FINWIRES · TerminalLIVE
FINWIRES

Eni旗下Plenitude完成5.86億美元的ACEA收購,新增120萬客戶

-- 埃尼集團(Eni,股票代號:E)週五宣布,旗下子公司Plenitude已完成一項價值約5億歐元(約5.86億美元)的收購,新增約120萬名客戶。 Plenitude是埃尼集團的子公司,已完成對Acea Energia的全部股權收購以及對Umbria Energy 50%股權的收購,該交易先前已獲得監管機構批准。 此交易將約120萬客戶轉移至Plenitude,但弱勢電力用戶除外,他們仍將由ACEA供電。 交易總對價約為5億歐元,基於4.48億歐元的企業價值,並根據截至2024年12月31日的現金狀況以及其他約定的財務調整進行調整。 該結構還包括支付給ACEA的約8,200萬歐元的股息相關調整,以及與交易時間和任何潛在財務漏洞相關的準備金。 根據營運業績,可能額外支付最高 1 億歐元的收益獎金,評估預計將於 2027 年 6 月 30 日前完成。 ACEA 是一家總部位於義大利的基礎設施集團,專注於水務、能源和環境服務,擁有 116 年的營運歷史,是義大利水務產業的領導企業,並積極拓展國際業務,同時專注於受監管資產和永續發展。 Plenitude 在 15 個以上的國家/地區開展業務,擁有 5.8 吉瓦的裝置容量和 1100 萬客戶,目標是到 2030 年實現 15 吉瓦的裝置容量、1500 萬用戶和 3 萬個電動車充電樁。

Price: $56.30, Change: $+0.62, Percent Change: +1.11%

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

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

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
Research

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.

$URI