-- クロンターフ・エナジー（CLON.L）は、ボリビアから塩水を調達し、インドで加工する計画だと、金曜日に提出された書類で明らかにした。 リチウム塩水と石油・ガスの探査・生産を手掛ける同社は、国営のヤシミエントス・デ・リチオ・ボリビアノス社と契約を結び、コイパサ塩水鉱床とウユニ塩水鉱床から大量のサンプルを確保する予定だ。
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Research
Research Alert: Lea: Q1 Earnings Well Ahead Of Consensus; 2026 Guidance Maintained
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Lear Corporation (LEA) posted Q1 adjusted EPS of $3.87 vs. $3.12 (+24%), well ahead of the $3.51 consensus. Revenue rose 5% to $5.82B ($20M below consensus) and gross margin expanded 120 bps to 7.7% (20 bps below consensus). The beat was attributable to a share count reduction from buybacks, as LEA repurchased $75M of stock in Q1 and its average share count was 5% lower Y/Y. In LEA's largest market of Europe and Africa (40% of LEA's total Q1 revenue), content per vehicle rose by a robust 7.5% Y/Y, while North American content fell by 4.1%. The North American decline appears to reflect mix effects, while the European/African improvement aligns with the secular trend of increasing safety and content per vehicle. LEA maintained all prior full-year guidance. LEA shares are currently trading 3% higher in pre-market trading following the release. We think that with Q1 earnings coming in well ahead of expectations, the probability of the company raising full-year guidance later this year is significantly higher.
$LEA
Research
Research Alert: Lyondellbasell Reports Mixed Q1 Results, Provides Optimistic Q2 Guidance
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:LyondellBasell Industries N.V. (LYB) reported Q1 operating EPS of $0.49 vs. $0.33 in the prior-year period, beating consensus by $0.21 after missing estimates in four of the prior six quarters. Revenue of $7.2B missed consensus by 2% and declined 6% Y/Y. The company completed a strategic milestone with the sale of four European assets, advancing its portfolio transformation initiative expected to improve margins and reduce costs while positioning LYB with increased resilience. Management provided positive Q2 guidance, planning to maximize North American O&P operating rates, raise European O&P rates to 80%, and maintain I&D rates at 75%. However, operating cash flow deteriorated significantly to negative $269M in Q1 despite the earnings recovery, attributable to a working capital build and serving increased global demand. We believe the sustainability of expected improvements remains uncertain given persistent structural overcapacity and ongoing geopolitical volatility.
$LYB
Equities
Repsol Kept at Outperform as RBC Notes 'Strong' Refining Margins
RBC Capital Markets kept Repsol (REP.MC) at outperform, noting the Spanish oil and gas giant looks well placed to capitalize on the current refining environment."Refining margin capture has been a key concern over recent weeks, with investors worried about crude availability, particularly for coastal refiners. Repsol's indicator margin is less relevant in these volatile times, but importantly, [realized] refining margins remain strong, and look set to remain strong through the summer. In 1Q, the refining margin premium ($5.7/bbl) was higher than we had seen in recent years (highest in 1Q23 at $4/bbl), but management have noted a particularly strong start to 2Q26, with realised refining margins well above $20/bbl in April. Repsol's complex refining system is also well set up to take advantage of crude spreads (light-heavy, sweet-sour, etc.), which should support refining margins and be a relative advantage to peers," analysts said Thursday.According to the research firm, this refining strength and anticipated upstream growth offer "material upside" for Repsol's capital distribution. As such, the research firm now projects 1.5 billion euros in buybacks for the company, noting the figure is more than double the company's current guidance.On the financial front, RBC updated its estimates, including higher EPS forecasts for full-year 2026 through 2028, following Repsol's first-quarter results. The revised model accounts for a $10 per barrel refining indicator and a $5/bbl realized premium for 2026, alongside other adjustments.The stock has a price target of 32 euros.
$REP.MC