FINWIRES · TerminalLIVE
FINWIRES

瑞士股市本周收涨;博萨尔股价上涨

-- 周五,瑞士蓝筹股指数收涨0.18%,投资者在对本周末即将举行的美伊和平谈判保持谨慎乐观的同时,也在评估最新的经济相关动态。 KOF瑞士经济研究所的全球经济晴雨表在4月份出现分化,同步晴雨表下降0.2点至102.1点,而领先晴雨表上升1.7点至102.9点。 “尽管3月份伊朗战争和霍尔木兹海峡关闭占据了新闻头条,但这两个全球指标的波动幅度相对较小。两个指标均略高于平均水平,”KOF主任扬-埃格伯特·施图姆表示。“目前看来,受访者认为这场战争将是暂时的,而且主要局限于地区范围,因此不会对他们的经济状况产生太大影响。” 在关税方面,据彭博新闻社援引匿名消息人士报道,瑞士正寻求在7月底前与美国达成贸易协议,瑞士政府预计将于今年4月举行第三轮谈判。 与此同时,政府数据显示,瑞士消费者信心指数从2月份的-30.4点降至3月份的-42.9点。去年同期,该指数为-34.8点。瑞士联邦经济事务秘书处表示,经济和金融前景指数以及购买大宗商品的时机指数同比均有所恶化,而过去财务状况指数几乎没有变化。 企业方面,博萨德集团(BOSN.SW)公布,第一季度集团净销售额同比增长至2.849亿瑞士法郎,高于去年同期的2.833亿瑞士法郎。这家瑞士工业紧固和装配技术公司表示,尽管当前市场波动,且预计2026年上半年经济需求疲软,但公司仍致力于实现其中期财务目标。该股收盘上涨6.48%。 瑞银集团(UBSG.SW)股价也上涨0.96%,此前瑞士联邦刑事法院驳回了针对瑞银集团的洗钱指控,该指控与瑞士信贷向莫桑比克国有企业发放贷款有关。法院裁定,刑事责任不转移至瑞银集团,瑞银集团于2023年收购了瑞士信贷。

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