-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Verizon第一季業績突破性成長，自2013年以來首次實現後付費手機淨增5.5萬部，較2025年第一季28.9萬部的淨減值實現了34.4萬部的顯著改善。同時，調整後EBITDA達到創紀錄的134億美元（年增6.7%），調整後每股盈餘成長7.6%至1.28美元。這項里程碑式的業績驗證了CEO舒爾曼的轉型策略，並標誌著Verizon競爭地位的顯著提升，這得益於更健康的客戶經濟狀況和更低的客戶流失率。管理階層將2026年調整後每股盈餘預期上調至4.95-4.99美元（成長5%-6%），並預期零售後付費手機淨增總量將達到75萬-100萬部，約2025年水準的2-3倍。對 Frontier 的收購（已於 1 月 20 日完成）預計到 2028 年將帶來超過 10 億美元的營運成本綜效，是最初預期的兩倍。我們相信，強勁的營運勢頭，加上寬頻用戶淨增加 34.1 萬以及人工智慧優先策略的部署，將使 Verizon 在持續恢復市場份額和把握融合機會方面佔據有利地位。
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Oil & Energy
Market Chatter: Turkey Plans Massive 45 Million Barrel Oil Storage Boost to Strengthen Energy Security
Turkey is set to expand crude storage capacity to 45 million barrels from 1 million, marking a major push in energy security, Turkey-based daily Yeni Safak reported Sunday.BOTAS General Manager Abdulvahit Fidan said the Tank Farm Project will sharply lift storage capacity in Ceyhan, positioning the country to better manage supply risks and strengthen its role in regional energy markets.The company plans to build 40 new oil storage tanks under the project, significantly expanding infrastructure and creating a large reserve buffer to stabilize supply during periods of volatility.BOTAS will phase the investment, starting with six tanks in 2026 and bringing the first phase online in 2028, Fidan said, according to the report.The full project will reach completion between 2030 and 2031, delivering long-term capacity gains and strengthening Turkey's ability to respond to energy market fluctuations, the report added.Fidan described the expanded storage system as a strategic safeguard that will protect the country during supply shocks and reduce vulnerability to disruptions in global oil markets.BOTAS plans to raise compressor stations to 12 from nine by 2028 and increase units to 41 from 32, lifting capacity by about 20%, Fidan said, according to the report.Turkey has delivered about 100 billion cubic meters of natural gas to Europe since 2019 and maintains energy trade ties with 39 countries across six continents, Fidan said.On liquefied natural gas, Turkey will increase regasification capacity from 161 million cubic meters to over 200 million cubic meters, further strengthening supply flexibility, he said.Fidan said these combined investments aim to position Turkey among leading global energy players, with ambitions to reach top-tier status in infrastructure and supply capability, the report added.Hasan Ozkoc, secretary general of the Mediterranean Energy Regulators, said Turkey has achieved over 95% alignment with European Union electricity market regulations, reflecting strong regulatory integration with regional energy frameworks.David Managadze, European Bank for Reconstruction and Development regional manager for Turkey and the Caucasus, said the bank's portfolio reached 65 billion euros ($76.32 billion), with Turkey accounting for 30%, while energy investments in the country exceeded 1 billion euros.Botas and the Ministry of Energy and Natural Resources of Turkey did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Commodities
Shell to Acquire Canada's ARC Resources in $16.4 Billion Deal
Shell (SHEL) has agreed to acquire Canadian energy firm ARC Resources in a transaction valued at about $16.4 billion, including debt, in a deal that is set to deepen its exposure to Canada's Montney shale basin, the companies said Monday.The acquisition will give Shell immediate production of about 370,000 barrels of oil equivalent per day and lift its expected output growth to about 4% per year through 2030, up from a previously outlined 1%.The deal also adds about 2 billion boe/d in proved and probable reserves.Shell will pay ARC shareholders a mix of cash and stock under the terms of the agreement, offering CA$8.20 ($6.02) in cash and 0.40247 Shell shares per ARC share.The consideration implies a value of about CA$32.80 per share, representing a 20% premium to the company's 30-day volume-weighted average price.The equity portion of the deal is valued at about $13.6 billion, with Shell assuming an additional $2.8 billion in net debt.Wael Sawan, the CEO of Shell, said the acquisition strengthens Shell's position in Canada's Montney shale basin, describing ARC as a "high-quality, low-cost" producer with low-carbon-intensity assets that complement the company's existing footprint.The combined company will control a significant acreage position in the Montney formation, with ARC contributing more than 1.5 million net acres alongside Shell's existing holdings of about 440,000 acres.The assets are expected to support Shell's expanding LNG operations in Canada, including supply to the LNG Canada facility, in which Shell holds a 40% stake.Shell said the deal is projected to generate double-digit returns and become accretive to free cash flow per share from 2027, while delivering about $250 million in annual savings within a year of completion.The energy firm said it expects to fund the cash portion of the deal, about $3.4 billion, within its existing capital expenditure framework, maintaining its planned annual spending range of $20 billion to $22 billion for 2027 and 2028.Price: $87.89, Change: $-1.24, Percent Change: -1.39%
$SHEL
Australia
Wedbush Lowers Compass Therapeutics Price Target to $5 From $8, Maintains Outperform Rating
Compass Therapeutics (CMPX) has an average rating of Buy and mean price target of $13.62, 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: $2.21, Change: $-2.82, Percent Change: -56.08%
$CMPX