-- （更新：在標題和最後一段中新增股票走勢資訊） 沃利公司（Worley，ASX：WOR）週一向澳洲證券交易所提交的文件顯示，中東衝突預計將對其2026財年息稅攤銷前基本收益（EBITA）造成3000萬至4000萬澳元的負面影響。 該公司表示，目前看來，其2026財年基本EBITA不太可能實現成長，但仍預計剔除採購成本後的基本EBITA利潤率將在9%至9.5%之間，且迄今為止，衝突尚未導致任何項目取消。 沃利表示，衝突持續時間延長和持續的不確定性導致現有中東相關項目以及該地區新項目的啟動和授標進一步延誤，但公司仍力爭在2025財年實現高於預期的綜合收入增長。 該公司表示，預計對區域管道和出口基礎設施的投資，以及全球對國家安全日益重視替代能源、化學產品和資源的需求，將帶來中長期成長機會。 該公司股價在周一的交易中下跌了6%。
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Hon Hai, Mitsubishi Electric to Explore Automotive Equipment Partnership; Hon Hai Shares Gain 3%
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Oil & Energy
EMEA Oil Update: Oil Future Extend Rally as Diplomatic Hopes Fade
Crude oil prices climbed Monday after efforts to revive US-Iran peace talks in Pakistan collapsed over the weekend, effectively erasing hopes for a near-term resumption of energy flows through the Strait of Hormuz.The Brent futures contract gained 2.1% to $107.57 per barrel. Murban closed at $103.59 on April 24 and was not trading as of the time of publishing this oil price update."Oil is trading stronger this morning after attempts to get US-Iran peace talks back on track broke down, erasing hopes for a resumption of energy flows through the Strait of Hormuz anytime soon," ING analysts said.The diplomatic cooling began when President Donald Trump abruptly cancelled a planned trip to Islamabad for top envoys Steve Witkoff and Jared Kushner, reportedly stating there was no point "sitting around talking about nothing."This withdrawal coincided with the arrival of Iranian Foreign Minister Abbas Araghchi in Pakistan, though no direct engagement occurred.The subsequent impact on supply is stark. Bloomberg ship tracking data revealed that only two chemical tankers and one LPG carrier left the Persian Gulf on Friday.Meanwhile ANZ analysts noted that the US blockade continues to sideline about 1.7 million barrels per day of Iranian exports.Despite the breakdown, some market volatility was tempered by reports from Axios and ING suggesting Iran has submitted a fresh proposal via Pakistani mediators.This offer reportedly proposes reopening the waterway and de-escalating the conflict while delaying nuclear negotiations to a later stage."However, there are newswire reports this morning that Iran has offered the US a new proposal to reopen the Strait of Hormuz, while delaying nuclear negotiations for a later stage," ING noted.
Asia
Varun Beverages' Consolidated Net Profit Rises in Fiscal Q1
Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.
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