AmInvestment Bank lifts MISC’s outlook after noting that rising tanker spot rates could boost earnings. The Malaysian shipping firm’s unit, AET, stands to gain from higher Atlantic rates and longer voyages. Analysts estimate that a 10% rise in spot rates lifts profit by about five percent, boosting 2026‑28 core earnings by 8‑13%.

AmInvestment raises MISC’s target price to 9.40 ringgit from 8.80, upgrading the rating to buy. Shares sit at 8.05 ringgit, down 0.4%. The upgrade follows secure long‑term charters with QatarEnergy, giving the company steady income and clearer earnings visibility, the bank argues.

Macquarie sees IFM’s offer for Atlas Arteria not as a takeover but a way to lift its stake beyond the 3% ‘creep’ limit in Australia’s takeover code. IFM is bidding A$4.75 per security in cash, potentially rising to A$5.10 if it secures at least 45% ownership before the deadline, the bank says.

Meanwhile, BofA Securities notes a sharp drop in air travel, with bookings falling below 2024‑25 levels amid the Iran war’s impact on fares and consumer confidence. Reduced security lines and TSA delays further dampen demand, suggesting discretionary travel spending will stay muted into April despite a strong March.