-- 据《日经新闻》周二报道，九家日本大型批发商正在构建一个共享物流网络，旨在提高配送效率，应对日益紧张的司机资源和不断上涨的运输成本。 此次合作涵盖消费品、食品、药品和出版物分销商，其中包括花王集团客户营销公司、三菱食品（TYO:7451）和Mediceo等。报道称，这标志着通常各自独立运营配送系统的行业之间罕见的合作。 这些公司将不再各自为政，而是通过一个通用的优化系统整合货运数据并协调路线。报道称，这种方法允许卡车运输不同类别的混合货物，并在一天中的不同时段充分利用闲置运力，从而减少空驶。 花王和三菱食品的早期试点项目显示出显著成效，降低了卡车需求并提高了路线效率。报道称，今年晚些时候的更大规模推广旨在将整体车辆利用率提高约16%。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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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