Canada Weekly Portfolio Manager's Summary

研报英文原文证据摘录

Canada Weekly Portfolio Manager's Summary

ng & Materials Conference; by RBC Mining & Materials Equity Team , June 15,

On June 11 & 12, RBC Capital Markets hosted its annual Global Mining & Materials Conference in New York City. In this note, we highlight

key takeaways from company meetings, and a summary from our keynote discussion, Financing the Future: Building a Resilient Critical

Minerals Supply Chain.

RBC Capital Markets Canadian TIMT Symposium; by RBC Technology, Media & Telecom Equity Team , June 12, 2026

This report summarizes our key takeaways from the RBC Capital Markets 2026 Canadian TIMT Symposium, which took place on June 10th

in Toronto. The event provided investors the opportunity to hear from C-suite executives including CEOs, CFOs and divisional leaders from

a cross-section of Canada's leading public TIMT companies.

Montreal Industrial Site Tours Recap; by Sabahat Khan, June 15, 2026

Our view: We hosted investors for site tours and management meetings in Montreal between June 9-11. Companies in attendance included

AC, BBD/B, DOO, CCL/B, EIF, STN, and WSP.

Highlights from the Elite Wings Aviation Summit; by James McGarragle, June 19, 2026

Our view: We attended the Elite Wings Aviation Summit (EWAS2026) on June 16–17, 2026 in Montréal and moderated the OEMs Panel

— "Innovating & Supporting Global Demand." In this report, we provide highlights from the sessions we attended and discuss the main

implications for our coverage universe, primarily pertaining to Bombardier and CAE. On balance, the conference reinforced our constructive

view on BBD, with the demand, aftermarket, and supply chain narratives firmly intact. For CAE, the medium-to-long-term bizjet training

demand setup is strong, an important high margin piece of the company's Civil segment.