晨星预测澳大利亚伍德赛德公司到2028年产量将增长25%,其股价应声上涨

路透中文
Jul 31
BUZZ-晨星预测澳大利亚伍德赛德公司到2028年产量将增长25%,其股价应声上涨

最新动态

7月31日 - ** 澳大利亚伍德赛德能源公司(WDS.AX)股价一度上涨1.4%至33.350澳元,创下自5月1日以来的最高水平

** 晨星维持对WDS每股43.80澳元的公允价值估值,称市场对该股过于看跌,目前股价徘徊在33澳元左右

** 由于第二季度售价超出预期,晨星小幅上调了WDS 2026年的基本每股收益(EPS)预测至1.82美元/股

** 周三,WDS公布第二季度营收同比增长28% (link),并下调了全年产量预测,而季度产量则下降18%至41.3百万桶油当量

** 某券商将2026财年产量预测从1.82亿桶油当量上调至1.86亿桶油当量

** 预计在重型运输和石化行业的支撑下,石油需求将保持韧性;同时,亚洲新兴市场的经济增长将支撑液化天然气(LNG)需求

** 预测伍德赛德的总产量到2028年将增长约25%,达到每年约2.3亿桶油当量

** 伍德赛德(WDS)股价年内累计涨幅超过40%

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