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傑富瑞表示,EML Payments下調業績預期反映了時間安排問題和收入延遲到帳。

-- 傑富瑞(Jefferies)在4月17日的報告中指出,EML Payments(ASX:EML)近期下調2026財年業績預期,反映的是時間安排問題和收入遞延,而非客戶合約流失。 該公司於4月13日將2026財年基本息稅折舊攤銷前利潤(EBITDA)預期從5,800萬至6,000萬澳元下調至4,700萬至5,000萬澳元。 此業績預期下調是由於經濟不確定性加劇,導致專案實施延遲,且該公司北半球業務的交易疲軟。 傑富瑞表示,該公司仍需大幅提升才能在6月達成1.25億澳元的計畫儲備目標。由於經濟不確定性,此目標面臨風險,且受經濟放緩的影響,EML 2028財年9,500萬澳元的基本EBITDA目標也可能延後。 傑富瑞在對EML公司估值的評論中表示:“鑑於EML目前處於轉型階段,我們考慮到盈利的不確定性,給予其15%的折價。” 傑富瑞將EML的目標股價從0.78澳元下調至0.66澳元,但維持對該股的「買入」評級。 EML股價在周一的交易中上漲了近4%。

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