Adhoc: SMG Swiss Marketplace Group Holding AG: SMG delivers continued double-digit revenue growth and margin expansion in H1 2026

Cadeler reported H1 revenue of EUR 408M, up over 100% YoY, and net income of EUR 88M, up 54% YoY. The growth was driven by fleet expansion and increased contracted days. The company's order backlog is nearly EUR 2.5B. Cadeler maintained its 2026 revenue guidance of EUR 854M-EUR 944M and EBITDA guidance of EUR 420M-EUR 510M, with a review of the Menck acquisition's impact pending.

Nissin Foods (1475) reported H1 2026 results with revenue up 2.8% YoY to HK$2,071.0M and profit up 11.6% to HK$175.2M. Growth was driven by instant noodle sales, improved margins, and strategic initiatives. The company plans to expand its product portfolio and market presence.

Woodside Energy abandoned its clean energy target and $5B spending plan, focusing on oil and gas. First-half profit rose 7% to $1.33B, beating estimates. CEO Liz Westcott cited market conditions and lack of customer support for clean energy projects. The company declared a 57-cent interim dividend and maintained production and capex guidance. Shares fell 1% despite a market rally.

Western Digital (WDC) fell 5% to $435, 46% below its 52-week high. Despite this, shares have more than doubled in 2026. Q4 revenue rose 44% YoY to $3.75B, with adjusted EPS at $3.56. Management guided for Q1 revenue of $4.1B. The stock's P/E ratio is 18, but adjusted earnings suggest a P/E of 42. Analysts expect fiscal 2027 earnings to support a forward P/E of 21.

MTN Group reported H1 2026 revenue growth of 17.5% to R115 billion and EBITDA growth of 24.5% to R56 billion. The company launched a share buyback program for up to 31 million shares and plans to acquire IHS Holdings, subject to regulatory approvals. MTN's fintech ecosystem saw strong growth, with transactions increasing by 33% to US$330 billion.

Woodside Energy reported a 27% rise in net profit to $1.67B for H1 2026, driven by higher oil and LNG prices, despite a 13% production decline. Revenue increased 13% to $7.45B, and the dividend rose to 57 cents per share. Production guidance was narrowed, and major projects like Scarborough and Louisiana LNG are progressing.