FINWIRES · TerminalLIVE
FINWIRES

中东战争不确定性抑制亚洲股市

-- 周四,亚洲股市普遍回落,交易员们正密切关注霍尔木兹海峡局势和波斯湾战争的进展。 香港、上海和东京股市收跌,其他地区股市涨跌互现。 在日本,日经225指数开盘走势平稳,但随后下跌,最终收跌0.7%。此前,受中东停火消息提振,周三股市上涨,交易员获利了结。 日经225指数下跌413.10点,收于55,895.32点,下跌个股数量超过上涨个股,比例为169比54。 横河电机领涨,上涨4.1%,而零售巨头永旺集团下跌8.2%。 经济方面,日本内阁府公布的数据显示,经季节性调整后,3月份日本消费者信心指数降至33.3,低于2月份的39.7。 据日本机床制造商协会报告,受海外需求激增40.4%的推动,日本3月份机床订单同比增长28.1%。 香港恒生指数低开后未能反弹,最终收跌0.5%,原因是市场对中东谈判的乐观情绪减弱。 恒生指数下跌140.62点,收于25,752.40点,下跌个股数量超过上涨个股,比例为53比36。恒生科技指数下跌2.1%,而中国内地地产指数下跌0.3%。 领涨的板块是铝生产商中国虹桥,股价上涨5.2%,而地产公司龙湖集团下跌5.6%。 中国内地方面,上证综指下跌0.7%,收于3,966.17点。 其他地区交易所方面,韩国KOSPI指数下跌1.6%。台湾加权指数(TWSE)上涨0.3%;澳大利亚ASX 200指数上涨0.2%;新加坡海峡时报指数下跌0.4%;泰国股市上涨0.3%。孟买Sensex指数在尾盘交易中下跌1.2%。 MSCI亚太地区所有国家指数当日下跌0.9%。

Related Articles

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.

$SASE:2380
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.

$HIG