-- 杰富瑞(Jefferies)周五发布的一份报告称，麦格理集团(ASX:MQG) 2026财年的业绩超出预期，主要得益于成本降低和平均税率下降。 该公司业绩表现“非常强劲”，税后净利润达48.5亿澳元，同比增长30%，超出杰富瑞9%的预期。这家股票研究公司表示，营收中“大幅”计提了拨备，这掩盖了实际业绩的强劲增长。 这一展望与杰富瑞此前对麦格理集团2027财年税后净利润约50亿澳元的预期相符。 杰富瑞重申对麦格理集团的“买入”评级，目标价为247.40澳元。 麦格理集团股价在周五的交易中下跌1%，此前曾创下历史新高。
Related Articles
Asia
Regis Resources Says Morgan Stanley, Units Acquire 5.87% Stake
Regis Resources (ASX:RRL) said Morgan Stanley and its subsidiaries became a substantial holder of the firm after acquiring 44.4 million shares, or a 5.87% stake, on Tuesday, according to a Friday Australian bourse filing.
$ASX:RRL
Asia
Jumpcan Pharma's Jianwei Xiaoshi Oral Liquid Added to China's Centralized Procurement Program
Hubei Jumpcan Pharmaceutical's (SHA:600566) Jianwei Xiaoshi Oral Liquid was selected for the National Chinese Patent Medicine's centralized procurement, according to a Friday disclosure to the Shanghai bourse.The drug is used to treat food stagnation and indigestion.During the procurement period, medical institutions will prioritize the use of the selected products, the pharmaceutical company said.
$SHA:600566
Asia
Tabcorp Likely Faces Remediation Costs from Austrac Probe, But Sell-Off Overdone, Jarden Says
Tabcorp Holdings (ASX:TAH) likely faces remediation costs in a new regulatory enforcement investigation, and repeat offender status is also a risk, but neither of those factors justifies the magnitude of the sell-off in the company's stock, Jarden said in a Thursday note.The Australian Transaction Reports and Analysis Center (AUSTRAC) is investigating the company's compliance with anti-money laundering and counter-terrorism financing obligations, citing concerns about its ability to identify and mitigate risks.Jarden noted there is no certainty of a financial penalty as the regulator's disclosure stated that all outcomes are on the table, while previous cases show that a zero-penalty result is possible when the regulator is satisfied with cooperation.AUSTRAC's previous gambling sector penalties have ranged from zero to AU$450 million, the equity research firm said, adding that it views top-line implications for Tabcorp as limited.The company's shares fell sharply after the disclosure of the probe, and at those levels, "the stock appears to be factoring a cost impost well in excess of what the precedent set supports," Jarden said.It maintained an overweight rating on Tabcorp with a target price of AU$1.05, saying it will revisit those assessments if Austrac files civil penalty proceedings or Tabcorp takes on provisions related to the case.The company's shares fell 13% in recent Friday trade.
$ASX:TAH