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FINWIRES

CIBCはタマラック・バレー・エナジーの目標株価を12.25カナダドルから14.25カナダドルに引き上げた。

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-- CIBCキャピタル・マーケッツは、タマラック・バレー・エナジー（TVE.TO）が水曜日に第1四半期決算を発表したことを受け、同社の株式に対する「アウトパフォーム」の投資判断を維持するとともに、目標株価を12.25カナダドルから14.25カナダドルに引き上げた。 CIBCによると、同社は下半期の設備投資計画を年央までに見直す予定であり、これにより資産からの生産量増加が見込まれるという。 「しかしながら、事業からのフリーキャッシュフロー最適化とのバランスを取るため、設備投資の増加は小幅にとどまる可能性が高い」とCIBCは述べている。 「また、タマラックは原油価格の上昇を利用して、2026年までの債務返済を加速させると予想しており、これは株価にとって好材料となるだろう」と付け加えた。 第1四半期の好調な業績と2026年までの予想される開発ペースを踏まえ、CIBCの生産量予測はタマラックの2026年ガイダンスの上限値に引き上げられた。 その結果、CIBCの2026年のキャッシュフロー予測は、1株当たり1.91ドルから2.04ドルに上昇した。

Price: $11.91, Change: $-0.17, Percent Change: -1.41%

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