Former Sims Bear Questions SLS Earnings Outlook -- Market Talk

Dow Jones06-01 11:22

0322 GMT - Morgan Stanley wonders about the durability of DDR4-driven earnings growth in Sims's SLS electronics recycling division. The bank's China Semiconductors team recently turned more constructive on DDR4 memory-chip prices because of tighter supply conditions and more resilient legacy memory demand, it says. "While this supports near-term earnings upside for SLS, we still view current earnings as pricing-sensitive and therefore unlikely to represent a clean through-cycle earnings base," MS says. Still, it upgrades Sims to equal weight from underweight and raises its share-price target to A$24.00 from A$15.50. It cites near-term support for SLS earnings from DDR4 prices, among other factors. Shares are up 0.9% at A$27.07. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

May 31, 2026 23:22 ET (03:22 GMT)

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Still, it upgrades Sims to equal weight from underweight and raises its share-price target to A$24.00 from A$15.50. It cites near-term support for SLS earnings from DDR4 prices, among other factors. Shares are up 0.9% at A$27.07. 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The bank's China Semiconductors team recently turned more constructive on DDR4 memory-chip prices because of tighter supply conditions and more resilient legacy memory demand, it says. \"While this supports near-term earnings upside for SLS, we still view current earnings as pricing-sensitive and therefore unlikely to represent a clean through-cycle earnings base,\" MS says. Still, it upgrades Sims to equal weight from underweight and raises its share-price target to A$24.00 from A$15.50. It cites near-term support for SLS earnings from DDR4 prices, among other factors. Shares are up 0.9% at A$27.07. (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  May 31, 2026 23:22 ET (03:22 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"SLS","symbol_name":"SELLAS Life Sciences Group Inc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2640998777","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640998777","pubTimestamp":1780284120,"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":"0322 GMT - Morgan Stanley wonders about the durability of DDR4-driven earnings growth in Sims's SLS electronics recycling division. 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