-- 由於法國能源集團道達爾能源(TotalEnergies,股票代碼:TTE.PA, TTE.L)發布了交易更新,並假設大宗商品價格上漲,加拿大皇家銀行資本市場(RBC Capital Markets)調整了對該公司的獲利預測。 這家研究公司週三上調了道達爾能源第一季綜合液化天然氣、煉油和化工以及行銷和服務業務的獲利預測,抵消了上游淨利潤和綜合電力業務預測的下調。因此,加拿大皇家銀行資本市場將道達爾能源第一季調整後淨利的預測從51.9億美元上調至54.5億美元,較市場普遍預期高出8%。 分析師表示:「儘管道達爾能源的部分業務組合存在滯後效應,但其2026年第一季環比成長的油氣產量使其能夠從更高的售價中獲益。」「交易更新報告強調,本季上游產量維持穩定成長,加之3月份更高的實際售價,預計將大幅提升季 該股仍是加拿大皇家銀行(RBC)在大型石油公司中的“首選股”,評級為“跑贏大盤”,目標價維持在85歐元不變。
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