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加拿大國家銀行調高Agnico Eagle Mines的目標股價；維持「跑贏大盤」評級

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-- 加拿大國家銀行週五將Agnico Eagle Mines (AEM.TO) 的股票目標價從345加元上調至350加元，並維持其「跑贏大盤」評級。此前，該公司公佈了第一季業績。 分析師表示，他們仍預期到2034年，Agnico Eagle Mines的黃金產量將成長430萬盎司。即將發布的Hope Bay和San Nicolas礦的技術報告、第三季度公佈的Canadian Malartic礦擴建計劃更新以及預計2027年Detour Lake地下礦和Upper Beaver礦的審批結果都將支撐這一預期。 分析師補充說，隨著近期在芬蘭的收購，他們的成長預期可能會進一步提高，這些收購可能有助於在未來十年內建立一個年產約50萬盎司黃金的生產中心。 Agnico Eagle Mines第一季末淨現金為29.1億美元，並計劃將其股票回購計畫擴大至20億美元。分析師表示，憑藉強勁的資產負債表，該公司旨在持續向股東返還現金，同時加快推進其內生成長項目，這將為全年業績成長提供更多催化劑。 分析師指出：“我們更新了預期，將Agnico Eagle公佈的第一季度財務和運營業績納入考量，其中包括調整後EBITDA為30.1億美元，調整後每股收益為3.41美元。由於銷售額/收入增長和勘探成本降低，財務業績高於NBCM的預期。”

Price: $249.58, Change: $-5.86, Percent Change: -2.29%

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