-- Rio2（RIO.TO）週三宣布，其位於秘魯新近收購的康德斯塔布爾銅礦新建尾礦過濾設施（TFF）正式啟動調試階段。 該公司表示，新建尾礦過濾設施採用乾式堆放尾礦，標誌著該項目在歷經18個月建設、總投資約2,700萬美元後，迎來了「重要的營運里程碑」。 該公司還表示，該設施的設計處理能力為每日8,400噸，能夠處理康德斯塔布爾銅礦目前100%的尾礦產量，並且其設計已考慮到未來潛在的產能擴張。 該公司補充道，調試工作預計將在10週內完成，並計劃於2026年第三季全面投入商業營運。 該公司表示：“尾礦庫（TFF）過濾後的干尾礦最初將存放在現有的、已獲許可的尾礦庫設施中，之後再轉移至6號尾礦庫。目前，尾礦庫的審批流程已進入後期階段，預計將於2026年第三季度獲得環境審批。” 該公司還指出，6號尾礦庫的初始許可處理能力預計為4,300萬噸，其設計允許分階段擴建，總處理量最高可達1.7億噸，以支援未來延長礦山壽命。 Rio2總裁兼執行長安德魯·考克斯表示：「我們對康德斯泰布爾礦區取得的這一重要進展感到非常高興。」「營運團隊對最高環境和安全標準的承諾令人印象深刻，過濾廠調試階段的啟動便是這一努力的有力證明。這也是礦山下一階段發展的重要一步，我們Rio2公司非常期待在今年年底前公佈這一進展。」
Related Articles
Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
$^TASI$SASE:2380$SASE:4012
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
$URI