-- 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：EXE公佈2026年第一季調整後每股收益為3.83美元，高於去年同期的2.02美元，超出市場預期0.20美元。產量為74.4億立方英尺當量/日，年增10%；在商品價格走強的市場環境下，實際價格為4.96美元/千立方英尺當量，較去年同期成長32%。經營現金流飆升至24億美元（去年同期為11億美元），自由現金流增加兩倍至17億美元，這得益於公司積極削減淨債務36%至28億美元，並在4月份額外償還了13億美元的債務。管理層重申了2026年產量預期為75億立方英尺當量/日，並製定了28.5億美元的資本支出計劃，計劃運營11-12台鑽機。 EXE與Delfin簽署了一份為期20年的液化天然氣承購協議，自2031年起每年供應115萬噸液化天然氣，從而將市場覆蓋範圍擴展至全球需求中心。各地區的液化天然氣價格均上漲，其中東北阿巴拉契亞地區的價格達到5.70美元/千立方英尺。我們認為，隨著卡達液化天然氣業務遭受長期損害（卡達供應全球約20%的液化天然氣出口），美國對液化天然氣的需求增加可能會有所改善。這種情況為像EXE這樣的海恩斯維爾生產商創造了機會。
Related Articles
Asia
Finbar Group Completes Structural Works at Western Australia Development
Finbar Group's (ASX:FRI) construction of its Garden Towers development in Western Australia reached the topping-out stage with the completion of structural works, according to a Wednesday filing with the Australian bourse.Garden Towers comprises 330 residential units, with the 279 units sold to date representing AU$208 million by value, per the filing.Settlements are expected to start in the first half of fiscal 2027, subject to the completion of remaining construction and regulatory approvals.
$ASX:FRI
Research
Research Alert: CFRA Reiterates Sell Opinion On Shares Of Starbucks Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our price target by $8 to $82, 30x our FY 27 (Sep.) EPS estimate and in line with its 10-year average forward multiple. We raise our FY 26 estimate to $2.26 from $2.21 and FY 27's to $2.74 from $2.64. Following FQ2 results that showed strong global comp growth acceleration to 6.2% (+710 bps), we reiterate our Sell opinion. Shares trade at 30x forward earnings, in line with their long-term average, suggesting the market expects this momentum through FY 27. Our model assumes SBUX meets its 5% global comp growth goal in FY 26, with margin expansion due to waning store investment costs, lower interest expenses, and improved international segment margins from the Boyu Capital China joint venture. We believe it will be difficult to sustain operating margin improvement on comp growth alone, with new store growth of just 0.8% in FQ3 potentially not inflecting higher until FY 28. At current valuation levels reflecting optimistic assumptions, we see limited upside and maintain our Sell rating.
$SBUX
Asia
Meteoric Resources Completes AU$40 Million Capital Raise; Shares Fall 4%
Meteoric Resources (ASX:MEI) completed its AU$40 million equity raising, issuing 235 million new fully paid ordinary shares at AU$0.17 apiece to institutional and sophisticated investors, according to a Wednesday filing with the Australian bourse.The funds will be used to support advancement and pre-development activities at the Caldeira rare earth ionic adsorption clay project to support a final investment decision within the year, the filing added.The company's shares fell 4% in recent Wednesday trade.
$ASX:MEI