-- 阿聯酋股市收高，投資人消化了該地區最新一批企業財報。 週四收盤時，富時ADX綜合指數小漲0.016%，而杜拜金融市場綜合指數上漲0.567%。 阿聯酋各大交易所發布了涵蓋多個行業的公司的第一季財報，例如國際控股公司（ADX:IHC，簡稱IHC）、沙迦銀行（ADX:BOS）、布爾吉爾控股（ADX:BURJEEL）和阿聯酋中央冷卻系統公司（DFM:EMPOWER，簡稱Empower）。 儘管IHC營收年增33.2%，但股價仍下跌0.49%。沙迦銀行本季業績創歷史新高，這得益於淨利息收入的成長和穩健的信貸風險管理，但最終收跌1.55%。 同時，布爾吉爾控股公司（Burjeel Holdings）和阿聯酋中央冷卻系統公司（Emirates Central Cooling Systems）的歸屬利潤和營收均有所增長，分別與上年持平和增長7.19%。 路透社引述日本經濟產業省的消息報道，阿聯酋和日本同意舉行部長級會談，討論擴大兩國原油聯合儲備以及增加阿聯酋原油供應。 在地緣政治方面，伊朗表示正在審查美國的提議，並將透過巴基斯坦調解人回應。美國總統川普也在社群媒體上發文稱，達成協議將為包括伊朗在內的所有國家開放霍爾木茲海峽，如果未能達成協議，伊朗將面臨「更高水準和更強烈的」襲擊。 「一旦宣布達成協議，期貨價格將立即進一步下跌；事實上，即使僅僅是達成協議的可能性，也已經引發了油價下跌。然而，現貨市場並非按照政治時間表運行。即使在最樂觀的情況下，霍爾木茲海峽分階段重新開放30天，實質性的吞吐量恢復最早到6000 個月才能實現港量到港口量在此期間還需要“全球市場不應將停火的消息誤認為是供應方面的消息。”
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Research Alert: The Carlyle Group Misses On Distributable Earnings In Q1 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CG reported mixed Q1 2026 results with total AUM growing 5% to $475B while fee-earning AUM rose only 1% to $333B. Total segment revenue declined 28% Y/Y with realized performance fees dropping sharply to $62M from $355M a year ago. We believe ALT firms like CG should never be judged on just one quarter of performance, as fee-related earnings, performance fees, fund inflows, and monetizations are asymmetrical quarter-to-quarter, and management highlighted CG's position as the #1 private equity sponsor globally by IPO proceeds since 2024, generating approximately $10B over the past two years. Management expressed strong momentum into the current year despite providing no specific 2026 guidance and an earnings miss in Q1 2026. Inflows were solid at $13.0B in Q1 and $52.5B LTM, underpinned by insurance solutions and asset-backed finance strategies in Global Credit. Deployments totaled $10.0B mostly across Global Credit, while realized proceeds of $12.2B suggest stable market conditions for exits.
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Research
Research Alert: Sempra Q1 2026: Eps Meets At $1.51, Reaffirms Guidance, Asset Sales Progress
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Sempra reported Q1 2026 adjusted EPS of $1.51, up 4.9% and in line with consensus, while revenues of $3.655B declined 3.9% and missed estimates by 11.3% due to lower natural gas revenues at Sempra California. Strong operating performance across utility segments included Sempra Texas earnings up 17.1% to $171M and Sempra Infrastructure earnings rising 18.7% to $216M. We view positively the company's execution of its record $65B five-year capital plan targeting 11% rate base CAGR through 2030, with $3.0B deployed in Q1. Management reaffirmed full-year 2026 EPS guidance of $4.80-5.30 and 2027 guidance of $5.10-5.70, maintaining 7%-9% long-term growth targets. We expect the pending SI Partners and Ecogas transactions to close in Q2-Q3 2026, enabling debt paydown and improving credit metrics while shifting the business mix to 95% regulated utilities. In our view, Sempra remains well-positioned for sustainable earnings growth with strong infrastructure investment and balance sheet optimization initiatives.
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Sectors
Sector Update: Energy Stocks Decline Pre-Bell Thursday
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