-- PLSグループ（ASX:PLS）は、ジェフリーズおよび市場予想と比較して「好調な」四半期生産実績を達成し、今年度を通して堅調なリチウム価格が明るい見通しを支えている、とジェフリーズは金曜日のレポートで述べた。 同社は金曜日、3月期の生産量が23万2400トン、売上高が5億6700万豪ドルだったと発表した。これは前年同期の生産量12万5000トン、売上高1億5000万豪ドルと比較して大幅な増加となる。 ジェフリーズは、PLSは弾力的な生産能力と明確な成長パイプラインを維持していると付け加えた。 同社の第3四半期の「低調な」売上は、第4四半期の堅調な価格環境によって解消され、需給動向と事業運営のファンダメンタルズに支えられ、長期的な見通しは良好であるとレポートは述べている。 ジェフリーズはPLSの投資判断を「買い」に据え置き、目標株価を6豪ドルから6.70豪ドルに引き上げた。 同社の株価は直近の月曜日の取引で1%上昇した。
Related Articles
Commodities
Asia Biofuels Update: Malaysian Palm Oil Diverges from Crude Oil on Weaker Exports, Stronger Ringgit
Malaysian palm oil futures slipped on Monday, pulling away from crude oil prices, as weaker exports and a stronger local currency weighed on sentiment.Reversing the previous session's gains, the Bursa Malaysia Derivatives' May crude palm oil contract fell 0.66% to 4,487 Malaysian ringgit ($1,134.94) per metric ton. The June contract dropped by 0.96% to 4,521 ringgit/mt in midday trade.Malaysian shipments for the April 1-25 period reportedly declined 15.7% from a month earlier, according to cargo surveyors cited by Trading Economics.A stronger Malaysian ringgit, which rose against the US dollar by 0.28% on Monday, could further pressure exports as it makes them costlier.The recent drop in Malaysian shipments followed a 29.1% year-over-year rise in Q1 exports, as buyers advanced purchases due to the expected surge in shipping costs and as volumes of rival Indonesian cargoes softened due to higher export levies.Indonesia's move to raise its palm-based biodiesel blending to 50% from 40% beginning July 1 could further lift Malaysian exports going forward.The Malaysia Palm Oil Council said Indonesia's B50 program could absorb an additional 3 million metric tons per year of palm oil. Annual domestic consumption in Thailand could also increase by 350,000 metric tons as the country moves to B7 from B5, while demand in Malaysia could rise by 300,000 mt as the government raises its biodiesel blend to B15 from B10.Rising biofuel demand, elevated crude oil prices, and supply risks from the potential development of an El Nino weather trend will support palm oil prices, with the MPOC projecting them at around 4,500 ringgit/mt in the near term."However, further gains are likely to be capped by softer export demand amid inflation and weaker economic growth in key importing countries, alongside rising stocks as palm oil production gradually enters its seasonal peak," the MPOC said.According to Jim Teh, senior palm oil trader at Interband Group of Co., as cited by Bernama, palm oil prices could trade between 4,200 ringgit/mt and 4,300 ringgit/mt this week due to profit taking.
Asia
Hanwha Systems Swings to Loss in Q1
South Korean shipbuilder Hanwha Systems (KRX:272210) posted first-quarter net loss attributable to shareholders of 55 billion won, swinging from an attributable net income of 27.9 billion won a year earlier, according to a Monday filing with the Korea Exchange.Sales were up 17% year over year to 807.1 billion won from 690.1 billion won.Shares of Hanwha Systems fell over 3% at market close.
$KRX:272210
Asia
SG Micro's Attributable Profit Soars 107% in Q1
SG Micro's (SHE:300661) attributable profit surged 107% to 123.7 million yuan in the first quarter from 59.8 million yuan in the year-ago period, according to a Monday filing with the Shenzhen bourse.Earnings per share at the integrated circuit manufacturer increased to 0.1975 yuan from 0.0965 yuan in the prior-year period.Operating revenue grew 39% year over year to 1.10 billion yuan from 789.6 million yuan.
$SHE:300661