-- 加拿大皇家银行资本市场(RBC Capital Markets)修订了对葡萄牙能源公司Galp Energia (GALP.LS)的预测，以反映这家葡萄牙能源公司强劲的第一季度交易业绩更新以及该研究机构最新的商品价格预测。 分析师在周三的一份报告中指出：“Galp的交易业绩更新强调了高于市场预期的产量数据，反映了强劲的运营趋势以及Bacalhau油田的持续增产。在下游业务方面，Galp本季度14.8美元/桶的炼油利润率反映了3月份较高的利润率，尽管这将部分被套期保值交易量、季度初较低的产量（受天气影响）以及与时间因素相关的负面会计影响所抵消。我们还更新了对RBC最新商品价格预测的预期，该预测纳入了2026-2027年更高的价格预期以及80美元/桶的长期布伦特原油价格假设（此前为70美元/桶）。” 因此，该研究公司上调了对 Galp Energia 上游和商业业务板块的息税前利润 (EBIT) 预期，同时下调了炼油和中游业务板块的预期。总体而言，受一次性因素影响，RBC 下调了 Galp Energia 第一季度的息税折旧摊销前利润 (EBITDA) 和息税前利润 (EBIT) 预期，并将集团净利润预期从 3.24 亿欧元下调至 3.04 亿欧元，低于市场普遍预期的 2.76 亿欧元。 该股的“跑赢大盘”评级和 22 欧元的目标价维持不变。
Related Articles
Asia
Hengtong Optic-Electric's Q1 Profit Nearly Doubles as Revenue Climbs 34%
Hengtong Optic-Electric's (SHA:600487) net profit attributable to shareholders in the first quarter surged 98.5% year on year to 1.11 billion yuan from 556.8 million yuan, according to a Shanghai bourse filing over the weekend.Earnings per share increased to 0.4563 yuan from 0.2298 yuan.Revenue climbed 34% year on year to 17.8 billion yuan from 13.3 billion yuan, the Chinese fiber optic cable manufacturer said, attributing the growth to increased demand and prices in the optical communication market.Hengtong also cited increased deliveries of marine communication and energy products and growing demand in overseas markets among the factors for the improved performance.
$SHA:600487
Asia
Eneos Unit Indicted in Japan Diesel Cartel Case
Eneos Holdings (TYO:5020) is strengthening governance and compliance after authorities indicted its unit Eneos Wing over alleged antimonopoly violations in diesel fuel sales in Tokyo, according to a Monday filing on the Tokyo Stock Exchange.The Japan Fair Trade Commission indicted Eneos Wing on April 17 on suspicion of coordinating diesel prices, with prosecutors filing charges the same day.Eneos Holdings is restructuring management at Eneos Wing, setting up a compliance unit, and expanding audits and executive training across key group companies.The parent has also conducted a cartel risk review and has not identified significant issues, it said.
$TYO:5020
Asia
Solstice Minerals Finds Visible Copper Sulfide Mineralization at Western Australia Project; Shares Reach All-Time High
Solstice Minerals (ASX:SLS) found visible copper sulfide mineralization in multiple zones downhole during its diamond drilling at the Nanadie project in Western Australia, according to a Monday filing with the Australian bourse.The first diamond drillhole tail was completed to a final depth of 629 meters, the filing said.Geological logging and core processing are in progress, and assay results are expected in about five to six weeks, per the filing.Shares rose nearly 12% in midday trade on Monday and earlier reached an all-time high.
$ASX:SLS