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加拿大帝国商业银行(CIBC)在公布第一季度业绩后维持对Methanex的“中性”评级;并将目标价上调至69.00美元。

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-- 在甲醇生产商Methanex(MX.TO,MEOH)公布第一季度业绩后,加拿大帝国商业银行资本市场(CIBC Capital Markets)重申了对该公司股票的“中性”评级,并将目标股价从66美元上调至69美元。 “我们维持对Methanex的‘中性’评级,同时将目标股价从66美元上调至69美元,原因是我们的企业价值/息税折旧摊销前利润(EV/EBITDA)估值倍数上调了0.25倍(目前为2027年预期7.0倍)。这反映出甲醇价格环境的改善,应有助于加快去杠杆化进程(到年底为1.8倍,而2026年第一季度为4.2倍)。尽管我们预计大宗商品价格最终会恢复正常,但考虑到中东地区约占全球甲醇产量的20%(伊朗占10%,其他中东地区占10%),如果供应中断持续存在,我们预计Methanex的股价最高可达83美元。”分析师Hamir Patel写道。 (报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究报告。研究机构可通过以下链接联系我们:https://www..com/contact-us

Price: $86.05, Change: $-2.83, Percent Change: -3.18%

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