-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。LyondellBasell Industries N.V.（LYB）は、第1四半期の営業利益（EPS）が前年同期の0.33ドルに対し0.49ドルとなり、過去6四半期のうち4四半期で市場予想を下回った後、0.21ドル上回りました。売上高は72億ドルで、市場予想を2%下回り、前年同期比で6%減少しました。同社は、欧州の4つの資産を売却するという戦略的なマイルストーンを達成し、ポートフォリオ変革イニシアチブを推進しました。これにより、利益率の改善とコスト削減が期待されるとともに、LYBの事業基盤の強化が図られます。経営陣は第2四半期の業績見通しを好調に示し、北米のO&P事業の営業率を最大化し、欧州のO&P事業の営業率を80%に引き上げ、I&D事業の営業率を75%に維持する計画を発表しました。しかしながら、第1四半期の営業キャッシュフローは、収益回復にもかかわらず、運転資金の増加と世界的な需要増への対応により、マイナス2億6,900万ドルへと大幅に悪化しました。構造的な過剰生産能力の継続と地政学的な不安定さを考慮すると、期待される改善の持続性は依然として不確実であると考えています。
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GSK's Linerixibat Gets UK Nod for Itch Linked to Biliary Disease
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ISM US Manufacturing Index Indicates Steady Expansion in April
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