03/22/2025, 05:51 AM UTC
西巴耶·斯托尔沃特：在最新上涨后可能被高估Sibanye Stillwater: Possibly Overbought After Its Latest Surge
1、西巴耶·斯托尔沃特有限公司的ADR今年至今回报率超过30%，优于全球和南非股市。2、宏观层面的紧张局势上升和持续的钯金逆风正在影响公司的增长。3、尽管金价支持性良好且南非运营顺利，但矿山减值影响了西巴耶的盈利能力。4、RBC将西巴耶评级上调，设定了53.00美元的目标价，但作者的模型建议最佳目标价为37.50美元。1. Sibanye Stillwater Limited's ADRs have returned over 30% YTD, outperforming global and South African stocks. 2. Rising macro-level tensions and ongoing palladium headwinds are impacting the company's growth. 3. Despite supportive gold prices and smooth operations, mine impairments have affected Sibanye's profitability. 4. RBC upgraded Sibanye, setting a price target of $5.30, but the author's model suggests a best-case target of $3.75.---
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