-- 美國銀行全球研究部預計沙烏地阿拉伯石油公司(SASE:2222,簡稱沙烏地阿美)2026年第一季業績強勁,預計將創下自2023年第三季以來的最高利潤。 「我們預測沙烏地阿美2026年第一季淨利(包括少數股東權益)將達到297億美元,季增19%。成長主要得益於:1)布蘭特原油價格強勁,2026年第一季達到每桶78美元,環比上漲24%,抵消了原油產量環比下降7%的影響;2)下游業務強勁增長,煉油利潤率環比增長10-20%(基於國際石油公司同行),化工產品價格環比上漲10%。 在營收方面,這家國營石油天然氣巨頭預計將實現季度2%的成長,達到1,131億美元。研究公司也指出,一旦中東衝突解決,沙烏地阿美將有能力迅速提高產量。 因此,2026年和2027年的每股盈餘預測分別從先前的2.06裡亞爾和2.10裡亞爾上調至2.07裡亞爾和2.11裡亞爾。 該股的「買入」評等得到重申,目標價為34.50裡亞爾。
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