-- 聚汇科技（深圳证券交易所代码：002027）公布第一季度归属于母公司股东的净利润为17.9亿元人民币，较上年同期的11.4亿元人民币增长58%。 根据周三提交给深圳证券交易所的文件，每股收益从0.0786元人民币增至0.1239元人民币。 营业收入同比增长2.0%，从28.6亿元人民币增至29.2亿元人民币。 这家广告公司的股价在最近的交易中上涨了5%。
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Research
Research Alert: Gsk Q1 Beat As Specialty Medicines Remains Strong, Reiterates 2026 Outlook
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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Equities
Aker Solutions to Develop Framed Modules Components for Rolls-Royce SMR
Aker Solutions (AKSO.OL) secured a deal to develop non-nuclear parts of framed modules for Rolls-Royce (RR.L) unit Rolls-Royce SMR, according to a Wednesday release.Under a memorandum of understanding, the Norwegian energy-focused engineering group will work with Rolls-Royce SMR to define the design and scope, and modularization approach for customer projects in the UK and other countries, with an initial focus on the UK and the Czech Republic.
$AKSO.OL$RR.L