FINWIRES · TerminalLIVE
FINWIRES

瑞士股市指数延续下跌趋势;ABB股价上涨

-- 瑞士股市连续第三个交易日下跌,瑞士市场指数周三收盘下跌0.51%。投资者在密切关注中东地缘政治局势发展的同时,也在评估即将发布的经济数据。 丹麦银行表示:“在伊朗因美国提出的不合理要求而拒绝进一步谈判后,美国总统唐纳德·特朗普在停火协议到期前无限期延长了停火协议。这标志着特朗普态度的180度大转弯,因为他此前曾排除延长停火的可能性,并暗示将采取军事行动。据报道,伊朗并未要求停火,且霍尔木兹海峡问题仍未解决,目前伊朗似乎占据了上风。” 其他经济新闻方面,英国3月份年通胀率从2月份的3%升至3.3%,而核心通胀率则从3.2%小幅降至3.1%。 企业方面,ABB(ABBN.SW)公布第一季度归属于母公司股东的净利润同比增长18%,从11亿美元增至13.2亿美元。在当前地缘政治不确定性的背景下,ABB所有地区的订单均实现两位数增长,带动营收同比增长18%,达到87.3亿美元。这家瑞士电气化和自动化公司的股价收盘上涨3.40%。 与此同时,瑞士联邦委员会放宽了此前针对该国银行资本规则的拟议调整,其中包括对具有系统重要性的瑞银集团(UBSG.SW)的调整。此次调整将使瑞银集团的一级普通股资本增加200亿美元。联邦委员会表示,已与瑞士国家银行(SNBN.SW)和金融监管机构瑞士金融市场监管局(FINMA)就该方案达成一致,并指出“由于咨询程序的结果,该方案比原计划更为温和”。 瑞银集团就政府声明回应称:“瑞银仍然强烈反对政府提出的方案,该方案过于极端,缺乏国际协调性,并且无视了大多数受访者在政府咨询中表达的担忧。如果这些措施获得通过,将对瑞士经济产生深远影响……瑞银期待议会就拟议的外国股权待遇进行审议,以考虑众多利益相关者在民主咨询过程中提出的关切。” 瑞银股价收盘上涨0.15%。

Related Articles

Research

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

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

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

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
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