-- 週三,受伊朗和美國可能再次會晤,就中東衝突可能的解決方案進行談判的消息提振,亞洲股市普遍走高。 香港和東京股市收漲,其他大多數地區性交易所也紛紛上漲。曼谷股市因假日休市。 在日本,日經225指數高開,最終收漲0.4%,交易員對波斯灣局勢的樂觀情緒持續高漲。 日經225指數上漲256.85點,收在58,134.24點,上漲個股數量超過下跌個股,比例為130比91。 顧問公司BayCurrent領漲,股價上漲14%,此前該公司公佈了財報;而儲存設備製造商鎧俠(Kioxia)股價下跌7.4%。 香港恆生指數高開收漲,漲幅0.3%,主要受波斯灣衝突可望解決、油價未來幾個月回落的預期提振。 恆生指數上漲75點,收在25,947.32點,上漲個股數量超過下跌個股,比例為48比40。恆生科技指數當日上漲1.2%,而內地產指數則持穩。 老浦黃金領漲,漲幅達6.8%,新東方教育科技則下跌5.9%。 內地方面,上證綜指基本持平,收在4,027.21點。 其他地區交易所方面,韓國KOSPI指數上漲2.1%;台灣加權指數(TWSE)上漲1.2%;澳洲ASX 200指數下跌0.1%;新加坡海峽時報指數上漲0.3%。孟買股市尾盤交易中,Sensex指數上漲1.6%。 MSCI亞太地區所有國家指數當日上漲0.9%。
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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.
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.
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.