-- 路透社引述知情官員的消息報導，由於伊朗戰爭導致供應緊張，歐盟正準備採取措施應對迫在眉睫的航空燃料短缺。 同時，歐洲各航空公司警告稱，幾週內可能出現燃油短缺，因為歐洲大陸75%的航空燃油需求依賴中東的供應。 路透社看到的一份提案草案顯示，歐盟委員會計劃在全歐盟範圍內進行燃油供應情況調查，「以確保現有煉油能力得到充分利用和維護」。 從長遠來看，歐盟還計劃採取措施保障航空燃油供應，但指出這些措施仍在製定中。 航空公司已經開始為潛在的供應緊張做好準備。漢莎航空首席技術長格拉齊亞·維塔迪尼告訴路透社，該公司的供應商「正在調整預測時間範圍，他們不再願意提供超過一個月的預測」。 歐洲航空燃油的分配極不均衡，西班牙擁有八家煉油廠，是淨出口國，而英國則依賴進口，進口量佔所需量的60%。 歐盟委員會尚未回覆就此事的置評請求。 （市場閒談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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$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^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.
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