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FINWIRES

プレシジョン・ドリリングは、第1四半期決算発表後、CIBCの投資判断で「アウトパフォーム」を維持。目標株価は160.00カナダドルに引き上げられた。

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-- CIBCキャピタル・マーケッツは、プレシジョン・ドリリング(PD.TO、PDS)の株式について、第1四半期決算発表を受け、投資判断を「アウトパフォーム」に据え置くとともに、目標株価を150.00カナダドルから160.00カナダドルに引き上げた。 「経営陣は、原油価格の堅調な見通しと、ドライガス田における活動の活発化を背景に、2026年下半期にかけて米国の掘削リグ活動が転換点を迎えるとの見通しを示しています。当社は、PDの株価低迷は一時的なものであり、特に2026年第2四半期に入り、同社の米国における掘削リグ稼働率が上昇し始めるにつれて、その傾向は強まると考えています。また、設備投資が正常化するにつれて、2026年下半期にはフリーキャッシュフローが増加し、自社株買いの増加を支えるものと予想しています。米国とカナダの両国における活動レベルと油田に関する当社の予想を上方修正し、2026年のEBITDA予想を従来の5億3,300万ドルから5億6,900万ドルに引き上げました。したがって、2026年のEV/EBITDA倍率を4.3倍(従来は4.2倍)とし、目標株価を160ドル(従来は150ドル)に引き上げます」と、アナリストのジェイミー・クビク氏は述べています。 (は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください:https://www..com/contact-us

Price: $129.99, Change: $+3.29, Percent Change: +2.60%

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