-- Scout Energy週五宣布以超過10億美元的價格出售其位於西阿納達科盆地的油氣資產,標誌著公司投資組合的重大調整。 該公司表示,此次出售的資產包括透過多次收購累積的上游和中游業務,體現了Scout擴大規模和整合營運的長期策略。 這些資產日產量約2.5億立方英尺當量,涵蓋天然氣、天然氣凝析液和氦氣,覆蓋北美主要氣盆地約300萬英畝的土地。 這些資產包括三座天然氣處理廠、超過7,200英里的集輸管道以及約40萬馬力的壓縮能力。 Scout聯合創始人兼董事總經理John Baschab表示:“這是我們在過去十年中通過多次收購精心打造的重要資產,通過整合和運營改進創造了價值。” RBC Capital Markets擔任此次交易的獨家財務顧問,該公司補充說,此次交易推進了Scout優化其上游和中游能源資產組合的策略。
Related Articles
Big Oil Warns of Further Price Surge as Hormuz Disruption Drains Buffers
Exxon Mobil (XOM), Chevron (CVX) and ConocoPhillips (COP) have warned that global energy markets may face further price increases as supply buffers are rapidly being depleted amid the ongoing Strait of Hormuz disruption, Bloomberg reported on Friday.Executives said inventories, strategic reserves and floating storage have helped cushion prices so far, but those supplies are now running low, reducing the market's ability to absorb prolonged supply shocks.Chevron's CFO told Bloomberg that much of the spare capacity has already been used, leaving limited leeway if the disruption continues, while Exxon's CEO warned markets have yet to fully reflect the scale of the supply hit.With roughly a fifth of global oil and LNG flows typically passing through the strait, companies indicated that a prolonged closure could push crude prices significantly higher.
Research Alert: CFRA Lowers Opinion On Shares Of Quanta Services, Inc. To Hold From Buy
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 $158 to $773, which is 52.6x our next-12-month EPS estimate of $14.70. We also lift our 2026 EPS by $0.93 to $14.31 and 2027's by $1.18 to $16.74. Our move to Hold partially reflects our difficulty in justifying valuation levels that could offer sufficient upside after surging 15.8% on Q1 results. Both sides of the valuation equation in our updated $773 target are considerably higher than those in our prior $615 target, which was calculated using a 46.0x multiple on $13.38 EPS. Even after increasing the multiple by 14.3% and EPS by 9.9%, we only see ~4% upside at current levels. While PWR's fundamentals remain strong with record backlog and solid execution, the risk/reward profile has shifted to neutral. This is due to mounting concerns around data center project delays/cancellations (industry estimates suggest 30%-50% of 2026 projects are at risk), increasing exposure to fixed-price contract cost overruns, and growing difficulty collecting disputed change orders from customers.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Entergy Corporation
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 $13 to $117, 26.0x our next-12-month EPS estimate of $4.49, a premium to its five-year forward average of 18x. We lift our 2026 EPS view by $0.01 to $4.40 and our 2027 EPS view by $0.07 to $4.95. ETR maintained its 2026 adjusted EPS guidance range of $4.25-$4.45 (midpoint of $4.35) and raised 2027-2029 guidance by $0.20-$0.50, with 2029 adjusted EPS now expected at $6.40. The company's enhanced earnings trajectory and substantial capital deployment position it well for sustained growth, in our view. Key execution items to monitor include regulatory approval of the Louisiana Lightning filing (expected December 2026), sourcing the remaining $4.7B in equity through 2029, and construction execution on seven new combined-cycle plants by 2030-2031. We anticipate dividend growth will remain competitive with peers (5.2% CAGR from 2025 to 2028), though we think recent share price and valuation advances have reduced near-term upside potential relative to peers.