英文【高盛】住友金属矿业（5713.T）：预计由于电动汽车需求放缓，阴极材料-金属业务收益恶化；从买入下调至卖出
27 May 2025 | 3:34PM JST Sumitomo Metal Mining (5713.T) Expecting cathode materials/metals business earnings deterioration on
报告摘要
27 May 2025 | 3:34PM JST Sumitomo Metal Mining (5713.T) Expecting cathode materials/metals business earnings deterioration on
核心要点
- 27 May 2025 | 3:34PM JST
- 5713.T
- 28.5
- 173.2
- 70.3
- 74.2
- 99.0
- 391.8
报告信息
- 文件全名
- 《英文【高盛】住友金属矿业（5713.T）：预计由于电动汽车需求放缓，阴极材料-金属业务收益恶化；从买入下调至卖出-12页.pdf》
- 适合读者
- 核心数据
- 33%/38% and reduce our 12-month target price to ¥3,100, from
- ¥4,100. Our target price implies 8% downside, which compares to
- average upside of 10% for our autos sector coverage. We
- Cutting earnings estimates by 30%, FY3/26 8% below consensus
- bn, putting our estimate below guidance (¥100 bn) and 8% below
- 核心议题
常见问题
《英文【高盛】住友金属矿业（5713.T）：预计由于电动汽车需求放缓，阴极材料-金属业务收益恶化；从买入下调至卖出》主要包含哪些内容?
27 May 2025 | 3:34PM JST Sumitomo Metal Mining (5713.T) Expecting cathode materials/metals business earnings deterioration on核心数据:33%/38% and reduce our 12-month target price to ¥3,100, from;¥4,100. Our target price implies 8% downside, which compares to;average upside of 10% for our autos sector coverage. We。
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覆盖 2025 年,全文共 12 页。
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