-- MGEエナジー（MGEE）は火曜日、第1四半期の決算を発表し、希薄化後1株当たり利益は1.32ドルで、前年同期の1.14ドルから増加した。 ファクトセットが調査したアナリストの一人は、1.13ドルを予想していた。 3月31日までの3ヶ月間の売上高は2億4270万ドルで、前年同期の2億1900万ドルから増加した。
Price: $80.48, Change: $+0.36, Percent Change: +0.46%
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Oil & Energy
Trump Calls Oil Price Surge 'Very Small Price to Pay,' Says Iran Wants to Secure Deal
US President Donald Trump said rising oil prices were a "very small price to pay" in the near term amid the ongoing Middle East conflict.Trump made the remarks while responding to reporters during a signing of a proclamation on the National Physical Fitness and Sports Month held at the White House."I thought oil would go to $200, $250, maybe $300, and I know it will be short-term... I look today, it's like at $102," Trump said, adding that's "a very small price to pay" for getting rid of an Iranian nuclear weapon.On shipping congestion in the Strait of Hormuz, Trump said Tuesday that about 400 ships are stranded there amid the ongoing Middle East conflict, adding, "...some of these tankers hold 2 million barrels..."Trump said Iran is seeking negotiations, signaling renewed pressure to secure a deal. "Iran wants to make a deal... they'll talk to me with such great respect, and then they'll go on television, they'll say, we did not speak to the President."He added that Iran should do make the right move to avoid military escalations. "They should do the smart thing... because we don't want to go in and kill people," Trump said, stressing preference for a negotiated outcome.Trump said Iran faces economic collapse with inflation near 150% as sanctions intensify."Their currency is worthless. Their inflation is probably 150%... they aren't paying their soldiers," Trump said, highlighting severe economic deterioration.He described US enforcement measures, saying the blockade is "It's like a piece of steel. Nobody is going to challenge the blockade," underscoring strict control over maritime routes.On the South Korean vessel hit by Iran on Monday in the Strait of Hormuz, Trump said, "They decided to go it alone, and their ship got the hell knocked out of it yesterday. But they didn't shoot the ships that were guarded by us."On China, Trump said he maintains a strong relationship with President Xi and plans to discuss Iran as part of broader geopolitical and energy considerations."... he gets like 60% of his oil from Hormuz," Trump said, underscoring China's exposure to the region's energy flows.He said the US has encouraged China to diversify supply routes, adding, "... send your ships to Texas... send your ships to Louisiana... Send your ships to Alaska," pointing to alternative energy sourcing options.Japan gets 90% of its oil, and South Korea 43%, from the Middle East, Trump said, highlighting the vulnerability to supply disruptions.Countries are "learning" to buy oil from the United States... they're changing their habits," Trump said, pointing to shifting global trade patterns.
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Kkr & Co. Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target by $5 to $125 using a narrower equity risk premium to capture worries about future fund performance and a forward P/E of 19.8x, near the five-year historical average at 19.0x and below the three-year average at 21.8x. Public market volatility has shifted investor sentiment to negative on shares of KKR on market uncertainties. KKR financial outcomes are the result of decisions made years ago, so portfolio construction, risk mitigation, and overall discipline should steer its fundamentals away from current market worries. However, we think monetization of private equity holdings may take longer. We lower our adjusted net income by $0.55 in both 2026 to $6.30 and 2027 to $7.50 on projected revenues of $10.1B (prior $10.5B) and $11.5B ($12.6B), respectively. We think large global investors are consolidating their investments with a small number of ALT firms; KKR is one of them. Despite the negative headlines, we think KKR is well positioned for any market upturn to accelerate monetization.
$KKR
Research
Research Alert: CFRA Maintains Buy Opinion On Shares Of Aercap Holdings N.v.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $10 to $174, or 9.3x our 2027 EPS estimate, in line with AER's three-year average forward P/E of 9.2x. After a strong Q1, we increase our 2026 EPS estimate by $0.80 to $17.05 and our 2027 EPS forecast by $1.11 to $18.76. AER reported record Q1 adjusted net income of $889 million ($5.39/share), beating consensus by 45%, and delivered a 19.4% adjusted ROE. Management raised full-year 2026 adjusted EPS guidance (excluding additional asset sales) to $14.50 (from $13-$14 previously) and announced a new $1 billion share repurchase program. AER's portfolio is well positioned, with 81% new technology aircraft, limiting exposure to potential older aircraft retirements if elevated fuel prices persist. Management secured 110 A320neo aircraft orders with attractive 2028+ delivery slots by leveraging its engine leasing leadership. Despite geopolitical headwinds, demand for aviation assets remains robust, with 87% lease extension rates and strong sales margins (24% unlevered gain).
$AER