-- 周四下午,能源股走高,纽约证券交易所能源板块指数上涨0.9%,道富能源精选板块SPDR ETF(XLE)上涨0.6%。 费城石油服务板块指数上涨1.5%,道琼斯美国公用事业指数上涨2.3%。 行业新闻方面,据特朗普总统周四在其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。同一天,路透社报道称,伊朗发布了一段视频,显示其突击队员强行闯入一艘名为“MSC Francesca”的货船,以此炫耀其对霍尔木兹海峡的控制。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,德黑兰就拒绝就和平协议进行谈判。据《华尔街日报》报道,调解人正努力使外交进程重回正轨,包括安排交战双方最早于周五举行会晤。 近月西德克萨斯中质原油期货价格上涨5.3%,至每桶97.92美元;全球基准布伦特原油期货价格上涨4.1%,至每桶106.04美元。亨利枢纽天然气期货价格下跌5%,至每百万英热单位2.59美元。 截至4月17日当周,美国天然气库存增加1030亿立方英尺,增幅高于彭博社截至美国东部时间上午7:35汇总的调查预期的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,太平洋煤气电力公司(PG&E,股票代码:PCG)周四公布了第一季度调整后每股收益为0.43美元,高于去年同期的0.33美元。 FactSet调查的分析师预期每股收益为0.40美元。该公司股价上涨0.2%。 Helix Energy Solutions (HLX) 和 Hornbeck Offshore Services 已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 Energy Solutions 股价上涨0.6%。 据媒体周四报道,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 Albert Manifold 以81.8%的得票率当选。BP 股价下跌0.3%。
Related Articles
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.
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.
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.