-- 赫斯中游公司(Hess Midstream,股票代號:HESM)週一公佈了第一季財報,數據顯示其天然氣收集處理量為每日4.38億立方英尺,高於去年同期的4.31億立方英尺/日。 該公司報告稱,截至3月31日的第一季度,原油收集處理量為每日11萬桶,高於去年同期的11.7萬桶/日。 該公司第一季天然氣處理量為每日4.3億立方英尺,高於去年同期的4.24億立方英尺/日;而原油終端處理量則從每日12.5萬桶下降至每日11.9萬桶。 赫斯中游公司預計,2026年其天然氣收集量將達到每日4.5億至4.6億立方英尺,天然氣處理量將達到每日4.35億至4.45億立方英尺。 該公司預計原油碼頭吞吐量為每日12.5萬桶至13.5萬桶,原油集輸量預計為每日11.5萬桶至12.5萬桶。 赫斯中游公司預計2026年全年總資本支出約1.05億美元。
Related Articles
Regis Healthcare to Benefit from Higher Govt Spending on Aged Care, Says Jefferies
Regis Healthcare (ASX:REG) is expected to reap benefits from higher government funding into aged care sector, Jefferies said Monday in a note, adding that it is awaiting clarity from the upcoming federal budget announcement this month.The government has announced plans for a AU$3 billion investment in aged care, which includes an increased accommodation supplement.The investment firm assumes that if 40% of Regis' residents received a AU$15 higher daily accommodation supplement, the company could see around a 10% boost in EBITDA per place over 12 months. Regis expects fiscal 2026 underlying EBITDA of around AU$135 million.Jefferies is also confident in the company's fiscal 2027 outlook despite near-full occupancy as Regis continues to expand its portfolio and increase the proportion of residents paying Refundable Accommodation Deposit (RAD). The company reported average occupancy of 95.9% in mature homes in the third quarter.Jefferies maintained a buy rating and increased its price target by 35% to AU$9.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Dte Energy Company
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $3 to $165, reflecting a 20.7x forward P/E on our next-12-month EPS estimate. We lower our 2026 EPS view by $0.05 to $7.76 and raise our 2027 EPS view by $0.01 to $8.40. In March 2026, DTE executed a 1 GW data center agreement with Google and filed contracts with the MPSC for approval; a decision is expected by September 2026. The Google data center agreement complements the previously approved 1.4 GW Oracle project. The agreement is structured to deliver approximately $1.7B in affordability benefits for existing customers over the contract life, while requiring Google to pay the full cost of energy usage, including all related infrastructure investments. DTE intends to pause future electric rate requests for at least two years following its most recent request, dependent on the Oracle data center coming online by 2027. On a compound annual basis from 2025 to 2028, we anticipate approximately 7.5% EPS and 6.8% dividend growth, highly competitive with multi-utilities peers.
National Australia Bank's Asset Quality Risks Build, But Demand Remains Solid, Says Jefferies
National Australia Bank (ASX:NAB) is facing rising asset quality risks as it posted a downbeat half-yearly result, Jefferies said Monday in a note, adding that demand remains resilient and costs are being managed.The bank reported a 26% decline in fiscal 2026 first-half cash earnings to AU$2.64 billion, missing Jefferies' estimate by 3%.The investment firm reduced its fiscal 2026 and 2028 EPS estimates by 1%, citing lower earnings from liquid assets and higher impairment charges for potential loan losses, partly offset by stronger profit margins.Jefferies said that investors are concerned about the bank's exposure to small and medium sized businesses (SMEs) in an uncertain macro environment. NAB is also setting aside more provisions for bad loans than its peers, which is impacting its returns by more than 1%.However, the brokerage continues to see an attractive risk-reward on the profile. Despite recent share underperformance, margins are expected to improve in the second half of the year.Jefferies maintained its buy rating on National Australia Bank but cut its price target to AU$46.98 from AU$47.73.