FINWIRES · TerminalLIVE
FINWIRES

巴基斯坦推动美伊外交,停火协议即将到期,伊朗立场不明朗

-- 巴基斯坦周二敦促美伊两国通过外交途径解决问题,因为停火协议即将到期。然而,由于美国在霍尔木兹海峡实施海上封锁,伊朗是否会参与谈判仍不明朗。 巴基斯坦外交部在一份声明中表示,美国驻巴基斯坦临时代办娜塔莉·贝克周二会见了巴基斯坦副总理伊沙克·达尔,双方就地区局势发展进行了评估。双方强调将继续开展外交接触。 声明称,达尔呼吁美伊两国延长停火协议,并将谈判放在首位,鼓励双方为外交努力提供机会。 声明还指出,达尔重申了巴基斯坦的立场,即对话仍然是实现持久和平的唯一可行途径,并敦促各方努力避免局势升级,维护地区稳定。 美伊之间为期两周的停火协议将于周三到期,预计双方将在紧张局势加剧和外交信号脆弱的情况下权衡下一步行动。 据媒体报道,由美国副总统约翰·迪安·万斯、贾里德·库什纳和史蒂夫·威特科夫组成的代表团预计将代表华盛顿出席在伊斯兰堡举行的第二轮和谈。 伊朗是否会参加谈判仍不明朗。据多家媒体报道,伊朗官员表示,只要美国继续实施海上封锁,谈判就不会进行,并称最近扣押伊朗船只的行为违反了停火协议。 伊朗半官方的塔斯尼姆通讯社周二报道称,伊朗不参加第二轮和平谈判的决定仍然不变。 巴基斯坦新闻部长阿塔乌拉·塔拉尔周二表示,随着停火期限临近,他们仍在等待伊朗确认是否出席伊斯兰堡和平谈判。 塔拉尔补充说:“巴基斯坦作为调解方,正与伊朗方面保持密切联系,并坚持走外交和对话的道路。” 塔拉尔强调停火即将到期,形势紧迫:“停火将于太平洋标准时间4月22日凌晨4点50分结束。伊朗能否在两周停火期结束前参加会谈至关重要。” 与此同时,周二,唐纳德·特朗普总统在Truth Social网站上发布了多条帖子,称美国最近的空袭摧毁了伊朗的核设施,并声称残骸仍然无法进入,同时驳斥了政治对手和媒体的批评。 在另一条帖子中,特朗普写道:“‘午夜铁锤行动’彻底摧毁了核尘埃堆积地,以至于……伊朗根本无法进入或挖掘。” 他还补充说,美国太空部队的系统正在监控目标地点,并断言伊朗无法从受影响的设施中回收材料。 特朗普还在Truth Social网站上敦促伊朗领导人释放八名被拘留的妇女,称此举是展现善意的一步,可能会对即将举行的谈判产生积极影响。 特朗普早前曾发帖称:“伊朗多次违反停火协议!” 据报道,特朗普周二接受CNBC采访时表示,美国“最终将与伊朗达成一项伟大的协议”,并补充说他不认为停火协议会延长。 关于与伊朗第二轮谈判的预期结果,据报道,特朗普表示:“我认为他们别无选择。” 美国中央司令部周二在X网站上发布消息,更新了对伊朗船只和港口的海上封锁情况,称美军已指示共计28艘船只掉头或返回港口。 周二油价上涨,布伦特原油上涨2.6%至每桶97.96美元,WTI原油上涨4.34%至每桶93.50美元,穆尔班原油上涨2.4%至每桶95.27美元,反映出地缘政治不确定性加剧。

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

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 price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI