-- オズワル・ポンプス（NSE:OSWALPUMPS、BOM:544418）は、マハラシュトラ州電力配給公社から、6,896台のオフグリッド型太陽光発電式揚水システムの供給業者として登録されたことを、水曜日にインド証券取引所に提出した書類で明らかにした。 提出書類によると、このプロジェクトの総額は約16億2,000万インドルピー（GST込み）である。 契約範囲には、マハラシュトラ州全域における太陽光発電式ポンプの設計、製造、供給、設置、試運転に加え、5年間の保守・監視サポートが含まれる。 作業は1年以内に実施され、設置は個々の作業指示書から60日以内に完了する予定である。
Related Articles
Australia
PayPal's Weaker Q2, Full-Year Guidance Reinforce Lack of Operating Inflection, BofA Says
PayPal's (PYPL) Q1 results topped estimates, with upside partially driven by share repurchases, but weaker-than-expected Q2 guidance and the decision to reiterate full-year guidance suggest no clear operating inflection, BofA Securities said Wednesday.Management reiterated confidence in PayPal's two-sided network, global scale and brands, while outlining more than $1.5 billion in run-rate cost savings over the next two to three years as part of a broader reset, according to the note.Investor reaction was tempered by a weaker near-term outlook for Q2 and fiscal 2026, the reinvestment of most savings rather than near-term earnings upside, and confirmation that business resegmentation will not begin until next year, the brokerage said.BofA updated its price objective to $53 from $55, based on a 9x multiple of its revised adjusted second-12-month earnings per share estimate of $5.86, up from $5.46.BofA maintained a neutral rating on PayPal.Price: $46.74, Change: $+0.26, Percent Change: +0.56%
$PYPL
Research
Research Alert: CFRA Lifts View On Shares Of H.f. Sinclair To Buy From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $87, raised $31, reflects a combination of relative valuation and DCF models. On a relative basis, we apply a 7.0x multiple of enterprise value to projected 2027 EBITDA. The applied multiple is above DINO's historical forward average, but below peers. We think a modest discount to peers is reasonable on the basis of below-average return on invested capital. Still, a multiple above normal levels for DINO is also reasonable, because we think refining margins will be high in both 2026 and 2027. This approach yields a value of $85 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5%, 2% terminal growth, discounted at a WACC of 7.2%, yields intrinsic value of $89 per share. We lift our 2026 EPS estimate by $2.87 to $7.30 and 2027's by $1.66 to $6.26. In our view, DINO has above-average exposure to middle distillates, which is where we think refining margins will be relatively stronger. Shares yield 2.8%.
$DINO
Commodities
Fortis Reports Mixed Q1 Utility Sales, Growth Projects Advance
Fortis (FTS) reported Q1 earnings on Wednesday, with electricity and gas sales falling across several utility units, while advancing major transmission, LNG, and data center projects across North America.Fortis' unit, UNS Energy, delivered 2,148 gigawatt-hours of retail electricity sales in Q1, compared with 2,136 GWh a year earlier, while wholesale electricity sales fell to 998 GWh from 1,157 GWh, the company said.The Canadian electric and gas utility company reported that its FortisBC Energy unit delivered gas sales of 76 petajoules in Q1, down from 81 PJ a year earlier.FortisAlberta increased electricity deliveries to 4,665 GWh in Q1, up from 4,597 GWh a year earlier.Central Hudson sold 1,387 GWh of electricity for the quarter ended March 31, compared with 1,375 GWh a year earlier. Gas sales rose to 10 petajoules from 9 PJ over the year.FortisBC Electric reported electricity sales of 957 GWh in the quarter, down from 1,016 GWh a year earlier.Other electric operations sold 3,154 GWh in the quarter, down from 3,165 GWh a year earlier.Fortis spent CA$1.4 billion ($1.03 billion) on capital projects during the quarter and said its CA$5.6 billion annual capital plan remains on track.The company targets rate base growth to CA$57.9 billion by 2030 from CA$42.4 billion in 2025.ITC completed a substation in March to support 300 megawatts of load growth tied to a data center at the Big Cedar Industrial Center.Fortis also continues transmission upgrades to serve another 1,600 MW by 2028.Fortis also secured credit support in April for an energy supply agreement linked to a planned Arizona data center with an initial electricity demand of about 300 MW.Price: $56.74, Change: $-0.70, Percent Change: -1.22%
$FTS