-- 加拿大皇家银行(RBC)调整了对英国石油公司(BP.L)的目标股价和盈利预测，原因是其更新了模型，纳入了这家石油和天然气巨头的第一季度交易更新以及该研究机构修订后的商品价格预测。 “第一季度交易更新反映了石油交易走强和宏观经济温和回升。我们更新了对BP交易更新的预测，这反映了商品价格上涨带来的大量营运资本增加、‘异常’的石油交易以及炼油利润率的小幅提升。我们更新后的息税前利润/可回收营业利润(EBIT/RCOP)预测为60.9亿美元，高于市场普遍预期的58.1亿美元；我们更新后的净利润预测为29.9亿美元，也高于市场普遍预期的26.7亿美元。需要注意的是，与同行一样，大宗商品价格走强的全面影响将从第二季度开始显现，”分析师周三表示。 因此，该研究机构将这只评级为“与行业持平”的股票的目标股价从6.40英镑上调至7英镑。此次评级上调反映了市场对大宗商品价格上涨的预期，以及对布伦特原油长期价格维持在每桶80美元的预期。 与此同时，加拿大皇家银行指出，投资者关注的焦点正转向将于4月28日公布的第一季度业绩，BP新任首席执行官梅格·奥尼尔的讲话将备受关注。分析师预计，管理层近期将优先考虑降低杠杆率，以支持未来的增长周期，而重启股票回购计划的可能性不大。
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Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012