-- （更新內容包括新聞稿資訊） 殼牌（SHEL）和英力士能源公司（INEOS Energy）週二宣布，雙方已達成協議，將共同投資美洲灣的油氣勘探和開發項目，擴大雙方在現有基礎設施方面的合作。 英力士能源公司表示，將收購相關資產21%的股份，具體金額未揭露。此舉將與其在阿波馬托克斯（Appomattox）的持股相符。初期重點將放在薩姆特堡（Fort Sumter）油田、西斯科（Sisco）油井以及計劃於2030年前開採的另一口勘探井上。
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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