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Research Alert: CFRA Maintains Buy Rating On Shares Of Ge Aerospace

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month target by $15 to $361, or 39.0x our 2027 EPS estimate, in line with GE's three-year average forward P/E and below peers' 41.1x. We raise our 2026 EPS estimate by $0.30 to $7.86 and 2027 EPS by $0.44 to $9.25. GE's strong Q1 results reinforce our positive outlook, with GE well-positioned to navigate near-term macro uncertainty while capitalizing on long-term secular tailwinds. The $170B commercial services backlog provides multi-year revenue visibility and resilience through cycles. GE maintains dominant market positions with ~75% share of narrow-body propulsion through its CFM joint venture and leading wide-body positions with the GEnx and GE9X engines. The young, diverse fleetwith two-thirds of CFM56 engines yet to undergo a second shop visitsupports sustained aftermarket demand. While management is prudently maintaining full-year guidance given geopolitical uncertainties, strong Q1 performance and robust Q2 visibility suggest results are trending toward the high end of guidance ranges.

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Research Alert: Tal Education: Enrichment Learning And Scale Lift Profit; Growth To Ease Ahead

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TAL Education Group (TAL) reported FY 26 (Feb.) EPADS of USD2.75 (FY 25: USD0.41), above our expectation. Earnings were partly boosted by higher net other income (USD347M vs. USD52M in FY 25), which included investment fair value gains. Revenue grew 34% (vs. +51% in FY 25), supported by enrichment learning programs and learning devices, with ongoing investments in technology integration and AI capabilities. Operating profit was USD276M (9.2% margin) vs. a loss of USD7.4M at -0.3% margin in FY 25, due to higher scale efficiency amid topline expansion, with gross margin +2%-pts to 55% and lower SG&A expenses as a share of revenue. TAL's balance sheet position remained robust with net cash of USD2.9B as of end-FY 26, despite lower than USD3.3B in FY 25. We expect revenue growth to ease in FY 27-FY 28. We see a potential moderation in learning center network expansion, growth in online enrichment learning programs, and sales of learning devices, following the solid growth in the post-2021 restructuring years.

$TAL
Asia

Market Chatter: Hormuz Disruption Tightens Japan Medical Supply Chain

Disruptions to oil flows through the Strait of Hormuz are rippling through Japan's healthcare supply chain, constraining access to plastic-based items such as gloves and dialysis tubing and underscoring heavy import dependence, Nikkei reported Friday.Smaller clinics are seeing tighter availability, with some turning to online channels where buying limits have emerged, including at Askul (TYO:2678). The Ministry of Health, Labour and Welfare has received thousands of requests for assistance and plans to release stockpiled gloves, according to the report.Japan relies on imports for over 99% of medical gloves, with production concentrated in Southeast Asia, particularly Malaysia, while naphtha-based plastics remain central to most medical equipment, the report said.Supply remains adequate for now, but costs are rising and suppliers are signaling increases, while hospitals flag a weakening outlook. The government is preparing financial support to help Southeast Asia secure energy supplies and stabilize flows of critical materials, according to the report.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$^N225$TYO:2678
Asia

SeeYa Technology Trims Q1 Loss as Revenue Surges 247%

SeeYa Technology (SHA:688781) posted first-quarter attributable net loss of 45.5 million yuan, narrowing from 74.1 million yuan the previous year.Loss per share shrank to 0.05 yuan from 0.08 yuan, according to a Friday filing with the Shanghai bourse.Operating revenue climbed 247% year over year to 176.0 million yuan from 50.7 million yuan.Shares of the silicon-based OLED microdisplay manufacturer declined 1% in recent trade.

$SHA:688781