-- 日本国际石油开发株式会社（Inpex）位于澳大利亚的旗舰液化天然气工厂Ichthys的员工投票否决了一项新的四年期企业协议，导致劳资纠纷日益加剧。 Inpex发言人周五在发给的电子邮件中证实，大多数符合资格的员工没有支持这项2026-2030年的提案，这加剧了在伊朗战争导致全球能源市场承压之际发生罢工的风险。 此次否决对地区能源安全是一个打击，因为该工厂在全球供应紧张的情况下，供应着日本和台湾8%的天然气进口。 Inpex表示，将继续“真诚地积极参与谈判进程”，以回应员工的反馈。 据路透社报道，工会成员目前正在参与一项关于受保护的工业行动的单独投票，该投票计划于4月24日结束。
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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