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杰富瑞表示,Dyno Nobel的收益将受益于矿业终端市场的发展。

-- 杰富瑞周二在一份报告中指出,在全球市场供应紧张的情况下,Dyno Nobel(ASX:DNL)的盈利受益于矿业终端市场及其一体化产能,且受中东冲突的影响较小。 杰富瑞预测,Dyno Nobel上半年的息税前利润(EBIT)为1.9亿澳元,比市场普遍预期高出约2%,处于Dyno Nobel此前给出的2026财年息税前利润预期区间(4.6亿至5亿澳元)的上限。杰富瑞还预测,Dyno Nobel上半年的税后净利润为1.23亿澳元,比市场普遍预期高出约2%。 杰富瑞将Dyno Nobel 2026财年至2028财年的息税前利润和每股收益预期均下调了约1%。 该投资公司维持对Dyno Nobel的“买入”评级,目标价为每股3.90澳元。

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