-- 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：我們將目標股價調高3加幣至18加元，本益比為6.0倍（基於2027年EBITDA）。由於WCP規模擴大、淨收益改善、蒙特尼地區油氣生產商需求增加，以及當前地緣政治環境下油氣生產商的整體前景，我們將市盈率從4.5倍上調。同時，我們將2026年每股收益預期從1.00加元上調至1.24加元，並將2027年每股收益預期從1.12加幣下調至1.00加元。儘管伊朗戰爭和原油價格上漲佔據了新聞頭條，但WCP的營運表現依然完美無瑕。原油價格持續高企帶來的顯而易見的益處將繼續透過資金流動、去槓桿化和股票回購等方式惠及WCP。管理層將2026財年全年產量預期上調7,500桶油當量/日至378,000-382,000桶油當量/日，同時維持20億-21億加元的資本預算，這預計在2026財年帶來超過20億加元的自由現金流。目前股價處於歷史高點。然而，我們認為其估值仍然合理，並認為在我們涵蓋的中型營運公司中，WCP是表現最佳的公司，尤其是在ARX上市後，該板塊的關注度有所提升。
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