-- 日經亞洲週四發布的報告指出，東南亞國家可能面臨匯款流入減少、失業率上升以及中東戰爭帶來的其他外溢效應等諸多限制因素。 報告稱，這些壓力將加劇因衝突而上漲的能源價格和貨幣貶值。 報告顯示，在東南亞各國經濟體中，菲律賓受到的影響可能最大，因為它是中東地區最大的勞工輸出國，1月的勞工人數達110萬人。 報告引述世界銀行的數據稱，菲律賓2024年GDP的約8.7%來自匯款。 報告指出，2月菲律賓海外勞工的匯款額達28億美元，但預計3月將有所下降。 報告稱，自3月初以來，菲律賓已從中東地區遣返了約4,200名勞工，泰國、印尼和新加坡也採取了類似的措施幫助本國公民回國。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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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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