FINWIRES · TerminalLIVE
FINWIRES

由於美國延長停火期限,而伊朗繼續拒絕談判,油價上漲。

-- 週三早盤,油價走高,此前美國延長了與伊朗的停火協議,但同時繼續封鎖伊朗港口。同時,伊朗襲擊了波斯灣的船隻,並拒絕與美國進行談判,除非美國解除封鎖。 6月交割的西德州中質原油期貨價格上漲0.15美元,至每桶89.82美元;6月交割的布蘭特原油期貨價格上漲0.42美元,至每桶98.90美元。 石油市場持續對美國對伊朗戰爭的進展做出反應。這場戰爭封鎖了霍爾木茲海峽,導致來自波斯灣國家的石油運輸受阻,這些國家的石油供應佔全球每日石油需求的20%。儘管美國總統川普週二延長了對伊朗的停火協議,但他拒絕解除對伊朗港口的封鎖。伊朗已將解除封鎖作為恢復戰爭談判、允許船隻再次通過霍爾木茲海峽的關鍵條件。 盛寶銀行大宗商品策略主管奧勒·漢森寫道:「油價持續劇烈波動,儘管川普延長了與伊朗的停火協議,但布倫特原油價格仍維持在100美元以下。然而,由於德黑蘭拒絕談判,而美國又維持著海上封鎖,和平談判仍然停滯不前……這導致石油流動持續嚴重中斷,而且可能會加劇,霍爾木海峽。 儘管美國宣布停火,伊朗週三仍襲擊了兩艘船。 《華爾街日報》報道稱,伊朗砲艇襲擊了一艘貨櫃船和另一艘身份不明的船隻。同時,美軍在印度洋登上了一艘受制裁的油輪。 一份報告顯示,美國原油庫存上週有所下降。根據Investing.com報道,美國石油協會在其每週調查中報告稱,上周美國原油庫存下降了440萬桶,低於此前市場普遍預期的100萬桶降幅。美國能源資訊署將於週三上午晚些時候發布官方庫存數據。

Related Articles

Research

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.

$OTIS
Asia Markets

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.

$^TASI$SASE:2380$SASE:4012
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