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加拿大皇家銀行表示,Expand Energy在利潤率和股票回購方面取得進展,目前股價處於折價交易狀態。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)週一在一份電子郵件報告中指出,Expand Energy (EXE) 正在推進一系列提升利潤率的商業舉措,並有望透過股票回購提高股東回報。該公司目前的股價較同業存在「顯著折讓」。 報告重點提及了與 Delfin FLNG 1 號船相關的新的年產 115 萬噸液化天然氣 (LNG) 承購協議。該協議提前了原定的交付時間,並支持公司實現每千立方英尺當量利潤率提升 0.20 美元的目標,相當於約 5 億美元的自由現金流。 報告還指出,Expand Energy 仍「預計」實現其 2026 年 27.5 億至 29.5 億美元的預算目標,以及每日 74 億至 76 億立方英尺當量的產量目標。同時,公司也維持靈活調整業務活動水準的機制,以因應天然氣價格疲軟的情況。 該公司指出,西海恩斯維爾油井的早期勘探結果令人鼓舞,領導層過渡工作也在持續推進中,預計2026年下半年任命執行長。報告也指出,在第二季償還約13億美元的債務後,資本回報可能會越來越傾向股票回購,而非「浮動股利」。 加拿大皇家銀行(RBC)對Expand Energy的評級為“跑贏大盤”,目標價為145美元。

Price: $99.78, Change: $-0.34, Percent Change: -0.34%

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