券商观点:分析师看好纽蒙特财报,但警惕红克里斯项目成本

路透中文
Oct 23
BUZZ-券商观点:分析师看好纽蒙特财报,但警惕红克里斯项目成本

10月23日 - ** 纽蒙特矿业(NEM.N)周四公布的第三季度经调整后利润超出 (link) 预期,这得益于金价走高以及其位于澳大利亚的卡迪亚(Cadia)矿区铜产量回升,从而推动了盈利增长

** 27家券商中有24家对该股给出“买入”或更高评级,3家给出“持有”评级;其目标价中位数为140美元——数据由LSEG汇编

红克里斯项目支出引发担忧

** 丰业银行(评级为“跑赢大盘”,目标价:149美元) 认为此次业绩更新喜忧参半,指出虽然盈利强劲且2027年资本支出低于预期,但加拿大Red Chris项目较2021年研究报告显示的资本成本大幅上升可能掩盖这些积极因素

** 晨星预计,随着产量的提升,单位成本将随时间推移有所下降,但金价走低可能抵消这些利好

** 杰富瑞(Jefferies)(“买入”评级,目标价:155美元) 指出,受维持性资本支出增加、副产品产量下降以及持续的通胀压力(包括油价风险)影响,成本和资本支出预计将在第四季度达到峰值

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