-- （标题和最后一段更新了股票走势。） 据周三提交给澳大利亚证券交易所的文件显示，oOh!media（ASX：OML）收到Pacific Equity Partners提出的非约束性收购要约，拟以每股1.40澳元现金收购该公司。 根据该文件，该要约需满足多项条件，包括完成尽职调查、获得oOh!media董事会一致推荐以及获得监管机构批准。 该公司表示，正在与财务顾问瑞银证券澳大利亚公司和法律顾问Mallesons共同评估该要约。 oOh!media的股价在周三的交易中飙升了41%。
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GSK delivered a Q1 2026 beat with sales growing 2% Y/Y (5% CER), led by Specialty Medicines (+10% or +14% CER), particularly oncology with strong Jemperli and Ojjaara uptake, while Vaccines grew 4% CER on record Shingrix sales. Core EPS grew 4% or 9% CER to GBP0.465, ahead of the consensus of GBP0.44, supported by a favorable product mix and cost control that lifted the core operating margin by 1.0%-pt or 1.8%-pts CER. We view the Q1 update positively given the beat and margin expansion, though we are mindful of currency headwinds. GSK reiterated its 2026 guidance for 3%-5% sales growth and 7%-9% core operating profit growth (CER), which is broadly aligned with that of several peers like Sanofi and Roche despite implying slower growth versus 2025. We expect revenue to be supported by key Specialty Medicines products, with GSK targeting the segment to contribute more than 50% of sales by 2031 (Q1 2026: 42%), while recent acquisitions provide a much-needed boost to growth and the drug pipeline, in our view.
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Asia
Gamuda Unit Bags Nearly MYR6 Billion Project from Sabah State Water Department
Gamuda (KLSE:GAMUDA) unit Upper Padas Power received a Letter of Acceptance worth 5.98 billion ringgit from the Sabah State Water Department for Phase 1 of the Skim Bekalan Air Ulu Padas.The project forms a bolt-on development linked to the Ulu Padas Hydroelectric Project and is designed to strengthen water supply for Sabah's west coast, according to a Wednesday Malaysian bourse filing.Phase 1 involves the construction of a 350 million litres per day water treatment plant in Beaufort, along with about 200km of pipelines stretching from Sipitang to Kota Kinabalu.The project marks a key infrastructure expansion alongside its hydroelectric development in Sabah, Malaysia, the company said.
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International
Thailand Keeps Policy Rate Steady at 1%, as Expected
The Bank of Thailand's Monetary Policy Committee unanimously voted to keep the policy rate unchanged at 1%, as expected by analysts, according to a Wednesday press release.The committee said Thailand's economy is expected to slow as the Middle East conflict drives up costs, weakens household purchasing power and adds uncertainty to the outlook.While earlier data showed stronger-than-expected growth supported by domestic demand and exports, GDP is now projected to ease to 1.5% in 2026 and 2.0% in 2027 due to war-related impacts.Private consumption is expected to come under pressure from higher living costs and weaker incomes, while tourism arrivals may also decline. Export growth, however, is expected to remain supported by global demand for tech products. Inflation is projected to average 2.9% in 2026 before easing to 1.5% in 2027 as supply pressures fade, the central bank said.
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