同步财经NPV
摩根大通发表研究报告指，领展行政总裁王国龙将于明年6月底前退休，对该行而言并不意外，认为对领展的营运没有重大影响。摩通认为领展优势包括如下：香港基础零售市场稳定，租金调整或于2026年转为稳定或正向；有望纳入港股通；积极的成本控制(例如最近裁减约5%的香港员工)或能为每股分派带来正面惊喜；6.1%的股息率仍具吸引力。 摩通预计，领展3.0策略暂时不会有大幅改变，但新继任者上任之前，其执行步伐可能会放缓。而公司在香港物业所有子行业中，摩通认为必需品零售(以领展房地产信托基金为代表)将保持最强的韧性，并基于净现值(NPV)估计，使用2%的终端增长假设，对该股6月的目标价为49港元，维持“增持”评级。
时间：2025-07-23 11:06:14 市场： 综合 港股
Kinross Gold Maintained at Outperform at National Bank After Great Bear PEA; Price Target Kept at C$16.00 National Bank Financial on Tuesday reiterated its outperform rating on the shares of Kinross Gold (K.TO, KGC) and its C$16.00 price target after the company released a preliminary economic analysis (PEA) for its Great Bear project in northwestern Ontario."This morning before market open, Kinross announced the results of its Great Bear PEA and updated mineral resources as of April 2, 2024. We would note that management highlighted today's PEA is a first look given the orebody remains open at depth which we believe will result in larger total resources as drilling from depth continues over the coming years, which has the potential to greatly increase the value of the asset from an already strong starting point. The study calls for LOM production of ~5.3moz of gold at average production costs of US$594/oz (NBFe US$741/oz) and AISC of ~US$800/oz (NBFe US$925/oz) over the first eight ye
时间：2024-09-11 00:03:47 市场： 综合 美股