-- 瑞银证券周二发布的一份报告指出，福特汽车(F)有“切实可行的路径”实现2027年每股收益(EPS)超过2美元的目标，并有望在2027年后向3美元迈进。 该报告特别指出，福特的产品组合、美国较为宽松的监管环境以及新兴的电池储能系统市场机遇是其实现这一目标的关键因素。 报告还表示，近期对汽油和铝价上涨的担忧有些过头，因为铝价已进行套期保值，不会对2026年造成影响。 报告称：“市场目前对福特2027年每股收益的预期为1.73美元，比我们的预测低约16%，并且低估了短期不利因素将在2026年下半年消散，并推动2027年及以后的每股收益增长。” 瑞银将福特的评级从“中性”上调至“买入”，目标价为15美元。
Price: $12.65, Change: $+0.49, Percent Change: +4.03%
Resolute Mining (ASX:RSG) received notice that BlackRock Group and its subsidiaries decreased their holdings in the company to 5.08% from 6.2%, according to a Monday filing with the Australian bourse.BlackRock Group now owns 108.7 million shares in the company, the filing said.
Alkane Resources (ASX:ALK) delivered a material production beat in the March quarter, driven mainly by higher-than-modeled head grades across its operations, a small beat on throughput at its Tomingley gold project in New South Wales, as well as higher recoveries at the Bjorkdal gold mine in Sweden, Euroz Hartleys said in an April 24 note.The company reported consolidated production of abut 45,800 ounces of gold equivalent, an early group record, Euroz Hartleys said.The equity research firm noted that Alkane Resources remains debt-free with the exception of AU$20 million in equipment financing, while the execution of an undrawn AU$110 million revolving facility and a AU$40 million contingent instrument facility provides liquidity to act fast on emerging opportunities.The company is on track to surpass the midpoint of fiscal 2026 guidance of 160,000 to 175,000 ounces of gold equivalent production at all-in sustaining costs of AU$2,600 to AU$2,900 per ounce. However, Euroz Hartleys expects softer quarter-over-quarter production in the three months through June due to lower head grades across the group.Euroz Hartleys kept a buy rating on the company while adjusting its price target to AU$2.53 from AU$2.50.
Nextdc (ASX:NXT) opened the retail portion of its fully underwritten 1-for-5.4 accelerated non-renounceable entitlement offer to raise about AU$1.5 billion in total, according to a Monday filing with the Australian bourse.The retail offer, expected to raise around AU$500 million, is priced at AU$12.70 apiece, the same price used in the institutional component, which recently closed and raised about AU$1 billion, per the filing.Eligible retail shareholders who fully exercise their entitlement may also apply for additional new shares up to 100% of their entitlement at the offer price under the top-up facility, the filing added.