5月5日 - ** 花旗集团称,除关税外,油田服务公司在本财报季面临的关键问题是原油价格下跌对行业基本面的影响。
** 公共勘探和开采公司的投资战略已在很大程度上转向维护和以提高效率为动力的增长,以努力实现自由现金流的最大化"--经纪公司
** 补充说,如果目前的情况保持不变,预计将有约 75 个石油钻井平台停止运行,占国内石油钻井的近 15
** 预计 25 年下半年天然气钻井活动将回升,以减缓下降趋势,但部分钻井可能要到年底才会投入使用
** 券商认为,经营杠杆降低和价格小幅下跌有压缩利润的风险
经纪公司下调了以下公司的目标价:
公司 | 新目标价 | 旧目标价 | 较上一交易日收盘价上涨 |
哈利伯顿 | $29 | $31 | 40.8% |
SLB | $47 | $48 | 35.3% |
ProPetro Holding | $6.50 | $10 | 18% |
帕特森-UTI 能源公司 | $8 | $10 | 32.7% |
ChampionX | $35 | $40 | 38.7% |
仙人掌公司 | $45 | $50 | 9.8% |
(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)
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