-- トルーリー・インターナショナル・ホールディングス (HKG:0732) は、4月の売上高が約12億1000万香港ドルとなり、前年同月の14億5000万香港ドルから16%減少した。
4月30日までの4ヶ月間の売上高は、前年同期の52億5000万香港ドルから18%減の約43億3000万香港ドルを記録している。
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Research
Research Alert: Nutrien: Pricing Strength Helps Offset Volume Headwinds, Q1 Eps Beats Estimates
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Nutrien delivered robust Q1 results with adjusted EPS of $0.51 significantly outperforming the prior year's $0.11, while adjusted EBITDA increased 30% to $1.11B. Sales rose 19% to $6.05B, supported by record potash volumes of 3.51M tonnes and higher fertilizer benchmarks across all segments. Potash delivered exceptional performance with record sales volumes and improved pricing power, generating adjusted EBITDA of $578M on higher net selling prices of $264/tonne. Management reaffirmed all 2026 guidance ranges, including Retail adjusted EBITDA of $1.75-$1.95B and potash sales volumes of 14.1-14.8M tonnes. Retail operations demonstrated resilience with adjusted EBITDA surging 135% to $108M despite ongoing farm sector financial stress, while Nitrogen benefited from stronger global benchmarks though production volumes declined due to facility shutdowns. The company returned $409M to shareholders through dividends and share repurchases.
$NTR
Research
Research Alert: Celh: Q1 Well-ahead Of Expectations; Shares Jump 5%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Celsius Holdings (CELH) posted Q1 adjusted EPS of $0.41 vs. $0.18 (+128%), well-ahead of the $0.29 consensus. CELH's net sales rose 138% to $782.6M ($22.0M above consensus) but gross margin contracted 400 bps to 48.3% (40 bps below consensus) due to acquisition mix and integration costs. The strength of the top line was largely due to the Alani Nu and Rockstar Energy acquisitions which respectively contributed $368M and $67M of sales to the top line. The portfolio's retail performance showed mixed results, with Alani Nu delivering robust 100% Y/Y growth while the legacy CELSIUS brand grew 6%, and Rockstar Energy declined 13%. In Q1, CELH repurchased $24M of stock. CELH shares are trading 6% higher in pre-market trading on the big bottom-line beat. While we weren't thrilled by the company's 2025 acquisition of Rockstar Energy and how the growth of its legacy CELSIUS brand has slowed dramatically, the Alani Nu acquisition was a transformational deal which continues to pay off and drive growth.
$CELH
Research
Research Alert: Epam Modestly Lowers Fy 26 Revenue Forecast, Offset By Improved Eps View
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EPAM reported Q1 sales of $1.400B (+8% Y/Y), beating consensus ($1.394B), with organic growth of 3.7% decelerating from 5.6% in Q4 and 7.1% in Q3 but up from 1.4% growth in Q1 2025. Growth was led by Financial Services (+12%) and Software & Hi-Tech (+11%), with Business Information & Media (-0.7%) underperforming. Non-GAAP EPS of $2.86 (+19%) beat expectations ($2.75), with help from operating margin expanding 80 bps Y/Y (to 14.3%) and $324M of share repurchases. Management disappointingly lowered 2026 revenue guidance to a midpoint of 5.25% from a prior view of 6.0% (organic CC 3.75% vs. prior 4.5%) but raised EPS guidance to a midpoint of $13.13 from $12.59 as profitability improves and share count declines. While the lower sales view may fuel bears' AI competition fears, we suspect the downtick relates more to rising macro uncertainty, and we are encouraged by continued efficiency gains. Fixed-price contracts continue rising (21.7% of sales, +260 bps Y/Y), creating opportunities for margin outperformance.
$EPAM