-- 由於美伊和平談判重啟的前景提振了投資人情緒，阿聯酋股市重回上漲軌道。 週二收盤時，富時ADX綜合指數上漲0.556%，DFM綜合指數上漲0.904%。 多家媒體報道稱，美伊雙方可能在本週重返巴基斯坦，舉行新一輪會談。此前，雙方的談判未取得任何突破。美國總統川普也表示，在美伊港口遭到封鎖的情況下，伊朗主動提出重啟談判。 丹麥銀行在一份報告中指出：“雙方似乎正在討論談判時間表，而且顯然仍在進行非正式的外交斡旋。我們認為達成協議是有可能的，但這很可能需要幾輪談判，與此同時，戰爭可能會升級。” 阿聯酋中央銀行同意與菲律賓中央銀行合作，簡化跨境支付流程，促進雙邊貿易，並建立金融和數位資產基礎設施。 企業方面，Aldar Properties（ADX：ALDAR）是阿布達比證券交易所成交額最高的股票，收盤上漲3.70%。這家房地產開發商在亞斯島推出了Yas Park Place住宅社區的第一期項目。 此外，Parkin Co.（DFM：PARKIN）與Binghatti Holding合作，將其先進的停車技術整合到Binghatti在朱美拉鄉村圈、賈達夫和商業灣等地區的1200個停車位項目中。這家停車位業者的股票收盤上漲3.00%。
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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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