-- 贝伦贝格银行表示，雷普索尔（Repsol，股票代码：REP.MC）持续强劲的炼油利润率有望在2026年提振其分红，并上调了对这家西班牙油气巨头的盈利预期和目标股价。 分析师周二表示：“雷普索尔灵活的炼油系统使其能够提高关键产品的产量，我们认为这将确保其在2026年实现高于市场普遍预期的利润率。上游业务有望实现2026财年的业绩指引，并将受益于强劲的大宗商品价格环境。我们将2026年运营现金流预期上调15%，因此，我们2026年的股票回购假设将增加3亿欧元（43%）。我们将2026年每股收益预期上调12%。” 目标股价从27欧元小幅上调至28欧元，并维持“买入”评级。 分析师补充说，过去两个月，该公司炼油总利润率保持“相对稳定”，3 月份平均为每桶原油 30 美元，4 月份平均为每桶原油 27 美元。
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International
Corporate Earnings, Easing Oil Prices Lift European Bourses Midday
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Asia
Seres Group's Vehicle Sales, Output Slide in April
Seres Group (SHA:601127, HKG:9927) sold 35,461 vehicles in April, down 0.8% from a year earlier.Output for the month slipped 4.2% year over year to 37,167 units, the vehicle maker said Tuesday in a Hong Kong bourse filing.For the four months ended April 30, group sales and output were up 19% and 15.4%, respectively, to 123,906 vehicles and 123,876 units.
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Mining & Metals
Ballard Power Q1 Revenue of US$19.4M, up 26% YoY; Loss Per Share from Continuing Operations US$0.04
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