-- 標普全球評級週四發佈公告稱，中東戰爭的溢出效應是亞太金融機構面臨的最大信用風險。 標普亞太金融機構產業主管加文·岡寧表示，該地區的銀行並未直接受到中東的影響，間接風險敞口也在可控範圍內。 岡寧也表示，如果霍爾木茲海峽在5月底前達成開放協議，那麼在目前的評級水準下，貸款機構擁有充足的緩衝能力來應對相關的限制。 然而，標普指出，如果衝突持續下去，銀行的信貸損失可能會增加25%。 該評級機構表示，在這種情況下，越南、印尼和印度的信貸損失佔貸款總額的比例將大幅上升。 中國預計將占到信貸損失總額的最大份額，約1,300億美元。 標普表示，鑑於其他國家的緩衝能力，它們目前的銀行體系在評級水準下將更加穩健。 評級機構表示，非銀行基金融資仍將是人們關注的焦點，儘管關注度會降低，尤其是在軟體產業存在不確定性的情況下，美國基金的關注度也會下降。 標普指出，人工智慧也是一個主要擔憂，因為它對未來幾年該地區金融機構的評級會產生不同的影響。
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Update: -- Parex Resources Announcing Preliminary Q1 Results; Expects To generate FFO of US$114 million and FFO per share of $1.18
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Equities
Parex Resources Announcing Preliminary Q1 Results; Expects To generate FFO of $114 million and FFO per share of $1.18
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Research
Research Alert: Xpo Q1 Earnings Beat As Margins Expand And Tonnage Turns Positive
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:XPO reported Q1 EPS of $1.01 vs. $0.73 a year ago, beating consensus by $0.13, while revenue of $2.1B grew 7% and beat estimates by $60M. Adjusted EBITDA surged 15% to $319M, demonstrating accelerating momentum across the business. We believe the combination of margin expansion, positive volume inflection, and strong cash generation supports XPO's trajectory toward accelerating free cash flow generation. North American LTL performance was solid, with adjusted operating ratio improving 200 bps to 83.9% and 20% growth in adjusted operating income. Critically, tonnage per day turned positive at +0.1% vs. Q4 2025's -4.5% decline, marking an inflection point and suggesting early demand stabilization signs. Yield growth excluding fuel remained robust at 4.0%, supported by service improvements and AI-driven network optimization, while cash from operations grew 29% to $183M. In our view, XPO's insourcing strategy and operational leverage position the company well for continued margin expansion and cash flow growth.
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