FINWIRES · TerminalLIVE
FINWIRES

杰富瑞表示,PLS集团第三季度产量“强劲”,2026年之前价格“保持韧性”。

By

-- 杰富瑞(Jefferies)在周五发布的一份报告中指出,PLS集团(ASX:PLS)第三季度产量表现强劲,超出杰富瑞及市场预期,且本年度锂价保持坚挺,支撑了积极的市场前景。 该公司周五公布,3月季度锂产量为23.24万吨,营收为5.67亿澳元,而去年同期产量为12.5万吨,营收为1.5亿澳元。 该投资公司补充道,PLS保持着灵活的产能和清晰的增长规划。 报告还指出,该公司第三季度疲软的销售业绩将在第四季度坚挺的锂价环境下得到缓解,并维持长期的建设性前景,这得益于供需关系和运营基本面的良好表现。 杰富瑞维持对PLS的“买入”评级,并将目标价从6澳元上调至6.70澳元。 该公司股价在周一的交易中上涨了1%。

Related Articles

Asia

Dongjiang Environmental's Loss Widens 2.7% in Q1

Dongjiang Environmental (HKG:0895, SHE:002672) recorded an attributable loss of 150.2 million yuan in the first quarter of 2026, 2.7% wider than 146.3 million yuan a year prior, according to a Monday Hong Kong bourse filing.Loss per share widened to 0.14 yuan from 0.13 yuan in the corresponding period of the previous fiscal year.The waste disposal management company's revenue from operations declined 13% to 602.6 million yuan from 695.9 million yuan in the year-ago period.

$HKG:0895$SHE:002672
Sectors

Sector Update: Health Care Stocks Edge Higher Pre-Bell Monday

Health care stocks were edging higher pre-bell Monday, with the State Street Health Care Select Sector SPDR ETF (XLV) up 0.2% and the iShares Biotechnology ETF (IBB) marginally advancing.Organon (OGN) has agreed to be acquired by Sun Pharmaceutical Industries for $14 per share in an all-cash deal with an $11.75 billion enterprise valuation, the companies said. Shares of Organon were up more than 17% premarket.Oruka Therapeutics (ORKA) stock was up more than 34% after the company said 63.5% of patients treated with ORKA-001 achieved the primary endpoint of complete skin clearance at week 16 in a phase 2a trial in moderate-to-severe plaque psoriasis.Ligand Pharmaceuticals (LGND) shares were up more than 3% after the company said it has agreed to purchase biotechnology peer Xoma Royalty (XOMA) in an all-cash deal valued at roughly $739 million.

$IBB$LGND$OGN$ORKA$XLV$XOMA
Asia

Zuoli Kechuang Logs Drop in Q1 Profit

Zuoli Kechuang Micro-finance Company (HKG:6866) recorded a decline in attributable profit in the first quarter of 2026 to 13.6 million yuan from 14.8 million yuan a year prior, according to a Monday Hong Kong bourse filing.Net interest income for the three months slipped to 28.4 million yuan from 35.2 million yuan in the year-ago period.

$HKG:6866