-- 摩根士丹利週一在一份報告中指出，麥格理集團（ASX：MQG）目前處於“黃金時期”，受益於大宗商品和液化天然氣（LNG）的高波動性，同時資本市場保持穩健，對實物資產的需求不斷增長。 這家投資公司預計，在2026財年至2028財年期間，麥格理的獲利將實現強勁成長，主要得益於大宗商品、業績費以及私募市場和銀行業務的成長。 預計到2028財年，麥格理的股本回報率將回升至15%左右，這得益於業務重組，包括退出航空金融和智慧電錶等低迴報業務，以及更加專注於交易平台。 該券商預測，到2028財年，麥格理將額外回購10億澳元的股票，使回購總額達到30億澳元，總股利將超過80%。 摩根士丹利將麥格理的評級從“持股觀望”上調至“增持”，並將目標股價從 223 澳元上調至 270 澳元。
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