-- RBC Capital Markets週三發布的一份報告指出，RPM International (RPM) 的建築產品和高性能塗料業務預計將繼續保持穩健的中個位數百分比成長，抵消其消費品業務持平或低個位數百分比的下滑。 RBC表示，在市場佔有率成長和專注於一體化交鑰匙解決方案的支撐下，RPM的建築產品業務成長勢頭預計將在2027財年繼續保持。客戶透過RPM提供設計、安裝、持續維護和保固服務。 RBC指出，由於RPM第四財季預計的通膨率為1%至2%，第一財季的通膨率為6%至8%，RPM正在實施漲價以恢復利潤率。 RBC也補充說，建築產品和高性能塗料業務的漲價速度可以比消費品業務更快。 加拿大皇家銀行（RBC）表示，預計RPM在2026財年可產生約6億美元的自由現金流，並預計該公司在2026財年的資本支出為2.25億美元至2.35億美元，派發約3億美元的股息。 該行維持對RPM的「跑贏大盤」評級，目標價為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.