FINWIRES · TerminalLIVE
FINWIRES

CIBC將Transat的目標股價下調至2.00美元,維持「弱於大盤」評級。

-- 加拿大帝國商業銀行資本市場(CIBC Capital Markets)將Transat A.T (TRZ.TO)的股票目標價下調0.20加元至2.00加元,並維持其「弱於大盤」評級。此前,由於燃油價格波動和區域供應限制,這家航空公司縮減了5月至10月的航班計畫。 CIBC指出,此次調整意味著計畫可用座位英里數(ASM)將減少約6%,主要原因是部分歐洲和加勒比海航線的航班頻次調整。此外,Transat也將古巴航線的停飛期限延長至10月。 「儘管TRZ已實施燃油對沖政策(目前已對沖第二季度/2026財年燃油消耗量的一半以上,部分額外覆蓋範圍延伸至夏季),但鑑於近期燃油價格波動幅度之大,這只能提供部分短期保護。” CIBC補充道,鑑於Transat的航線網絡覆蓋範圍有限,且其對價格敏感的休閒旅遊需求的依賴程度更高,因此與乾線航空公司相比,Transat將運力重新部署到其他市場的能力較為有限,這可能會限制其票價回升。

Price: $2.65, Change: $-0.03, Percent Change: -1.12%

Related Articles

Asia

Clinuvel Unlikely to Seek Scenesse's Vitiligo Approval Before Phase 3 Completion, Says Jefferies

Clinuvel Pharmaceuticals (ASX:CUV) is unlikely to seek regulatory approval for Scenesse in vitiligo until the Phase 3 CUV105 and CUV107 clinical trials are completed, according to a Friday Jefferies note.The company said on Friday that the European Medicines Agency (EMA) has proposed evaluating the company's Scenesse drug for the treatment of systemic vitiligo based on a "totality of evidence" regulatory approach.Jefferies said that the EMA's decision is a positive for the company because of the high unmet medical need for Vitiligo treatment.The investment firm has pushed back its revenue expectations from Scenesse in vitiligo, which is now expected to begin in the second half of fiscal 2029 rather than fiscal 2028.Jefferies kept a buy rating on Clinuvel and cut its price target to AU$39.20 from AU$40.50.

$ASX:CUV
Asia

ASX Preview: Australian Shares Set to Open Flat on Stalled US-Iran Talks; Origin Energy Reports Lower March Quarter Production

Australian shares are set to open flat on Monday, as oil prices climbed almost 2% following stalled US-Iran peace negotiations and restricted flows through the Strait of Hormuz, tightening global supply and pushing Brent crude above $107 a barrel.On April 25, the S&P 500 and the Nasdaq Composite rose 0.8% and 1.6%, respectively, while the Dow Jones Industrial Average fell 0.2%.In the macroeconomy, investors are eyeing the release of Australia's consumer price index report on Wednesday.In corporate news, Origin Energy (ASX:ORG) reported March quarter production of 164.5 petajoules, down from 167.1 petajoules a year earlier, according to a Monday filing with the Australian bourse.IperionX's (ASX:IPX) titanium powder production operations in Virginia, US, transitioned to an around-the-clock production schedule during the March quarter, advancing from commissioning to continuous operations, according to a Monday filing with the Australian bourse.Australia's benchmark index fell 0.1% or 6.9 points to close at 8,786.50 on April 24.

$^AXJO$ASX:IPX$ASX:ORG
Asia

Cobre Appoints Chief Financial Officer

Cobre (ASX:CBE) has appointed Kaveen Bachoo as chief financial officer, effective April 28, according to a Monday filing with the Australian bourse.Bachoo has over 20 years of finance leadership experience in the mining sector, including executive positions at Glencore.

$ASX:CBE