BUZZ-BMO 上调铜矿商 Freeport-McMoRan 的目标价

路透中文
Jan 14
BUZZ-BMO 上调铜矿商 Freeport-McMoRan 的目标价

1月14日 - ** BMO Capital Markets将铜矿商Freeport-McMoRanFCX.N的目标价从55美元上调至68美元。

** 新的PT较上一交易日收盘价上涨14.59%

** 券商称,FCX的北美和南美业务将从强劲的定价趋势中获益,盈利重心从印尼转移,也有助于支撑自由现金流。

** 券商称,FCX 的股价已经反弹,但以目前的现货价格计算,该股与同行相比仍有吸引力

** 不出所料,FCX 的盈利将因 Grasberg 事件导致的铜/金产量下降而逐季下降,2025 年第四季度将是盈利的低谷季度。——BMO

** 23 家券商中有 18 家对该股的评级为 "买入 "或更高,5 家为 "持有",PT 中值为 56 美元--LSEG 数据

** FCX 在 2025 年上涨了 34.08%

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