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FINWIRES

RBC、カナダのトラック輸送業と多角化産業の業績予想を変更

-- RBCキャピタル・マーケッツは月曜日、第1四半期決算発表シーズンを前に、カナダのトラック輸送および多角化産業株の予想変更を発表した。 RBCは、カーゴジェット（CJT.TO）の目標株価を143ドルから140ドルに引き下げたが、投資判断は「アウトパフォーム」を維持した。また、カナダの消費者の裁量消費が減少傾向にあるとの見方から、同社のEBITDA予想も8,300万ドルから8,000万ドルに下方修正した。 マレン・グループ（MTL.TO）のEBITDA予想は7,900万ドルで据え置いたが、目標株価は17ドルから19ドルに引き上げ、「アウトパフォーム」の投資判断を維持した。RBCは、最近のPMI指標とインフラ投資の可能性が、同社株の需要と市場心理に好影響を与えると予想している。 RBCは、ステラ・ジョーンズ（SJ.TO）の目標株価を95ドルから93ドルに引き下げ、投資判断は「セクター・パフォーム」を維持した。一方、1株当たり利益予想は1.47ドルから1.27ドルに引き下げた。 RBCは、2026年も電柱事業の勢いは続くと見込んでいる一方、Tieの見通しは不透明であり、Stellaの主要競合企業の積極的な動きをリスク要因として挙げている。 一方、TFI International（TFII.TO）のEPS予想は0.65ドルで据え置き、目標株価は137ドルでアウトパフォームのレーティングを維持した。RBCは、最近の価格動向に強気の見方を示しており、不確実な状況を踏まえ、経営陣が2026年通期の業績見通しを発表するとは予想していない。 Westshore Terminals Investment（WTE.TO）の目標株価は34ドルから39ドルに引き上げられ、アウトパフォームのレーティングは維持された。EBITDA予想も2,900万ドルで据え置かれた。

Price: $84.94, Change: $-0.95, Percent Change: -1.11%

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