据普氏能源资讯2019年9月15日迪拜报道,分析人士和其他消息来源称,沙特阿拉伯两石油设施遭受的袭击凸显了购买沙特阿拉伯石油巨头沙特国家石油公司(沙特阿美)首次公开募股(IPO)发行的股票的风险。
14日早些时候,无人机袭击了沙特阿美在阿卜凯克和胡赖斯的两个油田,其中包括世界上最大的原油稳定基地。总部设在也门的胡塞武装声称对此次袭击事件负责,但是沙特阿拉伯说,调查正在进行之中。
伦敦投资公司Tellimer的股票策略研究主管Hasnain Malik对标普全球普氏能源资讯记者表示:“这些袭击明显表明,沙特阿美的估值应该考虑安全风险。”
一位熟悉计划出售股份的消息人士称,即使油价因沙特阿拉伯石油日产量减少570万桶而上涨,这些袭击“对沙特阿美的IPO来说也是一个很严重的问题”。这名消息人士怀疑沙特阿美在当地发行股票是否会受到欢迎。
李峻 编译自 Platts
原文如下:
Saudi attacks highlight risks in buying shares of Aramco IPO, sources say
The attacks on Saudi Arabia's oil plants highlight the risks of buying shares in the kingdom's state oil giant Saudi Arabian Oil Co., analysts and other sources said.
Drone attacks hit two Aramco oil sites in Abqaiq and Khurais early Saturday, including the world's largest crude stabilization site. Yemeni-based Houthis claimed responsibility for the attacks but Saudi Arabia said an investigation is ongoing.
"The attacks obviously demonstrate the security risks which should be baked into the valuation of Aramco," Hasnain Malik, head of equity strategy research at Tellimer, told S&P Global Platts.
Even if oil prices rise on the 5.7 million b/d of lost oil production, the attacks are "a net problem for the IPO," a source familiar with the planned sale share said. This person was skeptical that a local share sale would be well-received.