-- インドネシア国営石油・天然ガス会社プルタミナの元幹部2人が、液化天然ガス（LNG）購入をめぐる事件で、中央ジャカルタ地方裁判所から禁錮刑を言い渡されたと、ジャカルタ・グローブ紙が月曜日に報じた。 プルタミナの元ガス部門責任者、ハリ・カリュリアト氏は禁錮4年半、元戦略企画・事業開発担当副社長、イェニ・アンダヤニ氏は禁錮3年半の判決を受けた。 2011年から2014年にかけて、米国のコーパスクリスティ・リクエファクション社からLNGを調達したことにより、国は1億1380万ドルの損失を被ったと報じられている。 LNGの供給過剰と需要低迷の中、プルタミナは当時、国際市場で損失覚悟でLNGを売却せざるを得なかった。 同じ取引に関連したより広範な汚職事件で、プルタミナのCEOは2025年2月に禁錮13年の判決を受けたと報じられている。 （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から得られた情報に基づいています。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、噂や憶測が含まれている可能性があります。正確性は保証されません。）
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Shopify Q1 Net Loss Narrows as Revenue Advances
Shopify's (SHOP.TO), down 5.5% in U.S. pre-market trade, Tuesday reported a narrower first quarter net loss as revenue increased.Net loss narrowed to US$581 million, or US$0.45 per share, from US$682 million, or US$0.53 per share, in the prior year period.Adjusted net income, which excludes the impact of equity investments, rose to US$360 million, from US$226 million.Revenue jumped 34% to US$3.17 billion, from US$2.36 billion, narrowly beating the US$3.1 billion forecast by analysts polled by FactSet.Gross merchandise volume (GMV) which represents the total dollar value of orders facilitated through the Shopify platform including certain apps and channels, reached slightly above US$1 billion, a statement added.For the June quarter, Shopify is guiding for revenue to grow at a high-twenties percentage rate and for gross profit dollars to grow at a mid-twenties percentage rate."Q1 delivered broad-based growth across geographies, merchant sizes, and channels, with over $100 billion of GMV in the first quarter alone," said chief financial officer Jeff Hoffmeister,. "That is the platform compounding. The durability of this model allows us to invest strategically in growth, both in the merchant-facing tools that drive commerce innovation and in the internal capabilities that let us build and ship faster. "Shopify shares were last seen down US$6.45, to US$121.10, in New York trade.
$SHOP.TO
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Research Alert: Transdigm Posts Q2 Fy 26 Beat, Strong Sales Growth Masks Margin Contraction
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TransDigm posted Q2 FY 26 (Sep.) results with net sales of $2,544M (+18% Y/Y, 3% above consensus) on 11% organic growth, while adjusted EBITDA rose 15% to $1,337M, with margins compressing 140 bps to 52.6%. Adjusted EPS of $9.85 (+8% Y/Y) beat consensus by $0.38, though the divergence between 18% revenue growth and 12% earnings growth reflects elevated interest costs from debt-funded acquisitions and a negative mix shift. The $2.2B JPE/VSA acquisition represents a strategic shift toward PMA businesses that management acknowledges will not achieve typical TransDigm margins. Management raised FY 26 guidance with sales of $10,300M-$10,420M (+17% Y/Y at midpoint) and adjusted EPS of $38.83-$40.21 (+6% Y/Y). We remain concerned about the aggressive $3.2B acquisition pipeline pressuring leverage and financial flexibility. The strategic pivot toward lower-margin PMA businesses, combined with acquisition dilution, represents a departure from TransDigm's historical margin expansion that warrants scrutiny.
$TDG
Research
Research Alert: Pfe Q1 Tops Expectations, Fueled By Diversification And Solid Pipeline Progress
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PFE delivered solid Q1 results with adj. EPS of $0.75, down 18% Y/Y but beating the consensus view of $0.72, while revenues grew 5% Y/Y to $14.5B, a solid $700M above the consensus estimate. Excluding Covid products, the underlying business showed robust 7% operational growth, with launched and acquired products delivering 22% Y/Y growth to $3.1B. We view the diversification strategy as positive, with strong oncology momentum including Padcev (+39% Y/Y to $591M) and Lorbrena (+32% Y/Y to $305M) highlighting Pfizer's evolving portfolio strength. Management reaffirmed the 2026 guidance of $59.5B-$62.5B in revenues and $2.80-$3.00 adjusted EPS. We believe the accelerating pipeline momentum is encouraging, with multiple positive Phase 3 readouts including Elrexfio and Padcev studies, plus plans to initiate approximately 20 pivotal studies in 2026. In our view, the company's focus on business development over share repurchases reflects appropriate capital allocation as Pfizer continues its post-Covid transition.
$PFE