FINWIRES · TerminalLIVE
FINWIRES

波斯湾和中国经济前景提振亚洲股市

-- 周四,亚洲股市涨跌互现,交易员们密切关注北京方面发布的重要经济报告以及中东和平前景。 香港、上海、首尔、台湾和东京股市均收涨,而其他地区性股市则小幅下跌。 在日本,日经225指数高开高走,最终收涨2.4%,交易员们正在权衡有关德黑兰和华盛顿可能重启和平谈判的媒体报道。 日经225指数上涨1384.10点,收于59518.34点,上涨个股数量超过下跌个股,比例为158比64。 领涨的股中,电子产品制造商TDK股价上涨13.1%,而重型设备制造商小松股价下跌5.4%。 在香港,恒生指数高开高走,最终收涨1.7%,此前北京方面公布了一系列总体利好的经济报告。科技股领涨。 恒生指数上涨446.94点,收于26,394.26点,上涨个股数量超过下跌个股,比例为61比26。恒生科技指数当日上涨3.7%,而内地地产指数上涨1.2%。 领涨个股的是宁德时代科技,涨幅达9%,而面条制造商顶益则下跌3.5%。 内地方面,上证综指上涨0.7%,收于4,055.55点。 经济方面,国家统计局数据显示,中国内地第一季度国内生产总值(GDP)同比增长5%,达到北京设定的目标。 此外,中国3月份工业增加值同比增长5.7%,而同期零售销售增速放缓至1.7%。 国家统计局数据显示,2026年3月中国70个城市新建住宅价格同比下降3.4%,降幅较上月扩大至3.2%。 其他地区交易所方面,韩国综合股价指数(KOSPI)上涨2.2%;台湾加权平均指数(TWSE)上涨1.1%;澳大利亚ASX 200指数下跌0.3%;新加坡海峡时报指数下跌0.3%;泰国S10指数下跌1.1%。孟买Sensex指数尾盘下跌0.2%。 MSCI亚太地区指数当日上涨1.2%。

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