-- ミルバック・グループ（ASX:MGR）は、木曜日にオーストラリア証券取引所に提出した書類の中で、第3四半期の住宅販売件数が前年同期比12%増の592件に達したと発表した。 同社によると、年初からの決済件数は前年同期比15%増の1,076件に達し、2026年度の目標区画決済件数の約96%が確保され、利益率は目標範囲である18%～22%の範囲内に収まる見込みだという。 土地リース契約件数は前年同期比14%増の333件、販売件数は前年同期比42%増の428件だった。オフィスおよび工業用地の稼働率は約97%を維持し、短期的な契約満了リスクは最小限に抑えられている、と同書類は付け加えている。 ミルバックは2026年度の業績見通しを改めて表明し、1株当たり営業利益を0.128豪ドルから0.13豪ドル（前年同期比6.7%から8.3%増）、1株当たり配当金を0.095豪ドル（前年同期比5.6%増）とする目標を示した。 同社の株価は直近の木曜日の取引で約2%下落した。
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$HIG
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
$BKR
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB