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Select Water Solutions Inc (WTTR.N): Significant Contracted Permian Expansion Announced-20260819
花旗· 2026-08-19 18:16
19 Aug 2026 06:00:00 ET │ 10 pages Select Water Solutions Inc (WTTR.N) Significant Contracted Permian Expansion Announced CITI'S TAKE Yesterday WTTR announced the signing of a 12-year amended agreement to provide produced water gathering and disposal for a large, IG-rated operator in the Northern Delaware Basin. The agreement covers more than 875k dedicated and ROFR acres, including 256k newly dedicated acres. Under the agreement, WTTR will build 100 miles of pipelines, 3mm barrels of storage capacity and 6 ...
Carlsberg (CARLb.CO): First Take: H1beat on profitability with strong FCF generation reducing leverage-20260819
高盛· 2026-08-19 18:14
19 August 2026 | 8:29AM BST Equity Research Carlsberg (CARLb.CO): First Take: H1 beat on profitability with strong FCF generation reducing leverage Carlsberg reported Q2 organic volume growth of +0.8%, in line with company collected consensus. Q2 organic sales growth of 2.1%, vs. consensus of 2.6%, was due to more pronounced weakness in China, affected by adverse weather that looks set to continue in Q3. South East Asia was strong, particularly Vietnam at +20% in H1. Western Europe saw a -0.7% volume declin ...
Minerva Luxembourg SA Pricing holds, but FCF deferred to2H26; move33s & 36s to MW: None-20260819
野村证券· 2026-08-19 16:21
Accessible version Minerva Luxembourg SA Pricing holds, but FCF deferred to 2H26; move 33s & 36s to MW Earnings Review Pricing supports revenue, but margins keep under pressure Minerva delivered a sequentially better 2Q26, although YoY profitability remained under pressure. Net revenue increased +1% YoY to R$14.1bn despite broadly flat sales volumes of 506kt, as export prices rose +15% to US$6.1/kg and domestic pricing increased +3% to R$28.6/kg. Export volumes declined -6%, partly offset by an +8% increase ...
Aegon: 1H Expectations and read-across from US results-20260819
瑞银· 2026-08-19 11:51
ab 17 August 2026 Global Research Aegon 1H Expectations and read-across from US results 1H26 could provide an interesting update, with a number of factors to consider Aegon will report 1H26 results on 28 August and we summarise our expectations in this note. We are broadly in line with consensus expectations for 1H26, however, there are potential other topics that investors will look for at the results: 1) Impact of assumption updates, which have historically had negative impact on IFRS earnings; 2) The ben ...