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RBC在沙烏地阿美發布第一季業績前調整模型;重申「與產業表現一致」評級

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-- 在沙烏地阿拉伯國家石油公司(Saudi Aramco,股票代號:SASE)5月公佈第一季業績之前,加拿大皇家銀行資本市場(RBC Capital Markets)更新了對該公司的模型。 「隨著我們納入最新的市場數據,上游產量預期有所下調。我們的預測假設4月和5月生產中斷將持續,預計到第三季度將恢復到接近正常水平。上游成本環比季節性下降將有利於2026年第一季度的盈利。下游利潤也將受益於本季度煉油利潤率的提高,」分析師週二表示,並指出他們也考慮到了該商品價格的研究機構對大宗大宗。 因此,RBC將2026年第一季調整後集團淨利預期從302億美元上調至320億美元,並調高了2027年和2028年全年每股收益預期。 該股評級仍為“與行業持平”,目標價維持在34沙特里亞爾不變。

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