-- CGN New Energy (HKG:1811) generated 1,663.9 gigawatt-hours of power in March, down 5.7% from a year earlier, according to a Monday Hong Kong bourse filing.
Of the total, the power generation of Chinese solar projects increased 50%.
Output from Chinese wind and hydro projects fell 34% and 16%, respectively, while that from Korean projects rose 41%.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target from $166 to $239, 16x our FY 28 (Jan.) EPS view, above DELL's three-year average (~11x) on AI upside. We raise our FY 27 EPS view by $0.31 to $12.80 and FY 28's by $0.49 to $14.91. Global AI data center spending continues to strengthen, and we expect DELL will continue capitalizing on this momentum as it builds its reputation in the AI server space. We also think server peer SMCI's recent export control issues could see some of its non-hyperscaler business shift toward DELL, providing upside to recent guidance, while recent takeover rumors (despite being denied by NVDA) highlight DELL's value as a critical infrastructure provider and provide further support for an above-historical multiple. The ongoing memory shortage remains a key risk, but with supply fully secured to support FY 27 guidance, we doubt a significant hit to the company's near-term margin outlook. We expect its relationship with memory makers will allow for favorable supply allocation vs. peers next year as well.
Frontier Energy (ASX:FHE) completed the sale of its non-core Pick Lake Zinc Project in Canada to Total Metals for AU$2.3 million in cash, according to a Friday Australian bourse filing.The company has received full payment, and the mineral rights along with all associated project information have been transferred to Total Metals, per the filing.The divestment allows the company to focus exclusively on its Waroona Renewable Energy Project, the filing added.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Vale posted solid Q1 2026 (operating) results, with iron ore production of 69.7Mt (+3.0% Y/Y) and energy transition metals delivering double-digit growth, including copper at 102.3kt (+12.5% Y/Y) and nickel at 49.3kt (+12.3% Y/Y). The performance marked multiyear highs across core assets, with S11D achieving another record and Southeastern System surging 19.2% driven by Capanema's ramp-up. We view the operational momentum as validation of Vale's capital strategy and positioning for long-term value creation in energy transition metals. Management maintained 2026 guidance, expecting upper end of 335Mt-345Mt iron ore targets as Capanema reaches full capacity. Copper realizations surged 47.8% Y/Y to $13,143/t while iron ore premiums expanded 29.2%, demonstrating portfolio optimization benefits. We believe base metals are becoming increasingly important value drivers as Novo Carajas advances, though key watch items include project execution and iron ore premium sustainability.