-- 傑富瑞週三在一份報告中指出，昆士蘭銀行（ASX：BOQ）近期前景“極其艱難”，原因是其2026財年上半年業績弱於預期。 這家投資公司將昆士蘭銀行2026財年和2027財年的每股盈餘預期下調了3%，原因是成本上升和撥備增加。此前，該銀行公佈的半年現金收益下降了4%。 傑富瑞表示，管理層可能高估了與Challengers公司新資本合作的影響，並補充說，預計很難將回報率提升至資本成本水準。不過，這項合作應該會為公司帶來正面的推動作用。 由於房地產市場低迷，預計到2027財年房地產市場才會恢復成長，該銀行的貸款組合仍處於清算階段。 傑富瑞重申了其「弱於大盤」的評級，指出該股目前的交易價格較帳面價值折讓約25%，並將目標價從5.76澳元下調至5.64澳元。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012
Research
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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