-- 周一,受美伊地缘政治紧张局势再度升级的影响,沙特阿拉伯交易所上市股票收跌,Tadawul全股指数下跌0.91%。 据路透社援引伊朗半官方法尔斯通讯社报道,一艘美国军舰在霍尔木兹海峡遭到导弹袭击。此前,美国总统特朗普公布了一项援助滞留在海峡船只的计划。 然而,据Axios报道,一位不愿透露姓名的美国高级官员否认了有关该舰遭到袭击的报道。该官员还表示,如果伊朗不提交一份“可行的”和平协议,美国将对其采取军事行动。 在沙特国内,东部省水泥公司(SASE:3080)收盘上涨4.98%,此前该公司于周日公布了第一季度业绩,SNB Capital给予其股票“增持”评级,目标价为29沙特里亚尔。 “东方水泥公布的2026财年第一季度业绩超出预期,净利润同比增长16.1%(环比增长75.6%),达到7200万沙特里亚尔。这一数字高于SNB Capital和市场普遍预期的4860万沙特里亚尔和4150万沙特里亚尔。我们认为净利润的差异主要源于两点:1)营收高于预期,同比增长18.4%(环比持平)至3.54亿沙特里亚尔,高于我们此前预估的3.2亿沙特里亚尔,主要原因是综合平均售价上涨;2)运营支出低于预期,为1900万沙特里亚尔(同比下降5.1%,环比下降9.5%),低于我们此前预估的2220万沙特里亚尔。”SNB Capital在一份报告中指出。 与此同时,沙特投资银行(SASE:1030)完成了总额为18.5亿沙特里亚尔的一级资本伊斯兰债券发行。此次发行共发行1850份伊斯兰债券,每份面值为100万里亚尔。该行股价收盘下跌1.19%。
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Market Chatter: Siemens Energy, GE Vernova Raise Payment Risks for Venezuela Power Rebuild
Venezuela's $100 billion grid rebuild push faces setbacks as firms question payments, with under 13,000 megawatts available from a capacity of 36,000 MW, Reuters reported Monday, citing two sources involved in talks.Executives from Siemens Energy and GE Vernova (GEV) raised payment concerns during April meetings in Caracas, prompting financiers to be cautious about supporting grid upgrades.Those concerns weakened confidence in Venezuela's effort to revive infrastructure under a $100 billion reconstruction plan backed by Washington.Interim President Delcy Rodriguez is prioritizing reliable electricity after taking office in January, but the government has not secured firm payment guarantees for contractors.An executive who attended the Caracas meeting said a decade of neglected plants created massive repair needs, while authorities still lack a clear payment mechanism for suppliers.Available generation remains below 40%, driving repeated outages and restricting industrial output nationwide, according to the report.Thermal plant expansion through 2013 under Hugo Chavez left billions of dollars unpaid to contractors, many of whom authorities are now urging to return.Unclear project priorities, equipment needs, and approval requirements from both Washington and Caracas continue to delay investment decisions, the report added, citing the sources.Venezuela operates less than 13,000 MW from a total installed capacity of 36,000 MW, with fuel-based plants accounting for about 2,500 MW, or roughly 13% of capacity.Rodriguez is targeting repairs at two major thermal plants in early phases, though officials have yet to outline a broader recovery strategy.Multinational companies remain cautious about returning to Venezuela after past disputes during the Hugo Chavez era, when unpaid contracts eroded trust and discouraged future engagement.Several firms that did not receive cash payments pursued arbitration or filed legal claims abroad after accepting promissory notes, which they later sold at steep discounts.Rodriguez's government turned down a proposal from foreign firms that requested upfront payments for repairs and spare parts, while some financiers proposed routing payments through US Treasury-supervised oil revenue accounts, the report added, citing sources.has reached out to Siemens Energy, GE Vernova and PDVSA for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $1081.26, Change: $+18.31, Percent Change: +1.72%