-- ニューモント社（ASX:NEM）は、ニューサウスウェールズ州のカディア鉱山でマグニチュード4.5MLaの地震が発生したが、負傷者は出なかったと発表した。調査の結果、地下の一部に損傷が見られたものの、深刻なものではないことが分かったという。これは、金曜日にオーストラリア証券取引所に提出された書類で明らかにされた。 地震発生と同時に全ての安全対策が発動され、地下作業員は指定された安全区域に避難した。その後数時間以内に、全ての作業員が無事に地上に戻った。 尾鉱処理施設やダムを含む地上のインフラ設備に損傷は確認されていない。現在の評価に基づくと、短期的な生産への影響はないと見込まれている。
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
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