-- 加拿大皇家银行资本市场（RBC Capital Markets）周二表示，在第一季度财报季到来之前，Enerflex (EFX.TO) 和 CES Energy Solutions (CEU.TO) 是其首选的油气服务公司之一。 RBC 表示，Enerflex 仍是其“全球能源最佳投资理念”名单中的一员，并补充说，鉴于市场基本面稳健，其预期高于市场普遍预期。 与此同时，RBC 将 Trican Well Service (TCW.TO) 的评级从“跑赢大盘”下调至“与大盘持平”，目标价为 7.50 加元。 RBC 表示，其追踪的油气服务类股票今年已上涨 36%，其中专注于美国市场的公司表现普遍优于那些在中东地区开展业务的公司。 本财报季的关键主题将是伊朗战争造成的市场动荡以及最终的重建和产能恢复工作。 RBC 表示，在美国，上市勘探和生产公司继续控制支出，但设备供应日益紧张可能会在年内推高价格。
Price: $30.96, Change: $+0.32, Percent Change: +1.04%
Generation Development Group (ASX:GDG) unit Generation Life experienced a cyber incident involving unauthorized access to part of its network through a third-party service provider, according to a Monday filing with the Australian bourse.The subsidiary quickly detected and "immediately contained" the incident, with no impact on its core systems, no evidence of unauthorized transactions so far, and "minimal disruption" to operations, per the filing.Generation Life has launched an investigation into the incident.
Symal Group (ASX:SYL) has appointed Scott McQueen as chief financial officer, effective May 4, according to a Monday filing with the Australian bourse.McQueen most recently served as executive vice president and chief financial officer of OceanaGold, per the filing.McQueen will succeed David Gill, who has been serving as interim chief financial officer and will ensure a smooth transition before returning to his previous role, the filing added.
Origin Energy (ASX:ORG) reported March quarter production of 164.5 petajoules, down from 167.1 petajoules a year earlier, according to a Monday filing with the Australian bourse.The company reported commodity revenue of AU$1.86 billion for the quarter, down from AU$ 2.31 billion a year ago, per the filing.Origin Energy also said its electricity sales volume increased 4% from a year earlier amid "strong growth" in business volumes driven largely by the data-center sector.