-- 根据周二提交给澳大利亚证券交易所的文件，Dexus（ASX：DXS）已与Boral（ASX：BLD）成立合资企业，共同开发位于墨尔本西部走廊Ravenhall的大型物流园区。该项目占地630公顷，预计可出租面积达250万平方米，但需获得重新规划和监管部门的批准。 根据文件显示，合资企业结构中，Dexus和其他资本合作伙伴共持有50%的股份，Boral持有剩余的50%。该项目将分阶段开发，并由大量第三方资本支持，以提高资本效率。 文件还补充道，Dexus将负责重新规划、开发和管理，短期内对财务的影响有限。管理费将在每个投资阶段完成后开始收取。
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Asia
Catalyst Metals Completes Mining at Western Australia Open Pit; Shares Down 6%
Catalyst Metals (ASX:CYL) completed mining at the Trident open pit within the Plutonic Gold Belt in Western Australia, allowing for the establishment of a decline and the development of an underground mine, according to a Tuesday filing with the Australian bourse.Stockpiles generated from the open pit will be transported and blended through the Plutonic processing plant over the remainder of the year, the filing said.First ore from the underground mine is expected in 2027, per the filing.Shares fell 6% in morning trade on Tuesday.
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Asia
Ventia Services Group Secures Victorian Road Maintenance Contracts Across Grampians, Eastern Metropolitan Regions
Ventia Services Group (ASX:VNT, NZE:VNT) has been awarded new contracts by the Victorian Department of Transport and Planning to deliver road maintenance services across the Grampians and Eastern Metropolitan regions under the Victorian road maintenance contract model, according to a Tuesday filing with the Australian and New Zealand bourses.The contracts have an estimated combined value of about AU$340 million over a four-year base term, covering routine maintenance, planned maintenance programs, and minor capital works, subject to government budget approvals and road priorities, per the filing.The agreements also provide extension options of up to two additional years for Grampians and up to four additional years for Eastern Metropolitan, the filing said.The company will provide comprehensive road network services, including inspections, hazard and defect rectification, emergency response, and minor capital works across rural and metropolitan arterial roads, starting July 1, the filing added.The company's shares on the Australian and New Zealand exchanges rose by around 5% and 2%, respectively, in Tuesday's trade.
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Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of Builders Firstsource, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $85 from $125, based on a 2027 P/E of 13.1x, a premium to the stock's 10-year average forward P/E of 12.1x, justified by cyclical trough market conditions. We lower our adjusted EPS estimates to $4.10 from $6.69 for 2026 and to $6.50 from $8.01 for 2027. BLDR posted Q1 2026 adjusted EPS of $0.27 vs. $1.51 (-82% Y/Y), well short of the $0.37 consensus. BLDR's Q1 sales fell 11% to $3.29B ($130M ahead of consensus), but gross margin contracted 220 bps to 28.3%. BLDR said it now expects 2026 net sales of $14.6B-$15.6B and adjusted EBITDA of $1.1B-$1.5B, versus prior expectations of $14.8B-$15.8B and $1.3B-$1.7B, respectively. Management said it remains focused on factors within its control, including serving customers, expanding its differentiated portfolio of value-added solutions, and leveraging technology to accelerate growth and drive operational excellence. We think BLDR's Q1 results underscore challenges the company faces from a weaker housing market.
$BLDR