-- 傑富瑞（Jefferies）週四在一份報告中指出，Scentre Group（ASX：SCG）對其所有未償還的13億澳元2030年到期次級不可贖回債券的要約收購，可能帶來「顯著的潛在盈利增長」。報告還補充道，贖回高成本的混合債務也將消除該股面臨的一個關鍵不利因素。 儘管這些債券目前的交易價格略高於面額，但傑富瑞估計，前期補償成本將略低於今年稍早預測的約20%的水平。 這家股票研究公司表示：“通過補償剩餘的次級混合債券所節省的年化利息成本，將足以抵消贖回這些債券的前期成本。” 傑富瑞計算得出，透過資本再利用，這筆約18億澳元的債務可節省400個基點的利潤率，這將使其2026財年每股營運資金預測值年化增長約5%。 Jefferies維持對Scentre的買入評級，目標價為4澳元。
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