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Stifel Canada維持對Lundin Mining的「買入」評級，目標價維持在40加幣。

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-- 週四，Stifel Canada重申了對Lundin Mining（LUN.TO）股票的「買入」評級，並維持40加幣的目標價。此前，該公司公佈了第一季業績。 Lundin公佈2026財年第一季調整後每股收益為0.31美元，高於我們預期的0.29美元（市場普遍預期為0.32美元）；調整後EBITDA為6.27億美元，高於我們預期的6.54億美元（市場普遍預期為6.42億美元）。銅產量為7.99萬噸（與預期8.01萬噸和市場普遍預期7.73萬噸基本一致），現金成本為每磅1.66美元，低於我們預期的每磅1.99美元（市場普遍預期為每磅1.98美元）；黃金產量為3.15萬盎司。現金成本的降低得益於黃金價格走強帶來的副產品收益增加。公司重申了2026財年的業績指引，預計銅產量為31萬至33.5萬噸，黃金產量為13.4萬至14.9萬億美元，銅現金成本為每磅1.90至2.10美元，資本支出為9.95億美元，其中包括為Vicuna項目投資3.95億美元（5200萬美元）。截至2026年第一季，LUN持有現金5.65億美元（季增2.69億美元），淨現金2.49億美元（季增1.72億美元）。截至2026年5月6日，在完成對JX/Los Helados（30.9%）和Caserones（5%）的收購後，淨現金為5,100萬美元，該收購已於4月7日完成。分析師Ralph Profiti寫道：“Vicuna制裁決定最早將於2026年底公佈。” （報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）

Price: $36.80, Change: $+0.46, Percent Change: +1.27%

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