-- フィッチは木曜日、ヴァルレック（VK.PA）の長期発行体デフォルト格付けを「BBB-」に据え置き、見通しを「安定的」とした。 フランスの鋼管メーカーであるヴァルレックの格付けは、同社の保守的な財務方針、主要生産拠点、そして企業価値向上戦略などを反映したものである。 また、今回の格付けには、シームレス鋼管市場における同社の強固な地位、量より価値を重視する姿勢、継続的なコスト削減、そして事業規模最適化策も含まれている。
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Research
Research Alert: Mg: Q1 Earnings Well Ahead Of Expectations; Guidance Revisions Mixed
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Magna International (MG) posted Q1 adjusted EPS of $1.38 vs. $0.78 (+77%), well ahead of the $1.01 consensus, owing to much stronger-than-expected sales and margins, as revenue rose 3.1% to $10.38B ($110M above consensus) and adjusted EBIT margin expanded 190 bps to 5.4% (120 bps above consensus). MG lowered 2026 revenue guidance to $41.5B-$43.1B from $41.9B-$43.5B (current consensus: $42.4B). The only other change to previous guidance was a reduction in its net interest expense expectation to $165M from $180M. Other prior guidance was unchanged. While the company did not raise full-year EPS guidance, we think a raise is now more likely given the magnitude of the beat, although we think management's caution is understandable given current macro uncertainties. Given MG's broad product diversification across the automotive parts and equipment space, and status as the largest North American auto supplier, we think the strength of its Q1 results has positive implications for other auto suppliers.
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Research
Stifel Nicolaus Initiates Coverage on Septerna With Buy Rating, $43 Price Target
(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
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Mining & Metals
Belo Sun Mining Provides Update on Volte Grande Project
Belo Sun Mining (BSX.TO) expects to provide a comprehensive update on the Volte Grande Project in Brazil by the end of the second quarter, the company said on Friday.Belo Sun was re-issued the installation license (LI) with updated conditions, for the project last February, and has since been working with the authorities to clarify the technical work required to satisfy the conditions. The update will outline the next phase of work as the project advances toward construction.The new LI, which is valid until April 2029, maintains the same project scope, studies, and layout, and allows Belo Sun to advance the project, the company added."The reissued Installation License is an important step forward for the Project and provides greater clarity on the permitting framework. We are encouraged by SEMAS's constructive and collaborative approach following the reinstatement of the LI, and by the ongoing dialogue as we work together to advance the Project to maximize its benefits for all stakeholders. Our focus remains advancing the Project responsibly while supporting employment, training and economic opportunities for local communities," said chief executive Clovis Torres.Belo Sun shares closed down $0.02, to $1.20 on Thursday on the Toronto Stock Exchange.
$BSX.TO