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  • 博满视角

铁矿石养家,铜矿撑门面:BHP的转型账算清了吗?

March 4, 2026

2026年2月,必和必拓(以下简称“BHP”或“公司”)发布的半年报(HY2026)显示其财务状况保持了极高的稳健性。报告期内,公司实现底层EBITDA约155亿美元,利润率维持在58%,资产回报率攀升至24%。

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裁员2000人,股价反弹在即:WiseTech “定心丸”如何点燃长期复兴?

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March 3, 2026

铁矿利润仍强,中国关系加固:Fortescue还能稳多久?

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March 3, 2026

87亿美元并购后的第一份“信心答卷”:James Hardie 是完成进化,还是背上高杠杆枷锁?

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March 3, 2026

利润暴涨,股价为何沉默?— BlueScope关键的一年

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March 3, 2026

地产与基建巨头Lendlease:转型阵痛中的价值重构

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March 3, 2026

谁说GLP-1减肥药是呼吸机的“掘墓人”?瑞思迈财报背后的估值修复真相

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March 3, 2026
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