-- 受中東戰爭對石油和能源產業的影響,馬來西亞經濟在第一季成長放緩。 根據馬來西亞統計局週五發布的新聞稿,1月至3月期間,國內生產毛額(GDP)成長5.3%,低於上一季的6.3%。 官方公佈的GDP成長率低於彭博調查的分析師先前預測的5.5%。 馬來西亞首席統計師莫哈末·烏茲爾·馬希丁博士表示:“儘管全球不確定性加劇,尤其是地緣政治緊張局勢導致油價高企,但馬來西亞2026年第一季度的經濟狀況依然展現出強勁的韌性。” 各行業中,由於原油和天然氣產量下降,採礦和採石業萎縮了1.1%。全球石油供應受到影響,尤其是在美國和以色列對德黑蘭發動飛彈攻擊之際,伊朗決定關閉霍爾木茲海峽——重要的全球石油通道。 為因應衝突造成的燃料供應緊張,伊朗政府承諾將生質柴油的強制摻混比例(B10)從10%提高到15%,以促進生質柴油的使用。據《商業時報》報道,經濟部長阿克馬爾·納西爾週二發表了上述聲明。 其他行業溫和擴張。服務業成長5.4%,低於2025年第四季的6.3%。製造業成長5.8%,低於上一季的6.1%。農業和建築業分別成長2.8%和7.8%,低於上一季的5.4%和11%,伊朗統計局(DOSM)表示。 ING亞太區研究主管迪帕莉·巴爾加瓦表示,馬來西亞是亞洲已開發國家中能夠更好地應對衝突的經濟體之一,因為國內需求受到抑制,且勞動力市場緊張。 受交通運輸業價格上漲的影響,該國3月通膨率上升了1.7%。
Related Articles
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
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
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.