斯伦贝谢对2021年剩余时间前景持乐观态度

中国石化新闻网讯 据OE网站7月23日报道，油田服务巨头斯伦贝谢(Schlumberger NV)周五发布了对2021年的乐观预测，由于利润飙升，第二季度利润超过了预期，油价反弹提振了对其软件和设备的需求。

在截至6月的季度中，全球原油价格上涨了 18 %，自2021年初以来上涨了42%，主要是因为疫苗推动了需求复苏，以及生产商组织 OPEC +减产。

尽管如此，油田活动水平仍远低于疫情前的水平，随着冠状病毒变异感染的再次出现，促使世界一些地区出台新的限制措施，石油需求可能面临威胁。

该公司对今年剩余时间的前景持乐观态度。

首席执行官Olivier Le Peuch表示，该公司预计，与去年同期相比，国际收入将以两位数的百分比增长。其北美业务较上年同期下滑 1 %，由于私人运营商的支出，该业务可能会“出人意料地上升”。行业对石油需求的预测反映了对更广泛的疫苗支持复苏的预期，改善道路流动性，以及各种经济刺激计划的影响，并警告称，新冠疫情将继续威胁需求复苏。

据斯伦贝谢公布称，截至6月30日的三个月的净收入为4.31亿美元，合每股30美分，而第一季度为2.99亿美元，合每股21美分。根据Refinitiv IBES的数据显示，华尔街分析师此前预期每股收益为26美分。

其运营利润率几乎翻了一番，达到14.3%，为2018年以来的最高水平，主要得益于其软件和储藏性能设施的大幅增长。该收益反映了过去的成本削减和软件收入同比的大幅增长。

据投资公司Tudor Pickering Holt & Co的分析师称，该业绩表现强劲，但对斯伦贝谢和其他油田公司的股票继续表现不佳感到遗憾。

该股在盘前交易中上涨2.2%，至28.62美元。今年迄今为止，已上涨了约 28 %，落后于油价的涨幅。

根据贝克休斯的数据显示，从全球油田活动来看，目前活跃钻机数为1325台，较年初增加63台，但远低于2020年初的2073台。

郝芬 译自 OE

原文如下:

Schlumberger Issues Bullish Forecast as 2Q Profit Beats Estimates

Oilfield services giant Schlumberger NV issued a bullish forecast for 2021 on Friday as second-quarter profit topped estimates due to surging margins, with a rebound in oil prices boosting demand for its software and equipment.

Global crude prices rose 18% in the quarter that ended in June and have climbed 42% since the start of 2021 on the back of a vaccine-fueled demand recovery and output cuts by producer group OPEC+.

Still, oilfield activity levels remain far below pre-pandemic levels and oil demand could face a threat as a resurgence of infections from coronavirus variants prompts fresh restrictions in some parts of the world.

The company gave an optimistic outlook for the rest of the year.

It forecast international revenue would rise at a double-digit percentage rate compared with year-ago levels. Its North American business, which fell 1% versus a year ago, could "surprise to the upside" due to spending by private operators, Chief Executive Olivier Le Peuch said.

"Industry projections of oil demand reflect the anticipation of a wider vaccine-enabled recovery, improving road mobility, and the impact of various economic stimulus programs," Le Peuch said, cautioning the COVID-19 pandemic continues to threaten the demand recovery.

Schlumberger reported net income of $431 million, or 30 cents per share, for the three months to June 30, compared with $299 million, or 21 cents per share, in the first quarter. Wall Street analysts had anticipated earnings of 26 cents per share, according to Refinitiv IBES.

Operating margins nearly doubled to 14.3%, the highest since 2018, led by big gains in its software and reservoir performance units. Gains reflected past cost-cutting and big year-over-year software revenue increases.

Analysts for investment firm Tudor Pickering Holt & Co said the results were strong, but lamented that Schlumberger's stock - along with other oilfield companies - had continued to underperform.

Shares gained 2.2% in pre-market trading to reach $28.62. They are up about 28% year-to-date, trailing the jump in oil prices.

In terms of global oilfield activity, there are 1,325 active rigs, up 63 from the start of the year, but far below the 2073 that were working at the start of 2020, according to data from Baker Hughes.