-- 加拿大皇家银行资本市场(RBC Capital Markets)和加拿大帝国商业银行资本市场(CIBC Capital Markets)的分析师分别将穆伦集团有限公司(Mullen Group Ltd.,股票代码:MTL.TO)的目标股价从19加元上调至21加元,以及从18加元上调至20加元。 周四,穆伦集团公布季度业绩后,RBC分析师沃尔特·斯普拉克林(Walter Spracklin)维持了对这家加拿大物流公司股票的“跑赢大盘”评级。 该股在多伦多证券交易所上涨1.24加元,涨幅6.8%,收于19.44加元。 斯普拉克林在给客户的报告中表示:“在宏观经济增长乏力的大环境下,穆伦集团第一季度业绩符合预期,营收创历史新高。” 这位分析师还表示:“尽管短期环境依然谨慎,但我们对货运前景的改善持乐观态度,3月份的趋势表明货运环境可能走强。” CIBC分析师海伦娜·傅(Helena Fu)维持了对该股的“中性”评级。 “尽管货运环境依然承压,但我们认为MTL持续专注于审慎的资本配置和选择性并购,具有战略建设性意义,”傅先生在致客户的报告中写道。 “MTL不得不应对长达数年的货运衰退以及加拿大资源行业的低迷,”这位分析师表示。“2026年第一季度的业绩以及管理层在财报电话会议上的评论表明,积极的趋势正在显现。”
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