FINWIRES · TerminalLIVE
FINWIRES

研究快訊:Trgp:第一季表現強勁,成交量更高

By

-- 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:TRGP公佈2026年第一季調整後EBITDA為14億美元,高於2025年第一季的11.8億美元,超出市場預期4.1%。這主要得益於二疊紀盆地天然氣產量創歷史新高,達到67.3億立方英尺/日(成長12%),以及液化天然氣分餾產量創歷史新高,達到114.5萬桶/日(成長17%)。天然氣和石油(G&P)以及液化天然氣和天然氣運輸(L&T)業務板塊均表現強勁,調整後營業利潤率分別增長16%和18%,反映出更高的處理量和更佳的優化機會。穩健的營運表現凸顯了TRGP在二疊紀盆地的領先地位及其綜合資產優勢。管理階層將2026年EBITDA預期上調至57億至59億美元,其中58億美元的中位數意味著較2025年成長17%。 TRGP正在開發六座新的二疊紀盆地天然氣處理廠,預計2027-2028年投產,2026年的成長資本支出預計約45億美元。特拉華快線天然氣凝液管擴建工程已於5月投入運營,增強了二疊紀盆地與蒙特貝爾維尤之間的連通性。 TRGP透過股票回購向股東返還了5,500萬美元,並將股息提高25%至每年5美元,股息殖利率為2.0%。

Related Articles

Australia

Max Resource Applies for OTCQB Listing; Shares Down 8.2%

Max Resource (MAX.V) on Thursday said it applied to list its shares on the U.S. OTCQB market.The company's shares will continue to trade on the Toronto Stock Exchange Venture under it current symbol, it said.The company's OTCQB application is subject to OTC Markets' review and approval.The company's shares are eligible for settlement through the Depository Trust Company (DTC), which facilitates the electronic clearing and settlement of publicly traded companies in the United States, the company added."We believe that uplisting on the OTCQB would expand Max's exposure to U.S. investors, increase trading accessibility and liquidity, and support the company's efforts to build a broader international shareholder base as the exploration season advances into full swing," said chief executive Brett Matich.The company's shares were last seen down $0.025 at $0.28 on the TSX Venture Exchange.Price: $0.28, Change: $-0.03, Percent Change: -8.20%

$MAX.V
Australia

Macquarie Downgrades PayPal to Neutral From Outperform, Price Target is $50

PayPal (PYPL) has an average rating of hold and mean price target of $50.09, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $46.94, Change: $+0.68, Percent Change: +1.46%

$PYPL
Australia

Fortinet Set for Faster Growth on Cyber Risk, AI Upgrades, Wedbush Says

Fortinet (FTNT) is positioned for stronger growth as AI-driven infrastructure needs, rising cyber risks, product upgrades, vendor consolidation, and improving sales momentum support its revenue and billings outlook, Wedbush Securities said Thursday in a report.Q1 billings rose 31% to $2.09 billion, above Wall Street estimates, with strength across security operations and operational technology security, the report said. Revenue climbed 20%, helped by large customers upgrading to higher-performance systems for AI-related workloads, Wedbush said.Operating margins and earnings per share both exceeded expectations on strong execution and cost control, Wedbush said. Fortinet raised its 2026 revenue and billings outlook as cyber threats, data security needs, and cost pressures push customers toward broader cyber platforms, the report said.Wedbush raised its price target on Fortinet stock to $125 from $90 and maintained its outperform rating, citing greater confidence in the company's growth recovery.Price: $110.88, Change: $+20.93, Percent Change: +23.27%

$FTNT