-- 週二,道明證券將Pason Systems Inc. (PSI.TO)的評級從「持有」上調至「買入」。 分析師Aaron MacNeil將這家總部位於卡加利的鑽井平台儀器和數據管理系統供應商的目標價從13加元上調至18加元,該公司將於5月7日公佈第一季業績。 MacNeil在給客戶的報告中表示:“儘管許多股票的估值已經過重估,但由於大宗商品價格強勁,我們對能源服務行業的關注正處於積極的轉折點。” 「然而,儘管Pason擁有諸多優勢,包括高准入門檻、強勁的營運槓桿、較低的持續性資本支出承諾、低債務和誘人的收益率,但其股價表現卻落後於市場。」這位分析師說。 “正是這種脫節促使我們將評級上調至‘買入’。”
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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.