据彭博社1月14日消息,高盛集团已经下调了七家美国化工企业的赢利预测,这反映出了美元升值以及原油价格大幅下挫导致化工产品价格下跌对于化工企业赢利的负面影响。
以Robert Koort为首的高盛集团分析师们在一份报告中称,高盛已经将陶氏化学和利安德巴赛尔公司2015年的利润预测值下调20%,将西湖化学的利润预测值下调19%,同时将伊士曼化学公司的利润预测值下调了6%。
这种变化反映了油价下挫对于乙烯和相关的塑料业务的影响。同时高盛还下调了美国化企2016年的赢利预测。
高盛表示,分析师们还下调了中间化学品制造商塞拉尼斯、亨斯迈和Trinseo公司2015年的利润预测,因为乙烯价格走低所带来的益处最终将通过下调产品价格传递至消费者。
唐绍红摘译自彭博社
原文如下:
Goldman cuts earnings forecast for US chemicals
01.14.2015 |
By JACK KASKEY
Bloomberg
Goldman Sachs Group cut earnings estimates at seven US chemical makers to reflect a stronger dollar and product prices that are falling with crude oil.
Goldman Sachs lowered 2015 profit estimates by 20% at Dow Chemical and LyondellBasell Industries, 19% at Westlake Chemical and 6% at Eastman Chemical, analysts led by Robert Koort said in a note.
The changes reflect the impact of falling oil prices on ethylene and related plastics. Estimates for 2016 were also reduced.
The analysts also cut 2015 estimates for intermediate chemical makers Celanese, Huntsman and Trinseo, as the benefit of lower ethylene is eventually passed through to consumers via lower prices, Goldman said.