-- 杰富瑞（Jefferies）周四在一份报告中指出，Scentre Group（ASX：SCG）对其所有未偿还的13亿澳元2030年到期次级不可赎回债券的要约收购，可能带来“显著的潜在盈利增长”。报告还补充道，赎回高成本的混合债务也将消除该股面临的一个关键不利因素。 尽管这些债券目前的交易价格略高于面值，但杰富瑞估计，前期补偿成本将略低于今年早些时候预测的约20%的水平。 这家股票研究公司表示：“通过补偿剩余的次级混合债券所节省的年化利息成本，将足以抵消赎回这些债券的前期成本。” 杰富瑞计算得出，通过资本再利用，这笔约18亿澳元的债务可节省400个基点的利润率，这将使其2026财年每股运营资金预测值年化增长约5%。 Jefferies维持对Scentre的买入评级，目标价为4澳元。
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