Canadian Research at a Glance - June 8, 2026

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Canadian Research at a Glance - June 8, 2026

CANADIAN RESEARCH AT A GLANCE

we summarize key takeaways for the industrial, retail, and seniors housing/

healthcare names that attended, including Dream Industrial, Granite, Choice,

Primaris, RioCan, SmartCentres, Chartwell, and Vital Infrastructure.

Josh Wolfson (Analyst) The Gold Standard: Spot Gold Comparable Tables

(416) 842-9893; josh.wolfson@rbccm.com Published June 8 2026 05:30:00 EDT

Precious Metals Producers and Royalties

We provide a range of spot and RBCe deck valuations for all companies currently

included in RBC's North American precious metals coverage universe.

Paul Treiber, CFA (Analyst) Top 10 themes from the 2026 RBC Capital Markets Canadian

(416) 842-7811; paul.treiber@rbccm.com Private Technology Conference

Published June 8 2026 00:15:00 EDT

Our view: We hosted 25 differentiated private technology companies at the 2026

RBC Capital Markets Canadian Private Technology Conference on June 4. In this

note, we highlight 10 key takeaways and trends that have broader implications

for our coverage: 1) Polarizing views on SaaSpocalypse; 2) Data and network

effects are moats in an AI era; 3) Vertical software durability; 4) AI is cannibalizing

labour budgets, expanding TAMs beyond just IT spend; 5) Hardware, power, and

physical constraints on AI scaling; 6) AI natives claim wins against incumbents;

7) Sovereign AI and Canada's emerging position; 8) Uncertainty is a headwind to

software M&A and capital markets activity; 9) AI and accelerated development

timeframes are impacting more than just software companies; and 10) Rewiring

financial infrastructure across payments, capital markets, and consumer finance.

We thank all who participated in our conference and look forward to next year’s

event.