-- Beach Energy（ASX：BPT）第三财季的业绩显示，其产量低于预期，且下调了产量指引。Euroz Hartleys周三在一份报告中指出，这促使该公司将产量预测调整至更新后的指引中值。 不过，Euroz Hartleys也指出，Waitsia项目的年化产量以及Otway盆地在第四财季的客户提名情况，为该公司产量指引的上限提供了潜在提升空间。 Beach Energy周二将其2026财年的产量指引从之前的1970万至2200万桶油当量下调至1940万至2030万桶油当量。 关于Waitsia互换安排的更多披露，使前景更加明朗，促使该研究公司上调了对该公司2027至2029财年的盈利预测。 Euroz Hartleys此前将所有互换交易都设定为以实物形式返还，但现在指出，其中超过一半是可产生收益的回售安排。 该公司维持对Beach Energy的“持有”评级，同时根据更新后的分部估值法，将目标股价从每股1.18澳元下调至1.15澳元。 Beach Energy股价在周三的交易中下跌了1%。
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