-- Sturm, Ruger (RGR) 週一宣布，已與最大股東 Beretta 達成策略合作協議，Beretta 可將其持股比例增至至多 25%。 根據一份聲明，最低部分收購要約價格為每股 44.80 美元現金。 Ruger 表示，Beretta 也有權在公司 2026 年年度股東大會後，就此次計畫中的投資，提名至多兩名獨立董事。 聲明稱，根據協議，Beretta 承諾在三年內保持靜止狀態，不會發起或支持任何代理權爭奪，並將按照 Ruger 董事會的投票立場行使股份。 此外，Ruger 表示，Beretta 已撤回其對股東大會董事的提名，只有 Ruger 董事會推薦的候選人才會參與選舉。 該公司表示，該協議旨在「保障 Ruger 的獨立性和穩定性」。
Price: $43.29, Change: $+0.13, Percent Change: +0.30%
The Canadian government tabled its Spring Economic Update (SEU) last week, substantially revising down deficit projections for 2025, with the medium-term outlook slightly improving, said Nomura.Debt-to-GDP projections were also revised modestly lower owing to lower debt levels and a stronger growth profile over the forecast horizon, noted the bank in a note published last week.The government announced the creation of a sovereign wealth fund, with an initial endowment of $25 billion, with more details expected in the coming months.Overall, the SEU suggests Canada's fiscal position remains strong, leaving the government with additional headroom to support the economy if the CUSMA negotiations falter, while allowing the Bank of Canada to remain focused on inflation risks, stated Nomura.The SEU contained few surprises, according to the bank. The government revised down deficit projections for 2025, while the medium-term profile improved slightly.
Electromagnetic Geoservices (EMGS.OL) appointed Glenn Pettersen as interim chief executive after the company completed the sale of its operations and assets to P-2 Riggs Capital in April.The Norwegian geophysical services company on Monday said local law requires the service of a CEO even if the business is no longer actively operating, has no employees, and holds no material assets.
Estee Lauder's (EL) turnaround continues, but headwinds from the Middle East conflict could still weigh on fiscal Q4 results, RBC Capital Markets said in a Monday note.Estee Lauder reported fiscal Q3 adjusted earnings of $0.91 per diluted share, up from $0.65 a year earlier, as net sales increased to $3.71 billion from $3.55 billion. The company also raised its fiscal 2026 adjusted EPS outlook to between $2.35 and $2.45, from $2.05 to $2.25 previously.Business disruptions from the Middle East conflict are estimated to have a negative impact of $0.07 to the company's fiscal 2026 EPS and $0.06 dilutive to fiscal Q4 EPS, the investment firm said. RBC noted that Estee Lauder's updated outlook "assumes no deterioration" in the Middle East beyond May, along with current market conditions.The guidance is still "reasonable" and positions Estee Lauder to hit its targets, RBC added.RBC Capital Markets has an outperform rating and $111 price target on Estee Lauder.Price: $81.35, Change: $+2.05, Percent Change: +2.59%