-- FactSetが調査したアナリストによると、Booking（BKNG）の平均レーティングは「買い」、平均目標株価は228.43ドルです。 （は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください：https://www..com/contact-us）
Price: $173.84, Change: $+0.52, Percent Change: +0.30%
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Asia
Super Retail Group Appoints CFO
Super Retail Group (ASX:SUL) appointed Sarah Hunter as chief financial officer, effective June 1, according to a Thursday filing with the Australian bourse.Hunter will succeed David Burns, who will remain CFO until Aug. 28 before retiring in November, per the filing.Hunter most recently served as the managing director of Officeworks, the filing added.
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Research
Research Alert: Sba Communications Q1: Millicom Integration Drives Growth & Margin Headwinds
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SBAC reported Q1 revenue of $703M (+5.9% Y/Y), beating consensus estimates by $9M, compared to $664M in Q1 2025. Site leasing revenue rose 6.5% Y/Y to $656M (+4.5% excluding foreign exchange impacts), while site development revenue declined 1.6% to $47M in the quarter. International site leasing revenue surged 32.6% Y/Y (+24.8% ex-FX) to $206M, primarily due to successful Millicom asset integration and expanding Central America build-to-suit tower development activities. Excluding total churn impact, organic leasing revenue growth reached a robust 8.3% Y/Y, with Sprint-related churn at 1.3% and regular churn at 2.7% of revenues. The strong international performance reflects successful integration of recently acquired assets and continued strategic expansion in Central America markets. Overall operational metrics demonstrate solid underlying growth momentum despite ongoing domestic churn headwinds, with international operations providing significant growth acceleration.
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Asia
T&G Global Plans Divestment of New Zealand Fresh Produce, Pacific Units
T&G Global (NZE:TGG) said it is in talks to sell its New Zealand fresh produce operations to founder J & P Turner and its Fijian and Pacific businesses to Bidfood to focus on its Apples and VentureFruit platforms, according to a Thursday filing with the New Zealand bourse.The proposed divestments cover T&G Fresh tomato, berry, citrus, and stone fruit growing operations; wholesale networks; and export businesses, per the filing.T&G Global added that it has appointed Goldman Sachs as financial adviser to assess strategic options, including a potential sale of the company, after it was notified of BayWa Global Produce's plan to exit its remaining shareholding.
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