FINWIRES · TerminalLIVE
FINWIRES

Sector Update: Energy Stocks Mixed Late Afternoon

-- Energy stocks were mixed late Monday afternoon, with the NYSE Energy Sector Index shedding 0.1% and the State Street Energy Select Sector SPDR ETF (XLE) adding 0.3%.

The Philadelphia Oil Service Sector Index added 1%, and the Dow Jones US Utilities Index was falling 1.2%.

Front-month West Texas Intermediate crude oil was rising 1.4% to $97.89 a barrel, and the global benchmark Brent crude contract was advancing 3.3% to $98.32 a barrel. Henry Hub natural gas futures shed 0.8% to $2.63 per 1 million BTU.

In sector news, the Organization of the Petroleum Exporting Countries on Monday lowered its Q2 oil demand forecast due to the Middle East conflict, but maintained its full-year estimates amid expectations for a rebound in H2. The cartel sees global oil consumption at 105.1 million barrels a day in the ongoing three-month period, it said in its latest monthly market report. Last month, the organization projected demand at 105.6 million barrels per day in Q2.

In corporate news, TotalEnergies (TTE) shares added 0.8% after it said Monday that it has signed a memorandum of understanding with Turkey's state energy company TPAO to pursue exploration opportunities.

Chevron (CVX) and Shell (SHEL) are set to sign agreements involving oil and gas areas in Venezuela, Reuters reported. Chevron shares rose 1.7%, and Shell added 0.4%.

GFL Environmental (GFL) agreed to acquire Secure Waste Infrastructure in a 6.4 billion-Canadian-dollar ($4.63 billion) deal that is expected to boost its waste management operations in Western Canada. GFL shares fell 9.6%.

Equinor (EQNR) shares added 0.5% after it said Monday its board has decided to propose a share capital reduction to shareholders through the cancellation of own shares and redemption of shares held by the Norwegian state following its 2025 buyback program.

相关文章

Australia

据美国银行称,CSX在首席执行官Angel的领导下提高了增长和利润率目标。

美国银行证券周四表示,自史蒂夫·安吉尔(Steve Angel)于2025年9月上任以来,这位CSX (CSX)首席执行官加快了服务改进步伐,提高了财务目标,并精简了成本结构,这些举措正使公司受益。 该公司目前将营收增长目标从低个位数上调至中个位数,并预计其营业利润率将达到200-300个基点目标区间的高端。根据该报告,美国银行还将CSX的营收增长预期从1.6%上调至4.2%。 美国银行表示,CSX预计燃油附加费将支撑其营收增长至中个位数。成本控制,尤其是在采购服务及其他方面的控制,凸显了安吉尔旨在构建可持续长期生产力提升的战略。 这家投资公司将CSX 2026年的每股收益预期从1.80美元上调至1.90美元,并将2027年的每股收益预期从2.10美元上调至2.15美元。 美国银行维持对CSX的“买入”评级,并将目标价从46美元上调至49美元。 CSX股价周四上涨7.6%。Price: $46.47, Change: $+3.29, Percent Change: +7.61%

$CSX
Asia Markets

受美股午后下跌影响,交易所交易基金(ETF)走低

大盘指标 综合市场交易所交易基金(ETF)IWM 和 IVV 下跌。活跃交易的景顺QQQ信托基金(QQQ)下跌0.2%。 周四午盘交易中,美国股指下跌,原因是中东地缘政治风险加剧,以及特斯拉(TSLA)今年的资本支出预期较去年同期增长了两倍。 能源 iShares美国能源ETF(IYE)和道富能源精选行业SPDR基金(XLE)均上涨约0.3%。 科技 道富科技精选行业SPDR基金(XLK)下跌0.7%;iShares美国科技ETF(IYW)和iShares扩展科技行业ETF(IGM)均下跌约0.6%。 State Street SPDR S&P Semiconductor (XSD) 上涨 3%,iShares Semiconductor (SOXX) 上涨 2.7%。 金融 State Street Financial Select Sector SPDR (XLF) 下跌 0.7%。Direxion Daily Financial Bull 3X Shares (FAS) 下跌 2.8%,而其对应的 Direxion Daily Financial Bear 3X Shares (FAZ) 则上涨 2.8%。 大宗商品 原油价格上涨 1.1%,美国石油基金 (USO) 上涨 1.5%。天然气价格上涨 1.0%,而美国天然气基金 (UNG) 下跌 4.5%。 Comex 黄金价格下跌 0.2%,State Street SPDR Gold Shares (GLD) 下跌 0.2%。白银价格下跌 2.2%,iShares Silver Trust (SLV) 下跌 1.7%。 消费板块 道富消费必需品精选行业SPDR基金(XLP)上涨1.6%。先锋消费必需品ETF(VDC)上涨1.4%,iShares道琼斯美国消费品ETF(IYK)上涨1.7%。 道富非必需消费品精选行业SPDR基金(XLY)下跌0.2%。VanEck零售ETF(RTH)上涨0.3%,而道富SPDR标普零售ETF(XRT)下跌0.9%。 医疗保健板块 道富医疗保健精选行业SPDR基金(XLV)下跌0.3%,iShares美国医疗保健ETF(IYH)下跌0.5%,先锋医疗保健ETF(VHT)下跌0.5%。iShares生物技术ETF(IBB)下跌1.1%。 工业板块 道富工业精选行业SPDR基金(XLI)上涨2.1%。先锋工业指数基金(VIS)和iShares美国工业指数基金(IYJ)也出现上涨。 加密货币板块 午盘交易中,比特币(BTC-USD)下跌0.9%。在加密货币ETF中,ProShares比特币ETF(BITO)下跌0.7%,ProShares以太坊ETF(EETH)下跌2.8%,ProShares比特币和以太坊市值加权ETF(BETH)下跌1.1%。

$^DJI$^EEM$^EXI$^FAS$^FAZ$^GLD$^IBB$^IGM$^IGV$^IPK$^IVV$^IWM$^IXIC$^IYE$^IYH$^IYJ$^IYK$^IYW$^PMR$^QQQ$^RTH$^SOXX$^SPX$^SPY$^UNG$^USO$^VDC$^VHT$^VIS$^XLE$^XLF$^XLI$^XLK$^XLP$^XLV$^XRT$^XSD$BETH$BITO$EETH
Mining & Metals

Stifel Canada 表示,AtkinsRealis 收购 WGA 是“积极的”。

Stifel Canada 对 AtkinsRealis Group (ATRL.TO) 收购总部位于澳大利亚和新西兰、拥有 800 名员工的私营工程咨询公司 WGA 持积极态度。 分析师 Ian Gillies 在一份报告中表示,此次收购将 AtkinsRealis 的目标股价上调 1 美元至 115 美元,并维持对该股的“买入”评级。他指出,预计此次收购将分别使该公司 2026 年和 2027 年的 EBITDA 增长 1.2% 和 1.7%。 Gillies 估计,此次收购的成本约为 2.61 亿美元,交易倍数为 10 倍 EV/EBITDA。“重要的是,该公司拥有超过 32 亿美元的内部资金储备,这将继续推动其积极开展并购活动。”Price: $91.17, Change: $-0.51, Percent Change: -0.56%

$ATRL.TO