FINWIRES · TerminalLIVE
FINWIRES

加拿大皇家银行称,第一季度黄金股受季节性因素影响表现疲软

By

-- 加拿大皇家银行资本市场(RBC Capital Markets)周三表示,第一季度通常是黄金股经营业绩的淡季。 RBC指出,市场预计将关注有关金价和能源价格上涨对成本的影响以及新兴通胀压力的前瞻性声明。 RBC表示:“尽管我们预计在我们覆盖范围内的公司不会正式调整成本指引,但有关年中更新的潜在变化的评论可能会带来意外风险。” RBC表示,Alamos (AGI.TO)、Barrick Mining (ABX.TO)、Eldorado Gold (ELD.TO)、G Mining (GMIN.TO)、SSR Mining (SSR.TO) 和 Wheaton Precious Metals (WPM.TO) 都已公布了第一季度业绩大幅下滑的预期。 加拿大皇家银行(RBC)表示,第一季度即将公布重要业绩的公司包括B2Gold (BTO.TO)、巴里克黄金公司(Barrick)、阿拉莫斯公司(Alamos)、Agnico Eagle (AEM.TO)、Centerra (CG.TO)、Franco Nevada (FNV.TO)、Iamgold (IMG.TO)、K92 (KNT.TO)、Kinross (K.TO)、Lundin Gold (LUG.TO)、Orla Mining (OLA.TO)、OR Royalties (OR.TO) 和 Wesdome (WDO.TO)。 RBC指出,近几周来,现货黄金股票估值有所上升,但仍具有一定的吸引力。

Price: $66.72, Change: $-0.42, Percent Change: -0.63%

Related Articles

Asia

Hon Hai, Mitsubishi Electric to Explore Automotive Equipment Partnership; Hon Hai Shares Gain 3%

Hon Hai Precision Industry (TPE:2317) and Mitsubishi Electric (TYO:6503) signed a memorandum of understanding to explore a strategic partnership in the automotive equipment business, according to a Friday Taiwan Exchange filing.Shares of Hon Hai rose about 3% in Monday's midday trade in Taiwan, while those of Mitsubishi Electric gained marginally in Tokyo.Under the deal, both sides will discuss the possibility of jointly operating the business, including Foxconn potentially acquiring a 50% stake in Mitsubishi Electric Mobility.The plan remains subject to mutual agreement on commercial terms and regulatory approvals before any final deal is reached.Discussions are still in the exploratory stage, and no binding transaction has been completed, the companies said.The move is part of its broader push into the automotive and mobility sector, the filing said.

$TPE:2317$TYO:6503
Oil & Energy

EMEA Oil Update: Oil Future Extend Rally as Diplomatic Hopes Fade

Crude oil prices climbed Monday after efforts to revive US-Iran peace talks in Pakistan collapsed over the weekend, effectively erasing hopes for a near-term resumption of energy flows through the Strait of Hormuz.The Brent futures contract gained 2.1% to $107.57 per barrel. Murban closed at $103.59 on April 24 and was not trading as of the time of publishing this oil price update."Oil is trading stronger this morning after attempts to get US-Iran peace talks back on track broke down, erasing hopes for a resumption of energy flows through the Strait of Hormuz anytime soon," ING analysts said.The diplomatic cooling began when President Donald Trump abruptly cancelled a planned trip to Islamabad for top envoys Steve Witkoff and Jared Kushner, reportedly stating there was no point "sitting around talking about nothing."This withdrawal coincided with the arrival of Iranian Foreign Minister Abbas Araghchi in Pakistan, though no direct engagement occurred.The subsequent impact on supply is stark. Bloomberg ship tracking data revealed that only two chemical tankers and one LPG carrier left the Persian Gulf on Friday.Meanwhile ANZ analysts noted that the US blockade continues to sideline about 1.7 million barrels per day of Iranian exports.Despite the breakdown, some market volatility was tempered by reports from Axios and ING suggesting Iran has submitted a fresh proposal via Pakistani mediators.This offer reportedly proposes reopening the waterway and de-escalating the conflict while delaying nuclear negotiations to a later stage."However, there are newswire reports this morning that Iran has offered the US a new proposal to reopen the Strait of Hormuz, while delaying nuclear negotiations for a later stage," ING noted.

Asia

Varun Beverages' Consolidated Net Profit Rises in Fiscal Q1

Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.

$BOM:540180$NSE:VBL