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欧洲、中东和非洲石油市场动态:受美伊外交影响,油价下跌

-- 周二,布伦特原油期货价格走低,投资者将注意力集中在巴基斯坦高风险的和平谈判上,而目前的停火期限也迫在眉睫。 布伦特原油期货合约下跌1%,至每桶94.57美元。穆尔班原油4月20日收于每桶93.04美元,截至发稿时已停止交易。 然而,由于美国总统特朗普排除了将停火期限延长至周三晚间之后的可能性,油价仍然徘徊在达成协议的希望和冲突再次升级的威胁之间。 尽管油价已从周一的高点回落,但荷兰国际集团(ING)的分析师警告称,能源市场可能“低估”了持续的冲突,并指出“乐观情绪似乎掩盖了供应冲击的现实”。 据报道,特朗普表示,在没有签署协议的情况下,他极不可能延长停火期限,并重申美国对霍尔木兹海峡的海上封锁将继续有效,直到伊朗同意最终解决方案。 据路透社援引一位伊朗高级官员的话报道,德黑兰方面正在积极评估是否参与在伊斯兰堡举行的第二轮和平谈判。 截至周二上午,霍尔木兹海峡的航运活动仍然受到严格限制。 尽管伊朗上周五曾短暂宣布该通道开放,但美国周末扣押伊朗船只的事件导致德黑兰重新实施了限制措施。 由于全球约五分之一的石油供应岌岌可危,市场正密切关注伊斯兰堡和平谈判的任何动向,预计谈判代表将在那里举行会谈。

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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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$^TASI$SASE:2380$SASE:4012
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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.

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