FINWIRES · TerminalLIVE
FINWIRES

據報道,川普稱伊朗將放棄凍結資金,並接受無限期停止核子計畫。

-- 根據多家媒體報道,美國總統川普週五表示,根據一項擬議協議,伊朗不會收到任何先前被凍結的美國資金。該協議規定,德黑蘭同意無限期暫停其核子計畫。 彭博社週五報道稱,川普在一次電話採訪中表示,一項旨在結束美國、以色列和伊朗之間衝突的協議已基本完成,剩餘的最終協議談判預計「可能」在本週末舉行。 據報道,川普說:“大部分要點已經敲定。進展會很快。” 川普週五在Truth Social網站上發文表示:“美國將獲得我們偉大的B-2轟炸機產生的所有核‘塵埃’——不會以任何方式、形式或途徑進行任何形式的資金交換。” 先前,Axios新聞網報道稱,美國政府正在考慮解凍高達200億美元的伊朗資金,以換取德黑蘭放棄其濃縮鈾庫存。 根據彭博社報道,伊朗尚未公開確認除重新開放霍爾木茲海峽相關討論之外的任何其他協議,也未回應川普早前關於德黑蘭已就其核計劃做出讓步的說法。 一位伊朗高級官員在接受路透社採訪時表示,雙方仍存在重大分歧,尚未就核問題的細節達成任何協議。該官員表示,仍需進行嚴肅談判以彌合懸而未決的分歧。 根據路透社報道,該官員還表示,德黑蘭希望在未來幾天內透過巴基斯坦的斡旋達成初步諒解,並希望利用延長停火協議來「為就解除對伊朗的製裁和確保戰爭損失賠償進行更多談判創造空間」。 根據路透社報道,川普週五還表示,作為旨在結束衝突的任何更廣泛解決方案的一部分,美國將與伊朗合作回收濃縮鈾並將其歸還美國。伊朗核子計畫的現狀仍是談判中的一個核心癥結。 隨後,新聞媒體報道稱,伊朗外交部發言人表示,濃縮鈾不會被運往國外。 據報道,川普表示,他尚未決定由誰率領美國代表團參加即將與伊朗官員舉行的談判。 根據彭博社報道,川普表示,副總統萬斯上週末與伊朗官員舉行了會談,他正在考慮再次派遣萬斯,以及他的女婿賈里德·庫什納和特使史蒂夫·威特科夫。彭博社也報道稱,川普表示他可能會前往巴基斯坦,巴基斯坦曾是上一輪談判的舉辦地點。 當被問及對伊朗核計畫的限制是否會在20年後到期時,據報道,川普否認了這一說法,稱「沒有期限,無限期」。 然而,據報道,德黑蘭一位高級官員表示,伊朗的濃縮鈾不會被運往國外。 伊朗外交部發言人伊斯梅爾·巴蓋伊在接受伊朗國家電視台採訪時表示,向美國轉移鈾從未被列為選項。 伊朗外交部未回應的置評請求。

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