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TPH維持對Methanex的「買入」評級，目標價為72.00美元。

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-- 在甲醇生產商Methanex（MX.TO，MEOH）公佈第一季業績後，Tudor, Pickering, Holt週五維持對該公司股票的「買入」評級，目標價為72.00美元。 「由於甲醇出口公司 (MEOH) 第一季度業績超出預期，達到 2.2 億美元，並給出 4 月至 5 月實際利潤率 500-525 美元/噸的指引，較第一季度的 351 美元/噸大幅提升，因此我們將 2026 年第二季度 EBITDA 預期從 4 億美元上調至工作的指引中位數顯示，實際利潤率環比增長 162 美元/噸，低於全球現貨甲醇價格環比增長 206 美元/噸。的利潤率將會回升。即使海峽明天重新開放，我們認為全球甲醇產量和庫存也需要幾個季度才能恢復正常。分析師馬修布萊爾寫道：“我們還納入了對下半年業績的積極修正，目前甲醇總產量自由現金流收益率為27%（自由現金流與企業價值之比為15%）。” （報告北美、亞洲和歐洲主要銀行及研究機構的股票、大宗商品和經濟研究。研究機構可透過以下連結與我們聯繫：https://www..com/contact-us）

Price: $86.20, Change: $-2.68, Percent Change: -3.02%

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