自由港麦克莫兰(FCX)
icon
搜索文档
3 Stocks to Buy for Exposure to the Most Undervalued Asset Class
InvestorPlace· 2024-04-02 01:37
Amidst intermediate corrections or rallies, asset classes tend to have an extended period of bull or bear market. A secular bull market for an asset class is a perfect time to remain invested. On the other hand, price and time correction can extend beyond a decade in bear markets. This column discusses stocks for exposure to an undervalued asset class likely to witness a comeback rally.Without extending the suspense, industrial commodities are the most undervalued asset class. To put things into perspective ...
Why Freeport-McMoRan (FCX) Could Beat Earnings Estimates Again
Zacks Investment Research· 2024-04-02 01:10
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Freeport-McMoRan (FCX) , which belongs to the Zacks Mining - Non Ferrous industry.This mining company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 25.22%.For the last reported quarter, Freeport-McMoRan came out with earnings of $0.27 per share vers ...
Freeport-McMoRan's Electrification Story Boosted By Mine Closure & Future's Rally
Seeking Alpha· 2024-03-20 03:06
铜价上涨和公司业绩 - Freeport-McMoRan(NYSE:FCX)在2023年12月被评为买入,主要原因是铜价上涨、产量扩大和运营成本降低[1] - 预计未来几年铜价上涨,公司股票将实现资本增值和更高的股息支付[4] - 预计未来几个季度公司将报告改善的收入和利润[8] - 全球供应紧缩导致铜价上涨,FCX可能在未来几个季度报告改善的收入和利润[9] - 预计未来两年铜价将上涨超过75%,分析师预计FCX股价可能会继续上涨[11] 公司财务表现 - 预计2024年公司的股息可能会提高,得益于更健康的资产负债表和更丰富的自由现金流,为投资者提供更高的收益[2] - FCX在2024年1月24日的财报电话会议中报告了FQ4'23的收入和调整EBITDA,显示出令人印象深刻的数字[5] - 尽管实现的铜价下降和单位净现金成本上升,但公司仍能保持稳定的运营和资本成本纪律,提高底线[6] - 由于公司资产负债表健康,我们维持对FCX股票的买入评级[12] 电气化趋势和市场预期 - 长期电气化趋势和矿商可能在铜价上涨的情况下报告更高的收入和利润,继续将FCX股票评为买入[3] - 预计未来十年电气化趋势将继续,FCX将受益于需求增长[13] 中国市场影响 - 中国冶炼厂为提高铜精矿价格而采取行动,可能会对铜精矿供应和价格产生进一步波动[10]
Freeport-McMoRan (FCX) Stock Dips While Market Gains: Key Facts
Zacks Investment Research· 2024-03-19 07:06
Freeport-McMoRan (FCX) closed the most recent trading day at $44.48, moving -0.29% from the previous trading session. This move lagged the S&P 500's daily gain of 0.63%. At the same time, the Dow added 0.2%, and the tech-heavy Nasdaq gained 0.82%.The mining company's shares have seen an increase of 14.89% over the last month, surpassing the Basic Materials sector's gain of 5.32% and the S&P 500's gain of 1.76%.Analysts and investors alike will be keeping a close eye on the performance of Freeport-McMoRan in ...
Freeport-McMoRan (FCX) Surges 7.6%: Is This an Indication of Further Gains?
Zacks Investment Research· 2024-03-14 16:21
股价表现 - Freeport-McMoRan (FCX)股价在最近一个交易日上涨了7.6%,收于43.41美元[1] - FCX的涨势似乎是由铜价上涨所推动的,中国最大的铜冶炼厂商同意减产[2] 盈利预期 - 该矿业公司预计在即将发布的季度报告中每股盈利为0.36美元,同比下降30.8%[3] - 盈利和营收增长预期确实可以反映股票潜在的强势,但经验研究表明,盈利预期修订的趋势与股价短期波动密切相关[4]
Why the Market Dipped But Freeport-McMoRan (FCX) Gained Today
Zacks Investment Research· 2024-03-12 07:06
股价表现 - Freeport-McMoRan (FCX) 最新收盘价为$40.42,较上一交易日上涨了+1.43%[1] - Freeport-McMoRan 过去一个月股价上涨了6.66%,超过了基础材料行业的4.98%和标普500指数的2.7%[2] 财务预测 - Freeport-McMoRan 预计每股收益为$0.36,同比下降30.77%,预计营收为$5.64亿,同比增长4.75%[3] - Zacks Consensus Estimates 预测 Freeport-McMoRan 整个财年每股收益为$1.52,营收为$231.9亿,较去年分别下降了-1.3%和增长了+1.48%[4]
Freeport-McMoRan (FCX) Ascends While Market Falls: Some Facts to Note
Zacks Investment Research· 2024-03-05 07:56
The latest trading session saw Freeport-McMoRan (FCX) ending at $38.32, denoting a +1.03% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a loss of 0.12% for the day. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 0.41%.Heading into today, shares of the mining company had lost 5.41% over the past month, lagging the Basic Materials sector's gain of 0.72% and the S&P 500's gain of 4.83% in that time.Investors will be eagerly watching for the perf ...
Why Freeport-McMoRan (FCX) Outpaced the Stock Market Today
Zacks Investment Research· 2024-02-28 07:56
股价表现 - Freeport-McMoRan (FCX) 最近的股价为 $38.16,较前一个交易日上涨了 +0.34% [1] - 过去一个月,这家矿业公司的股价下跌了 5.47%,而基础材料行业下跌了 0.56%,标普500指数上涨了 3.8% [2] 财务预测 - 投资界将密切关注 Freeport-McMoRan 的下一份财报,预计每股收益为 $0.37,同比下降 28.85%,营收预计为 $5.64 亿美元,同比增长 4.75% [3] - Zacks Consensus Estimates 预测整年每股收益为 $1.51,营收为 $231.9 亿美元,较去年分别下降了 1.95% 和增长了 1.48% [4] 分析师预测 - 分析师对 Freeport-McMoRan 的最新预测变化表明他们对公司业务和盈利能力持乐观态度 [5] - 研究显示,这些预测变化与短期股价直接相关,Zacks Rank 模型包括这些预测变化,提供了一个可行的评级系统 [6] 行业评级 - 采矿 - 有色金属行业属于基础材料部门,目前的 Zacks Industry Rank 为 196,位于所有 250+ 行业的后 23% [9] - Zacks Industry Rank 评估我们独特行业群体的实力,研究显示,评级排名前 50% 的行业的表现是后 50% 的两倍 [10] 公司评级 - Zacks Rank 系统从 1 (强热门) 到 5 (强卖出),历史表现出色,1 股票自 1988 年以来的平均年回报率为 +25%,Freeport-McMoRan 目前的 Zacks Rank 为 3 (持有) [7] 市盈率比较 - 目前,Freeport-McMoRan 的前瞻市盈率为 25.13,较行业平均值 14.56 有溢价 [8] 信息获取 - 利用 Zacks.com 来及时了解所有这些影响股价的指标,以及其他信息,在接下来的交易日中 [11]
Freeport-McMoRan Inc. (FCX) BMO Capital Markets 33rd Global Metals, Mining & Critical Minerals Conference (Transcript)
2024-02-27 07:06
CEO交接和公司文化 - Richard Adkerson决定将CEO职位交给Kathleen,因为他已经77岁,希望公司有一个可持续的董事会和管理团队[2] - Kathleen和Richard在Freeport工作了35年,公司文化和价值观将继续是重点[5] - 公司文化和员工团队对于价值创造至关重要,将继续保持这种文化[17] 公司地位和增长管道 - 公司在铜行业处于领先地位,拥有多样化的资产和有机增长机会[15] - 公司的增长管道是重点,正在推进项目并降低风险[19] 技术创新和未来展望 - 技术创新将是重点,公司将专注于创新和技术应用[18] - 公司对未来的战略和团队的执行能力感到非常兴奋和满怀期待[20] 项目和投资 - 公司计划在2025年提交智利项目的许可申请,预计需要一定时间[36] - 印尼Kucing Liar项目每年的支出约为4亿美元,预计未来10年将持续投入[39] - 公司表示Grasberg项目是一个重要资产,不会因铜价波动而延迟项目进展[40] 政府合作和股权 - 印尼政府与公司合作,持有项目70%的经济利益[55] - 公司与印尼政府签订股东协议,确保公司运营权[56] - 公司同意在2041年之前出售额外10%的股权[58] 企业文化和价值观 - 公司注重团队合作和共同解决问题的企业文化[66] - 公司重视诚实、公平和合理经营,寻求长期可持续发展[71] - 公司强调员工做正确的事情,避免犯错,以及在晋升前展现出所期望的工作表现[73] - 公司强调团队合作,共同承担责任,解决问题[75]
Freeport-McMoRan Inc. (FCX) is Attracting Investor Attention: Here is What You Should Know
Zacks Investment Research· 2024-02-20 23:00
Freeport-McMoRan (FCX) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this mining company have returned +3.6%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Mining - Non Ferrous industry, which Freeport-McMoRan falls in, has gained 2.3%. The key question now is: What could be the stock's future direction?While medi ...