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Stifel Canada维持对Eldorado Gold的“持有”评级，目标价维持在65.00加元。

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-- 在Eldorado Gold（ELD.TO，EGO）公布第一季度业绩后，Stifel Canada周五维持对该公司股票的“持有”评级和65.00加元的目标价。 Eldorado公布2026财年第一季度调整后每股收益为0.95美元，高于我们预期的0.80美元（市场普遍预期为0.67美元）；调整后EBITDA为3.36亿美元，高于我们预期的3.07亿美元。黄金产量为10.04万盎司（环比下降19%），占总产量的1.6%，高于我们预期的9.88万盎司，与2026财年下半年加权平均产量指引49万至59万盎司一致。2026财年第一季度自由现金流为-1.291亿美元（剔除Skouries项目后为-6290万美元），高于我们预期的-8340万美元，主要原因是Skouries项目资本支出1.356亿美元和加速运营资本支出4850万美元。Skouries项目首批精矿预计将于2026财年第三季度投产，商业化生产预计将于2026财年第四季度实现。项目总资本支出上调1.55亿美元至13.15亿美元。劳动力、项目支持和管理费用、材料以及汇率波动均有所影响。2026财年黄金产量（下半年加权）及成本指引维持在49万至59万盎司（不含斯库里斯矿区），总成本为每盎司1220至1420美元，全部维持成本为每盎司1670至1870美元。分析师拉尔夫·普罗菲蒂写道：“乔治·伯恩斯将于2026年第三季度卸任首席执行官一职；总裁克里斯蒂安·米劳将接任，并加入董事会。” （报道北美、亚洲和欧洲主要银行及研究机构的股票、大宗商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us）

Price: $40.01, Change: $-1.96, Percent Change: -4.67%

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