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RBC在第一季交易更新後調整了對BP的目標價和預期。

-- 加拿大皇家銀行(RBC)調整了對英國石油公司(BP.L)的目標股價和盈利預測,原因是其更新了模型,納入了這家石油和天然氣巨頭的第一季度交易更新以及該研究機構修訂後的商品價格預測。 「第一季交易更新反映了石油交易走強和宏觀經濟溫和回升。我們更新了對BP交易更新的預測,這反映了石油交易走強和宏觀經濟溫和回升。我們更新了對BP交易更新的預測,這反映了商品價格上漲帶來的大量營運資本增加、『異常』的石油交易以及煉油利潤率的小幅提升。我們更新後的息稅前利潤/可回收利潤(EBIT/RC OP)預測為60.9億美元,高於市場普遍預期的58.1億美元;我們更新後的淨利潤預測為29.9億美元,也高於市場普遍預期的26.7億美元。 因此,該研究機構將這只評級為「與行業持平」的股票的目標股價從6.40英鎊上調至7英鎊。此次評級上調反映了市場對大宗商品價格上漲的預期,以及對布蘭特原油長期價格維持在每桶80美元的預期。 同時,加拿大皇家銀行指出,投資者關注的焦點正轉向將於4月28日公佈的第一季業績,BP新任執行長梅格·奧尼爾的演講將備受關注。分析師預計,管理階層近期將優先考慮降低槓桿率,以支持未來的成長週期,而重啟股票回購計畫的可能性不大。

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