-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下:我們維持4顆星(買入)評級,並將目標價上調至103加幣。這相當於基於我們2027年預測的8.0倍EBITDA市盈率和18.0倍市盈率。我們根據行業平均值上調了EBITDA市盈率,以反映其卓越的營運執行力。自2026年投資者日以來,情況基本保持不變,第一季現金流和價值回報仍然強勁。上游產量達87.52萬桶/日,年增2.6%。煉油加工量達49.78萬桶/日,利用率為97%,成品油銷量成長13%至68.09萬桶/日。自由現金流成長53%至29.1億加元。該公司透過8.25億加元的股票回購和超過7億加元的股息,向股東返還了15.4億加元。我們維持對該公司2026年和2027年每股收益的預測,分別為6.97加元和5.39加元。
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