-- 傑富瑞週三在一份報告中指出,Perenti(ASX:PRN)預計在2027財年將面臨一段略微的盈利“低谷期”,之後將在美國經濟擴張強勁和產能利用率提升的推動下恢復增長。 傑富瑞表示,儘管公司擁有強勁的潛在專案儲備,但由於合約轉換延遲而非長期需求疲軟,Barminco和African Underground Mining Services的業務預計將在2027財年末或2028財年初開始貢獻收益,而非先前預期。 該公司預計,受柴油成本上漲和小型及中型礦業公司預算壓力的影響,勘探活動放緩將對2027年上半年業績產生輕微影響,但重申該公司在生產鑽探方面的更大份額應有助於抵消整個行業的波動。 該機構對執行長Vanessa Torres領導下的Barminco公司策略仍持正面態度,並指出該公司在美國的擴張、對西非業務的減少、人工智慧和物流領域的成長,以及透過資產剝離、併購等方式持續進行的投資組合重組。 傑富瑞維持對Perenti的「持有」評級,並將目標股價從2.50澳元下調至2.35澳元。 該公司股價在上週四的交易中下跌了6%。
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