-- 据路透社周二报道，泰国终止了与柬埔寨在泰国湾联合勘探油气资源的25年期合同。 据报道，尽管柬埔寨坚持要履行完整协议，泰国还是终止了合同。 报道称，双方此前已预料到会终止该合同，而此次终止正值两国去年发生武装冲突之后。 泰国总理阿努廷·查恩维拉库否认边境冲突是终止合同的原因，并称这是他“政策的一部分”，因为他认为25年来双方在勘探方面缺乏进展。 阿努廷曾在竞选期间承诺取消该协议，最终成功连任总理。 路透社报道称，柬埔寨外交部长布拉索昆对这一决定表示失望。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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Australia
PayPal's Weaker Q2, Full-Year Guidance Reinforce Lack of Operating Inflection, BofA Says
PayPal's (PYPL) Q1 results topped estimates, with upside partially driven by share repurchases, but weaker-than-expected Q2 guidance and the decision to reiterate full-year guidance suggest no clear operating inflection, BofA Securities said Wednesday.Management reiterated confidence in PayPal's two-sided network, global scale and brands, while outlining more than $1.5 billion in run-rate cost savings over the next two to three years as part of a broader reset, according to the note.Investor reaction was tempered by a weaker near-term outlook for Q2 and fiscal 2026, the reinvestment of most savings rather than near-term earnings upside, and confirmation that business resegmentation will not begin until next year, the brokerage said.BofA updated its price objective to $53 from $55, based on a 9x multiple of its revised adjusted second-12-month earnings per share estimate of $5.86, up from $5.46.BofA maintained a neutral rating on PayPal.Price: $46.74, Change: $+0.26, Percent Change: +0.56%
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Research
Research Alert: CFRA Lifts View On Shares Of H.f. Sinclair To Buy From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $87, raised $31, reflects a combination of relative valuation and DCF models. On a relative basis, we apply a 7.0x multiple of enterprise value to projected 2027 EBITDA. The applied multiple is above DINO's historical forward average, but below peers. We think a modest discount to peers is reasonable on the basis of below-average return on invested capital. Still, a multiple above normal levels for DINO is also reasonable, because we think refining margins will be high in both 2026 and 2027. This approach yields a value of $85 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5%, 2% terminal growth, discounted at a WACC of 7.2%, yields intrinsic value of $89 per share. We lift our 2026 EPS estimate by $2.87 to $7.30 and 2027's by $1.66 to $6.26. In our view, DINO has above-average exposure to middle distillates, which is where we think refining margins will be relatively stronger. Shares yield 2.8%.
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Commodities
Fortis Reports Mixed Q1 Utility Sales, Growth Projects Advance
Fortis (FTS) reported Q1 earnings on Wednesday, with electricity and gas sales falling across several utility units, while advancing major transmission, LNG, and data center projects across North America.Fortis' unit, UNS Energy, delivered 2,148 gigawatt-hours of retail electricity sales in Q1, compared with 2,136 GWh a year earlier, while wholesale electricity sales fell to 998 GWh from 1,157 GWh, the company said.The Canadian electric and gas utility company reported that its FortisBC Energy unit delivered gas sales of 76 petajoules in Q1, down from 81 PJ a year earlier.FortisAlberta increased electricity deliveries to 4,665 GWh in Q1, up from 4,597 GWh a year earlier.Central Hudson sold 1,387 GWh of electricity for the quarter ended March 31, compared with 1,375 GWh a year earlier. Gas sales rose to 10 petajoules from 9 PJ over the year.FortisBC Electric reported electricity sales of 957 GWh in the quarter, down from 1,016 GWh a year earlier.Other electric operations sold 3,154 GWh in the quarter, down from 3,165 GWh a year earlier.Fortis spent CA$1.4 billion ($1.03 billion) on capital projects during the quarter and said its CA$5.6 billion annual capital plan remains on track.The company targets rate base growth to CA$57.9 billion by 2030 from CA$42.4 billion in 2025.ITC completed a substation in March to support 300 megawatts of load growth tied to a data center at the Big Cedar Industrial Center.Fortis also continues transmission upgrades to serve another 1,600 MW by 2028.Fortis also secured credit support in April for an energy supply agreement linked to a planned Arizona data center with an initial electricity demand of about 300 MW.Price: $56.74, Change: $-0.70, Percent Change: -1.22%
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