-- 台湾積体電路製造（TSMC、証券コード：2330）とその子会社であるTSMCパートナーズは、Arm社の株式を2億3100万ドルで売却した。 水曜日に台湾証券取引所に提出された書類によると、この取引は4月28日から29日にかけて行われ、111万株を平均価格1株あたり207.65ドルで売却した。 この売却により約1億7400万ドルの利益が得られ、TSMCはArm社の株式を一切保有しなくなった。 TSMCは、今回の売却は株式投資の売却の一環であると付け加えた。
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Research Alert: Etsy: Solid Q1 As Etsy Marketplace Gms Growth Accelerates
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ETSY delivered encouraging Q1 2026 results, with revenue of $631M beating the $617M consensus and adj-EBITDA of $185M beating $177M consensus. Etsy marketplace GMS returned to solid 5.5% Y/Y growth, marking a 540 bps improvement from Q4 2025 and the second consecutive quarter of expansion after years of decline. We believe this represents a potential inflection point led by mobile app improvements (personalization and search functions are getting better), with GMS growth accelerating to 11.2% Y/Y. For Q2 2026, ETSY guides for the third consecutive quarter of GMS growth of 3%-5% and full-year low-single digit GMS growth. We're encouraged by improving buyer metrics with active buyers at 86.6M (first sequential growth in two years) and GMS per buyer up 1.8% Y/Y. Take rate expanded 180 bps Y/Y to 25.7% while adj-EBITDA margins improved 100 bps Y/Y to 29.3%. We believe ETSY's strategic transformation is gaining traction but acknowledge an uncertain macro backdrop given the current geopolitical environment.
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