-- 週二盤前交易中,能源股小幅走高,道富能源精選產業SPDR ETF(XLE)上漲0.2%。 美國石油基金(USO)上漲0.2%,美國天然氣基金(UNG)下跌0.1%。 紐約商品交易所近月合約美國西德州中質原油下跌0.1%,至每桶89.51美元。全球基準北海布蘭特原油下跌0.4%,至每桶95.07美元,天然氣期貨下跌0.2%,至每百萬英熱單位2.69美元。 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提起的新訴訟,該組織要求殼牌立即停止對新的油氣計畫的投資。殼牌股價盤前上漲0.7%。 西班牙國家市場與競爭委員會(CNMC)已擱置對英國石油公司(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。根據監管機構發布的聲明,BP股價在盤前交易中上漲0.6%。 哈里伯頓(Halliburton)股價上漲超過1%,此前該公司公佈的第一季調整後淨利潤和營收雖然低於預期,但仍高於分析師的預期。
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Petro Rabigh Emerges From Loss in Q1; Revenue Grows
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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.