Beyond Salares Norte: BMO Upgrades Gold Fields Despite Project Delays
Beyond Salares Norte: BMO Upgrades Gold Fields Despite Project Delays
BMO Capital Markets analyst Raj Ray upgraded Gold Fields Limited (NYSE:GFI) to Market Perform from Underperform and slightly increased the price target to $14.00 (from $13.50).
BMO資本市場的分析師Raj Ray將Gold Fields Limited（NYSE：GFI）的評級從賣出調升至市場表現，並將目標價格略微提高到14.00美元（從13.50美元）。
The bullish stance reflects revised gold price forecasts released today. Since early February, Gold Fields' shares have trailed the GDX by approximately 23%, despite favorable gold prices owing to recent operational volatility, delays and ramp-up challenges at the Salares Norte project in Chile, and a recent revision of guidance.
看好金價的態度反映在今天發佈的修訂後的金價預測中。自2月初以來，儘管金價有利，並且由於智利Salares Norte項目的最近運營波動、延誤和加速挑戰以及最近的指導修訂等情況，Gold Fields的股票表現遜於GDX約23%。
Gold Fields has lagged behind its peers due to challenges such as delays in ramping up Salares Norte, subsequent guidance revisions, and operational fluctuations, writes the analyst.
分析師表示，由於Salares Norte加速方面的延誤，隨後的指導修訂和運營波動等挑戰，Gold Fields落後於其同行。
Still, the company has shown strong operational consistency despite recent volatility since 2020, the analyst says.
儘管自2020年以來的近期波動，該公司表現出了強大的運營一致性。
New management aims to enhance productivity and consistency, especially at Salares Norte.
新管理層旨在提高生產率和一致性，特別是在Salares Norte。
Ray raised the EPS forecast to $1.31 (from $1.21) vs. consensus of $1.31 in FY24 and $1.49 (from $1.31) vs. street view of $2.00 in FY25.
Ray將其FY24的EPS預測提高至1.31美元（從1.21美元），而共識預測爲1.31美元；並將FY25的EPS預測提高至1.49美元（從1.31美元），而街頭預期爲2.00美元。
Investors can gain exposure to the stock via VanEck Gold Miners ETF (NYSE:GDX) and Themes Gold Miners ETF (NASDAQ:AUMI).
投資者可以通過VanEck Gold Miners ETF（NYSE：GDX）和Themes Gold Miners ETF（NASDAQ：AUMI）獲得對該股票的敞口。
Also Read: Gold Fields Celebrates First Gold Pour At Salares Norte, Boosts Chilean Production Outlook
還閱讀：金田慶祝Salares Norte進行首次金條澆鑄，提升智利產量展望
Price Action: GFI shares are up 0.90% at $15.06 at the last check Wednesday.
股票價格：上次檢查週三，GFI股票價格上漲0.90%，至15.06美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本文部分內容使用了Benzinga Neuro的幫助。此內容是通過AI工具部分製作的，並由Benzinga編輯進行了審查和發佈。
譯文內容由第三人軟體翻譯。