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FINWIRES

CIBC 精选 Cenovus、Kelt、Suncor、Tamarack、Tenaz 和 Whitecap 作为加拿大石油股票的首选投资标的。

-- 加拿大帝国商业银行资本市场（CIBC Capital Markets）周五表示，其对加拿大石油股第一季度的首选投资标的包括：Cenovus Energy (CVE.TO)、Kelt Exploration (KEL.TO)、Suncor Energy (SU.TO)、Tamarack Valley Energy (TVE.TO)、Tenaz Energy (TNZ.TO) 和 Whitecap Resources (WCP.TO)。 CIBC 表示，受中东地缘政治冲突的推动，加拿大石油股在第一季度表现强劲。 CIBC 指出，油价和美国墨西哥湾沿岸裂解价差在第一季度分别上涨了 78% 和 200%，这有助于提高以液体原料为主的生产商和一体化公司的收益。 由于油价飙升，CIBC 预计 Suncor 和 Cenovus 将受益匪浅，而 Imperial Oil (IMO.TO) 则可能面临阻力。 CIBC 还补充道，油价上涨也可能推动营运资本调整，从而增加一体化公司的净债务水平。 加拿大帝国商业银行（CIBC）表示，在中东冲突的背景下，加拿大液化天然气（LNG）项目对保障供应安全越来越有吸引力。因此，CIBC预计加拿大液化天然气二期项目和克西利西姆斯液化天然气项目将于2026年获得批准。

Price: $84.28, Change: $+0.59, Percent Change: +0.70%

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