FINWIRES · TerminalLIVE
FINWIRES

波斯湾前景提振亚洲股市

-- 周二,受美国总统特朗普暗示德黑兰与华盛顿之间旨在结束波斯湾冲突的谈判可能重启以及霍尔木兹海峡相对平静的提振,亚洲股市普遍上涨。 香港、上海和东京股市收涨,其他地区性股市也纷纷上涨,其中首尔综合指数(KOSPI)领涨,涨幅达2.7%。曼谷和孟买股市因假日休市。 在日本,日经225指数高开,最终收涨2.4%,主要受中东局势展望以及美国军舰顺利通过霍尔木兹海峡的提振。 日经225指数上涨1374.62点,收于57877.39点,上涨个股数量超过下跌个股,比例为136比87。 科技金融巨头软银领涨,涨幅达12.7%,而房地产公司长谷幸行下跌5.7%。 香港恒生指数高开,随后震荡,最终收涨0.8%,主要受房地产股走强提振。 恒生指数上涨211.47点,收于25872.32点,上涨个股数量超过下跌个股,比例为61比29。恒生科技指数当日上涨0.6%,而内地房地产指数上涨3.2%。 玩具制造商Pop Mart International领涨,涨幅达6.5%,而信义光能下跌3.4%。 中国大陆方面,上证综指上涨1%,收于4026.63点。 经济新闻方面,国家统计局数据显示,3月份中国出口同比增长2.5%,低于前两个月的21.8%。 与之相反,3月份中国进口同比增长27.8%,高于前两个月的19.8%。 其他地区股市方面,台湾加权指数上涨2.4%,澳大利亚ASX 200指数上涨0.5%,新加坡海峡时报指数上涨0.5%。 MSCI亚太地区指数当日上涨1.9%。

Related Articles

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
Equities

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.

$SASE:2380
Research

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.

$HIG