-- Stifel Canada表示，Well Health Technologies (WELL.TO) 加拿大诊所网络在初级和专科医疗领域的第一季度患者指标凸显了其持续强劲的增长势头。 分析师Justin Keywood维持对该股的“买入”评级，目标价为8.00美元。他表示，第一季度报告显示，患者就诊量同比增长33%，从去年同期的95.7万人次增至127万人次。 Keywood补充道，与两年前相比，Well Health的每位医生现在平均每季度多诊治约80名患者，这凸显了该公司在并购后大力应用人工智能工具等技术的商业模式。 Keywood计算得出：“高于平均水平的增长应该会转化为运营杠杆效应（初级医疗利润率同比增长200个基点至2026年第一季度的8.0%，为两年来最高水平），以及专科医疗利润率增长20%。”这些指标也表明了拥有 250 多家加拿大诊所的网络的价值和规模化发展机会，目前市场整合程度仅约为 2%（Well 的市场份额约为 1.5%）。
Price: $4.29, Change: $-0.08, Percent Change: -1.83%
Axis Bank (NSE:AXISBANK, BOM:532215) consolidated net profit increased to 76.0 billion Indian rupees in the quarter ended March 31, against 74.8 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.The banks' shares were down over 3% in Monday's trade.Earnings per share climbed to 24.33 rupees compared with the year-ago figure of 24.01 rupees.Interest earned by the lender in fiscal Q4 also grew year on year to 341.7 billion rupees from 324.5 billion rupees a year earlier.The board of directors recommended a dividend of 1 rupee per share for the financial year ended March 31.
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 price by $3 to $153, assuming an EV/EBITDA of 7.0x our 2027 EBITDA estimate, above NEM's three-year average forward EV/EBITDA of 6.5x and above peers' 6.0x. We raise our 2026 EPS estimate by $1.67 to $10.31 and our 2027 EPS forecast by $2.09 to $12.89. Newmont remains on track to deliver its 2026 guidance of 5.3 million gold ounces, though management characterizes 2026 as a trough year due to planned mine sequencing at several operations. The company is well-positioned for production growth beginning in 2027, with a longer-term outlook of approximately 6 million ounces of gold and 150,000 tonnes of copper annually. Key growth drivers include completion of Tanami Expansion 2 (2H 2027), ongoing development of Cadia panel caves, and the Ahafo North ramp-up. NEM's world-class portfolio, coupled with robust free cash flow generation in a supportive gold price environment, supports sustained capital returns through its enhanced capital allocation framework.
Aye Finance's (NSE:AYE, BOM:544699) consolidated profit rose sharply to 859.1 million Indian rupees in the fiscal fourth quarter ended March 31, from 407.0 million rupees a year ago.The financial services company's earnings per share came in at 3.85 rupees from 2.09 rupees a year ago, according to a Monday filing to the Indian bourses.Revenue from operations in fiscal Q4 also increased to 5.28 billion rupees from 4.09 billion rupees a year ago.The company's shares were up over 4% in recent trade.