FINWIRES · TerminalLIVE
FINWIRES

香港股市本週開盤上漲;喜智科技、邁寶威上市

-- 週一,香港股市收高,投資人對伊朗和美國之間可能取得外交突破的前景保持謹慎樂觀。 恆生指數上漲200.74點,漲幅約0.8%,收在26,361.07點;恆生中國企業指數上漲54.04點,漲幅約0.6%,收在8,899.06點。 先前,美國海軍驅逐艦「斯普魯恩斯號」在霍爾木茲海峽附近攔截了一艘懸掛伊朗國旗的貨船「圖斯卡號」,伊朗隨後向美國發出警告,導致緊張局勢加劇。 路透社引述Kpler的數據報導,儘管伊朗宣布再次關閉霍爾木茲海峽,但週六仍有20艘船隻通過了這條狹窄的通道。 《南華早報》報道稱,中東持續的衝突正幫助香港憑藉其地理位置和中國強大的經濟實力,重新確立其在全球金融領域的避風港地位。 該報指出,銀行紛紛將目光投向香港以保護其業務,而全球投資者也紛紛諮詢如何在其投資組合中增加對中國內地資產的配置。 在企業新聞方面,兩家中國大陸公司已提交在香港上市的申請。 上海希智科技(HKG:1879)計劃透過出售1,380萬股股票,以每股最高183.20港元的價格籌集至多25.3億港元。這家光電計算公司將把所得款項用於推進研發。 同時,邁博維(上海)生物科技股份有限公司(港交所代碼:2493,滬交所代碼:688062)擬透過出售4,710萬股H股,以每股最高30.71港元的價格募集約14.5億港元。 所得款項淨額將主要用於推進該公司核心產品9MW2821在多種適應症(包括尿路上皮癌、三陰性乳癌和子宮頸癌)的臨床試驗。

Related Articles

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
Equities

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.

$SASE:2380
Research

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.

$HIG