-- ギガデバイス・セミコンダクター（香港証券取引所：3986）は、2026年第1四半期の帰属利益が前年同期の2億3460万元から523%増の14億6000万元に達したと、水曜日に香港証券取引所に提出した書類で明らかにした。 同社の株価は木曜午後の取引で2%近く下落した。 1株当たり利益は前年同期の0.35元から2.18元に増加した。 営業収益は前年同期の19億1000万元から119%増の41億9000万元に急増した。
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Seres' Q1 Profit Rises 1%, Revenue Jumps 34%
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$SHA:601127
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Research Alert: Posco Holdings Q1: Profit Surges As Battery Materials Losses Narrow Sharply
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:POSCO Holdings delivered strong Q1 2026 results with net profit surging KRW693B to KRW467B, revenue rising 6.1% Q/Q to KRW17,876B, and operating profit jumping to KRW707B from KRW13B. The turnaround was broad-based as Battery Materials losses narrowed to -KRW7B from -KRW157B and Infrastructure Business returned to KRW405B profit from a -KRW10B loss, though Steel operating profit declined 35.8% Q/Q on margin pressure. Key progress includes POSCO Argentina reaching 70% commercial utilization and securing 25kt supply agreements with SK On through 2028. The company announced a landmark JSW joint venture for a 6 Mtpa steel mill in India, its largest overseas investment with 2031 completion target. We believe POSCO's new shareholder return policy targeting 35%-40% of adjusted net profit through flexible dividends and buybacks, combined with low-carbon initiatives including a 2.5 Mtpa electrical furnace commissioning in June 2026, positions the company well for growth.
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Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Pentair Plc
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price to $115 from $130 following PNR's Q1 earnings print, valuing shares at 19.5x our 2027 EPS outlook of $5.91 (revised down by $0.01; 2026 EPS view in line with previous forecast), slightly above the company's historical multiple average. We see the premium being justified given PNR's portfolio diversification efforts within the water technology space that we see reducing earnings volatility. While Q1 performance was in line with our own expectations, organic sales expansion was a point of concern as management warned of impending channel inventory corrections within the Pools business. Given that this segment is a leader in profitability, any declines in sales/mix could weigh on overall margin results. Despite Pool headwinds, we see PNR's margin trajectory remaining in an uptrend as Flow and Water Solutions build on margin gains through targeted productivity programs and pricing. We see Q1 headwinds being baked into shares and reiterate our Strong Buy view.
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