FINWIRES · TerminalLIVE
FINWIRES

交银国际事业部收购麦格理集团债券

By

-- 据周四提交给香港交易所的文件显示,交银国际(港交所代码:3329)旗下子公司Preferred Investment Management以690万美元的价格从场外交易市场购入了麦格理集团(澳交所代码:MQG)发行的若干债券,总价值760万美元。 这些债券在法兰克福证券交易所上市,此次收购的目的是为了投资。

Related Articles

Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Equity Residential

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $3 to $69 per share, applying a wider equity risk premium and a forward P/FFO of 16.8x, a premium to the multifamily residential REIT average at 15.5x given EQR's premium urban, coastal markets that face less new supply in the trust's local markets. We keep our 2026 FFO estimate at $4.10 and 2027's at $4.25 on unchanged revenue forecasts of $3.2B and $3.3B. EQR and its peers have underperformed the S&P 500 given the group's defensive characteristics and slower but steady growth profile. EQR's stock beta is 0.74, indicating slightly less price volatility than the equity market. The shares offer an attractive 4.3% dividend yield, well above the S&P 500, which is below 2.0%. Our cautious view on EQR is tied to lower expectations on rental rate increases and higher operating expenses. Even in EQR's coastal markets, we are seeing the impact of weak new job growth in technology and entertainment on new tenant leases. This supports a moderating outlook for this real estate asset class.

$EQR
Research

Research Alert: Parker Hannifin: Fy Q3 Earnings Benefit As Aerospace Growth Soars

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PH delivered strong Q3 FY results with sales of $5.5B (+11% Y/Y) and adjusted EPS of $8.17 (+18% Y/Y), reflecting broad-based momentum and 6.5% organic growth across segments. The results demonstrate healthy end-market demand. The Aerospace Systems and Diversified Industrial segments contributed meaningfully to overall performance. Aerospace Systems achieved $1.81B in revenue (+15.5% Y/Y) with 14.2% organic growth, resulting in record adjusted operating margins of 29.5% (+80 bps Y/Y). The segment benefited from 22% commercial OEM growth and 14% aftermarket expansion as aircraft build rates accelerate. Order rates remained robust at +14% with record backlogs supporting future growth. The Diversified Industrial recovery gained further traction, with 3.0% organic growth and record margins of 25.3%. North America achieved 2.8% growth, while International operations saw a 3.3% expansion. We believe the sustained aerospace momentum and accelerating industrial recovery position PH well for continued outperformance.

$PH
Research

Research Alert: Martin Marietta Q1: Aggregates Strategy Accelerates, But Profitability Lags

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MLM delivered record Q1 2026 revenues of $1,362M (+17% Y/Y) with adjusted EPS of $1.93 (+14% Y/Y) and adjusted EBITDA growth of 14% to $364M, though underlying profitability metrics reflected portfolio optimization complexity. Aggregates shipments reached a record 43.9M tons (+12% Y/Y), but gross profit per ton declined 14% to $6.56 due to acquisition charges and inflation. We think the February completion of the QUIKRETE asset exchange and aggregates-focused strategy are sound moves, as aggregates carry stronger pricing power compared to cement and ready-mixed concrete. Management reaffirmed full-year 2026 guidance with mid-point adjusted EBITDA of $2.43B. We see execution risk in achieving this target, which requires Q2-Q4 adjusted EBITDA to average $689M quarterly (+5.9% vs. 2025). The troubling dynamic of 17% revenue growth while earnings from operations declined 9% represents an inversion of expected operating leverage.

$MLM