【高盛】澳大利亚金属与矿业:黄金 股票面临近期利润率放缓,但远期估值具有支撑;评估不同金价情景下的股票相关性;CMM下调-EVN上调至中性.docx

【高盛】澳大利亚金属与矿业:黄金 股票面临近期利润率放缓,但远期估值具有支撑;评估不同金价情景下的股票相关性;CMM下调-EVN上调至中性.docx

EquityResearch

4June2026|5:52AMAEST

AUSTRALIAMETALSMINING:GOLD

Equitiesfacemoderatingnear-termmargins,thoughforwardvaluationssupportive;Assessingstockrelativityundergoldpricescenarios;CMMdown/EVNuptoNeutral

HugoNicolaci+61(2)9321-8323|Thegoldequitiesrallyovertheb

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