花旗预计新任CEO掌舵下,成本纪律将成力拓焦点

华尔街洞察
16 Jul

花旗最新研报指出,随着新任首席执行官西蒙·特罗特(Simon Trott)正式执掌力拓(RIO.AX/RIO.L),这家矿业巨头旗下核心资产的成本管控措施将成为市场关注核心。特罗特此前主管公司盈利能力最强的铁矿石部门,其任命已于本周二正式生效。

分析师预判,特罗特的上任不会引发公司战略的根本性变革,并购交易在力拓业务布局中的重要性或将减弱。根据伦敦证券交易所集团(LSEG)汇编数据,目前覆盖力拓澳大利亚上市股票的15家机构中,8家给予"买入"及以上评级,7家建议"持有",目标价中位数维持在118澳元。

市场表现方面,截至最近一个交易日收盘,力拓澳大利亚股票年内迄今累计下跌6.1%。

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