-- 葡萄牙能源公司EDP週四宣布，2026年第一季新增裝置容量32.8吉瓦，較上年同期成長2%。新增裝置容量中，再生能源佔比高達87%。 該公司當季發電量為19.0太瓦時，較2025年第一季成長4%，其中91%來自再生能源。 EDP供應電力7.8太瓦時，較上年同期成長7%；配電量為24.2太瓦時，較2025年同期成長1%。 EDP表示，配電量年增1%主要得益於葡萄牙市場3%的成長，這主要由用戶平均用電量增加、用戶數量成長1%以及電動車普及率提高所推動。 西班牙市場4%的降幅抵銷了上述成長，降幅主要源自於一家大型工業客戶的臨時停電。在巴西，儘管連網用戶成長了 2%，經濟活動強勁，但配額增加了 1%，而氣溫正常化和太陽能分散式發電滲透率提高部分抵消了這一增長。
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Australia
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Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Trimble Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $86, from 85, on a forward P/E of 21x our 2027 EPS projection of $4.08, below historical averages. We increase our 2026 EPS projection to $3.59 from $3.52, and lift our 2027 EPS estimate to $4.08 from $4.06. TRMB reported solid Q1 beats with revenue of $939.9M, up 12% Y/Y, led by AECO at 14% organic revenue and ARR growth, Field Systems posting 12% growth, and Transportation & Logistics growing 7% despite freight market headwinds. ARR reached a record $2.435B, up 13% organically, reinforcing business model durability. Non-GAAP operating margin improved 230 bps to 25.9%, while non-GAAP gross margins expanded 180 bps to 71.0%, and we see continued margin expansion as its subscription revenues scale. We note steady execution in its core business, while building AI momentum through new products and partnerships with AI labs. Management reaffirmed its 2027 targets, supporting our positive view, though macro risks warrant monitoring.
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Australia
Apollo Global Trades at Lower Discount Versus Peers, RBC Says
Apollo Global Management (APO) shares are trading in-line with historical average multiple and at a lower discount against its peers, RBC Capital Markets said in a Thursday note."We maintain our Sector Perform rating largely driven by relative valuation," the report said.The note said its Q1 performance was characterized by strong fee-related earnings growth, offset by weak spread-related earnings growth, driving a low adjusted net income per share growth.RBC raised its price target to $146 from $139 on rolling forward its valuation and higher estimates.Price: $127.33, Change: $-2.20, Percent Change: -1.70%
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