-- RBC Capital Markets周三发布的一份报告指出，RPM International (RPM) 的建筑产品和高性能涂料业务预计将继续保持稳健的中个位数百分比增长，抵消其消费品业务持平或低个位数百分比的下滑。 RBC表示，在市场份额增长和专注于一体化交钥匙解决方案的支撑下，RPM的建筑产品业务增长势头预计将在2027财年继续保持。客户通过RPM提供设计、安装、持续维护和保修服务。 RBC指出，由于预计RPM第四财季的通胀率为1%至2%，第一财季的通胀率为6%至8%，RPM正在实施提价以恢复利润率。RBC还补充说，建筑产品和高性能涂料业务的提价速度可以比消费品业务更快。 加拿大皇家银行（RBC）表示，预计RPM在2026财年可产生约6亿美元的自由现金流，并预计该公司在2026财年的资本支出为2.25亿美元至2.35亿美元，派发约3亿美元的股息。 该行维持对RPM的“跑赢大盘”评级，目标价为130美元。
Price: $106.31, Change: $+1.16, Percent Change: +1.10%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.
Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.
Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.