花旗:Computershare年度股东大会前列入积极催化剂观察名单

路透中文
Oct 27
BUZZ-<a href="https://laohu8.com/S/C">花旗</a>:Computershare年度股东大会前列入积极催化剂观察名单

10月26日 - ** 花旗将Computershare Ltd(CPU.AX)纳入“积极催化剂观察名单”,预计该公司将在11月12日的年度股东大会上发布积极消息

** 该券商预计Computershare至少将重申其2027财年6%的盈利增长目标,且存在小幅上调的可能性

** 花旗认为,得益于9月美国加息早于预期,以及因公司行动和债务发行带来的余额增加,Computershare 2027财年预计的息差收入表现略好于预期

** 不过,花旗表示,短期内的盈利提振效应可能

有限,因为约60%的资产组合已进行对冲,且新增资金的收益率可能较低

** 该券商预计,公司将在27年上半年实现净现金,或拥有约33亿美元的债务融资能力用于收购

** 花旗维持“中性”评级,目标价维持在43.20澳元不变

** 截至上一交易日收盘,该股年内累计上涨26.2%

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