-- マヒンドラ・ホリデーズ＆リゾーツ・インディア（NSE:MHRIL、BOM:533088）は、連結純利益が前年同期の7億3080万インドルピーから4億1560万インドルピーへと大幅に減少したと発表した。 同社が月曜日にインド証券取引所に提出した資料によると、3月31日締めの四半期の1株当たり利益は、前年同期の3.62ルピーから2.06ルピーに減少した。 一方、同四半期の営業収益は、前年同期の77億9000万ルピーから82億ルピーに増加した。
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Asia
New Zealand King Salmon Reaches Key Milestone in Blue Endeavour Open-Ocean Pilot Project
New Zealand King Salmon Investments (ASX:NZK, NZE:NZK) has advanced its Blue Endeavour pilot project with the successful installation of both pilot pens and a mooring grid, marking a key milestone in its open-ocean salmon farming project, according to a Tuesday filing with the Australian and New Zealand bourses.The project is expected to receive its first fish in late May to early June, delivered by the recently arrived Ronja King wellboat, which will begin operations after completing clearance and onboarding in the coming weeks, the filing added.
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Research Alert: Brown & Brown Posts Mixed Q1 Results
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BRO posted Q1 2026 adjusted EPS of $1.39 versus $1.29, modestly topping our $1.37 estimate and the $1.36 consensus view, though revenue growth of 35% to $1.9B was acquisition-driven with $435M from deals. Organic revenues were flat Y/Y at $1.35B, lagging our 4% to 8% growth forecast, while Q1 EBIT margins contracted to 28.0% from 30.4% due to acquisition costs and doubled interest expense. We believe the shares lack a near-term catalyst given below-peer organic growth rates and margin compression that removes BRO's historical premium valuation justification. Management characterized business conditions as "challenging," representing a shift from last quarter's "stable" assessment. BRO completed 43 acquisitions in 2025, including the $9.8B Accession deal, and we expect acquisitions to remain central to growth strategy as organic growth slows. In our view, the combination of flat organic growth and margin contraction will pressure the shares' premium valuation to peers.
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