-- Jarden周三在一份报告中指出，Computershare（ASX：CPU）发布的2026财年下半年业绩更新“略显令人失望”，未能达到市场对业绩展望上调的预期。但报告补充说，该公司倾向于发布保守的业绩指引，之后再超越预期。 这家股票研究公司表示，Computershare维持了其2026财年每股收益管理层预期在1.44澳元左右，这意味着资本市场活动对该财年盈利的“实质性”提升空间有限。 报告还指出，由于交易披露和完成之间通常存在时间差，不断增长的项目储备带来的收益更有可能在2027财年显现。 Jarden表示：“总体而言，尽管短期利润率趋势良好，且项目储备的增加为2027财年的盈利增长提供了选择余地，但由于代币化带来的结构性问题尚未解决，Computershare的估值吸引力有限。” Jarden维持对该公司的中性评级，并将目标价从31澳元下调至30.40澳元，目标价的变动完全是由澳元兑美元的汇率换算假设所驱动的。
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