-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一在一份報告中表示，ADT（ADT）第一季業績預計將與市場預期一致，營收基本持平，其中安裝業務營收的個位數中段成長被監控及相關服務業務的輕微下滑所抵消。 該券商預計ADT第一季營收將持平至約12.7億美元，與市場預期大致相符，並反映出出售ADT多戶住宅業務帶來的約1個百分點的負面影響，以及經銷商和附屬公司合作關係變化帶來的短期不利因素。 報告指出，中期來看，持續投資於環境感知、人工智慧在銷售和行銷中的應用，以及拓展自助服務和電子商務管道等新舉措，預計將帶來利多。 ADT將於週四公佈第一季業績。 加拿大皇家銀行維持對ADT的「與業界持平」評級，目標價為9美元。
Price: $7.17, Change: $-0.05, Percent Change: -0.76%
Taiko Critical Minerals (NZE:TCM) reported strong progress in the March quarter, securing NZ$7.9 million through a rights issue and shortfall placement, according to a Wednesday filing with the New Zealand bourse.The company achieved key development milestones by releasing its first mineral resource statement, appointing SRK Consulting to conduct the definitive feasibility study, and advancing land acquisitions at Barrytown Flats, per the filing.The company also submitted a loan application to New Zealand's regional infrastructure fund to support project development and ended the quarter with NZ$2.9 million in cash, the filing added.
Edison International (EIX) reported Q1 earnings Tuesday and outlined a $38 billion to $41 billion capital plan through 2030 to support grid investments and reliability, and to meet rising demand, the company said.The company expects the rate base to grow at about 7% annually from 2025 to 2030, reaching almost $67.9 billion by 2030, driven by infrastructure and electrification investments.Annual investments are expected to range between $7.3 billion and $9.1 billion through 2030, including California Public Utilities Commission- and FERC-regulated projects and advanced metering programs, the company added.CAISO-awarded FERC transmission projects form a key part of Edison International's long-term investment plan, with additional opportunities beyond 2030, including about $2 billion of projects supporting grid expansion and reliability, the company said.The advanced metering infrastructure program represents a total investment of about $3.1 billion, with roughly 50% allocated between 2026 and 2030 and the remaining 50% scheduled for 2031 to 2033.Southern California Edison, a unit of Edison International, holds variable interests in certain power purchase agreements, limiting its financial exposure, the company said.These agreements provided 6.06 gigawatts of contracted capacity as of March 31, 2026, up from 5.30 GW a year earlier, with payments rising to $204 million from $172 million, recoverable through customer rates.The company said these arrangements carry no significant loss exposure, as they do not guarantee debt or equity support and rely on regulated cost-recovery mechanisms, thereby ensuring stable financial positioning.