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アブダビとドバイの株価は、非石油民間部門の成長鈍化を受けて下落した。

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-- アラブ首長国連邦(UAE)の株式市場は火曜日、投資家が同国の非石油民間部門の最新データを評価したため、下落して取引を終えた。 終値時点で、FTSE ADX総合指数は0.303%、DFM総合指数は0.879%それぞれ下落した。 S&PグローバルUAE購買担当者景気指数(PMI)は、4月に前月の52.9から52.1に低下し、2021年2月以来の最も緩やかな改善となった。中東情勢の混乱が続く中、非石油関連企業の新規受注と輸出受注の伸びが鈍化し、投入コストは2024年7月以来の大幅な上昇を記録した。 S&Pグローバル・マーケット・インテリジェンスのシニアエコノミスト、デビッド・オーウェン氏は、「UAEの非石油民間部門は4月にさらなる勢いの喪失を示し、経営状況は5年以上ぶりの低迷となった。主要輸送ルートへの厳しい制限により輸出が大幅に減少した一方、コスト上昇圧力により企業はさらなる負担を強いられている」と述べた。 「調査データによると、その後の販売価格の上昇は過去15年近くで最速であり、非石油部門におけるインフレリスクの高まりを浮き彫りにした。」 地政学的側面では、アラブ首長国連邦(UAE)が新たなミサイルとドローンによる攻撃を受け、フジャイラ石油産業地帯で火災が発生したと報告した。国防省は月曜日の声明で、同国の防空システムが弾道ミサイル12発、巡航ミサイル3発、無人航空機4機を迎撃したことを確認した。 企業関連では、アルファ・ダビ・ホールディング(ADX:ALPHADHABI)が、帰属利益の増加と前年同期比8%増の売上高を報告した。同社の株価は終値で0.68%下落した。 一方、ドバイでは、エクティタブ・ホールディング(DFM:EKTTITAB)が、累積損失を全額相殺するために資本削減を行うことについて、クウェート資本市場庁の承認を得た。その投資会社の株価は、取引終了時点で4.04%上昇した。

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