-- 根據FactSet調查的分析師報告，Littelfuse (LFUS) 的平均評級為“增持”，平均目標價為417.50美元。 （報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）
Related Articles
Australia
RBC Cuts Price Target on Check Point Software Technologies to $135 From $157, Keeps Sector Perform Rating
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $114.97, Change: $+2.50, Percent Change: +2.22%
$CHKP
Oil & Energy
EMEA Oil Update: Crude Eases as Iran Sends Fresh Proposal to US
Global energy markets remain on edge on Friday as reports emerged that Tehran has submitted a fresh diplomatic proposal for negotiations with Washington.The Brent futures contract eased 0.3% to $110.71 per barrel. Murban futures fell 1.5% to $106.39 per barrel.According to state news agency IRNA, the latest proposal was reportedly delivered to US officials via Pakistani mediators late Thursday.However, crude remains on track for weekly gains as the fundamental dual blockade persists."Brent Crude remains elevated after hitting a wartime high on Thursday, with no sign that US and Iranian blockades of the Strait of Hormuz will be lifted anytime soon, prolonging and worsening the supply squeeze," Saxo Bank analysts said.As the blockade of the Strait of Hormuz enters its third month, the prospect of a swift resolution has dimmed, with Iran's new Supreme Leader and the US administration both doubling down on their respective positions.Iran's new Supreme Leader, Mojtaba Khamenei, signaled a hardline shift in Tehran's policy. Khamenei vowed that the Islamic Republic would not abandon its nuclear or missile technologies, explicitly stating that Iran intends to maintain its grip on the Strait of Hormuz, according to a Saxo Bank note.Simultaneously, US President Donald Trump has maintained a firm stance on the blockade of Iranian ports, despite the resulting upward pressure on global oil prices.Meanwhile, the wait-and-see period for the paper markets may be ending."The gap between the paper and physical markets is narrowing as tightness begins to materialise for the first time since the conflict began," ANZ analysts said.
Oil & Energy
Analysts Expect Another OPEC Output Hike Decision Despite Hormuz Disruptions
The forthcoming meeting of seven members of the Organization of Petroleum Exporting Countries, and its allies, slated for Sunday, is expected to see another increase in output quotas, but the decision will remain largely on paper until the Strait of Hormuz conundrum is solved, analysts told.Nader Itayim, Middle East Gulf editor at Argus Media, said in an email that he expects the outcome of the meeting to be largely similar to that of April and March, a "theoretical" increase in output quotas, which was unlikely to have any physical impact.He attributed this to the sharp drop in production across most OPEC+ members over the past two months since the conflict began, leaving output "well below quota" with the hike for April still not materializing.Yet, he expects another hike in production, because the purpose of these meetings "is planning for the future, rather than impacting current supply."He expects the increase to come in below last month's 206,000 barrels per day, largely due to the UAE's exit from the group earlier this week, which accounted for less than 10% of this figure, or under 20,000 barrels per day. Keeping with the same formula, he expects a hike of 188,000 barrels per day from the upcoming meeting.Neil Crosby, the Head of Research at Sparta Commodities, held a similar view, noting that the UAE's exit would be "a drop in the bucket" relative to the broader OPEC+ output.Even after the Strait of Hormuz reopens, he said that the Gulf nation's decision to quit the group "is more of a medium-term supply story" at best, which too will not be a concern with countries across the globe refilling their inventories that were depleted during the war.