-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一將餐飲品牌國際公司（Restaurant Brands International，股票代碼：QSR.TO）的目標股價從83美元上調至90美元，並維持「跑贏大盤」評級。 RBC表示，快餐品牌國際公司（QSR）的積極勢頭延續到了第一季度，其中漢堡王和國際業務近期表現尤為突出。 RBC認為，由於持續的翻新改造、菜單創新以及針對關鍵消費群體的更有效的營銷，漢堡王美國業務仍有進一步提升的空間。 RBC指出，漢堡王在國際市場的主要銷售成長勢頭強勁，市場普遍預期較為保守。 同時，RBC表示，蒂姆·霍頓斯（Tim Hortons）可能會受到加拿大人口成長放緩的影響，儘管其近期表現優異，但仍有上漲空間。 截至週二紐約證券交易所的最後交易日，餐飲品牌國際公司的股價為每股78.92美元。
Price: $107.52, Change: $-0.21, Percent Change: -0.19%
Bank of Queensland (ASX:BOQ) reported Wednesday fiscal first-half cash earnings of AU$0.253 per share, down from AU$0.264 a year earlier.Analysts polled by FactSet expected earnings of AU$0.26.Revenue from ordinary activities for the six months ended Feb. 28 was AU$835 million, compared with AU$802 million a year earlier.Analysts surveyed by FactSet expected AU$839 million.The company has maintained its common equity tier 1 management target range at 10.25% to 10.75%, along with an unchanged dividend payout ratio target of 60% to 75% of cash earnings, while also keeping its cost guidance steady and continuing to expect cost growth from 2025 to 2026 to remain below the rate of inflation.The board declared an interim dividend of AU$0.20 per share, up from AU$0.18 a year earlier, payable May 27 to shareholders on record as of May 5.
Carnaby Resources (ASX:CNB) continues to be undervalued relative to its peers and given its production potential, Euroz Hartleys said in a Tuesday note, adding that the market may have missed a near-term production opportunity.The company has commenced a roughly 3,000 meters reverse circulation drilling program at its Greater Duchess copper gold project in Queensland, targeting extensions of high-priority mineralization at the Trekelano deposit.In addition, more assay results from a recently completed diamond drilling program are also pending, providing near-term news flow alongside the current drilling program, the equity research firm said.Leveraging its binding tolling and offtake deals with Glencore provides a low capital pathway to first production for Carnaby, and the first three years of production on Euroz Hartleys' modeling should come from lower-risk open pit reserves in the Trekelano, Mt Hope and Lady Fanny operations, it said.The equity research firm maintain a speculative buy recommendation on the stock with a price target of AU$0.96.
South32 (ASX:S32) reported a 1% increase in alumina production year-to-date to March, helped by record production in its Brazil Alumina segment, according to a Wednesday filing with the Australian bourse.Aluminium production was mostly flat during the period, as its Hillside Aluminium smelter continued to evaluate its maximum technical capacity.Sierra Gorda, a Chile-based copper mine in which South32 holds a 45% stake, delivered a record quarterly distribution of $135 million to the company.South32 said its annual production guidance remained on track for all operations, apart from Australia Manganese, where the fiscal 2026 production outlook was cut by 6% to 3,000 kilo wet metric tonnes due to elevated site water levels and heavy rainfall following Tropical Cyclone Narelle.