-- モビコン・グループ（香港証券取引所：1213）傘下のMBMプロパティーズ（プロプライエタリー）は、ヨハネスブルグにある住宅物件を約830万南アフリカランドで取得した。これは火曜日に香港証券取引所に提出された書類で明らかになった。 この非公開の住宅物件は、2014年に売主が取得して以来、一切収益を生み出していない。 売主のマヌエル・アルナルド・デ・ソウザ・モウティーニョ氏は、同社の上級経営陣の一員であり、傘下企業モビコン・マンテックの株式39%を保有し、同社の子会社5社の取締役も務めている。 電子部品販売会社によると、もう一人の売主であるアナベラ・ディオゴ氏は、モウティーニョ氏の妻である。
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Research Alert: Ingr: Tough Start To Year As Operational Disruptions Continue; Guidance Cut
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:INGR delivered disappointing Q1 results with adj. EPS of $2.34 (-21% Y/Y), missing consensus by $0.13, while net sales declined 1% to $1,792M, in line with expectations. Adj. operating income dropped 22% to $212M, with the Food & Industrial Ingredients - U.S./CAN segment particularly weak as operating income plunged 63% to $34M due to ongoing Argo facility disruptions. The company cut its 2026 outlook, now expecting adj. EPS of $10.45-$11.15 (from $11.00-$11.80) and net sales flat to up low single digits. Management indicated the Argo facility recovery has taken longer than expected following the 2025 thermal event, with sequential improvement anticipated in Q2 2026 and a return to normal operations targeted for H2 2026. We are disappointed with the results as our expectation was that the Argo facility issues would have been resolved by now, though we expect gradual improvement as operational challenges normalize in the second half.
$INGR
Research
Research Alert: It: Growth Metrics Fight Off Deceleration But Remain Stuck; Margins Impress
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:IT reported Q1 2026 sales of $1.51B (-1.5% Y/Y, -4.3% ex-FX), near consensus of $1.52B, with Insights (87% of total) flat Y/Y to continue a deceleration from +1% in Q4 and +4% in Q3. Non-GAAP EPS of $3.32 (+11%) beat Street estimates of $2.92, helped by Insights contribution margin expanding 110 bps Q/Q to 78.2% and strong buyback activity of $535M. Global CV growth remains stuck, growing by just 1.0% Y/Y to $5.3B, but these results improved from 0.8% in Q4, reversing a multi-quarter deceleration. We expect CV growth to improve from here on AskGartner momentum. Wallet retention of 77.7% (+20 bps Q/Q, -530 bps Y/Y) and Client retention of 85.0% (-30 bps Q/Q, +60 bps Y/Y) were largely unchanged Q/Q. FY 26 sales guidance was revised from >$6.455B to >$6.405B (-1% Y/Y), with Q1's weak Consulting results (-17%) contributing the entirety of the reduction, which may spook investors worried about AI competition. Still, IT raised its EPS forecast to >$13.25 (flat Y/Y) from >$12.30 prior, providing decent support.
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Commodities
USA Compression Partners Adds Horsepower in Q1 with J-W Power Acquisition, Usage Intensity Slips
USA Compression Partners (USAC) said Tuesday its Q1 average horsepower utilization stood at 91.9%, down from 94.4% for Q1 2025, when total active horsepower was a smaller 3.56 million.The company said its acquisition of J-W Power and parent J-W Energy added 800,000 active horsepower across the Northeast, Midcontinent, Rockies, Gulf Coast and the Permian Basin, taking its total to 4.4 million active horsepower.CEO Clint Green said that the acquisition was particularly timely given the fact that new engine procurement lead times have recently begun to exceed two years.USA Compression Partners is one of the largest independent natural gas compression services in the country in terms of compression fleet horsepower.The company's customer base comprises producers, processors, gatherers and transports of natural gas and crude oil.
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