-- 美國財政部週一表示,已延長與委內瑞拉一項關鍵債券相關的限制措施,推遲債權人追討與該國海外資產相關的抵押品。 財政部外國資產管制辦公室(OFAC)表示,已頒發第5W號通用許可證,該許可證僅授權自6月19日起進行與委內瑞拉國家石油公司(PdVSA)2020年債券相關的特定交易,從而延長了與該債務相關的強制執行行動的凍結期。 該機構表示,涉及出售或轉讓作為抵押品的股份的交易,特別是與美國煉油商Citgo Petroleum相關的股份,在6月19日之前仍被禁止,除非獲得OFAC的批准。 先前的許可證於3月頒發,並延續了自2019年以來的一系列延期,原定於5月5日到期。 儘管新許可證最終允許在6月19日之後進行與該債券相關的交易,但它並未凌駕於其他制裁限制之上,這意味著可能仍需獲得額外的批准。 美國財政部外國資產管制辦公室(OFAC)表示,如果債權人和委內瑞拉就委內瑞拉國家石油公司(PdVSA)2020年債券的重組或再融資達成協議,各方可能需要申請特定許可證。 OFAC也表示,將對這類安排採取有利的許可政策。 此外,近幾個月來,美國放寬了對委內瑞拉能源領域的一些限制,允許與委內瑞拉國家石油公司開展有限的業務,儘管核心金融制裁仍然有效。
Related Articles
Regis Healthcare to Benefit from Higher Govt Spending on Aged Care, Says Jefferies
Regis Healthcare (ASX:REG) is expected to reap benefits from higher government funding into aged care sector, Jefferies said Monday in a note, adding that it is awaiting clarity from the upcoming federal budget announcement this month.The government has announced plans for a AU$3 billion investment in aged care, which includes an increased accommodation supplement.The investment firm assumes that if 40% of Regis' residents received a AU$15 higher daily accommodation supplement, the company could see around a 10% boost in EBITDA per place over 12 months. Regis expects fiscal 2026 underlying EBITDA of around AU$135 million.Jefferies is also confident in the company's fiscal 2027 outlook despite near-full occupancy as Regis continues to expand its portfolio and increase the proportion of residents paying Refundable Accommodation Deposit (RAD). The company reported average occupancy of 95.9% in mature homes in the third quarter.Jefferies maintained a buy rating and increased its price target by 35% to AU$9.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Dte Energy Company
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $3 to $165, reflecting a 20.7x forward P/E on our next-12-month EPS estimate. We lower our 2026 EPS view by $0.05 to $7.76 and raise our 2027 EPS view by $0.01 to $8.40. In March 2026, DTE executed a 1 GW data center agreement with Google and filed contracts with the MPSC for approval; a decision is expected by September 2026. The Google data center agreement complements the previously approved 1.4 GW Oracle project. The agreement is structured to deliver approximately $1.7B in affordability benefits for existing customers over the contract life, while requiring Google to pay the full cost of energy usage, including all related infrastructure investments. DTE intends to pause future electric rate requests for at least two years following its most recent request, dependent on the Oracle data center coming online by 2027. On a compound annual basis from 2025 to 2028, we anticipate approximately 7.5% EPS and 6.8% dividend growth, highly competitive with multi-utilities peers.
National Australia Bank's Asset Quality Risks Build, But Demand Remains Solid, Says Jefferies
National Australia Bank (ASX:NAB) is facing rising asset quality risks as it posted a downbeat half-yearly result, Jefferies said Monday in a note, adding that demand remains resilient and costs are being managed.The bank reported a 26% decline in fiscal 2026 first-half cash earnings to AU$2.64 billion, missing Jefferies' estimate by 3%.The investment firm reduced its fiscal 2026 and 2028 EPS estimates by 1%, citing lower earnings from liquid assets and higher impairment charges for potential loan losses, partly offset by stronger profit margins.Jefferies said that investors are concerned about the bank's exposure to small and medium sized businesses (SMEs) in an uncertain macro environment. NAB is also setting aside more provisions for bad loans than its peers, which is impacting its returns by more than 1%.However, the brokerage continues to see an attractive risk-reward on the profile. Despite recent share underperformance, margins are expected to improve in the second half of the year.Jefferies maintained its buy rating on National Australia Bank but cut its price target to AU$46.98 from AU$47.73.