BUZZ-杰富瑞因估值已满下调澳洲PLS目标价;晨星警告新供应将限制锂价

路透中文
Feb 02
BUZZ-<a href="https://laohu8.com/S/JEF">杰富瑞</a>因估值已满下调澳洲PLS目标价;晨星警告新供应将限制锂价

2月1日 - ** 杰富瑞(Jefferies)下调了锂生产商PLSPLS.AX的目标价,称虽然其长期立场仍然具有建设性,但认为该股在当前水平估值已充分。

** 杰富瑞将目标价从4.25澳元下调至4澳元,同时维持 "持有 "评级。

** 在价格上涨的环境下,PLS 仍有能力提高产量,虽然 P850 运营模式下的经营效益令人鼓舞,但仍不确定较低的单位成本状况能否在中期内持续--杰富瑞

** Morningstar称,PLS正在权衡重启其Ngungaju工厂的可能性,而同行MinRes MIN.AX也发布了类似的公告,这表明锂价格正在接近足以激励高成本供应的水平。

** 然而,Morningstar指出 ,随着Ngungaju工厂重启,额外供应将 在中期内限制锂价。

** 上周五,该矿商发布了 (link) 第二季度营业额为 3.73 亿澳元(2.5927 亿美元),高于去年同期的 2.16 亿澳元。

** 截至上次收盘,股价年累计上涨 1.7%

(1 美元 = 1.4386 澳元)

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