-- 根据周四提交给澳大利亚证券交易所的文件，Nine Entertainment（ASX：NEC）已完成将其全部广播电台资产出售给Laundy家族办公室的交易，交易金额为5600万澳元，不含现金和债务，此外还将获得5100万澳元的未来现金税收优惠。 该公司表示，预计Laundy将成为其长期合作伙伴。Laundy集团计划在广播节目中启用Nine News的记者，通过Laundy旗下场馆推广Stan Sport，并提供推广、广告销售方面的合作，以及增加在Nine旗下媒体的广告支出。 Nine表示，公司通过播客、文本转音频和视频播客等方式，在数字音频市场保持着“不断增长的影响力”。公司利用其视频制作和分发能力，并通过现有销售团队在9Now、Stan等平台以及出版媒体等渠道实现盈利。
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Research Alert: Caterpillar Q1: Construction Machinery Restocking Enables Strong Results
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Caterpillar's (CAT) Q1 earnings beat expectations with EPS of $5.47 vs. the consensus of $4.64, as sales surged 22% Y/Y to $17.4B, supported by $2.3B from higher volumes and $426M from pricing. Despite tariff headwinds that pressured operating margins lower by 30 bps, operating profit rose 20% on strong sales growth. Growth stemmed from CAT's cyclical Construction segment rather than the increasingly important Power & Energy business. Management guided tariff costs at $2.2B-$2.4B for 2026. Construction Industries led with sales rising 38% to $7.2B and segment profit surging 50% to $1.54B, with margins expanding 160 bps to 21.4% despite tariff pressures from dealer restocking. Power & Energy maintained momentum with 22% sales growth to $7B; however, margins compressed 170 bps to 20.6% as tariff costs weighed, while power generation sales increased 41% to $2.8B on data center demand. Resource Industries disappointed, with segment profit plummeting 39% to $378M as margins compressed 700 bps to 10.0%.
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Research
Research Alert: Mo: Q1 Well Ahead Of Expectations; Guidance Unchanged
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Altria (MO) posted Q1 adjusted EPS of $1.32 vs. $1.23 (+7%), well above the $1.25 consensus. Net revenue rose 5.3% to $4.76B ($180M above consensus) as higher price realizations fully offset lower volumes, which declined 2.3% for smokeable products and 3.1% for oral tobacco. MO maintained 2026 adjusted EPS guidance of $5.56-$5.72, the midpoint of which is ahead of the $5.62 consensus and implies Y/Y growth of 2.5%-5.5% from the $5.42 earned in 2025. The company expects more balanced growth between the first and second halves of 2026, with guidance now contemplating moderated e-vapor industry growth impacts and increased macroeconomic uncertainty. MO repurchased $280M in shares and paid $1.8B in dividends during the quarter. Despite the big Q1 beat, MO shares are currently trading flat in pre-market trading, likely reflecting concerns as to why the company didn't raise full-year guidance considering the strength of Q1 results. However, we note that MO has a long history of providing conservative guidance.
$MO
Mining & Metals
OR Royalties Sells Stake in Osisko Metals for US$34.8 Million
OR Royalties (OR.TO) has sold its entire remaining non-core equity position in Osisko Metals (OM.TO), generating US$34.8 million in proceeds, Osisko Gold Royalties said Thursday.Osisko Gold Royalties also provided an update on its portfolio. The expanded and accelerated mine plan at Alamos Gold's (AGI.TO) Island Gold District in Canada is expected to transition a greater proportion of production from OR Royalties' current 1.38% net smelter return royalty (NSR) coverage to OR Royalties' 2.0% and 3.0% NSR royalty boundaries.Benz Mining (BZ.V) is conducting a 250,000 meter drill program at the Glenburgh gold project in Western Australia. OR Royalties holds a 1.08% gross revenue royalty on Glenburgh.Talisker Reosurces (TSK.TO) closed a C$52.1 million bought-deal financing in March as it expanded a 2026 diamond drill program at the Bralorne mine in British Columbia to 105,000 meters from 30,000 m. OR Royalties holds a 1.7% NSR royalty on Bralorne.PMET Resources (PMET.TO) has submitted an environmental and social impact assessment for the Shaakichiuwaanaan project in Quebec. OR Royalties's interests in the project includes a sliding-scale 1.5-3.5% NSR royalty on precious metals and 2.0% on lithium and other products.OceanaGold (OGC.TO) reported high-grade drill results from the Wharekirauponga project in New Zealand, including 14.9 meters at 16.3 grams per tonne gold. OR Royalties owns a 2.0% NSR royalty on the project.
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