-- ソシエテ・ジェネラルは金曜早朝の経済ニュース概要で、以下の点を指摘した。 ――ブレント原油は下落、VIX指数は1.3%上昇し18.2となった。米イラン協議は今週末に再開される予定だ。トランプ大統領は「イランとの合意は非常に良い方向に向かっている。良い合意になるだろう。彼らはほぼ全ての項目に同意している。あとはペンを持って交渉のテーブルに着くだけだ」と述べた。一方、イスラエルとレバノンは10日間の停戦に合意した。 ――米国債の保有残高は過去8週間で7週連続の減少となり、2月末以降1,060億ドル減少した。ポールソン元財務長官は「米国は、連邦債務負担に対する長年の懸念を背景に、米国債需要の急激な落ち込みを回避するための緊急対策を準備する必要がある」と述べた。 ― 日本銀行の政策金利変更:次回の25ベーシスポイント(bps)利上げは、イラン情勢次第で6月または7月に延期され、その後10月または12月に実施される見込み。 ― 本日の予定:米連邦準備制度理事会(FRB)のデイリー総裁、バーキン総裁、ウォーラー総裁が講演。イングランド銀行のブリーデン総裁とピル総裁が講演。ユーロ圏の貿易収支も発表される。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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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.