-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將RPM未來12個月的目標股價下調3美元至127美元，相當於我們2027財年（截至5月）每股收益預期值的20.4倍，與RPM過去三年的平均預期市盈率20.5倍基本一致。我們將2026財年的每股盈餘預期值下調0.06美元至5.54美元，並將2027財年的每股盈餘預期值調高0.02美元至6.22美元。中東地區的地緣政治緊張局勢將透過原物料價格上漲對RPM構成短期不利影響，預計2026財年第四季原物料價格將上漲1-2%，2027財年第一季將上漲5%至1%左右。然而，RPM正在採取價格策略並利用其策略採購能力來緩解成本壓力。該公司重申了第四季度業績預期，預計營收將實現中等個位數成長，調整後息稅前利潤（EBIT）將實現低至高個位數成長。 RPM的結構性優勢依然強勁：三分之二的銷售來自維修、維修和翻新市場，這些市場在經濟波動期間展現出強大的韌性。建築產品和高性能塗料業務板塊透過系統銷售策略和高性能建築解決方案，持續擴大市場份額。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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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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