-- 周四，能源股普遍上涨，纽约证券交易所能源板块指数上涨0.7%，道富能源精选板块SPDR ETF（XLE）上涨0.8%。 费城石油服务板块指数上涨1.1%，道琼斯美国公用事业指数上涨2.4%。 行业新闻方面，据特朗普总统在其Truth Social社交媒体账号上发布的消息，他已下令美国海军“击毙”任何在霍尔木兹海峡布雷的船只。美伊关系仍处于僵局，只要美国海军继续封锁伊朗港口，华盛顿拒绝解除封锁，德黑兰就拒绝进行和平谈判。《华尔街日报》报道称，调解人正努力使外交进程重回正轨，包括安排最早于周五举行会晤。 西德克萨斯中质原油上涨3.6%，至每桶96.32美元；全球基准布伦特原油上涨3.6%，至每桶105.54美元。亨利枢纽天然气期货下跌4.8%，至每百万英热单位2.59美元。 截至上周五的一周，美国天然气库存增加1030亿立方英尺，增幅超过彭博社调查预期的960亿立方英尺，此前一周的增幅修正为600亿立方英尺。 公司新闻方面，NextEra Energy (NEE) 股价上涨7%。该公司公布的第一季度调整后收益超出华尔街预期。 据媒体报道，英国石油公司 (BP) 股东否决了一项旨在取消部分气候相关信息披露要求的提案，这些要求此前已获得投资者在股东大会上的投票支持。董事长阿尔伯特·曼尼福德以82%的得票率当选。BP股价下跌0.1%。 Helix Energy Solutions (HLX) 和 Hornbeck Offshore Services 同意以全股票交易方式合并，组建一家综合性海上服务公司。Helix 股价上涨 0.7%。 据路透社报道，雪佛龙 (CVX) 位于西澳大利亚的 Wheatstone 液化天然气工厂在修复上月飓风造成的损坏后，已恢复全面生产。雪佛龙股价上涨 0.7%。
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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