-- 週四，原油價格漲跌互現，投資人正在評估美伊第二輪會談的可能性。 近月穆爾班原油期貨下跌0.5%，至每桶100.38美元；布蘭特原油期貨上漲0.7%，至每桶95.61美元。 分析師表示，儘管美國主導的封鎖仍在繼續阻礙霍爾木茲海峽的航運，但即將舉行第二輪和平談判的消息有助於緩解近期的價格波動。 盛寶銀行分析師表示：“由於有跡象表明美伊可能延長停火併重啟旨在結束這場戰爭的談判，油價趨於穩定，布倫特原油價格維持在每桶95美元附近。這場戰爭已經導致波斯灣關鍵大宗商品的全球供應中斷。” 同時，據報道，伊朗已提出允許商船安全通過霍爾木茲海峽內的阿曼水域，前提是雙方達成更廣泛的協議，以防止軍事衝突進一步升級。 然而，荷蘭國際集團（ING）分析師表示：“市場面臨的主要上行風險在於美伊和平談判破裂。鑑於美伊雙方的要求仍然存在相當大的分歧，這種情況並非不切實際。” 彭博社週三的分析報告顯示，由於美伊之間的有效封鎖持續擾亂霍爾木茲海峽的航運，該海峽的航運量仍遠低於歷史平均值。 供應方面，美國能源資訊署（EIA）週三發布的週報顯示，截至4月10日當週，美國原油庫存減少90萬桶，至4.638億桶。
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Mining & Metals
TSX Down 20 Points at Midday With Most Sectors Higher
The Toronto Stock Exchange is down 20 points at midday, with most sectors in the green.Telecoms and info tech the best performers, up 1.5% and 1.3%, respectively.In Canada, the focus was on the release of existing home sales data for March."Clearly, the market continues to struggle amid several headwinds, including soft job markets, economic uncertainty, falling population growth, and strained affordability," TD Economics said after a "soft" performance in Canadian home sales for March, following four straight monthly declines. TD added: "With these challenges in place, 2026 is shaping up to be another modest year for Canadian housing. Loose supply/demand balances should keep downwardly pressuring prices in B.C. and Ontario. Elsewhere, price growth should be firmer, but likely cool as the year progresses."New listings were also flat during the month. With new listings and sales both barely moving, the sales-to-new listings ratio stayed at 47.8% in March. "This is well below the long-term average and signals modest price growth moving forward", TD said.Average home prices were also flat in March, while the MLS home price index, a more 'like for like' measure, declined 0.4% m/m, and was down 4.7% on a year-on-year basis. Prices for detached units were down 0.3% m/m, while condo prices fell 0.9% m/m.The Canadian Real Estate Association (CREA) on Thursday cut its home sales growth forecasts for this year amid a "tepid" start to the year for the economy and higher odds of a Bank of Canada rate hike later this year to tame inflation resulting from the oil price spike. Some 474,972 residential properties are forecast to be sold in 2026, a 1% increase over 2025, CREA wrote. This is below the 5.1% increase forecast that it released in January. The national average home price is forecast to rise 1.5% on an annual basis to $688,955 this year, less than the 2.8% growth CREA saw in January. In 2027, national home sales are forecast to climb a further 2.1% to 485,071 units. This could be revised above the 500,000 mark should higher interest rates prove unnecessary to fight inflation, added CREA.In company news, First Capital REIT (FCR-UN.TO) is to be acquired by Choice Properties REIT (CHP-UN.TO) and and KingSett in a cash and units deal valued at $9.4 billion. The transaction also involves George Weston (WN.TO).
$^GSPTSE$.GSPTSE$CHP-UN.TO$FCR-UN.TO
Australia
Star Group Raises Quarterly Dividend to $0.1975 a Unit From $0.1850, Payable May 6 to Holders of Record April 27
Price: $12.57, Change: $+0.07, Percent Change: +0.56%
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Mining & Metals
CIBC Confirms Neutral Rating on Allied Properties REIT and Raises Target to $11
CIBC Capital Markets maintained its neutral rating on the units of Allied Properties Real Estate Investment Trust (AP-UN.TO) and increased its target price to $11.00 from $10.50.The bank said the company's units have "significantly outperformed" the market in recent weeks. Its $11.00 price target is based on 10.6x 2027 FFO/u estimate, implying a 1% premium to its revised net asset value estimate."We believe management and board changes have begun to alter AP's leasing approach, which we expect will help it deliver on its three-year outlook," said analyst Tal Woolley. "We think units can continue to run here due to some possible speculative factors, but we expect the operational recovery to be a multi-year process, consistent with what AP laid out following Q4 results and the $560MM equity offering."CIBC believes the market is "either expecting a quicker fundamental turnaround or there may be some speculative factors at play"."Sufficiently chastened by the Q3/25 reporting experience (units ran up, then dropped -17%), we advise caution in aggressively chasing AP units here, as we do not expect to see a clear turn in operating performance until late 2026," added Woolley. "This is consistent with AP's 3-year outlook. AP: the financial recovery will take time."The bank also noted that in the management circular, the board made significant downward discretionary adjustments to executive incentive compensation. It also believes the reconfigured C-suite will see "more success" with a more flexible leasing strategy.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $11.27, Change: $+0.59, Percent Change: +5.52%
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