-- マクロニックス・インターナショナル（TPE:2337）は、以前の値上げによる力強い業績回復に続き、今後数四半期にわたってさらなる値上げを予定していると、台北タイムズが火曜日に報じた。同社は、半導体供給の逼迫を理由に挙げている。 NORフラッシュおよびNANDフラッシュ製品の主要サプライヤーであるこのメモリーチップメーカーは、組み込みNAND市場の変化と需要状況の改善から恩恵を受けていると述べている。 同紙は、呉美仁会長の投資家向け説明会での発言を引用し、需給の不均衡は依然として大きく、価格は市場動向に合わせて調整され続け、契約は毎月交渉されると述べた。 同社は、利益率の向上と売上高の急増に支えられ、直近の四半期で黒字転換を果たしたと報告した。 （マーケットチャッターのニュースは、世界中の市場専門家との会話に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる可能性があります。正確性は保証されません。）
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Research Alert: Spotify Technology Reports Q1 Earnings Beat, Revenue In Line
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Spotify delivered strong Q1 2026 results with EPS of EUR3.45 vs. EUR2.92 consensus, as total revenue of EUR4.53B (+8% Y/Y) met guidance despite 600 bps of FX headwinds. The platform added 10M MAUs vs. 8M guidance, driving total MAUs to 761M (+12% Y/Y), while Premium subscribers grew to 293M (+9% Y/Y) with margin expansion across all metrics. We believe SPOT's continued execution demonstrates its global dominance in music streaming, with gross margins reaching a record Q1 high of 33.0% (+133 bps Y/Y) and operating margins expanding to 15.8% vs. 12.1% prior year. Guidance for Q2 2026 is for revenue of EUR4.8B, with gross margins expected at 33.1%, supported by favorable Premium segment gains. FCF generation exceeded consensus at EUR824M vs. EUR691M expected, bringing 12-month FCF to EUR3.2B, while the balance sheet remained robust with EUR5.3B in cash supporting EUR306M in share repurchases and AI-powered personalization initiatives in select markets and enhanced Audiobook Charts in the U.S. and U.K. markets.
$SPOT
Research
Research Alert: Spgi: Q1 Earnings Beat On Surging Ratings Revenue
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SPGI posted solid Q1 2026 results with operating EPS of $4.97 vs. $4.37 YoY, beating the consensus by $0.15 after last quarter's miss. Revenue of $4.17B rose 10% YoY and beat the consensus by 2%, marking the third consecutive quarter of accelerating growth. We view this favorably as the Iran conflict had minimal impact on results. This validates management's confidence with improving business sentiment and reduced tariff uncertainty. Ratings was the standout performer with revenue surging 13% to $1.302B, due to robust issuance across both transaction (+15% to $712M) and non-transaction (+11% to $590M) revenue. Market Intelligence showed continued stabilization with 8% growth to $1.296B, though we believe AI disruption remains a long-term concern. Operating leverage was evident with adjusted operating margin expanding 100 bps to 51.8%, while the company returned $1.0B through repurchases and expects to return 100%+ of adjusted FCF in 2026.
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Equities
Market Chatter: Saudi Aramco Said to Pause LPG Shipments Until May After Facility Damage
Saudi Arabian Oil Co. (SASE:2222), d/b/a Saudi Aramco, will continue suspending liquefied petroleum gas shipments from its Juaymah facility in Saudi Arabia through May, Bloomberg News wrote Tuesday, citing sources.People familiar with the matter told the news outlet that necessary repairs at Juaymah have not been made yet. The facility's support structure collapsed before the Middle East war started in February.The Saudi state-run oil giant did not immediately respond to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
$SASE:2222