-- 週一,沙烏地阿拉伯交易所上市股票收跌0.85%,原因是美伊之間本已脆弱的停火協議可能破裂,令投資人情緒低迷。 由於美國扣押並砲擊一艘駛往阿巴斯港的伊朗籍貨船,美伊就結束衝突的可能協議進行的談判岌岌可危。 一位伊朗消息人士告訴路透社,美國的港口封鎖阻礙了談判。伊朗外交部發言人伊斯梅爾·巴蓋伊補充說,伊朗並不急於進行談判。 在國內,沙烏地阿拉伯統計總局發布的報告顯示,該國第一季房地產價格指數年減1.6%。這一變化歸因於住宅價格的下降。 統計機構在報告中指出:「2026年第一季度,房地產價格指數環比下降0.2%。該指數受商業地產價格下跌2.3%的影響,其中商業用地價格下跌2.4%,樓宇價格下跌1.3%,商舖和畫廊價格下跌2.9%。」 同時,初步數據顯示,沙烏地阿拉伯2月的營業收入和員工薪資指數分別較去年同期成長5.9%和9.8%。然而,當月發放的建築許可證數量較去年同期下降18.8%,從去年同期的7,290份降至5,920份。 企業方面,Cherry Trading Co.(SASE:4265)股價上漲3.11%,因為該公司獲得了一份在利雅德租賃922輛汽車的合約。這家汽車租賃公司的董事會也建議,2025 年每股派息 0.5 裡亞爾。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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