-- RBCキャピタル・マーケッツは金曜日のレポートで、ダウ（DOW）はポリエチレンのマージン改善、下半期のメンテナンス費用削減、その他のコスト削減により、2026年に60億ドルを超えるEBITDAを計上する見込みだと述べた。 レポートによると、ダウはサプライチェーンの状況が正常化するまでに約3四半期を要すると予想しているものの、中東紛争に関連した混乱にもかかわらず、第2四半期の業績見通しを達成または上回る見込みである。 RBCは、第2四半期のEBITDAを従来の14億1000万ドルから20億ドルに上方修正した。また、2026年のEBITDA目標を47億ドルから60億ドルに、2027年のEBITDA目標を53億ドルから65億ドルにそれぞれ引き上げた。 RBCはダウ株の目標株価を47ドルから51ドルに引き上げ、「アウトパフォーム」の投資判断を維持した。
Price: $38.18, Change: $-0.48, Percent Change: -1.24%
James C Baker, Director, President, on April 27, 2026, executed a purchase for 25,000 shares in Kayne Anderson Energy Infrastructure Fund (KYN) for $339,250. Following the Form 4 filing with the SEC, Baker has control over a total of 1,003,019 common shares of the company, with 1,003,019 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1293613/000133167426000004/xslF345X05/primary_doc.xmlPrice: $13.51, Change: $+0.09, Percent Change: +0.66%
Two Iran-linked tankers are sailing west after US forces boarded them on April 21 and 23, with their destination still unclear, according to a Bloomberg analysis on Monday.US forces boarded the Tifani and the Phonix, also known as Majestic X, during maritime interdiction operations near Sri Lanka, the analysis said, citing the Pentagon.Tracking signals show both vessels traveling west across the Indian Ocean while staying close to each other, the analysis added.US authorities have not outlined the next steps for the ships, keeping their future route and handling unclear, according to the analysis.Despite sailing west, both tankers continue signaling Asian destinations, adding to the uncertainty over their final destinations, the analysis said.Their current path aligns with routes toward Cape Town or toward Diego Garcia in the Chagos archipelago, where the US operates a military base, the analysis noted.The US previously diverted shipments to its own ports after intercepting Venezuelan cargoes in the Caribbean Sea during a similar blockade, according to the analysis.The US began targeting Iran-linked shipping on April 13 after Tehran closed the Strait of Hormuz following attacks that started in late February, the analysis said.Although vessels can alter tracking signals, current data shows no signs of manipulation for either tanker, according to the analysis.The US Central Command did not immediately respond to' request for comments.
Real Brokerage (REAX) said Monday it agreed to acquire RE/MAX (RMAX) in a deal with an enterprise value of approximately $880 million.The agreement values each RE/MAX share at $13.80, giving shareholders the option to receive either $13.80 in cash or 5.15 shares of the newly formed Real REMAX Group, the company said.Real Brokerage's CEO Tamir Poleg will serve as chairman and CEO of the combined entity following the deal's expected closing in H2, the company said.Real Brokerage's shares were down roughly 27% while RE/MAX's stock was up nearly 21% in Monday trading.Price: $1.92, Change: $-0.76, Percent Change: -28.25%