-- BRP Inc.（DOO.TO）の投資判断が、TD証券によって水曜日に「買い」から「中立」に引き下げられた。 アナリストのブライアン・モリソン氏は、カナダのレクリエーション用車両メーカーであるBRPの目標株価を119ドルから84ドルに引き下げた。 「昨夜、BRPは鉄鋼・アルミニウム・銅の輸入に対する改正通商法232条に基づく関税により、今年の関税負担が5億ドル以上、EBITDAの約40%増加すると解釈し、2027年度の業績見通しを一時停止した」とモリソン氏は顧客向けレポートで述べた。 「BRPが利用できる手段では、この影響の大部分を相殺することはできないと我々は考えており、この大きな逆風の見通しが立つ次のデータは、USMCA（米国・メキシコ・カナダ協定）の再交渉にある」とモリソン氏は述べた。 「我々の推奨に対する性急な反応は好ましくないが、発表前のリターンは我々の基準を下回っており、影響の大きさは重大であり、改正内容が変わる可能性は限られている」
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