BUZZ-Truist Securities 下调油气生产商的 PT 值

Reuters
30 Sep 2024

((自动化翻译由路透提供,请见免责声明 ))

9月30日 - ** 由于大宗商品价格下降,券商 Truist Securities 下调了多家油气生产商的目标价格

*称 "价格下降等于目标价格下降,杠杆作用可能继续成为关注焦点" * "此外,许多投资者继续对石油持负面偏见,导致杠杆作用仍是剩余时间的主要关注点

** 此外,许多投资者继续对石油持负面看法,导致今年剩余时间以及 2025 年期间,杠杆仍将是主要关注点"。 - 真知灼见

** 补充说,油价下跌导致的 FCF 减少将降低股东回报率,而且一些公司 "在最近几个月为收购支付了现金,可能需要比之前预期更长的时间才能将杠杆率降低到之前的水平"。

公司 当前 PT 之前的 PT

APA

EOG Resources < $115 $130

EOG.N

康菲石油

埃克森美孚

N

钻石能源

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