Market Chatter: Viva Energy Group to Benefit From Surge in Australian Refining Profits Amid Supply Disruptions, UBS Says

MT Newswires Live

Yesterday

Viva Energy Group (ASX:VEA) is set to benefit from a surge in Australian refining profits in the wake of the conflict in the Middle East, the Australian Financial Review reported, citing UBS Analyst Tom Allen.

The 2026 earnings-per-share forecast for Viva was lifted by 163% and the forecast for 2027 by 53%, with expected sustained margin expansion from petrol, diesel, and jet fuel.

UBS increased the Geelong refining margin to $20 per barrel in the March quarter and $27 per barrel in the June quarter.

The investment firm maintained a buy rating on Viva Energy with a raised price target of AU$2.70 per share from AU$2.40 per share.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2620207345"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2620207345\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2620207345?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-20 13:56","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620207345","market":"fut","top_or_hot":-1,"title":"Market Chatter: Viva Energy Group to Benefit From Surge in Australian Refining Profits Amid Supply Disruptions, UBS Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/VEA.AU\">Viva Energy</a> Group (ASX:VEA) is set to benefit from a surge in Australian refining profits in the wake of the conflict in the Middle East, the Australian Financial Review reported, citing UBS Analyst Tom Allen.</p><p>The 2026 earnings-per-share forecast for Viva was lifted by 163% and the forecast for 2027 by 53%, with expected sustained margin expansion from petrol, diesel, and jet fuel.</p><p>UBS increased the Geelong refining margin to $20 per barrel in the March quarter and $27 per barrel in the June quarter.</p><p>The investment firm maintained a buy rating on Viva Energy with a raised price target of AU$2.70 per share from AU$2.40 per share.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: Viva Energy Group to Benefit From Surge in Australian Refining Profits Amid Supply Disruptions, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: Viva Energy Group to Benefit From Surge in Australian Refining Profits Amid Supply Disruptions, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-03-20 13:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/VEA.AU\">Viva Energy</a> Group (ASX:VEA) is set to benefit from a surge in Australian refining profits in the wake of the conflict in the Middle East, the Australian Financial Review reported, citing UBS Analyst Tom Allen.</p><p>The 2026 earnings-per-share forecast for Viva was lifted by 163% and the forecast for 2027 by 53%, with expected sustained margin expansion from petrol, diesel, and jet fuel.</p><p>UBS increased the Geelong refining margin to $20 per barrel in the March quarter and $27 per barrel in the June quarter.</p><p>The investment firm maintained a buy rating on Viva Energy with a raised price target of AU$2.70 per share from AU$2.40 per share.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"XJO.AU","symbol_name":"标普/澳交所 200指数","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2620207345","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620207345","pubTimestamp":1773986183,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Viva Energy Group  is set to benefit from a surge in Australian refining profits in the wake of the conflict in the Middle East, the Australian Financial Review reported, citing UBS Analyst Tom Allen.The 2026 earnings-per-share forecast for Viva was lifted by 163% and the forecast for 2027 by 53%, with expected sustained margin expansion from petrol, diesel, and jet fuel.UBS increased the Geelong refining margin to $20 per barrel in the March quarter and $27 per barrel in the June quarter.The investment firm maintained a buy rating on Viva Energy with a raised price target of AU$2.70 per share from AU$2.40 per share.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数","VEA.AU":"VIVA ENERGY GROUP LTD","XAO.AU":"标普/澳交所 普通股指数","BK7065":"石油与天然气的炼制和营销"},"translate_title":"市场热议：瑞银表示，Viva Energy Group将受益于供应中断期间澳大利亚炼油利润飙升","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XKO.AU":1.5,"XAO.AU":1.5,"VEA.AU":1,"XJO.AU":1.5},"content_text":"Viva Energy Group (ASX:VEA) is set to benefit from a surge in Australian refining profits in the wake of the conflict in the Middle East, the Australian Financial Review reported, citing UBS Analyst Tom Allen.The 2026 earnings-per-share forecast for Viva was lifted by 163% and the forecast for 2027 by 53%, with expected sustained margin expansion from petrol, diesel, and jet fuel.UBS increased the Geelong refining margin to $20 per barrel in the March quarter and $27 per barrel in the June quarter.The investment firm maintained a buy rating on Viva Energy with a raised price target of AU$2.70 per share from AU$2.40 per share.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}