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FINWIRES

Advanced Innergy社がMatrix Composites社を1株あたり0.40豪ドルの現金で買収へ

-- マトリックス・コンポジット・アンド・エンジニアリング(ASX:MCE)は、アドバンスト・イナジー・ホールディングス(ASX:AIH)とスキーム実施契約を締結しました。この契約に基づき、アドバンスト・イナジーはスキーム・オブ・アレンジメントを通じてマトリックスの株式100%を取得することに合意し、マトリックスの株主は1株あたり0.40豪ドルの現金を受け取ることになります。これは、月曜日にオーストラリア証券取引所に提出された個別の書類で明らかになりました。 アドバンスト・イナジーは、より有利な競合提案がない限り、提示価格を最終かつ最良の価格と宣言しました。 アドバンスト・イナジーは、完全子会社を通じて、マトリックスの発行済み株式総数の19.9%に相当する株式に対するコールオプション契約を既に締結しています。このスキームは、マトリックス株主の承認、裁判所の承認、外国投資審査委員会の承認を含むすべての条件が満たされるか、または免除されることを前提として、7月末までに実施される予定です。 マトリックス社の取締役会は、より優れた提案がない限り、また独立した専門家が当該取引が株主にとって最善の利益になると結論付けることを条件として、株主に対し、当該計画に賛成票を投じるよう全会一致で勧告した。

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

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 price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

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