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加拿大皇家銀行表示，利安德巴塞爾預計將在第二季度受益於聚乙烯和聚丙烯價格上漲。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週日發布的一份報告稱，利安德巴塞爾工業公司（LYB）第一季業績穩健，預計第二季業績將顯著改善，這主要得益於聚乙烯和聚丙烯價格的上漲。 分析師表示，第二季聚乙烯價格上漲約30美分/磅，聚丙烯價格上漲約20美分/磅，如果霍爾木茲海峽持續關閉，價格可能會進一步上漲。報告也指出，管理層預計在歐洲、亞洲和國際市場的烯烴和聚烯烴業務獲利能力將增強，同時維護成本也將降低。 分析師表示：“利安德巴塞爾尚未看到美國/歐洲市場需求萎縮的跡象，鑑於耐用品消費低迷，利安德巴塞爾認為這種情況不太可能發生，尤其是在全球聚乙烯價格仍遠低於2021年峰值的情況下。” 分析師預計，第二季季增約7億至8億美元，主要得益於聚乙烯價格每磅上漲約30美分；聚丙烯價格每磅上漲10美分，預計季增2億至3億美元；此外，停機時間減少也將帶來約8,500萬美元的成長。 整體而言，加拿大皇家銀行(RBC)目前預測，2026年全年息稅折舊攤銷前利潤(EBITDA)將接近55億美元，高於先前預測的38.5億美元；第二季EBITDA預計約為15億美元，高於先前預測的10.9億美元；第三季利潤可能超過20億美元。該預測基於霍爾木茲海峽的中斷將持續到5月份，考慮到航運延誤和供應鏈問題，預計之後將有1至3個月的時間恢復正常。 加拿大皇家銀行(RBC)將利安德巴塞爾工業公司(LyondellBasell Industries)的目標價從91美元上調至94美元，並維持「跑贏大盤」評級。 週一，利安德巴塞爾的股價上漲超過2%。

Price: $76.76, Change: $+1.77, Percent Change: +2.35%

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