-- 周五,受美国和伊朗停火谈判代表将于周六在巴基斯坦伊斯兰堡会晤的消息提振,欧洲股市小幅上涨。 斯托克欧洲指数上涨0.5%,德国DAX指数上涨0.2%,英国富时100指数上涨0.1%,法国CAC40指数上涨0.3%,瑞士市场指数上涨0.3%。 矿业股普遍走高,伦敦股市安托法加斯塔(Antofagasta)和弗雷斯尼洛(Fresnillo)分别上涨3.4%和2.1%,法兰克福股市海德堡材料(Heidelberg Materials)上涨3.2%,巴黎股市安赛乐米塔尔(ArcelorMittal)上涨2.8%,斯德哥尔摩股市博利登(Boliden)上涨2.1%。 据德国联邦统计局(Destatis)数据显示,德国3月份消费者价格指数(CPI)同比上涨2.7%,高于2月份的1.9%。这是自2024年1月CPI为2.9%以来的最高水平。 德国联邦统计局局长露丝·布兰德在一份声明中表示:“能源产品价格的大幅上涨推高了通胀。特别是自伊朗战争爆发以来,汽车燃油和取暖油的价格大幅上涨。” 在企业新闻方面,瑞士刑事法院周五表示,已终止对瑞银集团(UBS)的诉讼,该诉讼涉及一起涉及莫桑比克国有企业的洗钱案。 该案源于瑞士信贷(Credit Suisse)涉嫌的犯罪行为,瑞银集团在瑞士信贷于2023年倒闭后收购了该公司。 根据官方声明的翻译,法院以“程序障碍”为由驳回了此案,“因为瑞士信贷通过与瑞银合并,失去了其作为刑事法律实体的地位”。 瑞银发言人在一封发给的电子邮件声明中表示:“我们欢迎法院认定瑞银在此事中不承担责任,因为此类责任不能通过合并转移给法律继承人。” 这家瑞士银行的股票在苏黎世上涨了1%。 道达尔能源公司周五表示,其位于沙特阿拉伯的SATORP炼油厂受到近期中东冲突的影响,一条加工生产线受损。 该公司表示,虽然没有人员伤亡,但出于安全考虑,相关装置已停产。SATORP由道达尔能源公司和沙特国家石油公司共同拥有。 这家法国石油和天然气公司的股票在巴黎下跌了1%。 据《华尔街日报》周四援引一份监管文件报道,葛兰素史克(GSK)已撤回其申请,该申请旨在推广一种曾被美国总统唐纳德·特朗普支持用于治疗自闭症症状的药物。 这家英国制药商在应卫生官员要求提交申请数月后,要求美国食品药品监督管理局(FDA)撤回其关于亚叶酸钙的药物申请,理由是该公司并未销售该药物。 这家英国制药公司的股票在伦敦上涨了0.7%。 香港金融管理局周五表示,汇丰银行和渣打银行的合资企业安邦金融已获得香港金融管理局颁发的稳定币发行牌照。 据监管机构称,这些牌照是根据《稳定币条例》颁发的,允许在香港发行稳定币。金融管理局表示,持牌机构计划在未来几个月内完成所需文件并启动业务。 这家英国银行的股票在伦敦上涨了0.5%。
Related Articles
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.