FINWIRES · TerminalLIVE
FINWIRES

モルガン・スタンレーは、スタブハブの顧客獲得への投資は2026年に減速すると予測している。

By

-- StubHub（STUB）の顧客獲得への投資は2026年に減速すると予想され、これにより、金利・税金・減価償却費控除前利益（EBITDA）の調整後前年比成長率が約70～80%に転換するというガイダンスが裏付けられると、モルガン・スタンレーは月曜日のレポートで述べた。 同社のマーケティング活動が減速するにつれ、StubHubは市場シェアと利益率をより緩やかなペースで伸ばすことができ、2026年から2029年までの3年間の売上高とEBITDAの年平均成長率をそれぞれ7%と13%と予測している、とモルガン・スタンレーは述べた。 同社は現在、北米の中古車販売市場で45%のシェアを占めている、とモルガン・スタンレーは指摘した。また、二次市場は依然として競争が激しく、複数の競合他社が利益率の伸びを制限し、販売促進率に影響を与える可能性があるため、2026年以降の成長についてはより「慎重な見通し」を立てていると付け加えた。 モルガン・スタンレーは、FIFAワールドカップを背景に、2026年の企業成長率には同社および市場コンセンサス予想を大きく上回る可能性があると指摘し、同イベントが今年の成長率に約4%の貢献をもたらす可能性があると述べた。 同行は、スタブハブの株価目標を8.25ドルに設定し、投資判断を「イコールウェイト」とした。

Price: $7.24, Change: $+0.09, Percent Change: +1.26%

Related Articles

Insider Trading

Kayne Anderson Energy Infrastructure Fund Insider Bought Shares Worth $339,250, According to a Recent SEC Filing

James C Baker, Director, President, on April 27, 2026, executed a purchase for 25,000 shares in Kayne Anderson Energy Infrastructure Fund (KYN) for $339,250. Following the Form 4 filing with the SEC, Baker has control over a total of 1,003,019 common shares of the company, with 1,003,019 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1293613/000133167426000004/xslF345X05/primary_doc.xmlPrice: $13.51, Change: $+0.09, Percent Change: +0.66%

$KYN
Oil & Energy

US-Boarded Tankers Continue Westbound Journey Across Indian Ocean, Bloomberg Analysis Says

Two Iran-linked tankers are sailing west after US forces boarded them on April 21 and 23, with their destination still unclear, according to a Bloomberg analysis on Monday.US forces boarded the Tifani and the Phonix, also known as Majestic X, during maritime interdiction operations near Sri Lanka, the analysis said, citing the Pentagon.Tracking signals show both vessels traveling west across the Indian Ocean while staying close to each other, the analysis added.US authorities have not outlined the next steps for the ships, keeping their future route and handling unclear, according to the analysis.Despite sailing west, both tankers continue signaling Asian destinations, adding to the uncertainty over their final destinations, the analysis said.Their current path aligns with routes toward Cape Town or toward Diego Garcia in the Chagos archipelago, where the US operates a military base, the analysis noted.The US previously diverted shipments to its own ports after intercepting Venezuelan cargoes in the Caribbean Sea during a similar blockade, according to the analysis.The US began targeting Iran-linked shipping on April 13 after Tehran closed the Strait of Hormuz following attacks that started in late February, the analysis said.Although vessels can alter tracking signals, current data shows no signs of manipulation for either tanker, according to the analysis.The US Central Command did not immediately respond to' request for comments.

Australia

Real Brokerage Agrees to Acquire RE/MAX in $880 Million Deal

Real Brokerage (REAX) said Monday it agreed to acquire RE/MAX (RMAX) in a deal with an enterprise value of approximately $880 million.The agreement values each RE/MAX share at $13.80, giving shareholders the option to receive either $13.80 in cash or 5.15 shares of the newly formed Real REMAX Group, the company said.Real Brokerage's CEO Tamir Poleg will serve as chairman and CEO of the combined entity following the deal's expected closing in H2, the company said.Real Brokerage's shares were down roughly 27% while RE/MAX's stock was up nearly 21% in Monday trading.Price: $1.92, Change: $-0.76, Percent Change: -28.25%

$REAX$RMAX