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RBC和CIBC上調了Mullen Group的目標價。

-- 加拿大皇家銀行資本市場(RBC Capital Markets)和加拿大帝國商業銀行資本市場(CIBC Capital Markets)的分析師分別將穆倫集團有限公司(Mullen Group Ltd.,股票代號:MTL.TO)的目標股價從19加幣上調至21加元,以及從18加幣上調至20加幣。 週四,穆倫集團公佈季度業績後,RBC分析師沃爾特·斯普拉克林(Walter Spracklin)維持了對這家加拿大物流公司股票的「跑贏大盤」評級。 該股在多倫多證券交易所上漲1.24加元,漲幅6.8%,收在19.44加元。 斯普拉克林在給客戶的報告中表示:“在宏觀經濟成長乏力的大環境下,穆倫集團第一季業績符合預期,營收創歷史新高。” 這位分析師還表示:“儘管短期環境依然謹慎,但我們對貨運前景的改善持樂觀態度,3月份的趨勢表明貨運環境可能走強。” CIBC分析師海倫娜·傅(Helena Fu)維持了對該股的「中性」評級。 「儘管貨運環境依然承壓,但我們認為MTL持續專注於審慎的資本配置和選擇性併購,具有戰略建設性意義,」傅先生在致客戶的報告中寫道。 「MTL不得不應對長達數年的貨運衰退以及加拿大資源產業的低迷,」這位分析師表示。 “2026年第一季的業績以及管理層在財報電話會議上的評論表明,積極的趨勢正在顯現。”

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