-- 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。PEGは、2026年第1四半期の調整後EPSが1.55ドル（前年同期比+8.4%、市場予想+8.5%）となり、規制対象インフラ投資と顧客増加によるPSE&Gの利益率向上に支えられましたが、減価償却費と支払利息の増加により一部相殺されました。PSEG Powerの収益は、電力価格の上昇とO&Mコストの低下により増加しましたが、発電量の減少により一部相殺されました。当社は、同社が第1四半期に約8億ドルを投資した後、2026年通期の設備投資額ガイダンス42億ドルを達成する見込みであると見ています。また、PEGは、2026年から2030年までの設備投資総額を240億ドルから280億ドル、料金ベースCAGRを6%から7.5%とする長期目標を維持しています。経営陣は、2026年の1株当たり利益（EPS）見通しを4.28ドル～4.40ドルに据え置きました。これは中間値で約7%の成長に相当します。住宅用電気およびガスの顧客数は、過去12か月間で約1%増加しており、これは規制投資プログラムの継続的な実行を反映していると考えられます。2026年の年間配当は、約6%増の2.68ドルに引き上げられました。これは、マルチユーティリティ企業の中でも競争力のある成長率であると見ています。
Related Articles
Treasury
TD Sees Higher Oil Prices Lifting Canada's Export Values in Q2
Canada's merchandise trade balance moved into a $1.8 billion surplus in March from a $5.1 billion deficit the prior month, said TD.Exports in March surged by 8.5% month over month following February's sturdy gain. Rapidly rising energy prices pushed crude oil exports up 18.9% month over month, while exports of unwrought gold, silver, and platinum rose by a sizeable 37.7% month over month.Meanwhile, exports of motor vehicles and parts (+4.5% month over month) rose again in March as they continued their recovery from January's depressed level. In total, seven of 11 product categories registered a gain.March's trade data showed some firming in headline activity, though all of the positive print in exports came from price impacts of higher oil prices, stated TD.With data up until March in the books, net trade still appears poised to subtract from Q1 2026 real gross domestic product growth, reflecting a broadly stronger quarter for imports.Looking ahead, higher oil prices should "meaningfully" lift nominal export values into Q2, helping to further improve the trade balance, accoridng to the bank.
$$CXY
Asia Markets
UK Shares Drop as Holiday-shortened Week Starts with HSBC Earnings, Geopolitical Tensions
After a long weekend in the UK, the FTSE 100 closed 1.40% lower on Tuesday as corporate earnings continued to pour in against the backdrop of a fragile US-Iran ceasefire.British banking group HSBC (HSBA.L) dropped 5.86% after reporting first-quarter results that were described as "mixed" by BofA Global Research, with profit after tax attributable to ordinary shareholders of the parent edging up year over year to $6.94 billion from $6.93 billion."HSBC printed an ok set of Q126 numbers," BofA said. "[Pretax profit] ex notable items was in line with consensus, with income beat (from fees and other income) offset by higher costs and impairments. Banking [net interest income] was in line. We are encouraged by HSBC's continued balance sheet and Wealth fee income growth, and remain confident in management's ability to manage cost. While [expected credit loss] was noisy in Q1, we are not concerned about the fundamental credit quality of HSBC's loan book."On the upside, Intertek Group (ITRK.L) rose 5.95% to lead the blue-chip index after confirming it had received a third unsolicited, indicative and conditional proposal from Swedish private equity firm EQT, offering 58 pounds sterling per share in cash, up from prior rejected bids of 54 pounds per share and 51.50 pounds per share."We raise ITRK to Outperform and our [price target] by ~30% to GBP58.50 following announcements of a strategic review to potentially split the business in two and of potential private equity interest in the whole group," RBC Capital Markets said. "We think the status quo is the least likely outcome and think key protagonists have their eye on an eventual US listing of the core testing assets to sit alongside highly comparable, highly valued UL Solutions."In the economic corner, the UK's new car registrations surged 24% year over year to 149,247 units in April, according to data from the Society of Motor Manufacturers and Traders. The reading indicated a recovery in the car market from the negative tax change impact in 2025 and marked the best outturn since 2019, SMMT said."The mounting cost of compliance threatens to limit consumer choice, overall decarbonisation and the sector's competitiveness so the need for a rapid review of the transition to align policy with market realities is unchanged, else Britain's attractiveness as a vehicle market and manufacturing hub will be put at risk," said SMMT Chief Executive Mike Hawes.
$^FTSE$HSBA.L$ITRK.L
Australia
Market Chatter: Anthropic Introduces AI Agents for Financial Services Tasks
Amazon-backed (AMZN) Anthropic introduced new artificial intelligence agents built for a broader mix of financial services tasks, Bloomberg reported Tuesday.These agents can draft pitch decks for client meetings, review financial statements, and escalate cases for compliance review, the report said, adding that they are designed for professionals in the banking, insurance, asset management and fintech industries.Anthropic is also improving Claude AI's ability to work across third-party software like Excel, PowerPoint and Outlook, and integrate data from partners in the financial services industry, Bloomberg said.Anthropic did not immediately respond to a request for comment by.(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.)Price: $276.16, Change: $+4.08, Percent Change: +1.50%
$AMZN