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FINWIRES

TSXは正午時点で100ポイント近く上昇、ヘルスケア、鉱業株が好調

-- トロント証券取引所は、米国がイランとの停戦延長を発表したことを受け、不安定な取引の中、正午時点で100ポイント近く上昇し、ほとんどのセクターが上昇している。 ヘルスケアと鉱業セクターがそれぞれ5.6%と3.0%上昇し、通信セクターが2.4%上昇とそれに続いている。 国内では、CUSMA(米国・メキシコ・カナダ協定)交渉に注目が集まっている。米国が正式交渉開始前にカナダに「参加費」を要求しているとの報道が流れている。カナダ・米国経済関係委員会の委員を務めるジャン・シャレスト元ケベック州首相は、米国の要求を認めたとCBCニュースが報じた。 カナダ統計局は本日、3月の新築住宅価格指数を発表した。土地価格の下落が住宅価格の横ばいを相殺し、指数は0.2%低下した。 株式市場では、ロジャーズ・コミュニケーションズ(RCI-B.TO)が今朝発表した第1四半期決算が市場予想と一致したことを受け、株価は11%上昇し50.08ドルとなった。

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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

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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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