-- 傑富瑞週三在一份報告中指出，受中東戰爭引發的液化天然氣（LNG）價格上漲影響，Origin Energy（ASX：ORG）有望從中受益，預計未來三年其平均核心利潤將成長6.3%。 Origin持有澳洲太平洋液化天然氣公司（APLNG）27.5%的股份，使其處於有利地位。投資公司將基準JKM現貨價格的預期上調了43.7%，分別在2027財年和2028財年上調至14.5美元和12.1美元。 然而，對沖交易和2025年至2029年間交付30船貨物的遺留合約在一定程度上限制了價格上漲空間。 傑富瑞將APLNG 2026財年的EBITDA預期上調了3.3%至53.3億澳元，並在2027財年上調了25.6%至57.6億澳元。 該公司補充道，即將於5月公佈的預算案中，如果提高暴利稅，可能會對澳洲的液化天然氣投資產生影響。 傑富瑞維持對APLNG的「買入」評級，並將目標價從13.03澳元上調至13.34澳元。
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