-- 根據《日經新聞》週五報道，霍爾木茲海峽石油運輸中斷正波及日本的醫療供應鏈，導致手套、透析管等塑膠製品供應受限，凸顯了日本對進口的嚴重依賴。 小型診所面臨物資短缺，一些診所轉向線上管道，但線上管道也出現了限購，例如Askul（東京證券交易所代碼：2678）。報道稱，厚生勞動省已收到數千份援助請求，並計畫釋放庫存手套。 報導指出，日本99%以上的醫用手套依賴進口，生產集中在東南亞，尤其是馬來西亞。此外，石腦油基塑膠仍然是大多數醫療設備的核心材料。 目前供應尚可，但成本正在上漲，供應商也發出漲價訊號，而醫院則表示前景黯淡。報告稱，日本政府正準備提供財政支持，幫助東南亞地區保障能源供應，並穩定關鍵物資的流通。 （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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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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