Changes at Rio Tinto an Evolution, Not Revolution -- Market Talk

Dow Jones12-05 12:10

0409 GMT - The strategy of Rio Tinto's new CEO "is evolutionary, not revolutionary," according to UBS analysts. In a note, they highlight the miner's plans to improve Ebitda by raising volumes and reducing costs. They say 2026 guidance is broadly as expected and don't expect a material change to earnings forecasts. The analysts reiterate a neutral rating on the stock. "In our opinion, the risk-reward for Rio is improving, with commodity prices supportive and operational performance improving." UBS raises its target to A$138 from A$130. Rio is down 1.5% in Sydney at A$138.45. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

December 04, 2025 23:10 ET (04:10 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2589868640?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-05 12:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2589868640","market":"nz","top_or_hot":-1,"title":"Changes at Rio Tinto an Evolution, Not Revolution -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0409 GMT - The strategy of <a href=\"https://laohu8.com/S/RTNTF\">Rio Tinto</a>'s new CEO \"is evolutionary, not revolutionary,\" according to UBS analysts. In a note, they highlight the miner's plans to improve Ebitda by raising volumes and reducing costs. They say 2026 guidance is broadly as expected and don't expect a material change to earnings forecasts. The analysts reiterate a neutral rating on the stock. \"In our opinion, the risk-reward for Rio is improving, with commodity prices supportive and operational performance improving.\" UBS raises its target to A$138 from A$130. Rio is down 1.5% in Sydney at A$138.45. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 04, 2025 23:10 ET (04:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Changes at Rio Tinto an Evolution, Not Revolution -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChanges at Rio Tinto an Evolution, Not Revolution -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-05 12:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0409 GMT - The strategy of <a href=\"https://laohu8.com/S/RTNTF\">Rio Tinto</a>'s new CEO \"is evolutionary, not revolutionary,\" according to UBS analysts. In a note, they highlight the miner's plans to improve Ebitda by raising volumes and reducing costs. They say 2026 guidance is broadly as expected and don't expect a material change to earnings forecasts. The analysts reiterate a neutral rating on the stock. \"In our opinion, the risk-reward for Rio is improving, with commodity prices supportive and operational performance improving.\" UBS raises its target to A$138 from A$130. Rio is down 1.5% in Sydney at A$138.45. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 04, 2025 23:10 ET (04:10 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":"EPM","symbol_name":"Evolution Petroleum","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2589868640","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589868640","pubTimestamp":1764907800,"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":"0409 GMT - The strategy of Rio Tinto's new CEO \"is evolutionary, not revolutionary,\" according to UBS analysts. In a note, they highlight the miner's plans to improve Ebitda by raising volumes and reducing costs. They say 2026 guidance is broadly as expected and don't expect a material change to earnings forecasts. The analysts reiterate a neutral rating on the stock. \"In our opinion, the risk-reward for Rio is improving, with commodity prices supportive and operational performance improving.\" UBS raises its target to A$138 from A$130. Rio is down 1.5% in Sydney at A$138.45. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"EPM":"Evolution Petroleum","BK7511":"ESG概念","BK7095":"多种金属与采矿","BK7507":"资源股","RIO":"力拓","RIO.AU":"力拓","BK4588":"碎股","BK4168":"多种金属与采矿","BK4585":"ETF&股票定投概念","BK4213":"石油与天然气的勘探与生产"},"translate_title":"力拓的变化是进化，而不是革命——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EPM":1.5,"RIO":0.9,"RIO.AU":0.9},"content_text":"0409 GMT - The strategy of Rio Tinto's new CEO \"is evolutionary, not revolutionary,\" according to UBS analysts. In a note, they highlight the miner's plans to improve Ebitda by raising volumes and reducing costs. They say 2026 guidance is broadly as expected and don't expect a material change to earnings forecasts. The analysts reiterate a neutral rating on the stock. \"In our opinion, the risk-reward for Rio is improving, with commodity prices supportive and operational performance improving.\" UBS raises its target to A$138 from A$130. Rio is down 1.5% in Sydney at A$138.45. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 04, 2025 23:10 ET (04:10 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"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589868640","isCrawlerRequest":true}