-- RBCキャピタル・マーケッツのアナリストは火曜日のレポートで、エクイファックス（EFX）の2026年業績見通しは「控えめ」であり、マクロ経済環境が安定すればアナリスト予想を上回る可能性が高いと述べた。 アナリストによると、同社の第1四半期決算は予想を上回り、特に「ロケット」事前資格審査の獲得と「堅調な」住宅ローン問い合わせにより、USIS住宅ローン収入は60%増加した。 RBCは、住宅ローン収入の伸びは鈍化し、第1四半期の38%増から通年では20%増に減速すると予想している。 アナリストは、同社の政府認証サービス収入も大幅に減速し、第1四半期の2桁台半ばの成長率から第2四半期には横ばいになると予想している。 アナリストは同社株を「アウトパフォーム」と評価し、目標株価を222ドルとしている。
Price: $188.74, Change: $-3.68, Percent Change: -1.91%
Atlas Arteria (ASX:ALX) has received an unsolicited off-market takeover proposal from IFM to acquire all remaining securities it does not already own at AU$4.75 per share in cash, a roughly 10% premium to the company's last closing price, according to a Monday filing with the Australian bourse.IFM has indicated that the offer price may increase to AU$5.10 per share if it obtains at least a 45% relevant interest before the offer closes, subject to certain "best and final" conditions, per the filing.The offer is subject to several conditions, including required third-party consents and approvals, which may or may not be met, the filing said.The company's board has established an independent board committee to assess the proposal, and shareholders are advised to take no action, the filing added.The company's securities will be temporarily suspended from trading on the Australian Securities Exchange.
Kweichow Moutai (SHA:600519) posted a 1.47% year-over-year increase in attributable net profit in the first quarter of 2026 to 27.2 billion yuan from 26.8 billion yuan, according to a Shanghai Stock Exchange filing over the weekend.Earnings per share edged up to 21.76 yuan from 21.38 yuan.Revenue jumped 6.5% to 53.9 billion yuan from 50.6 billion yuan.
PLS Group (ASX:PLS) delivered a "strong" production quarter relative to Jefferies and market forecasts, with resilient lithium pricing through the current calendar year supporting a positive outlook, said Jefferies in a Friday note.The company on Friday reported March quarter production of 232,400 tonnes and revenue of AU$567 million compared to 125,000 tonnes and revenue of AU$150 million a year ago.The investment firm added that PLS maintains elastic production capability and a clearly defined growth pipeline.The company's "soft" third quarter sales will be unwound into the fourth quarter's resilient price environment and maintain a constructive long-term view, supported by supply demand/dynamics and operational fundamentals, the note added.Jefferies kept a buy rating on PLS and raised its price target to AU$6.70 from AU$6.The company's shares rose 1% in recent Monday trade.