, achieved the Sovereignty STEP Seal project excellence status, and was recommended by panel of jurors to the EIC Fund, which will make a final decision, subject to further due diligence, according to Greenland Resources.The EIC STEP scheme aims to scale up innovation in Europe's strategic technology sectors such as clean and resource efficient technologies including strategic raw materials.The program provides equity investments ranging from 10 million to 30 million euros, aiming to leverage private co-investment and achieve financing rounds of 50 million to 150 million euros or more.As part of the EIC STEP requirements, Greenland Resources has received firm commitments for an additional 40 million euros from two qualified investors to co-invest alongside the EIC Fund.Greenland Resources is developing the Malmbjerg molybdenum project in Greenland.MOLY was down $0.01 at $1.57 last look.Price: $1.57, Change: $-0.01, Percent Change: -0.63%
$MOLY.TO