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SK海力士第一季獲利飆漲398%,營收突破50兆韓元大關

-- 根據週四提交給韓國交易所的文件,SK海力士(KRX:000660)第一季歸屬於股東的淨利飆升398%,達到40.3兆韓元,去年同期為8.107兆韓元。 這家晶片製造商的營收也大幅成長198%,達到52.6兆韓元,去年同期為17.6兆韓元。 該公司在周四發布的新聞稿中表示,這家全球銷售額排名第三的晶片製造商的季度營收首次突破50兆韓元大關。 營業利潤成長405%,達到創紀錄的37.6兆韓元,去年同期為7.441兆韓元。 這家晶片製造商的營業利潤率從去年同期的42%擴大至72%。 該公司在新聞稿中表示,由於人工智慧基礎設施投資的擴大,2026年第一季市場需求依然強勁。 SK海力士也將本季的成長歸功於其高頻寬記憶體、高容量伺服器動態隨機存取記憶體(DRAM)模組和企業級固態硬碟(eSSD)銷售量的成長。 現金及現金等價物增加19.4兆韓元至54.3兆韓元,而計息債務較上季減少2.9兆韓元至19.3兆韓元。 SK海力士表示,計劃在DRAM和NAND快閃記憶體領域推出新產品,以滿足日益多元化的記憶體需求。 該公司在財報中表示:“SK海力士還預測,內存效率技術的普及將提升人工智慧服務的經濟效益,從而擴大整體服務規模,並進一步推動內存需求。” 據《巴倫周刊》週四報道,這家晶片製造商計劃在 2026 年“大幅”擴大其資本支出,雖然這可能會導致未來產量“過剩”,但該公司在 2027 年年中之前可能不會增加太多產能。

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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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.

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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.

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