-- 週四，韓國股市高開，跟隨隔夜美股漲勢，市場對美伊達成協議的樂觀情緒升溫。 韓國綜合股價指數（KOSPI）上漲58.09點，漲幅0.95%，開盤報6149.49點。韓國創業板指數（KOSDAQ）也上漲10.57點，漲幅0.91%，開盤報1163點。 路透社通報，受美伊緊張局勢緩和預期影響，布蘭特原油下跌44美分（0.5%），至每桶94.49美元；美國WTI原油下跌70美分（0.8%），至每桶90.59美元。 儘管伊朗聯合軍事指揮部指揮官威脅稱，如果美國繼續封鎖伊朗港口，伊朗將癱瘓海灣地區的貿易，但美國總統川普在周三播出的一次採訪中表示，伊朗戰爭「即將結束」。 此外，伊朗官員穆赫辛·雷扎伊警告說，任何美國的入侵都將導致伊朗俘虜美軍士兵作為人質，並襲擊執行霍爾木茲海峽封鎖的美國海軍艦艇。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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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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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.
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