澳大利亚Tuas股价触及两个月高点,花旗上调其盈利预期

路透中文
Sep 21
BUZZ-澳大利亚Tuas股价触及两个月高点,<a href="https://laohu8.com/S/C">花旗</a>上调其盈利预期

9月21日 - ** 澳大利亚Tuas Ltd(TUA.AX)股价一度上涨4%,至2.35澳元,创下自7月20日以来的最高水平

** 该股有望实现连续第六个交易日上涨

** 花旗将2026财年至2028财年的息税折旧及摊销前利润(EBITDA)预期上调5%至17%,以反映上半年强于预期的增长势头

** 不过,该券商对公司最新动态仍持谨慎态度,称新加坡资讯通信媒体发展局(IMDA)针对频谱滥用的调查将影响运营支出(opex),并指出合规成本将上升

** 5月,新加坡资讯通信媒体发展管理局(IMDA)表示,发现其移动网络部门Simba可能曾使用未经分配的射频频段 (link) 来提供移动服务

** 花旗预计下半年运营支出可能上升,且2026年下半年EBITDA利润率将下降

** 考虑到监管政策对牌照及成本的影响,将目标价从9.95澳元下调至3.35澳元,维持“买入”评级

** 今年以来,股价累计下跌近67%

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