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FINWIRES

NWS Warns Pacific Storm to Impact West Coast, Sierra-Nevada

-- The US National Weather Service on Tuesday said much of the West Coast will likely experience strong winds and rain, while the Sierra-Nevada may encounter mountain snow through Wednesday, due to a Pacific storm system.

Meanwhile, the Mid-South and Southeast will remain under fire weather conditions, brought about by gusty winds and dry weather.

The NWS issued a winter storm warning early Tuesday for parts of California, including Lassen National Park, Chester, Red Bluff, Corning, Quincy, Paradise, Oroville, Blue Canyon, Grass Valley, Placerville, Jackson, Murphys, Sonora, Mariposa, Oakhurst, Fresno, Selma, Visalia, Tulare, and Porterville. The cities' main service providers are Algonquin Power & Utilities' (AQN) Liberty, PG&E's (PCG) Pacific Gas and Electric Co., and Edison International's (EIX) Southern California Edison.

A high wind warning was posted for California's Death Valley and Nevada's Austin, Eureka, Ely, Tonopah, and Beatty. Berkshire Hathaway Energy (BRK.B) subsidiary NV Energy primarily serves the Nevada area.

The agency issued a red flag warning for Colorado's Craig, Rangely, Meeker, Fort Collins, Greeley, Fort Morgan, Sterling, Julesburg, Akron, Boulder, Denver, Georgetown, Castle Rock, Deer Trail, Limon, Colorado Springs, Fairplay, Aspen, Buena Vista, Canon City, Saguache, Pueblo, Ordway, Eads, Lamar, La Junta, Westcliffe, South Fork, La Veta Pass, Alamosa, San Luis, Trinidad, Kim, and Springfield. The state's major electric providers are Xcel Energy (XEL) and Black Hills' (BKH) Black Hills Energy.

In Wyoming, a similar warning was posted for Bill, Lance Creek, Lusk, Glenrock, Douglas, Glendo, Torrington, Wheatland, Chugwater, Pine Bluffs, and Cheyenne, primarily served by Black Hills Energy and PacifiCorp's Rocky Mountain Power.

In Nebraska, Chadron, Harrison, Alliance, Scottsbluff, Bridgeport, Harrisburg, Kimball, and Sidney were placed under the same warning.

Parts of Florida, including Jacksonville, Lake City, Gainesville, Ocala, Daytona Beach, Cedar Key, Crystal River, Wildwood, Brooksville, Orlando, Lakeland, New Port Richey, Clearwater Beach, Tampa, Bartow, Melbourne, Wauchula, Bradenton, Sarasota, Sebring, Arcadia, Fort Pierce, Punta Gorda, and Fort Myers, were also issued a red flag warning. NextEra Energy (NEE) unit Florida Power & Light, Duke Energy (DUK), and Emera subsidiary Tampa Electric are the major electricity providers in the state.

The NWS issued a freeze warning for the whole of Virginia, excluding Monterey, and most of Maryland, except Oakland and Cumberland. Virginia is within the service areas of Dominion Energy (D) and American Electric Power's (AEP) Appalachian Power, while Maryland is mainly served by FirstEnergy (FE) subsidiary Potomac Edison and Exelon's (EXC) Pepco, BGE, and Delmarva Power.

In West Virginia, a similar warning was posted for Morgantown, Fairmont, Clarksburg, Elkins, Parkersburg, Sutton, Huntington, Charleston, Snowshoe, Beckley, Lewisburg, and Bluefield, primarily served by Appalachian Power and First Energy subsidiaries, Mon Power and Potomac Edison.

The states of Delaware and New Jersey were placed under the same warning. Delmarva Power primarily serves Delaware, while FirstEnergy's Jersey Central Power & Light, Public Service Enterprise's (PEG) Electric and Gas Co., Exelon's Atlantic City Electric, and Consolidated Edison's (ED) Orange and Rockland serve New Jersey.

The agency also issued a freeze warning for most of Pennsylvania, excluding Scranton. The state's main service providers are Duquesne Light, PPL's (PPL) Electric Utilities unit, UGI's (UGI) Utilities unit, Exelon's Peco, First Energy units, Penelec, Penn Power, West Penn Power, and Met-Ed.

In Connecticut, Danbury, Stanford, Bridgeport, New Haven, Middletown, and New London were issued the same warning. Eversource Energy (ES), PPL's Rhode Island Energy, and Avangrid's (AGR) The United Illuminating Co. mainly serve these areas.

New York's Middletown, Newburgh, Peekskill, Islip, Riverhead, and Montauk, were under the same warning. The cities' main service providers are Public Service Enterprise's Long Island unit, Consolidated Edison's Co. of New York and Orange and Rockland, and Avangrid units, Rochester Gas and Electric and New York State Electric & Gas.

In Ohio, a similar warning was posted for Sandusky, Elyria, Cleveland, Ashtabula, Youngstown, Canton, New Philadelphia, Mansfield, Findlay, Zanesville, Columbus, New Lexington, and Jackson. The state's main electricity providers are AES' (AES) Ohio unit, American Electric Power's Ohio unit, Duke Energy, and First Energy subsidiaries, Ohio Edison, Toledo Edison and Illuminating Co.

Kentucky's Morehead, West Liberty, Jackson, Pikeville, Hazard, Corbin, London, and Middlesboro were under the same warning. The cities' main service providers are American Electric Power's Kentucky Power and PPL's LG&E and KU Energy.

North Carolina's Boone, Mount Airy, Winston-Salem, Roxboro, Henderson, and Roanoke Rapids, within Duke Energy's and Dominion Energy's service zones, were also issued a similar warning.

The NWS issued a flood warning for areas near Washington's Winthrop, served by Puget Sound Energy, and near Texas' San Antonio and Karnes City, served by American Electric Power's Texas unit.

A similar warning was posted for areas near Ohio's Defiance and cities close to Indiana's Fort Wayne, Angola, and Plymouth, mainly served by NiSource's (NI) Northern Indiana Public Service Co.

The same warning was issued for parts of Illinois' Waukegan, Rockford, Freeport, Aurora, Dixon, Clinton, Ottawa, Peoria, Pekin, Canton, Havana, Carbondale, Quincy, Carlinville, and Chester. The main electricity providers in these areas are Ameren's (AEE) Illinois unit, Exelon's ComEd, and Berkshire Hathaway Energy's MidAmerican Energy.

Missouri's Nevada, mainly served by Liberty, and areas near Iowa's Clinton, Davenport, Burlington, Iowa City, and Cedar Rapids, within the service area of Alliant Energy (LNT) and MidAmerican Energy, were placed under the same warning.

In Michigan, areas under the same warning include parts of Petoskey, Rogers City, Traverse City, Houghton Lake, Cadillac, Manistee, Big Rapids, Muskegon, Grand Rapids, Saginaw, Ionia, Kalamazoo, Houghton, Marquette, Escanaba, Iron Mountain, and Menominee. The state is primarily served by CMS Energy's (CMS) Consumers Energy, Upper Peninsula Power, Xcel Energy, and WEC Energy (WEC) subsidiaries, Upper Michigan Energy Resources and We Energies.

In Wisconsin, areas near Appleton, Wisconsin Dells, Prairie Du Chien, Beaver Dam, Milwaukee, Kenosha, and Janesville were issued a similar warning. The state's main electricity providers are Xcel Energy, Alliant Energy, MGE Energy's (MGEE) Madison Gas and Electric, and WEC Energy subsidiaries, Wisconsin Public Service and We Energies.

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Mining & Metals

アルタス・グループ、大規模な自己株式取得の暫定結果を発表

商業用不動産情報を提供するアルタス・グループ(AIF.TO)は、水曜日に実施した大規模自己株式取得(SIB)の暫定結果を発表した。 SIBに基づき、同社は自社の普通株式を、総額2億カナダドルを上限として、1株当たり42.00ドル以上52.00ドル以下の価格で買い取り、消却することを提案した。 SIB(株式買戻しプログラム)は2026年4月21日に失効しました。 アルタス・グループは、SIBの諸条件に基づき、またSIBの預託機関であるTSXトラスト・カンパニーの暫定計算に基づき、SIBにより約380万株を1株あたり52.00ドルで取得し、その総額は約2億ドル、アルタス・グループの発行済株式総数(エスクロー株式を除く)の約9.69%に相当すると発表しました(SIB適用前、希薄化なし)。同社によると、約8万2000株が保証引渡通知により応募されました。 また、預託機関の暫定計算に基づき、比例応募を含め、約440万株が有効に応募され、撤回されなかったと付け加えました。アルタス・グループの取締役および執行役員はSIBに参加していないとのことです。 「SIB(株主間債券発行)は応募超過となったため、買付価格以下で入札した株主、および買付価格で入札した、または入札したとみなされる株主については、SIBの最終結果確定後、株式数が比例配分されます(ただし、端数株の入札は比例配分の対象外です)。」 アルタス・グループは、買付価格以下で入札した株主および買付価格で入札した株主については、保有株式の約87.13%がアルタス・グループによって買付されると見込んでいると発表しました。 同社は声明の中で、有効な比例配分入札を行った株主については、端数株の買付を避けるため、SIB完了前と同じ株式保有比率を維持できる数の株式がアルタス・グループによって買付されると述べています。 また、比例配分入札により約2,518株が買付される見込みであると付け加えました。 SIB(株主間取引)実施後、同社は発行済株式総数が約3,580万株(エスクロー預託株式187,809株を除く)になると見込んでいます。 同社の株価はトロント証券取引所で直近の取引で0.97ドル安の48.71ドルでした。Price: $48.54, Change: $-1.14, Percent Change: -2.29%

$AIF.TO
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調査速報:Wabtec社、第1四半期の業績が予想を上回り、2026年の業績見通しを引き上げ

独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。WABは第1四半期決算で好調な業績を上げ、調整後EPSは2.71ドル(前年同期比+18.9%)となり、市場予想の2.52ドルを上回りました。売上高は29億5000万ドル(前年同期比+13.0%)に達し、両事業セグメントにおける堅調な収益と利益率に支えられました。特に交通事業は好調で、売上高は8億3500万ドル(前年同期比+17.8%)、調整後営業利益率は200ベーシスポイント改善し16.6%となりました。これは、Dellner社の買収、11%のオーガニック成長、そして有利な為替変動の影響によるものです。貨物部門は、売上高21億2000万ドル(前年同期比+11.3%)、調整後営業利益率26.0%(+30bps)と、まちまちながらも好調な結果となった。これは、機関車の納入増加と鉱業需要の好調により機器販売が52.5%急増した一方、インスペクション・テックやフラウシャーなどの最近の買収によりデジタル売上高が75.7%増加したためだが、サービス部門は17.3%減少した。総受注残高は38.1%増加して308億ドルとなり、第1四半期には駆動システムに関する数十億ドル規模の鉱業契約や、マサチューセッツ湾交通局の近代化に関する2億1000万ドルの受注など、注目すべき受注を獲得し、収益の見通しが良好となった。

$WAB
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ホワイトハウス当局者、イランとの停戦延長は3~5日間続く見込みと発言、とフォックスニュースが報じる