-- 香港証券取引所への月曜日の提出書類によると、BOCOM International（香港証券取引所：3329）傘下のPreferred Investment Managementは、4月29日に2,000万ドル相当の特定債券を同価格で取得した。 この債券は、2036年5月8日満期の4.6%コール条項付き固定金利債券で、Nordic Investment Bankが5月8日に発行し、Nasdaq OMX Helsinkiに上場される予定である。 この債券は投資目的で購入された。
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ProPetro Plans $500 Million Convertible Senior Notes Offering
ProPetro (PUMP) said Monday it plans to offer $500 million in convertible senior notes due 2031 in a private placement, with an additional $75 million option for initial purchasers.The notes will be senior unsecured obligations that will pay semi-annual interest and mature on Nov. 15, 2031, unless earlier repurchased, redeemed or converted, the company said.The company said it intends to use net proceeds to fund capped call transactions to reduce potential dilution, with the rest allocated to general corporate purposes.Shares of ProPetro were down more than 3% in Monday premarket activity.
$PUMP
Research
Research Alert: Tsn: A Q2 Eps Beat Despite Challenges In Beef
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TSN delivered a solid Q2 FY 26 (Sep.) EPS beat at $0.87 vs. $0.92 in the prior year, exceeding the consensus estimate by $0.09, while sales rose 4.4% to $13.6B. Chicken emerged as the standout performer with $505M operating income (+38%) and 11.8% margins (+290 bps), marking the 7th consecutive quarter of double-digit margins, reflecting supply chain improvements and chicken's strong value proposition relative to other proteins. The Pork segment recovered dramatically with margins improving to 2.6% from -14.5% due to network optimization and better capacity utilization. Management maintained its FY 26 outlook for adjusted operating income of $2.2-2.4B and total revenue growth of 2-4%. Beef headwinds persisted with -4.6% margins and 13.1% volume declines due to historically tight cattle supplies expected to continue through FY 26, while Prepared Foods maintained strong 13.9% margins. TSN returned $445M to shareholders YTD through dividends and buybacks, demonstrating continued capital allocation discipline.
$TSN
Research
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Ares Management Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We see share price weakness as a buying opportunity, as ARES has a formidable business across private credit, real assets, and private equity markets. We think public equity market worries about whether firms like ARES can continue to deliver high returns from their investment funds is misunderstood. Thus, we maintain our $160 target using a forward P/E of 26.2x compared to the three-year historical average at 30.0x and the five-year at 27.0x. We lower our 2026 EPS by $0.30 to $6.10 and 2027's by $0.40 to $7.40, our prior estimates were well above the consensus. With regard to public concerns about the potential negative impact of AI on software companies, ARES states only 5%-6% of total AUM is software-related and digital infrastructure is only 2%, not material. Default risk is claimed to be less than 1%. Dividend yield is 4.6%, supported by growing businesses with strong inflows and total AUM growth. We think the Iran-U.S. war does pose a risk to monetization of private equity holdings in funds.
$ARES