-- 德國商業銀行週五發布的「歐洲日出」報告重點指出: 市場:美國公債在紐約尾盤部分回吐早盤漲幅,亞洲交易時段小幅走弱。迷你期貨合約維持週四漲幅。歐元兌美元匯率持平於1.169美元。布蘭特原油價格在96.3美元/桶附近橫盤整理。 聯準會:參議院銀行委員會推遲了凱文沃什的聯準會主席提名確認聽證會。白宮國家經濟顧問凱文哈塞特表示,他相信沃什將於5月就任聯準會主席。 中東:美國總統唐納德·川普對與伊朗達成和平協議「非常樂觀」(NBC採訪),但他威脅伊朗在霍爾木茲海峽收取費用,警告「他們最好立即停止」。以色列同意與黎巴嫩進行直接對話;會談將於下週開始(Axios)。以色列總理內塔尼亞胡表示,對真主黨目標的打擊將持續進行。 北約:川普總統再次威脅要控制格陵蘭島。他向盟友施壓,要求他們加強對霍爾木茲海峽安全的支持。 ==歐洲: 歐盟:根據彭博社消息,與英國的談判仍在繼續,旨在讓烏克蘭透過目前陷入僵局的900億歐元歐盟貸款購買英國武器。 匈牙利:川普總統呼籲民眾在即將舉行的國會選舉中「投票給維克多·歐爾班」。 英國央行:英國央行行長安德魯貝利警告稱,規模達3兆美元的私人信貸市場面臨的壓力,加上持續的能源價格衝擊,可能引發更廣泛的金融不穩定。 ==亞洲: 中國:3月消費者物價指數年增1.0%,低於市場預期的1.1%。生產者物價指數較去年同期上漲0.5%,略高於市場預期的0.4%。 日本央行行長警告稱,伊朗戰爭可能引發滯脹風險。
Related Articles
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.
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
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.