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Euroz Hartleys表示,Beach Energy的Waitsia專案目前的產量運行速度預計將超過下調後的預期。

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-- Beach Energy(ASX:BPT)第三財季的業績顯示,其產量低於預期,且下調了產量指引。 Euroz Hartleys週三在一份報告中指出,這促使該公司將產量預測調整至更新後的指引中位數。 不過,Euroz Hartleys也指出,Waitsia專案的年化產量以及Otway盆地在第四財季的客戶提名情況,為該公司產量指引的上限提供了潛在提升空間。 Beach Energy週二將2026財年的產量指引從先前的1,970萬至2,200萬桶油當量下調至1,940萬至2,030萬桶油當量。 關於Waitsia互換安排的更多揭露,使前景更加明朗,促使該研究公司上調了對該公司2027至2029財年的獲利預測。 Euroz Hartleys先前將所有互換交易都設定為以實物形式返還,但現在指出,其中超過一半是可產生收益的回售安排。 該公司維持對Beach Energy的「持有」評級,同時根據更新後的分部估值法,將目標股價從每股1.18澳元下調至1.15澳元。 Beach Energy股價在周三的交易中下跌了1%。

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