-- 杰富瑞(Jefferies)在4月17日的一份报告中指出，EML Payments（ASX：EML）近期下调2026财年业绩预期，反映的是时间安排问题和收入递延，而非客户合同流失。 该公司于4月13日将2026财年基本息税折旧摊销前利润(EBITDA)预期从5800万至6000万澳元下调至4700万至5000万澳元。 此次业绩预期下调是由于经济不确定性加剧，导致项目实施延迟，且该公司北半球业务的交易疲软。 杰富瑞表示，该公司仍需大幅提升才能在6月份实现1.25亿澳元的项目储备目标。由于经济不确定性，这一目标面临风险，而且受经济放缓的影响，EML 2028财年9500万澳元的基本EBITDA目标也可能推迟。 杰富瑞在对EML公司估值的评论中表示：“鉴于EML目前处于转型阶段，我们考虑到盈利的不确定性，给予其15%的折价。” 杰富瑞将EML的目标股价从0.78澳元下调至0.66澳元，但维持对该股的“买入”评级。 EML股价在周一的交易中上涨了近4%。
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