((自动化翻译由路透提供,请见免责声明 ))
11月5日 - ** 由于价格下跌,美国页岩油生产商钻石能源 周一收盘后的第三季度利润未达预期 (link),但对2024年产量的预测因其斥资260亿美元收购Endeavor而得到提振。 (link)
** 29位分析师的预测中值为215美元
成本节约和效率提高有助于 Diamondback 公司
** TD Cowen("买入",PT:255 美元) 称,"在第三季度资本支出比共识低 1%、第四季度比共识低 3%的情况下,该公司分享了令人鼓舞的增效成果"。
** 资本协同效应已经比预期的英尺成本高出 17%,为 2025 年创造了积极的效率偏好"--TD Cowen
** Raymond James("强力买入",目标价:232 美元) 称,与 TRP Energy 的资产置换适合 FANG 的近期发展计划,"因为特拉华州(盆地) 长期以来一直是 FANG 的第二块阵地"。
** Siebert Williams Shank & Co("买入",目标价:230美元) 说,"我们重申我们的 "买入 "评级,因为 FANG 的定位是在其一流的二叠纪盆地资产的支持下获得强劲的可持续 FCF 收益率"。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.