-- 3月の住宅着工件数は前年同月比10.8%増の年率換算150万2000戸となり、市場予想を上回りました。戸建住宅と集合住宅の着工件数はいずれも増加しました。 一方、建築許可件数は前年同月比10.8%減の年率換算137万2000戸となりました。戸建住宅と集合住宅の許可件数はいずれも減少しました。さらに、許可済み未着工住宅数も3%減少しており、今後数ヶ月で着工件数が減少する可能性を示唆しています。 建設中の住宅数と完成住宅数は、3月はほぼ横ばいでした。完成住宅数は依然として前年同月比12.8%減となっています。 3月の速報値によると、国際貿易赤字は2月の834億9000万ドルから878億7000万ドルに拡大しました。これは、輸出よりも輸入の増加幅が大きかったことを反映しています。 同じ報告書によると、卸売在庫は2月の0.9%増に続き、3月は1.4%増加しました。小売在庫は0.3%増に続き、3月は0.7%増加しました。自動車販売を除くと、小売在庫は0.5%増加した。 耐久財の新規受注は3月に0.8%増加し、出荷は0.7%増加した。輸送を除くと、新規受注は0.9%増加し、出荷は0.7%増加した。 住宅ローン銀行協会（MBA）は、4月24日までの週の住宅ローン申請件数が前週の7.9%増加から一転して1.6%減少したと発表した。住宅ローン金利の上昇により借り換え件数は減少したが、新規住宅申請件数は増加した。 4月24日までの週の原油在庫総量は1,340万バレル減少し、商業用原油在庫は620万バレル、米国戦略石油備蓄（SPR）在庫は710万バレル減少した。ガソリン在庫と留出油在庫はともに先週減少した。 アトランタ連銀が発表した第1四半期のGDP速報値は1.2%増で、前回の推計値から変更はない。次回の更新は4月30日に予定されており、その際に第2四半期のGDP速報値が発表される。
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Mining & Metals
Bausch Health Q1 Adjusted Earnings, Revenue, Advance, Beating Estimates
Bausch Health (BHC.TO) up 3.6% in after-hours New York trade, after the company on Wednesday said its first-quarter adjusted earnings and revenue both rose, beating estimates.Adjusted net income, which excludes most one-time items, rose to US$296 million, or US$0.78 per share, from US$220 million, or US$0.59, in the prior-year period. Analysts polled by FactSet had expected US$0.67 per share.Consolidated revenue jumped 12% to US$2.52 billion, beating the US$2.4 billion FactSet forecast.Bausch Health maintained its fiscal 2026 revenue guidance of US$5.25 billion to US$5.4 billion and adjusted EBITDA of US$2.875 billion to US$2.95 billion, both excluding Bausch + Lomb."Our first quarter performance marks twelve consecutive periods of year-over-year growth in revenue, adjusted EBITDA for Bausch Health excluding Bausch + Lomb, reflecting strategic execution and disciplined accountability across our organization. We continue to invest in our pipeline, including the advancement of larsucosterol to treat alcohol-associated hepatitis, while pursuing business development opportunities aligned with our strategic priorities. With this momentum, we reaffirm our full-year 2026 outlook and remain focused on driving sustainable performance and shareholder value," said chief executive Thomas Appio.Bausch Health shares were last seen up US$0.20, to US$5.79 in after-hours trade. They closed down $0.11 to $7.66 on the Toronto Stock Exchange.
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Research
Research Alert: CFRA Raises Opinion On Shares Of Penske Automotive Group To Hold From Sell
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target by $25 to $170, based on a 2027 P/E of 11.8x, a premium to the stock's 10-year forward P/E of 9.8x. We lower our EPS estimates to $13.40 from $13.85 for 2026 and to $14.35 from $15.00 for 2027. However, we are raising our price target and our rating to Hold from Sell. This morning, PAG posted Q1 adjusted EPS of $3.05 vs. $3.59 (-15%), ahead of the $2.88 consensus. The beat was driven by a stronger-than-expected top line, as revenue fell 1.1% to $7.86B ($150M ahead of consensus) and gross margin contracted 10 bps to 16.5% (10 bps short of consensus). While we continue to view the stock's valuation as full and prefer other names in the auto dealership space, currency has provided a significant earnings tailwind for PAG given its significant international exposure, allowing it to exceed Street expectations. Additionally, the company continues to return cash to shareholders in the form of buybacks and dividends, helping support EPS amid demand-related headwinds.
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Mining & Metals
Earnings Flash (CS.TO) Capstone 2026 Production Guidance of 200,000-230,000 Tonnes Copper and C1 Cash Costs Guidance of US$2.45-$2.75 Per Payable Pound Unchanged
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