力拓股票在稳健第二季度产量及新任CEO任命下跑赢同业

华尔街洞察
16 Jul

尽管力拓(RIO.AX)股价微跌0.3%至109.9澳元,其表现却远超矿业指数(.AXMM),后者跌幅达1.5%。公司周二宣布任命Simon Trott为新任首席执行官,Trott此前执掌该公司利润最丰厚的铁矿石部门,这一举措被视为稳定过渡的信号。第二季度铁矿石产量创下2018年以来的峰值,达到8370万公吨,源自Pilbara业务的强劲表现。出货量方面,当季实现7990万公吨,季度环比增长13%,但遗憾地低于Visible Alpha预测的8198万公吨共识值。花旗集团指出,低品位SP10铁矿石占Pilbara出货量的29%,这一数据突显了开发新矿的迫切需求。瑞银评价Trott的接任为“可靠选择”,预计他将于8月正式上任。分析师普遍给予股票“买入”评级,LSEG数据显示目标价中位数为118澳元。年初至今,力拓股价累计下滑6.4%,整体走势在行业调整中展现韧性。

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