-- ロイター通信が火曜日に報じたところによると、シェブロンはシンガポール・リファイニングの株式50％とその他の地域資産をENEOSに売却する手続きを5月中に完了させることを目指している。 ロイター通信は、この件に詳しい2人の関係者の話として、10億ドル以上と評価されるこの取引は、米イラン戦争の影響で遅れていると付け加えた。 両社は現在、オフテイク契約を含む取引条件の一部を検討しているという。 （マーケットチャッターのニュースは、世界中の市場関係者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: Sherwin-willams Q1 Eps Tops Expectations
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SHW posted Q1 adjusted EPS of $2.35 versus $2.25 prior year, beating our $2.17 estimate and $2.27 consensus view. Net sales advanced 6.8% Y/Y to $5.67B, exceeding our 4.0% growth forecast, led by the Suvinil acquisition, favorable FX, and modest volume gains. The company demonstrated solid operational execution, with Paint Stores same-store sales improving to 2.4% from 1.2% in the prior year and Consumer Brands posting 19.2% growth, though North American DIY demand remained soft. Management maintained FY2026 guidance of low- to mid-single-digit sales growth with adjusted EPS projected at $11.50-$11.90, representing ~2.4% growth at the midpoint. Gross margin expanded 90bps to 49.1% on moderating raw material costs and improved pricing, though SG&A rose 9.8% as Suvinil integration costs pressured margins. The company also continued its shareholder return program in Q1, deploying $772.7M through dividends and share repurchases, despite acknowledging persistent macroeconomic uncertainty.
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Research
Research Alert: Ecolab Posts Solid Q1; Accelerated Growth; Near-term Margin Pressure Expected
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ecolab reported Q1 sales of $4.1B (+10% Y/Y), $37M above consensus, with organic growth accelerating to +4% from +3% in Q4. Adjusted EPS of $1.70 (+13% Y/Y) met consensus, while operating margin expanded 70 bps to 16.7%, progressing toward the 20% target by 2027. Growth engines (20% of sales) showed strengthening momentum, with Global High-Tech delivering +25% organic growth from AI infrastructure and Life Sciences accelerating to +11% led by bioprocessing demand. Management maintained full-year EPS guidance of $8.43-$8.63 (+12% to +15%) but guided Q2 below estimates due to commodity cost pressures requiring energy surcharges. We view the High-Tech momentum as particularly significant given the multi-year AI data center runway, while the pending CoolIT acquisition reinforces ECL's end-to-end cooling capabilities. We see risk to 2H margin expansion if commodity costs remain elevated or if pricing implementation faces resistance, testing ECL's value proposition and customer relationships.
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Asia
China Resources Pharmaceutical Unit Sells 1.4 Billion Yuan Bonds
China Resources Pharmaceutical (HKG:3320) unit China Resources Pharmaceutical Commercial Group completed the issue of 1.4 billion yuan of 1.65% corporate bonds in China maturing in three years, according to a Tuesday Hong Kong bourse filing.The pharma firm intends to use proceeds for production expenditures, including the replenishment of working capital, repayment of debt, and project investments.
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