-- 週四，BMO資本市場將Tourmaline Oil (TOU.TO)的股票評級從“跑贏大盤”下調至“與大盤持平”，同時將目標價從此前未披露的水平上調至70加元。此前，這家加拿大西部天然氣生產商公佈了第一季業績。 「TOU公佈的CFPS業績略低於預期，產量基本上符合預期。TOU的股價已與我們的目標價一致，鑑於其相對於同業的溢價較高，我們認為其市盈率進一步提升的空間有限。此外，TOU的天然氣產量嚴重受浮動WCAD和美國太平洋天然氣價格的影響，我們預計由於庫存水平不斷提高，短期內這些價格將繼續表現不佳。 Ollenberger寫道。 （報告北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究報告。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）
Price: $62.99, Change: $-3.87, Percent Change: -5.78%
Tudor, Pickering, Holt on Thursday maintained its hold rating on the shares of Canadian Natural Resources (CNQ.TO, CNQ) with a C$70.00 price target following first-quarter results from the country's No.1 oil producer."While generally expected given net debt levels exiting 2025, highlights from the overall update include the formal step-up in return-of-capital alongside the ~4% beat on Q1 cash flow. On Q1 results, headline metrics include C$4.37B AFFO vs. TPHe/Street consensus C$4.19B/C$4.26B (C$2.09/shr vs. TPHe/Street C$2.01/C$2.01), with the delta vs. our model owing to realizations and expenses more than offsetting production. 1,643mboepd came in slightly below TPHe/Street 1,657/1,651, primarily driven by Oil Sands with 275mbopd In Situ comparing to TPHe/Street 279/276 and 588mbopd OSM comparing to TPHe/Street 594/595, though the April run-rate within OSM of 630mbopd bodes well for Q2 (TPHe/Street 587/587). On the balance sheet and return of capital, net debt is now sufficiently below C$16B to have driven CNQ to plan for returning 75% of FCF to shareholders. This is already starting to take effect, with April buybacks already totaling ~$0.3B, matching full Q1's buyback activity ($1.5B in return of capital, consisting of $1.2B in dividends and $0.3B in share repurchases); no change to TPHe H2'27+ at strip for the final uplift to 100% with ND (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: $59.80, Change: $-2.46, Percent Change: -3.95%
Price: $123.31, Change: $-1.38, Percent Change: -1.11%
American International Group (AIG) has an average rating of overweight and mean price target of $87.80, according to analysts polled by FactSet.Price: $77.12, Change: $-0.58, Percent Change: -0.74%