-- 莱迪思半导体（Lattice Semiconductor，股票代码：LSCC）同意以16.5亿美元的现金和股票从THL Partners手中收购云和人工智能服务器管理软件公司AMI。 此次收购包括10亿美元现金和价值6.5亿美元的莱迪思股票。莱迪思周一在一份声明中表示，该收购预计将于第三季度完成，但需获得监管部门批准并满足其他条件。 莱迪思表示，该交易预计将提升其毛利率、自由现金流和调整后每股收益，AMI预计在2026年实现超过2亿美元的营收。 莱迪思股价在盘后交易中上涨0.4%，此前在常规交易时段上涨了3.8%。
Related Articles
Asia
Westpac's Total Capital, CET1 Capital Up Year on Year in March Quarter
Westpac Banking (ASX:WBC, NZE:WBC) total capital and Common Equity Tier 1 (CET1) capital both increased year-over-year in the March quarter, according to a Tuesday Australian bourse filing.The bank's total capital in the three months to March came in at AU$98.54 billion, up from the AU$97.14 billion it reported in the year-ago period. Its CET1 capital for the period clocked in at AU$56.94 billion, rising from the AU$55.01 billion it reported for the March 2025 quarter.Its CET1 ratio for the March quarter was 12.4%, compared with a ratio of 12.2% in the prior-year period. It reported a liquidity coverage ratio of 132% for the quarter, compared with 135% in the same period in the previous year.
$ASX:WBC$NZE:WBC
Research
Research Alert: CFRA Raises Opinion On Shares Of Gildan Activewear To Buy From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month price target of CAD98, based on 16.0x our 2026 EPS estimate and above the company's five-year average forward P/E multiple of 12.9x, reflecting our view that the company deserves an above-peer multiple. We view the recent acquisition of HanesBrands as positive and believe the company will improve Hanes' operating efficiency while capitalizing on significant synergies. GIL reported Q1 2026 results that reflect the significant impact of its HanesBrands acquisition, with revenues increasing 64% to $1.17B, $18M above estimates, while facing substantial integration-related charges. Adjusted EPS from continuing operations declined to $0.43 from $0.59, $0.08 above consensus estimates, reflecting higher share count from the acquisition and ongoing integration expenses. We now view shares more positively after a 20% decline from its 52-week high just a few months ago. Shares currently trade at 13.5x the midpoint of the company's full-year EPS guidance.
$GIL
Asia
Medibank Private Reports Policyholder Growth in Nine Months to March 31, Maintains Outlook
Medibank Private (ASX:MPL) reported policyholder growth of 22,400 in its resident private health insurance business in the nine months to March 31, up 25% from the same period a year earlier, according to a Tuesday filing with the Australian bourse.The company said the resident private health insurance industry has become more competitive in recent months, with data showing consumers increasingly prioritizing value and some participants resorting to price-led customer propositions."While no new material trends have emerged in 2026, Medibank will continue to monitor utilization given historic behavior and competitor activity as we remain disciplined," it said.Medibank maintained its fiscal 2026 guidance, saying it does not expect global events and volatility to have a direct impact on its businesses.The company's main financial exposure is through its investment portfolio, which includes about AU$188 million of investments in equities, and through movements in Australia's cash rate where it flagged a roughly AU$7 million annual impact to investment income.
$ASX:MPL