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產業動態:能源股週五下午走低

-- 週五下午,能源股下跌,紐約證券交易所能源板塊指數小幅走低,道富能源精選板塊SPDR ETF(XLE)下跌0.8%。 費城石油服務類股指數下跌0.7%,道瓊美國公用事業指數下跌0.1%。 在產業新聞方面,美國總統川普週五在接受《紐約郵報》電話採訪時表示,美國軍艦正在補充彈藥,以便在與伊朗的和平談判本週末破裂時恢復打擊行動。 近月西德州中質原油期貨價格上漲0.6%,至每桶98.39美元;全球基準布蘭特原油期貨價格上漲0.7%,至每桶96.70美元。亨利樞紐天然氣期貨價格下跌0.8%,至每百萬英熱單位2.65美元。 公司新聞方面,殼牌公司(SHEL)週五透過電子郵件向證實,該公司正與委內瑞拉就洛蘭-馬納提海上氣田的天然氣生產進行談判。該氣田橫跨委內瑞拉和特立尼達和多巴哥的邊境。殼牌公司發言人表示,該公司預計2027年開始從馬納提氣田生產天然氣,但尚未就洛蘭氣田做出最終投資決定。殼牌股價上漲0.8%。 比利時安特衛普港位於埃克森美孚(XOM)和道達爾能源(TTE)等歐洲煉油廠所在地。週五,港務局表示,由於船舶加油作業期間發生漏油事故,該港口已被封鎖,大型船舶無法進出。埃克森美孚股價下跌1.6%,道達爾能源股價上漲1.8%。 路透社引述一份監管文件報道,EQT(EQT)和嘉能可(Glencore)承諾透過為期20年的協議,每年從Commonwealth LNG額外採購100萬噸液化天然氣。 EQT股價下跌1.1%。

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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.

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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.

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