-- 週一盤前，消費性股票普遍下跌，其中道富消費必需品精選行業SPDR ETF (XLP) 下跌0.2%，道富非必需消費品精選行業SPDR ETF (XLY) 下跌0.5%。 Lululemon athletica (LULU) 宣布已在墨西哥推出其電商平台。 Lululemon athletica 股價盤前下跌0.5%。 根據Summer Road發布的聲明，代理諮詢公司Institutional Shareholder Services、Glass Lewis和Egan-Jones Ratings敦促Ingles Markets (IMKTA) 的股東支持激進投資者Summer Road提名的Rory Held，競選該公司2026年年度股東大會的董事席位。 Ingles Markets股價盤前上漲近2%。 LCI Industries (LCII) 和 Patrick Industries (PATK) 表示，雙方正在就潛在的業務合併進行磋商。 Patrick Industries的股票在盤前交易中上漲超過2%。
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Mining & Metals
D2L Says Rasmussen University Selected D2L Brightspace to Deliver Inclusive AI in Education
D2L (DTOL.TO) on Monday said that Rasmussen University. part of American Public Education, Inc. selected D2L Brightspace to help power all courses and programs, replacing its previous learning platform, Blackboard.The company said the transition to D2L Brightspace is set to help streamline administrative processes between American Public Education institutions, to better enhance content creation through artificial intelligence and deliver more engaging, inclusive learning experiences.The company said that, following a pilot in May, Rasmussen University plans to implement D2L Brightspace across all programs, with a focus on nursing education."We're excited to support Rasmussen University in its mission to meet learners with more personalized, flexible, and career-focused learning experiences designed to help them reach their goals," said chief executive John Baker. "We're delighted to extend our relationship with American Public Education and help deliver a more engaging and inspiring learning platform for educators and learners."The company's shares were last seen down $0.17 to $8.91 on the Toronto Stock Exchange.Price: $8.91, Change: $-0.17, Percent Change: -1.87%
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Treasury
Most Firms, Households See The Iran War Driving Inflation Up, But Not By Enough for a Bank of Canada Response, Says Desjardins
While shorter-term inflation expectations understandably rose as a result of the Middle East conflict, longer-term expectations remained largely anchored, even for those who responded to the surveys after the spike in global oil prices, said Desjardins following Monday's release of the Bank of Canada Q1 business (BOS) and consumer surveys (CSCE).With companies anticipating a pullback in household discretionary spending, many firms say they will have even more trouble passing on the higher input costs, noted the bank.On that front, consumers across the country expect the net impact of higher global oil prices to be negative for the Canadian economy, with many households having reduced plans for spending in response, Desjardins pointed out.So, while the evolution of inflation expectations still merits close monitoring, central bankers face some stark trade-offs in terms of a fragile economy, added Desjardins.With limited information in hand, the bank expects the BoC will report next week that it is still too early to decide whether any action will ultimately be warranted. That said, Desjardins believes that policymakers will leave rates unchanged for the remainder of the year even if oil prices remain elevated for another few weeks.Many of the other responses to survey questions appear to have been submitted before the outbreak of war in the Middle East. As a result, they are now "stale" and convey less signal, according to the bank.
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Research
ATS Maintained at Buy at Stifel Canada; Price Target Kept at C$52.00
Stifel Canada on Monday maintained its buy rating on the shares of ATS (ATS.TO) and its C$52.00 price target as it sees little impact from a fresh round of U.S. tariffs."We view the expanded Section 232 tariffs on steel and aluminum as not having a material impact to ATS. ATS is a global end-to-end automation provider (Design + Build + Service) of high-performance robotic systems with valuable end-market exposure, including Life Sciences (~60% of sales). Approximately 20% of ATS' revenue is associated with flows into the U.S. from Canada and Europe with a large proportion currently exempt under USMCA with risk mitigation underway, including substantial expansion at Chicago facilities. Although the tariff situation remains fluid and Section 232 raises questions with certain other companies impacted, we believe ATS' global operations, contract protections in-place and the long-term nature of mission-critical projects (12-18 months) provide ample flexibility to navigate at this stage. We are also encouraged by recent insider buying, including new (Jan. start) CEO, Doug Wright and ATS' largest shareholder, Mason Capital at ~C$41/share, near current levels," analyst Justin Keywood wrote.(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: $45.03, Change: $+0.22, Percent Change: +0.49%
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