-- Value Convergence（港交所代號：0821）宣布任命黃錦發為聯合主席，現任主席張力將於週四正式上任。 根據當天在香港交易所提交的關於此任命及職務調整的文件顯示，黃錦發自2022年4月起擔任該金融服務集團的副主席。
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Research Alert: Vistra Q1: Lotus Acquisition Drives 20.5% Ebitda Growth Despite Mild Weather
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Vistra delivered exceptional Q1 2026 results with GAAP Net Income of $1,029M versus a $268M loss in the prior year, driven by $723M in unrealized mark-to-market gains on derivatives. Ongoing Operations adjusted EBITDA increased 20.5% to $1,494M from $1,240M, benefiting from higher energy and capacity prices plus the Lotus acquisition contribution. The East segment led performance with $801M in adjusted EBITDA, up 55.8% from $514M, demonstrating the immediate accretive impact of the Lotus transaction, while Texas generation delivered solid $586M EBITDA, up 19.6%. Management continues targeting the Cogentrix acquisition of approximately 5,500 MW of natural gas capacity in 2H 2026, while recently announced Meta PPAs for PJM nuclear sites provide future earnings visibility. We believe Vistra's achievement of investment-grade ratings at both major agencies reflects the strengthened balance sheet and supports enhanced capital allocation flexibility for growth financing.
$VST
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Kraft Heinz
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target by $1 to $26, about 11.6x our 2027 EPS estimate of $2.24 (cut $0.11). We also cut our 2026 EPS by $0.07 to $2.07. We see 2026 as a heavy reinvestment year following the surprise announcement that KHC will pause its planned separation into two separate companies. The goal is to return KHC to profitable growth in 2027, with signs of a recovery expected in 2H 2026. We see risk in the outlook given intensifying competitive pressures and the possibility that these investments won't pay off as intended, though we think the company's full-year EPS outlook has appropriately de-risked near-term expectations (consensus estimates for 2026 have dropped by 18% over the last 90 days). Two metrics we're keeping an eye on are the dividend payout ratio, which will likely be ~80% in 2026 vs. the 50%-60% historical average, and leverage ratio (net debt/adjusted EBITDA), which is currently about 3.0x and matches KHC's long-term goal. We maintain our Hold rating.
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Research Alert: Evrg Q1 Beat On Large Customers & Regulated Recovery; Guidance Affirmed
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EVRG delivered solid Q1 2026 results with adjusted EPS of $0.69, beating consensus by $0.08 and representing 25.5% growth despite weather headwinds. The utility demonstrated effective execution of its regulated investment recovery strategy and continued momentum in large customer development, benefiting from weather-normalized demand growth. The company's large customer strategy advanced with a fifth electric service agreement in Kansas Central territory, with the customer expected to begin service under the Large Load Power Service tariff in 2027. Management reaffirmed 2026 adjusted EPS guidance of $4.14-$4.34 and maintained long-term expectations for 6%-8% annual EPS growth through 2030. We believe the company's ability to deliver strong earnings growth despite weather challenges demonstrates the resilience of its regulated utility model. We expect annual adjusted EPS growth exceeding 8% beginning in 2028, reflecting confidence in the large customer pipeline and capital investment program.
$EVRG