-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。FFHの投資判断は「買い」、目標株価は2,810ドルを維持します。これは、健全な保険引受実績が金利上昇の影響を相殺したためです。業績はまちまちで、コンバインド・レシオは94.1%と好調、総保険料収入は4.1%増、利息および配当収入は9%増加しましたが、債券投資損失3億8,590万ドルにより純利益は6億9,570万ドルに減少しました。イラン紛争の沈静化に伴い金利が緩和すれば、債券損失の影響は一時的なものとなるでしょう。当四半期に分配された1株当たり15ドルの配当を考慮すると、1株当たり帳簿価額は0.5%増の1,250.14ドルとなりました。 FFHの業績は決して華々しいものではないものの、当社は同社の事業プロセスを信頼しており、ますます集中化が進み変動の激しい米国株式市場において、同社の事業の安定性を高く評価しています。2026年度の1株当たり利益（EPS）予想を215.23ドルから195.76ドルに引き下げ、2027年度のEPS予想は226.33ドルで据え置きます。
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Update: US Equity Investors to Focus This Week on Risk of Iran Ceasefire Falling Apart, Earnings, Nonfarm Payrolls
(Updates to add more information on the headline)US equity investors will look out for Iran ending its ceasefire agreement with Washington if the US military escorts ships stranded in the Strait of Hormuz, while focusing on mega-cap quarterly earnings and labor market data this week.* An Iranian official warned the US will be attacked if it tries to approach or enter the Strait of Hormuz, after President Donald Trump said the US military will begin guiding stranded ships through the chokepoint on Monday, CNN reported. US Central Command said it would support the effort with 15,000 military personnel, more than 100 land and sea-based aircraft, warships, and drones, Reuters reported.* Concurrently, Trump reported "very positive discussions" with Iran, according to CNN. The Iranian Foreign Ministry is reviewing the US' reply to Tehran's latest peace proposal, CNN reported, citing the ministry.* Meanwhile, West Texas Intermediate crude oil futures rose 1.3% to $103.27, and Brent crude futures climbed 1.3% to $109.62 early Monday. Most US Treasury yields also advanced, with the 10-year up two basis points to 4.4% and the two-year higher by 2.3 basis points to 3.91%.* Quarterly earnings due this week include Palantir Technologies (PLTR), Advanced Micro Devices (AMD), Arista Networks (ANET), Arm Holdings (ARM), Uber Technologies (UBER), Applovin (APP), Shell (SHEL), McDonald's (MCD), and Walt Disney (DIS).* Macroeconomic data due this week include nonfarm payrolls, JOLTS job openings, ADP private payrolls, Challenger job cuts, ISM services PMI, and the University of Michigan's preliminary consumer sentiment and inflation expectations.* Europe will respond should Trump follow through on his threat to raise tariffs on cars and trucks from the European Union to 25%, Eurogroup President Kyriakos Pierrakakis told Bloomberg. "The number one choice is always dialogue," he said. "If there is a deviation from what we have agreed upon, obviously all options are on the table and all choices will be on the table."
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Mining & Metals
Correction: -- Nasdaq 100 Futures and S&P Futures Both Down Near 0.5%
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Mining & Metals
Nasadaq 100 Futures and S&P Futures Both Down Near 0.5%
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