FINWIRES · TerminalLIVE
FINWIRES

週四歐洲股市多數下跌;停火前景不明朗,油價上漲

-- 週四,歐洲股市普遍下跌,投資人密切關注中東戰事以及霍爾木茲海峽因大部分航運受阻而導致的油價上漲。 史托克歐洲指數下跌0.4%,德國DAX指數下跌1.4%,英國富時100指數下跌0.3%,法國CAC40指數下跌0.5%,瑞士市場指數上漲0.1%。 歐盟委員會石油協調小組、成員國和產業代表週三舉行會議,表示儘管中東戰事引發油價飆升,但該地區的石油供應仍穩定。他們強調,必須維持歐盟層級的透明度和協調性,並避免市場出現任何不必要的混亂。 由於擬議的停火協議前景不明朗,油價再次上漲,能源股也從中受益。在倫敦,BP和殼牌的股價分別上漲了3.2%和1.4%;在巴黎,道達爾能源的股價上漲了2.7%;在米蘭,埃尼集團的股價上漲了4%。 在企業新聞方面,諾華製藥週四表示,將擴大其項目,在全球範圍內「難以觸及」的社區中尋找和治療心臟病和癌症患者。 該公司表示,到2030年,諾華的三項社區健康計畫將覆蓋近30個國家,這些計畫旨在彌合低收入、農村和其他社區的醫療服務差距,覆蓋範圍將擴大近三倍。 在蘇黎世,諾華製藥的股價上漲了0.3%。 諾和諾德週四表示,歐洲藥品管理局已批准更新其Wegovy注射劑的產品信息,允許該藥物在最高30攝氏度的受控溫度下保存長達48小時。 該公司表示,在此之前,這種注射劑從生產地到最終使用地,整個分銷和交付過程中都必須保持低溫。 這家丹麥製藥公司的股票在哥本哈根下跌了0.8%。 據彭博社週三晚間援引知情人士報道,在出售用於此次合併的7.65億美元貸款的談判因持續的市場動盪而暫停後,由瑞銀牽頭的貸款集團已為TJC支持的Echo Global Logistics收購ITS Logistics提供了資金。 據報道,知情人士稱,瑞銀牽頭的貸款集團在3月底收購完成後提供了這筆貸款,並補充說,該集團計劃稍後嘗試將這筆債務銀團出售給投資者。 週四,瑞銀、TJC和Echo Global Logistics均未立即回覆的置評請求。 這家瑞士銀行的股價上漲了0.3%。 據媒體引述義大利工會FIM-CISL的數據報導,Stellantis在義大利的工廠第一季產量年增9.5%,達到120,366輛。 報道稱,這家汽車製造商預計到2026年將在義大利生產50萬輛汽車,高於2025年的約38萬輛。 Stellantis的股價在巴黎股市幾乎沒有變動。

Related Articles

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
Research

Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.

$BKR