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TPHは第1四半期決算発表後もトルマリンオイルの投資判断を「買い」に据え置き、目標株価を77.00カナダドルに設定。

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-- チューダー・ピッカリング・ホルト証券は木曜日、トゥルマリン・オイル（TOU.TO）の第1四半期決算発表を受け、同社の株式に対する買い推奨を維持し、目標株価を77.00カナダドルとした。 「全体的なアップデートは中立的と評価します。（i）第1四半期の主要指標はまちまちで、キャッシュフローの未達は設備投資によって相殺され、（ii）短期的な見通しの変更はマクロ経済への対応を反映しています。2026年第1四半期の業績では、日量66万6千バレル相当の生産量は、TPHe/Streetの66万6千バレル/66万4千バレルおよびガイダンスの上限（65万5千～66万5千バレル）とほぼ一致しましたが、キャッシュフローは8億6,200万カナダドルで、TPHe/Streetの9億2,900万カナダドル/8億8,400万カナダドルを下回りました（1株当たり2.21カナダドルに対し、TPHe/Streetは2.39カナダドル/2.33カナダドル。TPHeとの差は主にガスとNGLの実現によるものです）。しかし、フリーキャッシュフローは2億200万カナダドルで、設備投資（E&Pに6億4,300万カナダドル）に支えられ、TPHe/Streetの2億2,000万カナダドル/1億9,300万カナダドルと比較して、コンセンサスをわずかに上回りました。 （TPHe/Street予想：7億900万カナダドル/6億9100万カナダドル）。2026年第2四半期の生産見通しは595～605トンで、市場コンセンサスの619トンを下回るものの、これは市場状況を鑑みると賢明な生産削減措置によるものだ（同社は既存の長期貯蔵施設であるダン/カリに加え、新たに開設したアルタガス・ディムズデール貯蔵施設を活用する予定）。」とアナリストのジェフリー・ラムブジョン氏は記している。 （は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください：https://www..com/contact-us）

Price: $63.52, Change: $-3.33, Percent Change: -4.98%

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