-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们维持2星(卖出)评级,并将12个月目标价从35加元下调至31加元。我们的目标价相当于2027年EBITDA预估值的5.5倍。鉴于原油价格波动以及WTI/WCS价差的影响,我们下调了营收增长预期。因此,我们将2026年每股收益预期下调0.51加元至3.38加元,并将2027年每股收益预期下调0.43加元至2.37加元。第一季度净债务环比下降至80.6亿加元,低于上一季度的82.9亿加元。这是一个正确的方向,但我们对此的信心低于预期,因为60亿加元的净债务将增加可返还给股东的自由资金流。我们仍然认为原油价格的下行风险过高,目前主要原油生产商正经历短期现金流激增,但这种情况将会缓解。
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