-- 蒙特利尔银行资本市场（BMO Capital Markets）周五维持对Keyera（KEY.TO）股票的“跑赢大盘”评级，并将目标价从54加元上调至55加元。 BMO同时将Keyera列为首选股。 尽管BMO仍然预期Keyera以51.5亿美元收购Plains All American Pipeline加拿大天然气液业务的交易将顺利完成，但近期监管方面的延误表明，可能需要采取一些补救措施。 BMO表示，尽管战略意义依然积极，且协同效应预期可能较为保守，但这一问题可能会略微影响其对该交易预期收益的增值。 BMO指出：“好消息是，大宗商品价格的利好因素已经显现。”
Price: $52.19, Change: $+0.46, Percent Change: +0.89%
Atlas Arteria (ASX:ALX) has received an unsolicited off-market takeover proposal from IFM to acquire all remaining securities it does not already own at AU$4.75 per share in cash, a roughly 10% premium to the company's last closing price, according to a Monday filing with the Australian bourse.IFM has indicated that the offer price may increase to AU$5.10 per share if it obtains at least a 45% relevant interest before the offer closes, subject to certain "best and final" conditions, per the filing.The offer is subject to several conditions, including required third-party consents and approvals, which may or may not be met, the filing said.The company's board has established an independent board committee to assess the proposal, and shareholders are advised to take no action, the filing added.The company's securities will be temporarily suspended from trading on the Australian Securities Exchange.
Kweichow Moutai (SHA:600519) posted a 1.47% year-over-year increase in attributable net profit in the first quarter of 2026 to 27.2 billion yuan from 26.8 billion yuan, according to a Shanghai Stock Exchange filing over the weekend.Earnings per share edged up to 21.76 yuan from 21.38 yuan.Revenue jumped 6.5% to 53.9 billion yuan from 50.6 billion yuan.
PLS Group (ASX:PLS) delivered a "strong" production quarter relative to Jefferies and market forecasts, with resilient lithium pricing through the current calendar year supporting a positive outlook, said Jefferies in a Friday note.The company on Friday reported March quarter production of 232,400 tonnes and revenue of AU$567 million compared to 125,000 tonnes and revenue of AU$150 million a year ago.The investment firm added that PLS maintains elastic production capability and a clearly defined growth pipeline.The company's "soft" third quarter sales will be unwound into the fourth quarter's resilient price environment and maintain a constructive long-term view, supported by supply demand/dynamics and operational fundamentals, the note added.Jefferies kept a buy rating on PLS and raised its price target to AU$6.70 from AU$6.The company's shares rose 1% in recent Monday trade.