-- 歐盟委員會週一發表聲明稱，已根據歐盟合併條例批准EDF Renewables Polska sp. z o.o.和Eurus Energy Europe B.V.收購ME Kobiernice sp. z o.o.的共同控制權。 該交易的核心是開發和營運波蘭的電池儲能係統。 歐盟委員會表示，這筆交易不會引發競爭問題，並指出該合資企業在歐洲經濟區的業務活動微乎其微。此案已依照歐盟的簡化合併程序進行審查。
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Australia
Expand Energy Progresses on Margins, Buybacks as Shares Trade at Discount, RBC Says
Expand Energy (EXE) is advancing margin-enhancing commercial initiatives and could see increased shareholder returns through stock buybacks, with its shares trading at a "meaningful discount to peers," RBC Capital Markets said in a report emailed Monday.The firm highlighted a new 1.15 million tonnes per annum LNG offtake agreement tied to Delfin FLNG Vessel 1, which pulls forward prior timelines and supports the company's goal of $0.20 per thousand cubic feet equivalent in margin expansion, equivalent to roughly $500 million in free cash flow, according to the report.Expand Energy remains "on track" to meet its 2026 budget of $2.75 billion to $2.95 billion and production guidance of 7.4 billion to 7.6 billion cubic feet equivalent per day, while retaining flexibility to adjust activity levels in response to weak natural gas prices, the report said.The firm cited encouraging early results from Western Haynesville wells and ongoing leadership transition progress, with a CEO expected in H2 of 2026, and said that after about $1.3 billion in Q2 debt repayment, capital returns are likely to increasingly favor buybacks over "variable dividends," according to the report.RBC has an outperform rating on Expand Energy, with a price target of $145.Price: $99.78, Change: $-0.34, Percent Change: -0.34%
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Research
Research Alert: CFRA Keeps Hold View On Shares Of Mohawk Industries, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $109 from $132, 12.5x our 2026 EPS estimate of $8.71. We believe this premium multiple is justified by the long-term pent-up demand opportunity and the company's financial flexibility to navigate near-term energy cost pressures. We model a 30-bp operating margin decline in 2026 due to energy costs, which we expect will negate leverage benefits despite modest revenue growth. Our assumptions yield 2026 EPS of $8.71 (revised from $9.54) and 2027 EPS of $9.85 (revised from $10.89). The primary risk to our thesis is the potential for the current energy shock to extend into 2027, which would further weaken consumer demand and likely require downward revisions to future earnings. For now, we expect continued spending from wealthier consumers and a seesawing but present commercial demand to provide a floor for the business. This balance of near-term risk against long-term recovery potential keeps us on the sidelines, awaiting greater clarity on the macroeconomic environment.
$MHK
Australia
Piper Sandler Raises Tyson Foods Price Target to $80 From $75, Overweight Rating Kept
Tyson Foods (TSN) has an average rating of hold and mean price target of $68.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $66.19, Change: $+2.51, Percent Change: +3.93%
$TSN