-- Capital Power周三公布了第一季度财报，截至3月31日的三个月内，公司发电量为11.5吉瓦时，高于去年同期的9.6吉瓦时。 这家发电公司表示，其发电设施的可用率从90%上升至92%，这主要得益于亚利桑那州阿灵顿谷夏季收费协议的延期，该协议的有效期现已延长至2038年。 该公司表示，该协议将增加七年的合同收入，预计到2032年每年将带来约7000万美元的增量容量收入。 作为延期协议的一部分，Capital Power将在阿灵顿谷进行35兆瓦的容量升级。扩建工程将分阶段实施，预计2026年将有10兆瓦并网发电，2027年将再增加25兆瓦。
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Australia
Sysco Extends Q3 Momentum, Calms Restaurant Depot Concerns, UBS Says
Sysco's (SYY) momentum in fiscal Q3 remained intact as the company pushed back on concerns that its pending Jetro Restaurant Depot acquisition would require a costly overhaul, UBS Securities said Wednesday in a report.UBS said Sysco continued to post steady operational gains in the period, including its strongest US growth in case shipments to independent restaurants since Q3 2023. Questions around Restaurant Depot's condition may linger, though Sysco's third-party inspections of more than 160 stores helped ease investor concerns, the report said.International results also improved, and UBS expects that business to keep benefiting from supply-chain and private-label investments. Still, higher energy costs in Europe could pressure consumers if the Middle East conflict drags on, the report said.UBS maintained its buy rating on Sysco stock with a price target of $90.Price: $73.79, Change: $+0.42, Percent Change: +0.57%
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Research
Research Alert: CFRA Lowers Rating On Alexandria Real Estate Equities, Inc. To Sell From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target by $29 to $35, a forward P/FFO of 6.1x our 2027 FFO estimate, a discount to ARE's one-year average (7.6x) due to negative re-leasing rates, planned asset sales, and a slowdown in leasing. We see 2027 revenue 17.8% lower than 2025 based on property sales/declining rents. We lower our 2026 FFO estimate by $0.26 to $6.27 and 2027's by $0.41 to $5.74. We now believe management has no visibility into re-leasing and occupancy trends even for 2H 2026 given the larger-than-expected decline in Q1 (-15.8% vs -5.2% in Q4 2026). While management believes AI will not replace physical labs, it could compress timelines and slow re-leasing in the near term. Management perceives the lifting of the 15% NIH limitation on reimbursement of indirect costs as a big win, but we do not anticipate this creating new demand in the near term. We also note that there is 1.5M sqft of lease expirations in 2027 that management now believes will have downtime negatively impacting 2027 by $97 million.
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Australia
On Holding Likely to Post Q1 Sales Beat on Solid Trends, UBS Says
On Holding (ONON) is likely to post Q1 sales growth beat and raise its 2026 guidance on solid topline trends, UBS said in a Wednesday research report. The company is due to release Q1 results on May 12.The sentiment around the stock appears bearish amid the recent CEO change as well as high oil prices weighing much more on its margin guidance than expected, analysts wrote.Channel checks indicated that the company's Q1 digital trends were solid with total and unique global visits to its site rising 20% and 21%, respectively, while European Union spend likely grew 35%, according to the note.For Q1, UBS expects sales growth of 15.4%, but forex remains a material headwind, according to the note. For 2026, the brokerage said it expects the company to raise its sales growth guidance by 100 basis points.The brokerage maintained its buy rating on the stock and price target of $85 per share.Price: $34.95, Change: $-0.48, Percent Change: -1.35%
$ONON