-- 在葡萄牙能源公司 Galp Energia (GALP.LS) 公佈第一季業績後，貝倫貝格銀行更新了對該公司的獲利預測。 「Galp 於 4 月 27 日公佈了 2026 年第一季業績，從營運角度來看表現穩健，EBITDA 超出市場預期，儘管部分現金流調整抵消了這一預期。重要的巴西 Bacalhau 項目交付進度似乎超出預期。煉油業務在第一季度表現強勁後，Galp 正朝著其新舉的環境所確認。 2026 年業績指引可能已經過時，並可能在第二季業績報告中更新 2026 財年展望。 在此背景下，該研究公司將2026年EBITDA預期調高3%，同時將經營活動現金流及自由現金流預期分別下調4%及3%，以反映近期3.2億歐元的再生能源收購及其他流動性調整。 同時，分析師維持對2026年股票回購2.5億歐元的預期，並將2027年的預期上調至4.55億歐元，比市場普遍預期高出10%。貝倫貝格銀行也調漲了2026年至2028年的每股盈餘預期。
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