-- 中国海洋石油総公司(CNOOC、香港証券取引所:0883、上海証券取引所:600938)は、第1四半期の株主帰属純利益が391億元となり、前年同期の366億元から7.1%増加したと、火曜日に香港証券取引所に提出した書類で明らかにした。 同社の1株当たり利益は0.82元で、前年同期の0.77元から増加した。 売上高は前年同期の1,069億元から8.6%増加し、1,161億元となった。
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Research Alert: Spotify Technology Reports Q1 Earnings Beat, Revenue In Line
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Spotify delivered strong Q1 2026 results with EPS of EUR3.45 vs. EUR2.92 consensus, as total revenue of EUR4.53B (+8% Y/Y) met guidance despite 600 bps of FX headwinds. The platform added 10M MAUs vs. 8M guidance, driving total MAUs to 761M (+12% Y/Y), while Premium subscribers grew to 293M (+9% Y/Y) with margin expansion across all metrics. We believe SPOT's continued execution demonstrates its global dominance in music streaming, with gross margins reaching a record Q1 high of 33.0% (+133 bps Y/Y) and operating margins expanding to 15.8% vs. 12.1% prior year. Guidance for Q2 2026 is for revenue of EUR4.8B, with gross margins expected at 33.1%, supported by favorable Premium segment gains. FCF generation exceeded consensus at EUR824M vs. EUR691M expected, bringing 12-month FCF to EUR3.2B, while the balance sheet remained robust with EUR5.3B in cash supporting EUR306M in share repurchases and AI-powered personalization initiatives in select markets and enhanced Audiobook Charts in the U.S. and U.K. markets.
Research Alert: Spgi: Q1 Earnings Beat On Surging Ratings Revenue
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SPGI posted solid Q1 2026 results with operating EPS of $4.97 vs. $4.37 YoY, beating the consensus by $0.15 after last quarter's miss. Revenue of $4.17B rose 10% YoY and beat the consensus by 2%, marking the third consecutive quarter of accelerating growth. We view this favorably as the Iran conflict had minimal impact on results. This validates management's confidence with improving business sentiment and reduced tariff uncertainty. Ratings was the standout performer with revenue surging 13% to $1.302B, due to robust issuance across both transaction (+15% to $712M) and non-transaction (+11% to $590M) revenue. Market Intelligence showed continued stabilization with 8% growth to $1.296B, though we believe AI disruption remains a long-term concern. Operating leverage was evident with adjusted operating margin expanding 100 bps to 51.8%, while the company returned $1.0B through repurchases and expects to return 100%+ of adjusted FCF in 2026.
TFI International Price Target Raised to US$158 at RBC
RBC Capital Markets raised its price target on TFI International (TFII.TO, TFII) to US$158 from US$137.Analyst Walter Spracklin maintained an Outperform rating on shares of the Canadian transport and logistics company following its Q1 results on Monday."With two quarters in a row of results beating (albeit lowered) expectations (Q1/26 EPS of $0.69 vs street $0.61), TFII has followed now with a quarter forward guide that (for the first time) is above expectations ($1.50 to $1.60 guide vs. street $1.31)," Spracklin said in a note to clients."While the stock has been on a run (up 40% from March lows), we believe there was still some trepidation around a conservative guide - and the stock still remains cheap relative to peers (at a P/E of 20.2x 2027 vs LTL (31x) and TL (24x) peers)," the analyst said.