-- 周四，道明证券将永明金融（Sun Life Financial Inc.，股票代码：SLF.TO）的目标股价从102加元上调至107加元，并将加拿大宏利金融（Great-West Lifeco Inc.，股票代码：GWO.TO）的目标股价从73加元上调至80加元。 分析师马里奥·门多萨（Mario Mendonca）在两家加拿大金融服务和保险公司公布季度业绩后，维持了对它们的“买入”评级。 门多萨在给客户的报告中表示：“永明金融的业绩超出了我们的预期，这主要得益于其在美国和亚洲市场的强劲表现。定价策略和准备金计提预示着该公司2026年在美国市场的业绩将有所改善。” 这位分析师表示：“尽管移动金融服务（MFS）的利润率依然健康，但资金流出仍然较高。亚洲市场的销售额和盈利状况依然良好。” 门多萨表示：“我们认为宏利金融2026年第一季度的业绩是迄今为止大型保险公司中最强劲的。” “美国退休和财富管理业务的收益（利润率）稳步增长，退休业务资金流入增加（财富管理业务净流入略有放缓），资本解决方案业务增长加速，以及本季度近 20% 的净资产收益率，都支持了这一描述。”
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Australia
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Liquidity Services Fiscal Q2 Adjusted Earnings, Revenue Increase; Shares Fall
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Research Alert: Grainger Q1 Earnings Jump As Margin Recovery Takes Hold
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