-- 弗莱彻建筑公司（ASX：FBU，NZE：FBU）周二向澳大利亚和新西兰证券交易所提交的文件显示，该公司承认近期媒体报道了其正在进行的住宅和开发部门战略评估，其中包括有关可能出售工业地产的猜测，但拒绝就此作出进一步评论。 文件还补充道，该公司重申，战略评估仍在进行中，工业用地出售流程已在进行，同时菲利克斯街物业的剥离工作也在进行中。
Related Articles
Research
Research Alert: Duolingo: Strong User Growth Supports Q1 Beat
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DUOL delivered solid Q1 results with revenue climbing to $292M and EPS of $0.89 versus $0.72 in the prior year, driven by 31% subscription revenue growth to $251M and 15% advertising growth to $21M. Operational efficiency improved notably with adjusted EBITDA advancing 33% to $83.4M (28.6% margin, +140 bps) while free cash flow reached $147.8M. The company's AI-powered content creation capabilities enabled publication of 20,500 course units - nearly triple the 2025 run rate - supporting 21% DAU growth to 56.5M and paid subscriber expansion to 12.5M. Management targets FY bookings of $1.28B (+10.5%), revenue of $1.2B (+16.1%), and adjusted EBITDA of $310M (25.7% margin). We expect continued momentum from AI-driven features and expansion into chess, math, and music, though anticipate gross margin compression from 71.0% to ~69.0% by Q4 as AI capabilities broaden. We believe DUOL's medium-term goal of 100M DAUs by 2028 remains achievable given strong user engagement trends and content innovation capabilities.
$DUOL
Asia
Regis Resources to Acquire Vault Minerals in Merger of Equals
Regis Resources (ASX:RRL) agreed to acquire Vault Minerals (ASX:VAU) in a merger of equals to create a major gold producer with a pro forma market capitalization of about AU$10.7 billion, according to a Tuesday joint filing with the Australian bourse.Under the proposed deal, Vault shareholders will receive 0.6947 shares in Regis for each Vault share owned. Regis shareholders will own about 51% of the merged company and Vault shareholders the remaining 49%, per the filing.The combined company will be listed in Australia and is expected to produce more than 700,000 ounces of gold per year through five operating assets across Western Australia.Regis CEO Jim Beyer will be the CEO of the combined firm, with Anthony Rechichi as its chief financial officer and Michael Holmes as chief operating officer.The merger partners said they see opportunity to realize more than AU$500 million of corporate tax benefits and reduce the combined firm's cost of capital.The deal is subject to certain conditions, including court, regulatory, and Vault shareholder approvals, and carries a break fee of about AU$50.7 million.
$ASX:RRL$ASX:VAU
Asia
Regis Healthcare to Benefit from Higher Govt Spending on Aged Care, Says Jefferies
Regis Healthcare (ASX:REG) is expected to reap benefits from higher government funding into aged care sector, Jefferies said Monday in a note, adding that it is awaiting clarity from the upcoming federal budget announcement this month.The government has announced plans for a AU$3 billion investment in aged care, which includes an increased accommodation supplement.The investment firm assumes that if 40% of Regis' residents received a AU$15 higher daily accommodation supplement, the company could see around a 10% boost in EBITDA per place over 12 months. Regis expects fiscal 2026 underlying EBITDA of around AU$135 million.Jefferies is also confident in the company's fiscal 2027 outlook despite near-full occupancy as Regis continues to expand its portfolio and increase the proportion of residents paying Refundable Accommodation Deposit (RAD). The company reported average occupancy of 95.9% in mature homes in the third quarter.Jefferies maintained a buy rating and increased its price target by 35% to AU$9.
$ASX:REG