-- アジア開発銀行（ADB）は、早ければ来年にも東南アジアでインフラ融資と並行して災害保険の提供を開始すると、日本経済新聞が木曜日に報じた。 この動きは、日本やシンガポールなどが支援する地域的な枠組みに基づくもので、ラオスは既に洪水被害に対する保険金として約650万ドルを受け取っていると報じられている。 この構想に関連する災害リスクファイナンス機関はADBの監督下に置かれる予定で、ASEAN+3財務相はサマルカンドで開催される会合でこの方針転換について協議する見込みだと報じられている。 保険と融資を組み合わせる目的は、アジア全域で甚大な経済損失をもたらしている自然災害後の返済リスクを軽減することにあると報じられている。 （マーケットチャッターのニュースは、世界中の市場専門家との会話に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる可能性があります。正確性は保証されません。）
Related Articles
Asia
Seres' Q1 Profit Rises 1%, Revenue Jumps 34%
Seres' (SHA:601127) net profit attributable to shareholders in the first quarter rose 1% to 754.5 million yuan from 747.8 million yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share dropped 14% year on year to 0.43 yuan from 0.50 yuan.Operating revenue jumped 34% to 25.7 billion yuan from 19.1 billion yuan in the previous year.The automobile maker's shares fell 2% at the close.
$SHA:601127
Research
Research Alert: Posco Holdings Q1: Profit Surges As Battery Materials Losses Narrow Sharply
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:POSCO Holdings delivered strong Q1 2026 results with net profit surging KRW693B to KRW467B, revenue rising 6.1% Q/Q to KRW17,876B, and operating profit jumping to KRW707B from KRW13B. The turnaround was broad-based as Battery Materials losses narrowed to -KRW7B from -KRW157B and Infrastructure Business returned to KRW405B profit from a -KRW10B loss, though Steel operating profit declined 35.8% Q/Q on margin pressure. Key progress includes POSCO Argentina reaching 70% commercial utilization and securing 25kt supply agreements with SK On through 2028. The company announced a landmark JSW joint venture for a 6 Mtpa steel mill in India, its largest overseas investment with 2031 completion target. We believe POSCO's new shareholder return policy targeting 35%-40% of adjusted net profit through flexible dividends and buybacks, combined with low-carbon initiatives including a 2.5 Mtpa electrical furnace commissioning in June 2026, positions the company well for growth.
$PKX
Research
Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Pentair Plc
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 to $115 from $130 following PNR's Q1 earnings print, valuing shares at 19.5x our 2027 EPS outlook of $5.91 (revised down by $0.01; 2026 EPS view in line with previous forecast), slightly above the company's historical multiple average. We see the premium being justified given PNR's portfolio diversification efforts within the water technology space that we see reducing earnings volatility. While Q1 performance was in line with our own expectations, organic sales expansion was a point of concern as management warned of impending channel inventory corrections within the Pools business. Given that this segment is a leader in profitability, any declines in sales/mix could weigh on overall margin results. Despite Pool headwinds, we see PNR's margin trajectory remaining in an uptrend as Flow and Water Solutions build on margin gains through targeted productivity programs and pricing. We see Q1 headwinds being baked into shares and reiterate our Strong Buy view.
$PNR