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マッコーリーの2026年度決算は、コスト削減と平均税率の低さにより予想を上回ったとジェフリーズが発表

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-- マッコーリー・グループ(ASX:MQG)の2026年度決算は、コスト削減と平均税率の低下により、市場予想を上回ったと、ジェフリーズが金曜日のレポートで発表した。 同社は「非常に好調」な業績を達成し、税引き後純利益は前年比30%増の48億5000万豪ドルとなり、ジェフリーズの予想を9%上回った。また、売上高には「大幅に」増加した引当金計上が含まれており、これが実質的な業績の好調さを覆い隠していると、同証券会社は指摘した。 この見通しは、ジェフリーズが予測する2027年度の税引き後純利益約50億豪ドルとほぼ一致する。 ジェフリーズはマッコーリー・グループの投資判断を「買い」に据え置き、目標株価を247.40豪ドルとした。 マッコーリー・グループの株価は、金曜日の取引で1%下落したが、一時過去最高値を更新した。

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