Lynas's Main Constraint in Near Term is the Market -- Market Talk

Dow Jones

2025/03/03

2201 GMT - The biggest near-term bottleneck for rare-earths miner Lynas is the market, says UBS analyst Dim Ariyasinghe. In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, "focus remains on the market and, with it, Lynas's ability to increase capacity utilization." Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

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March 02, 2025 17:01 ET (22:01 GMT)

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In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. 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In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2025 17:01 ET (22:01 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7507","symbol_name":"资源股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2516728547","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516728547","pubTimestamp":1740952860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2201 GMT - The biggest near-term bottleneck for rare-earths miner Lynas is the market, says UBS analyst Dim Ariyasinghe. In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7507":"资源股","BK7095":"多种金属与采矿","LYC.AU":"LYNAS RARE EARTHS LTD"},"translate_title":"莱纳斯近期的主要制约因素是市场——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYC.AU":0.9},"content_text":"2201 GMT - The biggest near-term bottleneck for rare-earths miner Lynas is the market, says UBS analyst Dim Ariyasinghe. In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 02, 2025 17:01 ET (22:01 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}