-- 週三上午,亞洲股市在美國交易,美國存託憑證(ADR)走高,標普亞洲50 ADR指數上漲0.59%,至2,820.86點。 北亞方面,領漲的股票包括消費信貸公司怡安科技(DXF)和教育公司51Talk線上教育集團(COE),分別上漲5.3%和5%。緊追在後的是金融科技公司麻生科技(MAAS)和生技公司再鼎醫藥(ZLAB),分別上漲4.3%和4%。 北亞方面,領跌的股票包括金融科技公司尚乘數位(HKD)和網路遊戲開發商The9(NCTY),分別下跌2%和1.5%。緊隨其後的是韓國電力公司(KEP)和電動車製造商蔚來汽車(NIO),分別下跌1.1%和1%。 南亞股市領漲的股票包括科技集團Sea(SE)和IT公司Wipro(WIT),分別上漲2.9%和2.7%。緊追在後的是IT公司Infosys(INFY)和Sify Technologies(SIFY),都上漲1.5%。 南亞股市下跌的股票包括製藥公司Dr. Reddy's Laboratories(RDY),下跌1.5%,其次是電信業者Telekomunikasi Indonesia(TLK)和PLDT(PHI),均下跌0.1%。
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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.