-- 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Waste Connections Inc.（股票代號：WCN.TO，WCN）的目標股價從210美元上調至218美元，以及從197美元上調至198美元。 RBC分析師Sabahat Khan在Waste Connections Inc.週四公佈季度業績後，維持了對這家在多倫多證券交易所和加拿大證券交易所雙重上市的綜合廢物處理服務公司股票的「跑贏大盤」評級。 該股在多倫多證券交易所上漲17.65美元，漲幅約8%，收在231.36美元。 Khan在給客戶的報告中表示：“WCN公佈的第一季度調整後EBITDA/EPS業績超出市場預期，同時重申了2026年的業績指引。” 「總體而言，我們認為WCN在2026年仍處於有利地位。鑑於年初的強勁開局，其業績指引仍保持保守，大宗商品價格上漲（對勘探與生產業務有利，回收價格也開始朝著正確的方向發展）、更有利的宏觀環境（固體廢物處理量連續第六個季度增長，可能表明存在一些被壓抑的需求）以及項目 加拿大帝國商業銀行（CIBC）分析師Kevin Chiang維持了對該股的「跑贏大盤」評級。 「WCN在公佈強勁的第一季業績後股價大幅上漲，凸顯了其商業模式在當前地緣政治環境下的韌性。」Chiang在給客戶的報告中寫道。 「基本面依然強勁，WCN的2026年業績指引存在上行潛力。」分析師表示。 蔣先生表示：“此外，我們預計WCN的每股收益增長趨勢將在2026年上半年之後再次加速。我們認為第一季業績是WCN股價及其市場情緒的一個轉折點。”
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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Equities
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
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