-- リヤド・キャピタルは、サウジ・インダストリアル・インベストメント・グループ(SASE:2250、商号:SIIG)の第1四半期決算で純利益が前年同期比で大幅に増加したことを受け、同社の投資判断を「中立」に据え置いた。 石油化学産業に特化した投資会社であるSIIGは、第1四半期の純利益が前年同期の1,800万サウジ・リヤルから2億5,200万サウジ・リヤルへと急増した。これは、リヤド・キャピタルの予想である6,600万サウジ・リヤルを大きく上回る数字である(火曜日の速報レポートより)。 「一般管理費の減少、ザカート(イスラム教の喜捨)費用の増加、ムラバハ融資からの収益の継続的な減少など、その他の項目は比較すると影響が小さい。投資家は、評価の変動、取引量の変動、輸送の混乱といった要因に惑わされずに、本質を見極める必要があるだろう。なお、今四半期の営業利益と純利益はともに2億5,200万サウジ・リヤルで同額であり、これはタダウル証券取引所の潜在的な誤りである可能性を示唆している」とアナリストは述べている。 この銘柄の目標株価は13リヤルです。
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