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CIBC和TD银行上调泰克资源目标股价。

-- 周五,加拿大帝国商业银行资本市场(CIBC Capital Markets)和道明证券(TD Securities)的分析师分别将泰克资源有限公司(Teck Resources Ltd.,股票代码:TECK-B.TO)的目标股价从79加元上调至83加元,以及从80加元上调至82加元。 周四,泰克资源公布第一季度业绩后,CIBC分析师安妮塔·索尼(Anita Soni)维持了对这家加拿大资源公司股票的“买入”评级。 索尼在给客户的报告中表示:“业绩远超预期,主要得益于2026年第一季度铜产量和锌销量(精矿和精矿合计)分别达到15.5万吨和13.5万吨,而CIBC此前的预期分别为12.2万吨和10.7万吨,这主要是由于2025年第四季度库存出货所致。” 道明证券分析师克雷格·哈奇森(Craig Hutchison)维持了对泰克资源股票的“持有”评级。 和记黄埔在致客户的报告中表示:“我们认为强劲的第一季度业绩支撑了我们对中期前景的展望。泰克在调整预期后展现出强大的运营执行力,并且得益于旗下各业务板块的稳健表现,其自由现金流也十分充裕。” 分析师表示:“尽管我们认为泰克股价已充分反映其价值,但季度业绩执行风险持续下降,净现金资产负债表依然稳健。”

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