2216 GMT - Duratec在年度会议上决定不向股东提供2026财年的收入和EBITDA指导，这并未让Shaw & Partners感到不安。像其他公司一样，Duratec也受到防御和采矿领域招标延迟的影响。尽管如此，分析师Abraham Akra指出，Duratec在西澳大利亚HMAS Stirling进行基础设施升级的合同进展顺利。该公司于2025财年第2季度获得了这两个合同。Duratec本周表示，早期承包商参与合同将于2026财年第2季度开始，Shaw预计这些合同的价值为5亿澳元。“我们认为这样的公告可能成为重估的催化剂，以及Learmonth（1.5亿澳元）公告的潜在催化剂，”Shaw表示。该公司对Duratec维持买入评级。(david.winning@wsj.com; @dwinningWSJ)
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