-- 摩根士丹利週五在一份報告中指出，自由港麥克莫蘭公司（Freeport-McMoRan，股票代碼：FCX）位於印尼的格拉斯伯格崩落法礦（Grasberg Block Cave mine）面臨產量提昇放緩和成本暫時上漲的局面，這可能會對公司股價構成壓力。 不過，這家投資銀行指出，印尼礦的長期前景仍不變。 在自由港麥克莫蘭公司公佈第一季業績後，摩根士丹利更新了對其業績的預測，目前預計該公司第二季度EBITDA為24.4億美元，較此前預測增長11%；2026年為113.7億美元，較此前預測下降10%；2027年為146.96億美元，此前預測2083億美元，此前10.23億美元。 這家投資公司表示，對2026年至2028年EBITDA的預測比Visible Alpha的普遍預期低14%至20%。 摩根士丹利將Freeport-McMoRan的股票評級從“增持”下調至“中性”，並將目標股價從70美元下調至66美元。 Freeport-McMoRan股價週五上漲0.6%。
Price: $61.67, Change: $+0.19, Percent Change: +0.31%
Fadu (KOSDAQ:440110) posted first-quarter net income of 10.2 billion won, rebounding from a net loss of 12.1 billion won a year earlier, according to a Monday filing with the Korea Exchange.The South Korean chipmaker's sales revenue surged 210% year over year to 59.5 billion won from 19.2 billion won.Shares of Fadu jumped nearly 14% in recent trade.
Here are the 10 ASX-listed companies with the biggest losses on Monday.Wisetech (ASX:WTC): -3%, AU$42.79NexGen Energy (ASX:NXG): -3%, AU$17.26Telix Pharmaceuticals (ASX:TLX): -2%, AU$14.47Cochlear (ASX:COH): -2%, AU$94.76Paladin Energy (ASX:PDN): -2%, AU$12.28Origin Energy (ASX:ORG): -2%, AU$12.44EVT (ASX:EVT): -2%, AU$12.44Tuas (ASX:TUA): -2%, AU$5.97Ramsay Health Care (ASX:RHC): -2%, AU$39.15Southern Cross Gold (ASX:SX2): -2%, AU$11.07
Sun Pharmaceutical Industries (NSE:SUNPHARMA, BOM:524715) has agreed to acquire US-based Organon & Co in an all-cash deal at an enterprise valuation of $11.8 billion, according to a Monday filing to the Indian stock exchanges.Under the pact, Sun Pharmaceutical will buy all outstanding shares of Organon for $14.00 per share. It plans to fund the acquisition through a combination of available cash resources and committed financing from banks.The acquisition is estimated to boost Sun Pharmaceutical's revenues to $12.4 billion.Organon, which was spun off from Merck in 2021, specializes in women's health and biosimilars and has more than 70 products sold across 140 countries.The Organon buyout is part of Sun Pharmaceutical's strategy "of growing its Innovative Medicines business," according to Sun Pharma's statement.The transaction is subject to customary closing conditions, including receipt of required regulatory approvals andapproval by Organon stockholders.