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調査速報:PSK第1四半期:好調なリースが価格と金利の逆風を相殺

-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。PSKは、生産量が4%増加して日量26,293バレル相当(BOE/日)となったことで、原油価格が5%下落して50.08カナダドル/BOEとなった影響を相殺し、営業キャッシュフローは11%増の9,490万カナダドル(1株当たり0.41カナダドル)となり、売上高は4%増の1億3,380万カナダドルとなりました。純利益は4%減の5,580万カナダドル(1株当たり0.24カナダドル)となりましたが、その他の収益は、リース活動の好調により87%増の1,530万カナダドルに急増しました。デュヴァーネイ油田における記録的な26坑井の掘削開始(うち20坑は生産性の高いウェストシェール盆地)は、経営陣が2026年下半期に石油生産量の大幅な増加につながると見込んでいることから、当社の前向きな見通しを裏付けています。多分岐掘削は新規坑井の33%に拡大し、以前の20%から業務効率の改善を示しています。当社は、四半期配当0.265カナダドル/株による営業キャッシュフローの65%の配当性向は持続可能であると見ており、830万カナダドルの自社株買いと1,880万カナダドルの純負債削減(2億5,770万カナダドル)は、将来の収益を支える規律ある資本配分を示しています。

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