-- 摩根士丹利週一發布的一份報告指出，StubHub (STUB) 在客戶獲取方面的投入預計將在 2026 年放緩，這將支撐其全年調整後息稅折舊攤銷前利潤 (EBITDA) 同比增長率達到約 70% 至 80% 的預期。 摩根士丹利表示，隨著公司行銷力度的放緩，StubHub 可以更穩定地提升市場佔有率和利潤率，在基本假設下，支撐其 2026 年至 2029 年三年營收和 EBITDA 複合年增長率分別達到 7% 和 13%。 摩根士丹利指出，該公司目前佔據北美二手票市場 45% 的份額，並補充說，由於多家競爭對手可能限制其利潤率增長並壓低成交率，因此，摩根士丹利仍然認為二手票市場競爭激烈，並對 2026 年以後的增長持更為謹慎的態度。 摩根士丹利表示，受國際足總世界盃的推動，對2026年StubHub的預期和市場普遍預期均有顯著上行空間，並認為該賽事可能為今年的成長貢獻約4%。 該行首次對StubHub進行評級，給予「中性」評級，目標價為8.25美元。
Price: $7.24, Change: $+0.09, Percent Change: +1.26%
James C Baker, Director, President, on April 27, 2026, executed a purchase for 25,000 shares in Kayne Anderson Energy Infrastructure Fund (KYN) for $339,250. Following the Form 4 filing with the SEC, Baker has control over a total of 1,003,019 common shares of the company, with 1,003,019 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1293613/000133167426000004/xslF345X05/primary_doc.xmlPrice: $13.51, Change: $+0.09, Percent Change: +0.66%
Two Iran-linked tankers are sailing west after US forces boarded them on April 21 and 23, with their destination still unclear, according to a Bloomberg analysis on Monday.US forces boarded the Tifani and the Phonix, also known as Majestic X, during maritime interdiction operations near Sri Lanka, the analysis said, citing the Pentagon.Tracking signals show both vessels traveling west across the Indian Ocean while staying close to each other, the analysis added.US authorities have not outlined the next steps for the ships, keeping their future route and handling unclear, according to the analysis.Despite sailing west, both tankers continue signaling Asian destinations, adding to the uncertainty over their final destinations, the analysis said.Their current path aligns with routes toward Cape Town or toward Diego Garcia in the Chagos archipelago, where the US operates a military base, the analysis noted.The US previously diverted shipments to its own ports after intercepting Venezuelan cargoes in the Caribbean Sea during a similar blockade, according to the analysis.The US began targeting Iran-linked shipping on April 13 after Tehran closed the Strait of Hormuz following attacks that started in late February, the analysis said.Although vessels can alter tracking signals, current data shows no signs of manipulation for either tanker, according to the analysis.The US Central Command did not immediately respond to' request for comments.
Real Brokerage (REAX) said Monday it agreed to acquire RE/MAX (RMAX) in a deal with an enterprise value of approximately $880 million.The agreement values each RE/MAX share at $13.80, giving shareholders the option to receive either $13.80 in cash or 5.15 shares of the newly formed Real REMAX Group, the company said.Real Brokerage's CEO Tamir Poleg will serve as chairman and CEO of the combined entity following the deal's expected closing in H2, the company said.Real Brokerage's shares were down roughly 27% while RE/MAX's stock was up nearly 21% in Monday trading.Price: $1.92, Change: $-0.76, Percent Change: -28.25%