-- 週二，韓國股市收盤逼近6000點大關，投資人對美伊在伊斯蘭堡會談失敗後重啟談判持樂觀態度。 韓國綜合股價指數（KOSPI）上漲159.13點，漲幅2.7%，收在5967.75點。韓國創業板指數（KOSDAQ）也上漲22.04點，漲幅2%，收在1121.88點。 美國總統川普週一聲稱，伊朗希望達成協議，但他不會允許德黑蘭擁有核武。他表示，核問題上的分歧導致和平談判陷入僵局，並補充說，美國海軍已在週一開始封鎖霍爾木茲海峽。 同時，伊朗議員易卜拉欣·雷扎伊警告說，如果伊朗的條件得不到滿足，德黑蘭將重返戰爭。雷札伊表示，要嘛承認伊朗的權利，包括對霍爾木茲海峽的控制權，要嘛伊朗將重返與美國的戰爭。 經濟新聞方面，韓國產業通商資源部週二發布消息稱，3月韓國資訊通信技術（ICT）出口額年增112%，達435.1億美元。 進口額成長32.2%，達161.5億美元，貿易順差達273.6億美元。 企業新聞方面，LS Eco Energy（KRX:229640）週二向韓國交易所提交的文件顯示，該公司第一季歸屬於股東的淨利為127億韓元，較去年同期的113億韓元成長13%。 這家電力和通訊電纜製造商的銷售額年增30%，從2,283億韓元增至2,964億韓元。 LS Eco Energy的股價在收盤時上漲了2%。
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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.
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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.
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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.
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