Truist Securities Daily Spotlight

研报英文原文证据摘录

Truist Securities Daily Spotlight

RDNT Buy Buy $90.00 $90.00 the best buying opportunity given inflation gains to earnings that

REPX Buy Buy ▲▼ $47.00 $47.00 investors were likely unrealistically expecting in the 2026 guide. -

SPG Hold Hold $196.00 $196.00 Keith Hughes

SLVM Buy Buy ▲▼ $54.00 $54.00 Exploration & Production Midstream - Energy - Key

SCHW Buy Buy $120.00 $120.00 Takeaways from Expert Call with Robin Mills - We held a fireside

TMCI Hold Hold ▲ $2.00 $2.00 chat yesterday with energy consultant Robin Mills, CEO of

PRKS Buy Buy $53.00 $53.00 Qamar Energy. The call reflected on the closure of the Strait of

UPST Buy Buy $40.00 $40.00 Hormuz and the corresponding impacts, which included: supply

INDUSTRY UPDATES constraints in the Gulf; infrastructure and repair timelines as well

as commodity flow normalization timelines, demand impacts andBuilding Products/Durable Goods - Building Products - 1Q26

Earnings Recap mid-cycle prices. Our conversation also touched on the UAE's

announcement that it would be leaving OPEC and its impact

Exploration & ProductionMidstream - Energy - Key Takeaways from on global crude supply. Net, Mr. Mills sees NT complacency as

Expert Call with Robin Mills misplaced while LT supply additions and fuel switching could

Insurance - P&C Insurance - Another Look at Broker Organic; Take prove bearish mid-cycle prices. - Gabe Daoud

the Under (AJG, AON, BRO, MRSH, WTW)

Insurance - P&C Insurance - Another Look at Broker Organic;

Artificial Intelligence, Digital Platforms and IT Services - Keeping an Take the Under (AJG, AON, BRO, MRSH, WTW) - We evaluateAI on Data: Where LLM's Meet Proprietary Market Data | Takeaways

from Our Discussion with AlphaSense the emerging backdrop for broker organic based on: 1) the long-