-- DevEx Resources（ASX:DEV）は、水曜日にオーストラリア証券取引所に提出した書類の中で、ノーザンテリトリーのナバレク・ウラン・プロジェクトにおいて、ウラン鉱床発見の可能性を複数特定したと発表した。ビッグ・ラドン、KP、サンドファイア、ナバレク・ノースの各鉱区では、掘削準備が整ったターゲットが特定されている。 同社は、アリゲーター・エナジー（ASX:AGE）とリオ・ティント（ASX:RIO）から最近取得した鉱区をポートフォリオに組み込み、拡大したポートフォリオ全体で地球物理、地質、掘削データセットを統合した。 ナバレクでの掘削は6月に開始予定で、最初の掘削キャンペーンでは66坑、総延長約15,000メートルを掘削するほか、マーフィー・ウェストでも2,000メートルの掘削を行う。同社は、計画されているキャンペーンに必要なディーゼル燃料の供給を確保済みである。 同社の株価は、水曜日の直近の取引で8%上昇した。
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Research
Research Alert: Gsk Q1 Beat As Specialty Medicines Remains Strong, Reiterates 2026 Outlook
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GSK delivered a Q1 2026 beat with sales growing 2% Y/Y (5% CER), led by Specialty Medicines (+10% or +14% CER), particularly oncology with strong Jemperli and Ojjaara uptake, while Vaccines grew 4% CER on record Shingrix sales. Core EPS grew 4% or 9% CER to GBP0.465, ahead of the consensus of GBP0.44, supported by a favorable product mix and cost control that lifted the core operating margin by 1.0%-pt or 1.8%-pts CER. We view the Q1 update positively given the beat and margin expansion, though we are mindful of currency headwinds. GSK reiterated its 2026 guidance for 3%-5% sales growth and 7%-9% core operating profit growth (CER), which is broadly aligned with that of several peers like Sanofi and Roche despite implying slower growth versus 2025. We expect revenue to be supported by key Specialty Medicines products, with GSK targeting the segment to contribute more than 50% of sales by 2031 (Q1 2026: 42%), while recent acquisitions provide a much-needed boost to growth and the drug pipeline, in our view.
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Asia
Gamuda Unit Bags Nearly MYR6 Billion Project from Sabah State Water Department
Gamuda (KLSE:GAMUDA) unit Upper Padas Power received a Letter of Acceptance worth 5.98 billion ringgit from the Sabah State Water Department for Phase 1 of the Skim Bekalan Air Ulu Padas.The project forms a bolt-on development linked to the Ulu Padas Hydroelectric Project and is designed to strengthen water supply for Sabah's west coast, according to a Wednesday Malaysian bourse filing.Phase 1 involves the construction of a 350 million litres per day water treatment plant in Beaufort, along with about 200km of pipelines stretching from Sipitang to Kota Kinabalu.The project marks a key infrastructure expansion alongside its hydroelectric development in Sabah, Malaysia, the company said.
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Equities
Aker Solutions to Develop Framed Modules Components for Rolls-Royce SMR
Aker Solutions (AKSO.OL) secured a deal to develop non-nuclear parts of framed modules for Rolls-Royce (RR.L) unit Rolls-Royce SMR, according to a Wednesday release.Under a memorandum of understanding, the Norwegian energy-focused engineering group will work with Rolls-Royce SMR to define the design and scope, and modularization approach for customer projects in the UK and other countries, with an initial focus on the UK and the Czech Republic.
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