-- 週二下午,能源股走高,紐約證券交易所能源板塊指數上漲0.8%,道富能源精選板塊SPDR ETF(XLE)上漲1%。 費城石油服務板塊指數上漲1.4%,而道瓊美國公用事業指數下跌1.4%。 近月西德州中質原油期貨價格上漲2.8%至每桶92.10美元,全球基準布蘭特原油期貨價格上漲3%至每桶98.30美元。亨利樞紐天然氣期貨價格小漲至每百萬英熱單位2.69美元。 公司新聞方面,哈里伯頓(HAL)股價上漲3.7%,此前該公司公佈的第一季調整後淨利和營收均低於預期,但仍高於分析師預期。 西班牙國家市場與競爭委員會(CNMC)週二發布聲明,宣布暫停對英國石油公司(BP)、雷普索爾公司(Repsol)和塞普薩公司(Cepsa)涉嫌串謀和濫用市場支配地位的調查。 BP股價上漲1.5%。 路透社引述法庭文件報導稱,殼牌公司(SHEL)面臨一家荷蘭氣候活動組織的全新訴訟,該組織要求殼牌立即停止對新的油氣計畫的投資。殼牌股價上漲0.4%。 路透社週二引述贊比亞礦業部消息報道稱,必和必拓(BHP)正計劃在尚比亞進行大規模銅礦勘探。路透社引述必和必拓全球勘探主管坎貝爾·麥克奎格(Campbell McCuaig)的話說,該公司正瞄準那些難以用傳統方法探測的大型礦藏,重點關注深埋或地質隱蔽的資源。必和必拓股價下跌1.9%。
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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.
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.
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.