-- 週一下午,能源股走高,紐約證券交易所能源板塊指數上漲1%,道富能源精選板塊SPDR ETF(XLE)上漲0.7%。 費城石油服務板塊指數下跌0.3%,道瓊美國公用事業指數持平。 產業新聞方面,由於美伊停火協議本週即將到期,兩國衝突似乎再次升級,油價週一上漲。此前,伊朗宣布霍爾木茲海峽開放,滿足了美國的關鍵需求,導致油價週五暴跌。然而,德黑蘭於週六重新控制了該水道。雙方均指責對方違反了將於週二到期的為期兩週的停火協議。 近月西德州中質原油期貨價格上漲6.8%,至每桶89.56美元;全球基準布蘭特原油期貨價格上漲5.9%,至每桶95.72美元。亨利樞紐天然氣期貨價格上漲0.9%,至每百萬英熱單位2.70美元。 公司新聞方面,美國稀土公司(USAR)週一同意以現金加股票的方式收購巴西稀土礦商Serra Verde,股權價值約28億美元。這家關鍵礦產生產商旨在提升其稀土業務。美國稀土公司股價上漲超過8%。 根據彭博社報道,埃尼集團(E)和雷普索爾公司已與委內瑞拉政府達成協議,開始從委內瑞拉灣的佩爾拉氣田出口天然氣,並透過浮式終端以液化天然氣的形式運輸。此外,埃尼集團也宣佈在印尼近海的庫泰盆地發現了天然氣。埃尼集團股價上漲1%。 Sable Offshore公司(SOC)股價上漲0.4%,此前該公司表示,預計今年4月至12月期間,其各項資產的資本支出約為1.8億美元。
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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.
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.