Coterra(CTRA)
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超4000亿元!油气行业又有大并购
Xin Lang Cai Jing· 2026-02-03 10:32
Group 1 - Devon Energy announced the acquisition of Coterra Energy through a stock swap, expected to be completed by Q2 2026 [1] - Coterra shareholders will receive 0.7 shares of Devon Energy for each share they own, resulting in Devon shareholders holding 54% and Coterra shareholders holding 46% of the combined company [1] - The merged entity will be named "Devon Energy" with an enterprise value of $58 billion, making it one of the largest oil and gas companies in the U.S., trailing only ExxonMobil, Chevron, and ConocoPhillips [1] Group 2 - The two companies aim to achieve annual pre-tax cost savings of $1 billion by 2027 [2] - The new company will focus on high-quality shale plays in the Delaware Basin, with a production capacity exceeding 1.6 million barrels of oil equivalent per day, including over 550,000 barrels of crude oil and 4.3 billion cubic feet of natural gas [2]
异动盘点0203 | MINIMAX-WP早盘涨超12%,工程机械股延续涨势;航空、邮轮等旅游概念股齐升,迪士尼开盘跌7.4%
贝塔投资智库· 2026-02-03 04:02
Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]
戴文能源 将收购美国页岩油竞争对手 Coterra
Mei Ri Jing Ji Xin Wen· 2026-02-03 02:40
据报道,当地时间2月2日,戴文能源与Coterra Energy宣布达成最终协议,将以全股票交易方式合并, 预计第二季度完成交易。合并后的企业价值约为580亿美元。 0:00 ...
Coterra Energy's Strategic Merger with Devon Energy
Financial Modeling Prep· 2026-02-03 01:03
Group 1 - Coterra Energy (NYSE:CTRA) has been downgraded by Scotiabank from "Outperform" to "Sector Perform" with the stock priced at $27.98 at the time of the downgrade [1][6] - Coterra Energy and Devon Energy have announced a merger in an all-stock deal valued at approximately $58 billion, including debt, aimed at creating a stronger entity in the energy sector [2][6] - The merger will establish one of the largest independent shale producers in the U.S., enhancing market position and operational efficiencies for both companies [2][3][6] Group 2 - The combined entity will retain the name Devon Energy and will be headquartered in Houston, expected to boost operational capabilities and market presence in the shale industry [3] - CTRA's stock is currently priced at $28.06, reflecting a decrease of 2.74% with a trading volume of 16.74 million shares on the NYSE, indicating significant investor interest [4][5] - Over the past year, CTRA's stock has fluctuated between a high of $29.82 and a low of $22.33, with a market capitalization of approximately $21.36 billion [4]
戴文能源同意以214亿美元收购美国页岩油竞争对手Coterra
Xin Lang Cai Jing· 2026-02-03 00:26
预计交易第二季度完成,这表明随着美国许多最佳钻井地点都已开发,页岩油公司正积极寻求整合。合 并后,两家公司将巩固在特拉华盆地的地位,并将拥有更大的规模以更好地与竞争对手埃克森美孚和 Diamondback Energy Inc展开竞争。 随着钻井点减少促使生产商整合,戴文能源同意约以214亿美元股票交易形式收购Coterra Energy Inc.,将缔造全球最大的页岩油公司之一。 周一发布的声明显示,根据交易协议,Coterra的股东每持有1股股票,将获得0.7股戴文能源股票。这相 当于基于1月中旬两家公司谈判消息传出前的股价,Coterra投资者获得了约12%的溢价,但根据能源数 据平台Enverus的数据,这略低于上周五的收盘价。 Coterra股价周一一度下跌4.6%,创下近一个月来最大的单日跌幅,而戴文能源股价也一度下跌2.6%。 周一发布的声明显示,根据交易协议,Coterra的股东每持有1股股票,将获得0.7股戴文能源股票。这相 当于基于1月中旬两家公司谈判消息传出前的股价,Coterra投资者获得了约12%的溢价,但根据能源数 据平台Enverus的数据,这略低于上周五的收盘价。 Coterr ...
KIMMERIDGE COMMENTS ON PROPOSED MERGER OF COTERRA AND DEVON
Prnewswire· 2026-02-02 22:33
Core Viewpoint - Kimmeridge Energy Management Company expresses support for the merger between Coterra Energy and Devon Energy, emphasizing the need for portfolio rationalization and a focus on the Delaware basin to unlock shareholder value [2]. Group 1: Merger Announcement - Coterra Energy and Devon Energy have announced a definitive agreement to merge in an all-stock transaction [1]. - Kimmeridge, as a significant shareholder in both companies, is optimistic about the merger's potential to create shareholder value [2]. Group 2: Kimmeridge's Position and Actions - Kimmeridge has submitted director nominees and is awaiting the disclosure of Coterra's slate and the S-4 merger filing to understand the competitive process undertaken by Coterra's Board [2]. - An Open Letter was previously sent by Kimmeridge to Coterra's Board on November 4, 2025, outlining steps to address governance failures and enhance shareholder value [2]. Group 3: About Kimmeridge - Kimmeridge, founded in 2012, is an alternative asset manager focused on the energy sector, known for its direct investment approach and active portfolio management [3]. - The firm has outperformed the S&P 500 and relevant indices by 2x on an annualized basis since its inception [3].
SHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Coterra Energy, Inc. (NYSE: CTRA)
Prnewswire· 2026-02-02 20:30
Contact: Juan Monteverde, Esq. MONTEVERDE & ASSOCIATES PC The Empire State Building 350 Fifth Ave. Suite 4740 New York, NY 10118 United States of America [email protected] Tel: (212) 971-1341 Click here for more info https://monteverdelaw.com/case/coterra-energy-inc/. It is free and there is no cost or obligation to you. NOT ALL LAW FIRMS ARE EQUAL. Before you hire a law firm, you should talk to a lawyer and ask: About Monteverde & Associates PC Our firm litigates and has recovered money for shareholders…an ...
Devon and Coterra Energy announce $58B merger to scale Delaware Basin footprint
Proactiveinvestors NA· 2026-02-02 20:13
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Coterra Energy Inc. (CTRA) M&A Call Transcript
Seeking Alpha· 2026-02-02 16:50
PresentationOperator Welcome to the Devon Energy and Coterra Energy's Conference Call to discuss the announced merger. [Operator Instructions] Today's call will include forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially. For more information, please refer to our press release and SEC filings. I'd now like to turn the call over to Tom Jorden, Chairman, CEO and President of Coterra Energy. Sir, you may begin. ...
Shareholder Alert: The Ademi Firm investigates whether Coterra Energy Inc. is obtaining a Fair Price for its Public Shareholders
Prnewswire· 2026-02-02 16:00
MILWAUKEE, Feb. 2, 2026 /PRNewswire/ -- Ademi LLP is investigating Coterra (NYSE: CTRA) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Devon Energy. Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you. In the transaction, Coterra stockholders will receive 0.70 shares of Devon common stock for each Coterra share. ...