-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Ecolabは第1四半期の売上高が41億ドル（前年同期比10%増）となり、市場予想を3,700万ドル上回りました。オーガニック成長率は第4四半期の3%増から4%増へと加速しました。調整後EPSは1.70ドル（前年同期比13%増）で市場予想通りでしたが、営業利益率は70ベーシスポイント上昇して16.7%となり、2027年までに20%という目標達成に向けて順調に進んでいます。成長エンジン（売上高の20%を占める）は勢いを増しており、グローバルハイテク事業はAIインフラの好調により25%のオーガニック成長を達成し、ライフサイエンス事業はバイオプロセス需要に牽引され11%の成長に加速しました。経営陣は通期EPSガイダンスを8.43ドル～8.63ドル（+12%～+15%）に据え置いたものの、エネルギー割増料金が必要となる商品コストの圧力により、第2四半期のガイダンスは予想を下回った。当社は、数年にわたるAIデータセンターの成長を見込んで、ハイテク分野の勢いは特に重要だと考えており、また、予定されているCoolITの買収はECLのエンドツーエンドの冷却能力を強化するものである。商品コストが高止まりした場合、または価格設定の実施に抵抗が生じた場合、ECLの価値提案と顧客関係が試されることになり、下半期の利益率拡大にリスクがあると見ている。
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Mining & Metals
Makenita Resources Begins Operations at the Sisson West Tungsten Project in New Brunswick
Makenita Resources (KENY.CN) launched exploration work at its Sisson West tungsten project in New Brunswick, the company said on Tuesday.A helicopter-based aeromagnetic/radiometric/VLF (very-low-frequency) survey on the entirety of Makenita's Sisson West tungsten project is now underway, said the company."It is great to finally be underway on this exciting project at a time when tungsten prices and demand are strong," said President, Jason Gigliotti. "With just over 30 million shares outstanding, any success in the ground would have a meaningful impact on the company given such a small float. Management anticipates a very active remainder of the year and is very optimistic about the near- and mid-term outlook for Makenita."Shares of the company were last seen down $0.005 to $0.095 on the Canadian Securities Exchange.Price: $0.10, Change: $-0.01, Percent Change: -5.00%
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US Markets
Kimberly-Clark First-Quarter Results Top Views; Full-Year Outlook Affirmed
Kimberly-Clark (KMB) reported better-than-expected first-quarter results and maintained its full-year outlook Tuesday, while the consumer goods maker flagged potential incremental input cost headwinds of up to $170 million in the second half due to elevated oil prices.The Kleenex tissues maker's adjusted earnings attributable to the company rose to $1.97 a share for the March quarter from $1.93 a year earlier, which was the consensus on FactSet. Net sales improved 2.7% to $4.16 billion, topping the Street's view for $4.09 billion.The company's shares were up 1.1% in Tuesday afternoon trade. So far this year, the stock has lost 1.6% in value.Kimberly-Clark said it continues to expect full-year adjusted EPS from continuing operations to grow at a double-digit rate, while adjusted EPS attributable to Kimberly-Clark are still seen flat, both on a constant-currency basis.The company also continues to expect 2026 organic sales to grow in line to ahead of the weighted average growth in the categories and countries it competes, which for the latest 12 months grew at roughly 2.5%, it said.Kimberly-Clark could face gross incremental input cost headwinds of between $150 million and $170 million in the second half of the year, if oil prices stay at the $100 a barrel level, Chief Financial Officer Nelson Urdaneta said in prepared remarks on the company's website.Energy prices have soared following the US-Israel war with Iran that started at the end of February, with the Strait of Hormuz -- the world's most important chokepoint for crude flows -- effectively closed. The conflict paused following a recent ceasefire between the US and Iran and later between Israel and Lebanon.Kimberly-Clark's first-quarter international personal care business revenue climbed 9.1% to $1.51 billion, buoyed by organic sales growth of 4% and favorable currency impacts. Sales in North America fell 0.6% to $2.65 billion, driven by a 2.7% headwind from the exit of the company's private label diaper business in the US, partially offset by organic sales growth of 1.8%."We continued to deliver solid volume-plus-mix performance while building share momentum despite continued geopolitical and macroeconomic uncertainty," Chief Executive Mike Hsu said in a statement. "We continue to generate meaningful cost savings that reinforce our strong financial foundation and enable us to invest in our exciting future."For the second quarter, Kimberly-Clark expects to incur a $50 million headwind related to a recent fire at its Ontario, California, distribution center, "as well as some incremental costs due to the conflict in the Middle East," Urdaneta said. "We expect to fully mitigate these costs in the second half of the year with the many levers available within our integrated margin management capabilities."Price: $99.40, Change: $+1.15, Percent Change: +1.17%
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Australia
Nvidia Launches Multimodal AI Model to Combine Vision, Speech and Language
Nvidia (NVDA) said Tuesday it has launched Nemotron 3 Nano Omni, an open multimodal AI model designed to combine vision, speech and language capabilities into a single system.The model can process text, images, audio and video together, eliminating the need for separate models, and it has more accuracy in tasks such as document intelligence, audio-video reasoning and computer-use applications, the company saidNvidia said the model delivers up to nine times higher throughput than comparable models, reducing costs and improve scalability while maintaining responsiveness.Nemotron 3 Nano Omni has been adopted by companies such as Foxconn and Palantir (PLTR), and others such as Dell Technologies (DELL) and DocuSign (DOCU) are evaluating the technology, Nvidia said.Price: $209.59, Change: $-7.02, Percent Change: -3.24%
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