-- 華泰証券（香港証券取引所：6886、上海証券取引所：601688）は、水曜日に香港証券取引所に提出した書類によると、第1四半期の株主帰属純利益が48億元となり、前年同期の36億4000万元から32%増加した。 香港証券取引所に上場している同社の株価は、木曜午後の取引で2%近く下落した。 1株当たり利益は0.51元で、前年同期の0.38元から増加した。 営業収益は前年同期の73億7000万元から42%増加し、104億元となった。
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Research Alert: CFRA Cuts View On Enterprise Products Partners To Hold From Buy
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Research Alert: Tap: Q1 Earnings Well Ahead Of Expectations; 2026 Guidance Unchanged
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Molson Coors (TAP) posted Q1 adjusted EPS of $0.62 vs. $0.50 (+24%), well ahead of the $0.36 consensus. The beat was due to stronger-than-expected sales and margins, as net sales rose 2.0% to $2.35B ($25M above consensus) on a 2.9% drop in financial volume, partially offset by positive impacts from price/sales mix (+3.0%) and currency (+1.9%). Gross margin expanded 130 bps to 38.2% (350 bps ahead of consensus). The decline in financial volume reflected ongoing industry challenges, with U.S. brand volumes falling 3.5% due to lower share performance in core and value segments, while Canada experienced a 4.0% decline led by broader industry weakness. TAP maintained guidance for a full-year underlying EPS decline of 11%-15%, implying EPS of approximately $4.61-$4.82, versus the current consensus of $4.71 and the $5.42 earned in 2025. TAP shares are currently trading 5% higher in pre-market trading following the release. TAP's margin performance was notably strong, with COGS remaining flat despite lower volumes.
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