-- Aljazira Capital預計,受原油價格上漲的提振,沙烏地阿拉伯石油公司(SASE:2222,簡稱沙烏地阿美)第一季度營收將強勁成長,獲利能力也將有所提升。 根據週三發布的報告,預計沙烏地阿美第一季淨利(扣除少數股東權益後)將年增13.8%,達到1,088億沙特里亞爾;營收預計將成長6%,達到4,553億裡亞爾。 預計2026財年全年,沙烏地阿美淨利和營收將分別年增22.6%和14.1%,達到4,270億裡亞爾和1.908兆裡亞爾。 該研究機構表示:“我們預計今年原油價格上漲,以及沙特阿美能夠靈活地將出口從東海岸轉移到西海岸,這將對沙特阿美2026財年的營收和盈利產生積極影響。” 「我們的估計假設平均油價約為每桶86美元,漲幅約27%。然而,預計油氣總產量為1280萬桶/日,其中包括940萬桶/日的原油產量。我們的假設基於能源供應路線和生產水平將在2026年第三季度恢復正常,同時油價將在全年繼續保持一定的地緣政治溢價。」
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