Monadelphous Bear Welcomes Contract Win but Says More Needed -- Market Talk

Dow Jones

06/05

0210 GMT - Monadelphous needs contract awards to continue rolling in to meet FY 2027 expectations and justify its premium, says bear Jefferies. The bank estimates about 62% of the company's expected construction revenue for FY27 is now covered by announced contracts. The company on Friday announced a A$380 million contract with CS Energy. "MND still needs some significant wins to meet our FY27 forecasts," Jefferies says. "But we acknowledge the capex environment remains very positive across most commodities." The contractor's shares trade at a significant premium versus peers, the bank notes. "This is not surprising," says Jefferies. However, "maintaining this premium will come down to delivery against if not beating consensus expectations for FY27." The bank has an underperform rating and a A$23.00 target on the stock. Shares fall 0.7% to A$30.49. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

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June 04, 2026 22:10 ET (02:10 GMT)

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The bank estimates about 62% of the company's expected construction revenue for FY27 is now covered by announced contracts. The company on Friday announced a A$380 million contract with CS Energy. \"MND still needs some significant wins to meet our FY27 forecasts,\" Jefferies says. \"But we acknowledge the capex environment remains very positive across most commodities.\" The contractor's shares trade at a significant premium versus peers, the bank notes. \"This is not surprising,\" says Jefferies. However, \"maintaining this premium will come down to delivery against if not beating consensus expectations for FY27.\" The bank has an underperform rating and a A$23.00 target on the stock. Shares fall 0.7% to A$30.49. 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The bank estimates about 62% of the company's expected construction revenue for FY27 is now covered by announced contracts. The company on Friday announced a A$380 million contract with CS Energy. \"MND still needs some significant wins to meet our FY27 forecasts,\" Jefferies says. \"But we acknowledge the capex environment remains very positive across most commodities.\" The contractor's shares trade at a significant premium versus peers, the bank notes. \"This is not surprising,\" says Jefferies. However, \"maintaining this premium will come down to delivery against if not beating consensus expectations for FY27.\" The bank has an underperform rating and a A$23.00 target on the stock. Shares fall 0.7% to A$30.49. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2026 22:10 ET (02:10 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7055","symbol_name":"建築與工程","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2641619962","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641619962","pubTimestamp":1780625400,"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":"0210 GMT - Monadelphous needs contract awards to continue rolling in to meet FY 2027 expectations and justify its premium, says bear Jefferies. The bank estimates about 62% of the company's expected construction revenue for FY27 is now covered by announced contracts. The company on Friday announced a A$380 million contract with CS Energy. \"MND still needs some significant wins to meet our FY27 forecasts,\" Jefferies says. \"But we acknowledge the capex environment remains very positive across most commodities.\" The contractor's shares trade at a significant premium versus peers, the bank notes. \"This is not surprising,\" says Jefferies. However, \"maintaining this premium will come down to delivery against if not beating consensus expectations for FY27.\" The bank has an underperform rating and a A$23.00 target on the stock. Shares fall 0.7% to A$30.49. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7055":"建筑与工程","MND.AU":"MONADELPHOUS GROUP LTD"},"translate_title":"Monadelphous Bear欢迎赢得合同，但表示还需要更多——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MND.AU":0.9},"content_text":"0210 GMT - Monadelphous needs contract awards to continue rolling in to meet FY 2027 expectations and justify its premium, says bear Jefferies. The bank estimates about 62% of the company's expected construction revenue for FY27 is now covered by announced contracts. The company on Friday announced a A$380 million contract with CS Energy. \"MND still needs some significant wins to meet our FY27 forecasts,\" Jefferies says. \"But we acknowledge the capex environment remains very positive across most commodities.\" The contractor's shares trade at a significant premium versus peers, the bank notes. \"This is not surprising,\" says Jefferies. However, \"maintaining this premium will come down to delivery against if not beating consensus expectations for FY27.\" The bank has an underperform rating and a A$23.00 target on the stock. Shares fall 0.7% to A$30.49. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 04, 2026 22:10 ET (02:10 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}