-- RBCキャピタル・マーケッツは金曜日のレポートで、トゥルーイスト・フィナンシャル（TFC）が第1四半期に好調な業績を上げ、今後の収益性向上に向けた基盤を築いたと述べた。 レポートによると、同社は株主価値の向上に注力しており、有形普通株式利益率（ROTE）を16～18%に引き上げ、2026年には利益の約80%を自社株買いと配当で株主に還元する方針だ。 また、レポートでは、2026年の見通しはRBCの予想と概ね一致しており、緩やかな純金利収入と手数料収入の伸びに加え、積極的な自社株買い活動により、2026年には1株当たり利益（EPS）が2桁成長を達成する可能性が高いとしている。 RBCは同社株の投資判断を「アウトパフォーム」に据え置き、目標株価を51ドルから53ドルに引き上げた。
Price: $50.98, Change: $+0.41, Percent Change: +0.82%
BSP Financial Group (ASX:BFL) has appointed Ray Naicker as group chief information officer, subject to regulatory approval, with his start date expected in the third quarter, according to a Monday filing with the Australian bourse.Naicker most recently held the position of group CIO at Nedbank Group, per the filing.Naicker will succeed Richard Nicholls, who will move to a new role leading the implementation of the company's new core banking platform for its Pacific markets, the filing added.
Forrestania Resources (ASX:FRS) intersected high-grade gold mineralization during a recent drill program at its British Hill Gold Project, Mt Palmer Gold Project, and Johnson Range Project in Western Australia, according to a Monday Australian bourse filing.The results were up to 9 meters at 2.6 grams per tonne (g/t) gold from 78 meters at British Hill, including 1 meter at about 12 g/t gold from 86 meters.At Mt Palmer, results were up to 6 meters at 7.6 g/t gold from 3 meters, including 1 meter at 19.7 g/t gold from 5 meters and 1 meter at 10.8 g/t gold from 7 meters.At Johnson Range, results were up to 7 meters at 11.6 g/t gold from 17 meters, including 4 meters at 19.7 g/t gold from 19 meters, with assay results still pending at both Mt Palmer and Johnson Range.Forrestania is currently drilling the Lady Lila and Gibraltar gold projects, it added.
IperionX's (ASX:IPX) titanium powder production operations in Virginia, US, transitioned to an around-the-clock production schedule during the March quarter, advancing from commissioning to continuous operations, according to a Monday filing with the Australian bourse.The company said all HAMR powder production systems are now in ramp-up and are targeting a run-rate production of around 200 tonnes of titanium powder per year by the close of 2026.Commenting on its titanium product manufacturing operations, the company said additional HSPT sintering furnaces are due to be commissioned in the June quarter, which is expected to ease production bottlenecks and speed up customer qualification timelines.IperionX also anticipates expanding its participation in "high-volume titanium markets where customer engagement is strong and domestic US supply is strategically important, including titanium mill products," the company said.It ended the March quarter with $48.2 million in cash and expects to close fiscal year 2026 with cash in the range of $36 million to $40 million.