-- 周二，道明证券将Pason Systems Inc. (PSI.TO)的评级从“持有”上调至“买入”。 分析师Aaron MacNeil将这家总部位于卡尔加里的钻井平台仪器和数据管理系统供应商的目标股价从13加元上调至18加元，该公司将于5月7日公布第一季度业绩。 MacNeil在给客户的报告中表示：“尽管许多股票的估值已经过重估，但由于大宗商品价格强劲，我们对能源服务行业的关注正处于积极的转折点。” “然而，尽管Pason拥有诸多优势，包括高准入门槛、强劲的运营杠杆、较低的持续性资本支出承诺、低债务和诱人的收益率，但其股价表现却落后于市场。”这位分析师说道。 “正是这种脱节促使我们将评级上调至‘买入’。”
Related Articles
International
March JOLTS Report Shows 6.866 Million Job Openings Vs. Expected 6.850 Million, Prior 6.922 Million
Research
TMX Target Edged Up To C$64 From $63, Keeps Sector Perform at National Bank On "Strong Beat, With Minor Nitpicks" In Its Q1 Results
Price: $56.54, Change: $+0.56, Percent Change: +1.00%
$^GSPTSE$.GSPTSE$X.TO
Research
Research Alert: Wec Energy Beats Q1 Estimates; Capex Up 16.7%, Ahead Of Data Center Demand
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:WEC Energy delivered solid Q1 results with adjusted EPS up 7.9% Y/Y, beating consensus by 6.5%, while revenue increased 9.0% to $3.43B (+0.5% vs. consensus), driven by higher rates and modest volume growth. Weather-normalized retail electricity deliveries rose 1.3% with large C&I customers leading at 2.7% growth, though natural gas deliveries declined 3.5% due to milder conditions. The diversified utility portfolio positions WEC well for accelerating demand growth expected around 2027 from data centers and manufacturing facilities. WEC reaffirmed 2026 EPS guidance of $5.51-$5.61, aligning with 7%-8% EPS growth expectations over five years. Capital investment remained elevated at $817.9M (+16.7% Y/Y) supporting infrastructure expansion, while operating cash flow of $1.22B provides strong coverage for capex and dividends. The company maintained dividend growth with a 6.7% increase to $0.9525 per share, reinforcing its track record of reliable earnings and shareholder returns.
$WEC