-- 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。SPGIは2026年第1四半期に堅調な業績を発表しました。営業利益（EPS）は前年同期比4.37ドルに対し4.97ドルとなり、前四半期の市場予想未達から一転、0.15ドル上回りました。売上高は前年同期比10%増の41億7000万ドルとなり、市場予想を2%上回り、3四半期連続の成長加速となりました。イラン紛争の影響が業績にほとんど及ばなかったことから、この結果は好材料と見ています。これは、経営陣が景気回復と関税に関する不確実性の低下に自信を持っていることを裏付けるものです。格付け事業は特に好調で、取引（15%増の7億1200万ドル）と非取引（11%増の5億9000万ドル）の両方で堅調な発行が見られ、売上高は13%増の13億200万ドルとなりました。市場調査によると、売上高は8%増の12億9,600万ドルと引き続き安定しているものの、AIによる破壊的イノベーションは長期的な懸念事項として残ると当社は考えています。営業レバレッジは顕著で、調整後営業利益率は100ベーシスポイント上昇し51.8%となりました。また、同社は自社株買いを通じて10億ドルを株主に還元し、2026年には調整後フリーキャッシュフローの100%以上を株主に還元する予定です。
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Mining & Metals
Sagicor Financial Appoints Eric Sandberg as President of Sagicor Life USA
Sagicor Financial (SFC.TO)on Tuesday said it appointed Eric Sandberg as president of Sagicor Life USA.Sandberg most recently served as chief financial officer and chief risk officer at National Life Group, a life insurance and annuity provider operating in 49 U.S. states."This appointment is an important step as we continue to build out our American leadership team to successfully execute on our U.S. strategy. Eric's background and expertise will be invaluable in driving our next phase of growth," chief executive Andre Mousseau said in a release.Sagicor Financial shares were last seen down $0.13 to $9.39 on the Toronto Stock Exchange.Price: $9.39, Change: $-0.13, Percent Change: -1.37%
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Treasury
UBS Notes Mixed Signals in Canada's Economy Ahead of Wednesday's Bank of Canada Meeting
UBS said it expects the Bank of Canada to remain on hold and keep its options open regarding future policy decisions at Wednesday's policy meeting.Friday's retail sales were up 0.7% over the month in February, with an upward growth revision to January to 1.2% versus 1.1% prior, and a flash estimate for March of 0.6%. Now the bank would fade the March strength a little, given this is a nominal print and gasoline prices surged in the month, but overall, this data signals a robust start to the year for the Canadian consumer.Pair last week's data with the subdued labor market data and mixed inflation picture and UBS thinks the BoC has reason to pause, wait, and assess the outlook before adjusting policy.The BoC will also release its updated Monetary Policy Report (MPR) on Wednesday.The bank predicts a downward revision to the BoC's Q1 gross domestic product projection in the new MPR. In January, the BoC was tracking a 1.8% annualized pace of growth in Q1, but it was likely too optimistic on the contribution from net exports. UBS expects that it comes down to about 1.5% seasonally annually adjusted rate and shaved a tenth of its expectation for annual growth in 2026.However, the BoC may boost growth elsewhere and that could offset the hit to the annual projection. The bank estimates some shift in the composition of growth this year relative to January.While the full impact of the oil price shock on growth remains uncertain, it should shift the composition, boosting energy exports and dampening consumption. For 2027, UBS sees no change from the 1.5% pace of GDP growth expected in January and a 1.7% pace for 2028.In the January MPR, the BoC marked its expectations for potential growth in 2026 up but down in 2027. The bank forecasts that these aren't revised all that much in Wednesday's MPR, with slowing population growth to weigh on potential.UBS projects the BoC seeing a slightly stronger range for potential by 2028, with fading deltas from a slowing population growth and the potential boost of efficiency gains from the diffusion of Artificial Intelligence.
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Commodities
CNOOC Q1 2026 Production Hits Record as Output, Profit Rise on Overseas Growth
China's state-owned energy giant CNOOC reported on Tuesday that its first quarter 2026 net production rose to a record 205.1 million barrels of oil equivalent, up 8.6% from a year earlier.Domestic production increased 7.0% year-on-year to 140.0 million BOE, while overseas output climbed 12.3% to 65.1 million BOE, driven largely by contributions from projects including Kenli 10-2 and the Yellowtail development in Guyana.The company said it made four new discoveries during the quarter and successfully appraised 12 oil- and gas-bearing structures. Among them, the Luda 16-1 discovery highlighted the exploration potential of Paleogene lithological plays in the Liaozhong Depression.CNOOC added that the Enping 20-5 structure was successfully appraised, underscoring the effectiveness of its integrated rolling exploration strategy.On the development front, the Huizhou 25-8 Oilfield Comprehensive Adjustment Project and the Penglai 19-3 Oilfield Block 1/2/3/8/9 Secondary Adjustment Project have commenced production, while other new projects continued to advance steadily.The company's unaudited oil and gas sales revenue for the first quarter rose to approximately 97 billion Chinese Yuan ($14.22 billion), up 9.9% from a year earlier, driven by higher realized oil prices and increased sales volumes.The company said its all-in cost stood at $28.41/BOE, underscoring continued cost competitiveness.Capital expenditures for the period totaled around 33.02 billion Chinese Yuan, primarily reflecting accelerated drilling of exploration and adjustment wells, as well as expanded investment in production capacity construction.