-- 由于美伊和平谈判重启的前景提振了投资者情绪，阿联酋股市重回上涨轨道。 周二收盘时，富时ADX综合指数上涨0.556%，DFM综合指数上涨0.904%。 多家媒体报道称，美伊双方可能于本周重返巴基斯坦，举行新一轮会谈。此前，双方的谈判未取得任何突破。美国总统特朗普也表示，在美伊港口遭到封锁的情况下，伊朗主动提出重启谈判。 丹麦银行在一份报告中指出：“双方似乎正在讨论谈判时间表，而且显然仍在进行非正式的外交斡旋。我们认为达成协议是有可能的，但这很可能需要几轮谈判，与此同时，战争可能会升级。” 阿联酋中央银行同意与菲律宾中央银行合作，简化跨境支付流程，促进双边贸易，并建立金融和数字资产基础设施。 企业方面，Aldar Properties（ADX：ALDAR）是阿布扎比证券交易所成交额最高的股票，收盘上涨3.70%。这家房地产开发商在亚斯岛推出了Yas Park Place住宅社区的第一期项目。 此外，Parkin Co.（DFM：PARKIN）与Binghatti Holding合作，将其先进的停车技术整合到Binghatti在朱美拉乡村圈、贾达夫和商业湾等地区的1200个停车位项目中。这家停车位运营商的股票收盘上涨3.00%。
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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.
$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^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