-- 奥本海默周一发布的一份报告指出，Onto Innovation (ONTO) 收购 X 射线硬件公司 Rigaku 27% 的股份，将增强其在下一代半导体工艺控制领域的竞争优势。 分析师表示，该公司预计 X 射线计量技术将变得更加重要，将其软件与 Rigaku 的硬件相结合，将使其能够在计量领域完全成熟之前占据核心地位。 报告称，Onto 对 Rigaku 的投资价值约 7.1 亿美元，预计将在 2026 年底前实现财务增长，并使 Onto 在 Rigaku 董事会中获得一个席位，以实现战略协同。 分析师表示，先进的 V-NAND 和 DRAM 客户已经开始采用这些集成系统，其他逻辑和存储器制造商也对此表现出越来越浓厚的兴趣。 奥本海默重申了对该股的“跑赢大盘”评级，目标价为 350 美元。
Price: $291.76, Change: $-3.33, Percent Change: -1.13%
Fadu (KOSDAQ:440110) posted first-quarter net income of 10.2 billion won, rebounding from a net loss of 12.1 billion won a year earlier, according to a Monday filing with the Korea Exchange.The South Korean chipmaker's sales revenue surged 210% year over year to 59.5 billion won from 19.2 billion won.Shares of Fadu jumped nearly 14% in recent trade.
Here are the 10 ASX-listed companies with the biggest losses on Monday.Wisetech (ASX:WTC): -3%, AU$42.79NexGen Energy (ASX:NXG): -3%, AU$17.26Telix Pharmaceuticals (ASX:TLX): -2%, AU$14.47Cochlear (ASX:COH): -2%, AU$94.76Paladin Energy (ASX:PDN): -2%, AU$12.28Origin Energy (ASX:ORG): -2%, AU$12.44EVT (ASX:EVT): -2%, AU$12.44Tuas (ASX:TUA): -2%, AU$5.97Ramsay Health Care (ASX:RHC): -2%, AU$39.15Southern Cross Gold (ASX:SX2): -2%, AU$11.07
Sun Pharmaceutical Industries (NSE:SUNPHARMA, BOM:524715) has agreed to acquire US-based Organon & Co in an all-cash deal at an enterprise valuation of $11.8 billion, according to a Monday filing to the Indian stock exchanges.Under the pact, Sun Pharmaceutical will buy all outstanding shares of Organon for $14.00 per share. It plans to fund the acquisition through a combination of available cash resources and committed financing from banks.The acquisition is estimated to boost Sun Pharmaceutical's revenues to $12.4 billion.Organon, which was spun off from Merck in 2021, specializes in women's health and biosimilars and has more than 70 products sold across 140 countries.The Organon buyout is part of Sun Pharmaceutical's strategy "of growing its Innovative Medicines business," according to Sun Pharma's statement.The transaction is subject to customary closing conditions, including receipt of required regulatory approvals andapproval by Organon stockholders.