杰富瑞因巴肯油田前景疲软,将ONEOK评级下调至“持有”

路透中文
Jul 17
BUZZ-<a href="https://laohu8.com/S/JEF">杰富瑞</a>因巴肯油田前景疲软,将ONEOK评级下调至“持有”

7月17日 - ** 杰富瑞将美国管道运营商ONEOK(OKE.N)的评级从“买入”下调至“持有”

** 该机构还将目标价从100美元下调至95美元,较该股周四收盘价仍有2.2%的上行空间

** 该机构表示,下调评级的原因在于,尽管近期油价反弹,但市场对巴肯地区增长能实现显著提速的信心正在减弱,因为在该成熟盆地中,生产商仍继续优先考虑资本纪律、投资回报率以及维持产量稳定

** 巴肯是美国最大的产油区之一,也是ONEOK中游业务的关键市场

** “此外,瓦哈(Waha)已出现积极转折,这可能限制了今年剩余时间内的营销上行空间;因此,我们认为进一步上调业绩指引的可能性较小”——杰富瑞

** 该报告还指出,鉴于巴肯地区潜在的费用压力以及OKE较高的估值,加之其增长前景有限,股价上涨空间有限

** 22家券商中有12家给予该股“买入”或更高评级,10家给予“持有”评级;目标价中位数为95美元——数据由LSEG汇编

** 截至上一交易日收盘,OKE今年以来累计上涨26.5%

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