Nickel Industries Faces New Policy Headwind in Indonesia -- Market Talk

Dow Jones

03-12

2130 GMT - Heightened geopolitical and policy instability has eroded Jefferies's confidence in Nickel Industries's earnings visibility and growth outlook. Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. "We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability," Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 11, 2025 17:30 ET (21:30 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券 | 轻松买卖美股港股A股/美债/ETF/Crypto/期权期货","description":"老虎证券提供多项优惠： 港股&Crypto 0佣0平台费、A股通一年免佣、美股期权0佣、IPO打新0融资利息0手续费。 美股1美元起投，免费实时行情与多种工具，立即开户享更多优惠！","keywords":"老虎证券,老虎证券开户,老虎证券香港,老虎证券登录,老虎证券官网,香港证券开户,证券公司开户,股票开户,香港证券公司,香港证券,证券公司,股票投资,投资app,投资平台,股票买卖,股票交易平台,股票app,证券app,新手投资","social":{"ogDescription":"老虎证券提供多项优惠： 港股&Crypto 0佣0平台费、A股通一年免佣、美股期权0佣、IPO打新0融资利息0手续费。 美股1美元起投，免费实时行情与多种工具，立即开户享更多优惠！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2518770013"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2518770013\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2518770013?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-12 05:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2518770013","market":"sg","top_or_hot":-1,"title":"Nickel Industries Faces New Policy Headwind in Indonesia -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2130 GMT - Heightened geopolitical and policy instability has eroded Jefferies's confidence in Nickel Industries's earnings visibility and growth outlook. Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 11, 2025 17:30 ET (21:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nickel Industries Faces New Policy Headwind in Indonesia -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNickel Industries Faces New Policy Headwind in Indonesia -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-12 05:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2130 GMT - Heightened geopolitical and policy instability has eroded Jefferies's confidence in Nickel Industries's earnings visibility and growth outlook. Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 11, 2025 17:30 ET (21:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2518770013","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2518770013","pubTimestamp":1741728600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2130 GMT - Heightened geopolitical and policy instability has eroded Jefferies's confidence in Nickel Industries's earnings visibility and growth outlook. Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","NIC.AU":"Nickel Industries Ltd"},"translate_title":"印尼镍业面临新政策阻力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIC.AU":0.9},"content_text":"2130 GMT - Heightened geopolitical and policy instability has eroded Jefferies's confidence in Nickel Industries's earnings visibility and growth outlook. Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 11, 2025 17:30 ET (21:30 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}