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週二交易中,亞洲股票在美國交易,美國存託憑證(ADR)下跌。

-- 週二上午,亞洲股市在美國交易,美國存託憑證(ADR)下跌,標普亞洲50 ADR指數下跌1.1%,至2,805.12點。 北亞方面,領漲的股票包括教育公司51Talk線上教育集團(COE)和貸款機構CNFinance Holdings(CNF),分別上漲12%和7.3%。緊追在後的是行動應用程式開發商獵豹行動(CMCM)和金融科技公司J and Friends Holdings(JF),分別上漲6.1%和4.4%。 北亞方面,領跌的股票包括金融科技公司麻生(MAAS)和時尚平台魔古(MOGU),分別下跌15%和5.5%。緊隨其後的是網路和資料中心服務供應商VNET集團(VNET)和視訊串流服務愛奇藝(IQ),分別下跌5.2%和5%。 南亞股市中,漲幅居前的是HDFC銀行(HDB)和ICICI銀行(IBN),分別上漲1.8%和1.6%。緊隨其後的是IT公司Sify Technologies(SIFY)和電信業者PLDT(PHI),分別上漲1.5%和0.3%。 南亞股市中跌幅居前的是電信業者印尼電信(TLK)和製藥公司瑞迪博士實驗室(RDY),分別下跌3.2%和1.5%。緊隨其後的是IT公司Infosys(INFY)和科技集團Sea(SE),分別下跌0.7%和0.5%。

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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.

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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$^TASI$SASE:2380$SASE:4012
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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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