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FINWIRES

中东前景提振亚洲股市。

-- 周三,受伊朗和美国可能再次会晤,就中东冲突可能的解决方案进行谈判的消息提振,亚洲股市普遍走高。 香港和东京股市收涨,其他大多数地区性交易所也纷纷上涨。曼谷股市因假日休市。 在日本,日经225指数高开,最终收涨0.4%,交易员对波斯湾局势的乐观情绪持续高涨。 日经225指数上涨256.85点,收于58,134.24点,上涨个股数量超过下跌个股,比例为130比91。 咨询公司BayCurrent领涨,股价上涨14%,此前该公司公布了财报;而存储设备制造商铠侠(Kioxia)股价下跌7.4%。 香港恒生指数高开收涨,涨幅0.3%,主要受波斯湾冲突有望解决、油价未来几个月回落的预期提振。 恒生指数上涨75点,收于25,947.32点,上涨个股数量超过下跌个股,比例为48比40。恒生科技指数当日上涨1.2%,而内地地产指数则持稳。 老浦黄金领涨,涨幅达6.8%,而新东方教育科技则下跌5.9%。 内地方面,上证综指基本持平,收于4,027.21点。 其他地区交易所方面,韩国KOSPI指数上涨2.1%;台湾加权指数(TWSE)上涨1.2%;澳大利亚ASX 200指数下跌0.1%;新加坡海峡时报指数上涨0.3%。孟买股市尾盘交易中,Sensex指数上涨1.6%。 MSCI亚太地区所有国家指数当日上涨0.9%。

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Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

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Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI
Equities

Petro Rabigh Emerges From Loss in Q1; Revenue Grows

Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.

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