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受美國封鎖伊朗港口影響,油價上漲,阿聯酋股市走高。

-- 受美國封鎖伊朗港口所有海上交通的影響,油價飆升,阿聯酋股市週三收漲。 收盤時,富時ADX綜合指數上漲0.532%,DFM綜合指數上漲2.567%。 丹麥銀行表示:“媒體報告顯示,伊朗可能避免試探封鎖,以期為重啟談判鋪平道路。昨晚,特朗普總統表示,結束戰爭的談判可能在兩天內恢復;伊朗官員表示,討論可能在本週繼續進行,但一位伊朗高級官員指出,尚未確定具體日期。”丹麥銀行還表示:“如果談判最終達成永久停火協議,那將令人意外。最有可能的情況是,如果美伊官員在周末或下周初再次會面,則將延長目前的停火協議。” 截至阿聯酋時間下午3點21分,布蘭特原油期貨價格接近每桶96.102美元,較前一日上漲1.38%。 在國內,阿聯酋與亞塞拜然的全面經濟夥伴關係協定於週三正式生效。該協定旨在促進雙邊貿易,加強在物流、再生能源和先進製造業等領域的合作,並透過降低或取消關稅,為出口商拓展機會。 在企業方面,Aldar Properties(ADX:ALDAR)與阿布達比教育與知識部合作,為在阿布達比開展課外活動的中小型企業提供支援。這家房地產開發商的股價收盤上漲0.60%。 在杜拜,Aramex(DFM:ARMX)的股價收盤上漲1.75%。這家物流公司的董事會任命Shadi Malak為董事長,Benjamin Démogé為副董事長。

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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

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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.

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