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FINWIRES

SNBキャピタルがSIIGの「例外的な」第1四半期決算を報告

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-- SNBキャピタルは、サウジ産業投資グループ(SASE:2250、SIIG)が日曜日に発表した決算分析の中で、「驚異的な」第1四半期決算を計上したと述べた。 石油化学産業に特化した投資会社であるSIIGの3月期純利益は2億5200万サウジ・リヤルに達し、調査会社の予想である370万リヤル、市場コンセンサスの2860万リヤルを大幅に上回った。 SNBキャピタルはレポートの中で、「予想を上回る利益と成長は、主に合弁事業からの利益増加によるものだと考えている。その要因としては、1)紛争前に出荷された製品(特に3月の高価格を実現した製品)の販売価格上昇、2)国内販売の増加(主にAHM向け)、3)会計再評価による減価償却費の減少が挙げられる」と述べている。 同社の株価は「中立」と評価され、目標株価は14.5リヤルとなっている。

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