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FINWIRES

在加拿大帝国商业银行(CIBC)发布第一季度业绩前，Cenovus Energy维持“跑赢大盘”评级；目标价为46.00加元。

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-- 在石油生产商和炼油商Cenovus Energy (CVE.TO, CVE) 于5月6日公布第一季度业绩之前，加拿大帝国商业银行资本市场(CIBC Capital Markets)维持对该公司股票的“跑赢大盘”评级，目标价为46.00加元。 “我们预计2026年第一季度产量为96.2万桶油当量/日(MBoe/d)，每加仑原油价格(CFPS)为1.63美元，而市场普遍预期分别为96.3万桶油当量/日(MBoe/d)和1.54美元。我们预计2026年第一季度Sunrise油田的TC装置停产对产量的影响甚微，并指出这将是自2025年11月13日完成MEG收购以来，首个包含MEG收购产量的完整季度。在Foster Creek油田，我们将密切关注其强劲的产量，因为优化项目已提前完成。在Christina Lake油田，我们将继续关注Narrows Lake油田的最后阶段产能提升至2026年，以及与Christina Lake North油田3000万美元协同效应相关的四口最初计划的重建井的最新进展。”对于Christina Lake North油田，我们预计将收到有关运营和设施扩建工作的最新进展。对于West White Rose油田，鉴于该公司声明天气问题影响了调试工作，我们将密切关注有关首油生产可能略微延迟至2026年第三季度的任何最新消息。在下游领域，我们预计由于Keystone油田停产，市场份额将有所下降，但由于库存采用先进先出法（FIFO）和后进先出法（LIFO）的调整，现金流将显著增加。”该投资银行写道。 （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。研究机构可通过以下链接联系我们：https://www..com/contact-us）

Price: $40.36, Change: $+0.54, Percent Change: +1.36%

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