-- 受美伊兩國因霍爾木茲海峽封鎖而再次爆發的緊張局勢影響,阿聯酋股市在新的一周開盤走低,投資者情緒受到打擊。 週一收盤時,富時ADX綜合指數下跌0.799%,杜拜金融市場綜合指數下跌2.093%。 美國扣押伊朗貨船後,中東衝突的最新進展令人們對解決衝突的希望更加渺茫。伊朗回應稱,不打算與美國繼續進行和平談判。 與此同時,美國總統川普在社群媒體上發文稱,美國向伊朗提供了一項「公平合理的」協議,並威脅稱,如果伊朗不接受,美國將打擊其能源基礎設施。 「就眼下形勢而言,投資者關注的焦點在於,巴基斯坦和談重啟後,雙方是否會傳來更多利好消息,還是會在明天為期兩週的停火協議到期前,採取更強硬的立場,甚至可能採取更強硬的行動。鑑於美國代表已啟程前往伊朗,今天衡量任何進展的關鍵指標可能是伊朗是否會派遣談判代表參加和討論。 聚焦國內,阿布達比國際金融中心(ADGM)與深圳市福田區人民政府合作,旨在加強在金融服務、人才培育和人工智慧領域的合作,並深化跨國交流。 企業方面,阿布達比國家建材公司(ADX:BILDCO,簡稱Bildco)表示,儘管中東局勢持續緊張,但其營運和工業活動並未受到實質影響。這家建材公司的股票收盤上漲14.48%。 Al Ramz Corp. Investment and Development(杜拜金融市場代碼:ALRAMZ)推出了Horizons GCC Sukuks Fund和Fortitude GCC Equity Fund的首次公開發行(IPO)。這家投資公司的股票在4月17日的最後一次交易中收盤持平。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
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.