财达证券：晨会纪要-20241024

Summary of Key Points Core Insights - WTI crude oil prices surged by 3% indicating potential volatility in energy markets [1] - The UN Conference on Trade and Development highlighted severe pressures on global maritime chokepoints such as the Red Sea, which could impact trade flows [1] - Fitch Ratings anticipates a slow but positive growth in traffic for North American airlines in 2025, suggesting a recovery trend in the aviation sector [1] Company Ratings Adjustments - Canadian Montreal Bank maintained the rating for AZEK Co (AZEK.US), adjusting the target price from $46.00 to$49.00 [1] - The same bank also adjusted the target price for Boise Cascade (BCC.US) from $130.00 to$136.00, indicating a positive outlook [1] - Marsh & McLennan (MMC.US) saw its target price raised from $217.00 to$228.00, reflecting confidence in its performance [1] - Fortune Brands (FBIN.US) had its target price increased from $84.00 to$95.00, suggesting a favorable market position [1] - Travelers Companies (TRV.US) had its target price adjusted from $233.00 to$270.00, indicating a strong growth potential [1] - Canadian Investment Bank Group upgraded Iamgold (IAG.US) from hold to buy, with a target price increase from $7.75 to$10.50, signaling a bullish outlook [1]