BUZZ-花旗集团上调 DTE Energy PT

Reuters
29 Oct 2024

((自动化翻译由路透提供,请见免责声明 ))

10月29日 - ** 花旗集团将美国公用事业公司DTE能源 的目标股价从132美元上调至142美元,因其第三季度利润超预期 (link)

** 新目标价较该股上次收盘价上涨 12

** 上调目标价,因为DTE表示将大幅增加250亿美元的资本支出计划,包括新建发电厂和升级现有电网和天然气网的可靠性支出。

** 称尽管福特的BlueOval (link) City工厂已将电动汽车生产从之前的2025年推迟至2027年,但这对DTE的影响微乎其微,因为该公司已与福特签署了购电协议,其中通常包括 "要么接受要么支付 "条款。

** 要么接受要么支付 "条款是一项合同条款,要求买方(这里的福特),无论他们是否使用某种产品或服务,都必须为其支付费用。

** 补充道,DTE 有可能将这些电力转给田纳西州地区的其他工业客户

** 20家券商中有11家将该股评级为 "买入 "或更高,9家为 "持有";PT中值为137美元--LSEG数据

** 截至上次收盘,该股今年累计上涨 14.85

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