-- 根據週二在東京證券交易所發布的公告顯示，野島建設（TYO:7419）已同意收購一家新成立公司80.1%的股份，該公司將吸收日立（TYO:6501）的家用電器業務，總對價為1101億日元。 此次對日立全球生活解決方案公司（Hitachi GLS）的收購將透過野島建設的全資子公司－一家特殊目的公司（SPC）進行。 根據協議，日立GLS將透過吸收式公司分立的方式將其家用電器業務轉移至新公司，野島建設的SPC隨後將收購多數股權。 同時，日立GLS將從Arcelik收購Arcelik Hitachi家用電器公司（AHHA）剩餘的60%股份，使新公司完全擁有AHHA，並整合日立的全球家用電器業務。 野島馬達旨在結合其在客戶服務方面的優勢和日立的製造專長，提供高附加價值產品，並建立全球一體化的商業模式。 此次股權收購預計將於截至2027年3月的財年內完成。
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$HIG
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
$BKR
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB