-- 週三,亞洲股市走高,交易員注意到全球原油價格回落,並權衡美伊和平談判的前景。 香港、上海和東京股市收漲,其他大多數地區性交易所也紛紛上漲。 布蘭特原油價格在交易時段內報每桶94.68美元,當日下跌0.8%。 在日本,日經225指數高開,最終收漲0.9%,銀行和科技股因獲利報告和前景展望而上漲。 基準日經225指數上漲524.28點,收在59,349.17點,連續第四個交易日上漲,但下跌股票數量超過上漲股票數量,為144比79。 科技產品製造商Ibiden領漲,上漲10.3%,而軟體測試公司Shift下跌6.3%。 香港恆生指數收漲0.4%,主要受油價下跌提振。 恆生指數上漲126.41點,收在26,487.48點,上漲個股數量超過下跌個股30只,比例為59比30。恆生科技指數下跌0.1%,而內地產指數上漲1.3%。 領漲的股票是寧德時代科技,漲幅達4.8%,而智慧型手機零件製造商舜宇光學科技下跌2.4%。 內地方面,上證綜指上漲0.1%,收在4,085.08點。 其他地區交易所方面,韓國KOSPI指數上漲2.7%;台灣加權指數(TWSE)上漲1.8%;澳洲ASX 200指數持平;新加坡海峽時報指數上漲0.2%;泰國SET指數上漲0.1%。孟買股市尾盤交易中,Sensex指數上漲1%。 MSCI亞太地區所有國家指數當日上漲0.7%。
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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.
Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
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 to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.