ASX Tech and Metals Shares: Where Insiders Are Buying This Week
ASX Tech and Metals Shares: Where Insiders Are Buying This Week
Insiders from two companies – an ASX tech share and a mining player – made notable moves this week, gobbling up shares to increase their ownership stakes.
本週兩家公司的內部人士——一家ASX科技股和一家採礦公司——紛紛採取行動,購買股份以增加他們的所有權。
Purchases were made in $South32 Ltd (S32.AU)$ and $Nuix Ltd (NXL.AU)$ by two insiders.
此前購買發生在 $South32 Ltd (S32.AU)$和頁面。$Nuix Ltd (NXL.AU)$ 由兩位內部人員完成。
According to regulatory filings made this week, South32 director Sharon Warburton increased her stake in the mining giant.
根據本週提交的監管文件,South32 董事 Sharon Warburton 增加了其在這家礦業巨頭的持股。
Meanwhile, Nuix director Jacqueline Korhonen also increased commitments.
與此同時,Nuix 董事 Jacqueline Korhonen 也加大了投入。
Let's take a closer look.
讓我們更仔細地看一下。
South32 insider buys
South32內部交易買入
Regulatory filings illustrate that South32 director Sharon Warburton bought 25,000 shares of the miner at $3.02 each this week for a $75,500 consideration.
監管文件顯示,South32董事Sharon Warburton本週以每股3.02美元的價格購買了25000股該礦業公司的股票,總計75500美元。
This takes her total holding to 67,870 shares, worth a total of $202,252 at the current South32 share price.
這使她的持股總數達到67870股,按當前South32股價計算總值爲202252美元。
Warburton's moves could be seen as bullish to some, as is often the case with insiders buying up shares on the market.
Warburton的行動對一些人來說可能被視爲看好,因爲內部人士在市場上購買股票時經常如此。
Goldman Sachs is certainly bullish on South32. The broker has a buy rating with a $3.60 price target on the ASX share, suggesting a potential 19% upside at the time of writing.
高盛對South32股份非常看好。該經紀商給予該公司買入評級,並預計其ASX股份的目標價爲3.60美元,在撰寫本文時暗示潛在上漲19%。
It likes South32's focus on metals like copper, aluminium, and zinc, which it says positions it well for future growth.
高盛喜歡South32對銅、鋁和鋅等金屬的專注,它認爲這使其在未來的增長中處於有利位置。
The broker forecasts a 5% growth in copper-equivalent (CuEq) production by FY26 "due to recovering manganese, aluminium and copper volumes".
該經紀商預測到FY26 "由於錳、鋁和銅漲幅回升",銅當量(CuEq)產量將增長5%。
Perhaps Warburton sees a similar trajectory, given the purchases made.
也許沃伯頓看到了類似的發展軌跡,考慮到他所做的購買。
Director buys more of ASX tech share
董事買入更多ASX科技股。
Nuix also saw insider activity this week, with director Jacqueline Korhonen purchasing 6,300 shares at an approximate value of $30,057.
Nuix本週還出現了內幕交易情況,董事Jacqueline Korhonen以約30057美元的估價購買了6300股。
This brings her total holdings to 19,758 shares or a $95,430 position in the company.
這使她持有的股份總數增加到19758股,或在該公司的95,430美元的持倉。
The ASX tech share's FY24 results showed a 14% increase in Annualised Contract Value (ACV) and a 38.7% jump in underlying earnings.
ASX科技股FY24年的業績顯示,年化合同價值(ACV)增長了14%,基礎收益增長了38.7%。
Nuix Neo, its data platform, was a major growth contributor for the year, with ACV from the platform soaring by 195%.
對於該年份來說,Nuix的數據平台Nuix Neo是主要的增長貢獻者,平台的ACV大幅增長了195%。
Korhonen's decision to buy more shares shows her conviction about the company's future.
Korhonen增持股票表明她對公司未來的信心。
Brokers are also positive about the company, with consensus rating it a moderate buy according to CommSec.
券商對該公司也持積極態度,根據CommSec的一致評級,它被評爲適度買入。
Consensus also projects 18-19% sales growth this year on 51% growth in cash flow. The ASX tech share could throw off earnings of 5.8 cents per share under these assumptions.
根據市場共識,今年銷售額預計增長18-19%,現金流增長51%。在這些假設下,這隻澳交所科技股每股收益可能達到5.8美分。
Takeout
結束
Insiders made decent-sized purchases of these companies this week. ASX tech share Nuix and mining share South32 may be ones to watch from here.
內部人員本週對這些公司進行了不小的購買。澳交所科技股Nuix和礦業股South32可能是目前值得關注的公司。
Nuix is up 154% this year to date, whereas South32 has slipped 10% in the red.
到目前爲止,Nuix今年上漲了154%,而South32的股價下跌了10%。