-- 暹罗水泥集团（BKK:SCC）表示，由于中东局势紧张导致供应持续中断，其位于越南的龙山石化工厂将于5月中旬左右暂时停产。 根据周三提交给泰国证券交易所的文件，此次停产预计每月将产生约2.5亿泰铢的固定现金成本。 该公司表示，尽管已努力在霍尔木兹海峡以外地区寻找替代供应，但原料采购困难导致成本上升，并影响了供应的连续性。 暹罗水泥集团表示，工厂将在停产期间进行维护，同时其乙烷原料项目的筹备工作也在继续进行，以增强公司的长期竞争力。 该公司补充说，包括位于泰国罗勇的烯烃工厂在内的其他业务以及其他业务将继续进行调整。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^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.
$URI