Group 1 - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving users thousands of dollars annually [1] - Oakoff Investments, leading the investing group Beyond the Wall Investing, focuses on balancing growth and value through proprietary Wall Street information and features a fundamentals-based portfolio [2] - The investing group includes weekly analysis from institutional investors, short-term trade alerts based on technical signals, and community engagement through chat [2]

Core Insights - Kazakhstan's Prime Minister Olzhas Bektenov has urged ExxonMobil to expedite efforts to address an extended outage at the Tengiz oilfield [1] Group 1: Company Actions - ExxonMobil is being called upon to accelerate its work related to the Tengiz oilfield, which is currently experiencing an extended outage [1] Group 2: Industry Context - The meeting between Kazakhstan's Prime Minister and ExxonMobil's Vice President highlights the importance of the Tengiz oilfield to both the local economy and ExxonMobil's operations in the region [1]

Core Viewpoint - The article highlights three high-quality dividend stocks—Brookfield Infrastructure, ExxonMobil, and Prologis—that offer attractive yields above 3% and are expected to continue increasing their dividends due to strong business fundamentals and financial profiles [1][14]. Group 1: Brookfield Infrastructure - Brookfield Infrastructure has a dividend yield of approximately 3.8% and operates a diverse portfolio across utilities, transportation, energy midstream, and data sectors, generating stable cash flows backed by long-term contracts [2][5]. - The company aims to distribute 60% to 70% of its stable cash flows as dividends while retaining the rest for reinvestment, with a backlog of $7.8 billion in capital projects expected to be completed in the next two to three years, primarily in the data segment [3][5]. - Brookfield has secured $1.5 billion in new business deals over the past year and anticipates growing its funds from operations by over 10% annually, which should drive dividend increases of 5% to 9% each year [5][14]. Group 2: ExxonMobil - ExxonMobil has a dividend yield of just over 3% and benefits from a large-scale, integrated business model that mitigates the impact of oil price volatility on earnings [6][8]. - The company expects to achieve $25 billion in earnings growth and $35 billion in cash flow growth by 2030, driven by structural cost savings and high-return capital projects [8][9]. - ExxonMobil plans to generate approximately $145 billion in cumulative surplus cash over the next five years, allowing for continued dividend increases, having raised its dividend for 42 consecutive years [9][14]. Group 3: Prologis - Prologis offers a dividend yield of 3.2%, supported by stable cash flows from long-term leases that typically include annual rental escalations [10][12]. - The REIT maintains a conservative dividend payout ratio and a strong balance sheet, providing financial flexibility for portfolio expansion through development projects and acquisitions [12][13]. - Prologis primarily invests in logistics properties and aims to leverage its land bank and expertise in developing data centers, which should facilitate ongoing dividend growth, having increased its payout at a 13% compound annual rate over the last five years [13][14].

Wednesday's unprecedented earnings convergence from Tesla (TSLA), Microsoft (MSFT), Meta (META), ServiceNow (NOW), Lam Research (LRCX), and ASML (ASML), followed by Apple (AAPL) Thursday, represents the week's most critical corporate event cluster. Microsoft's Azure cloud growth, AI monetization through Copilot, and commentary about data center capital expenditure sustainability will be crucial for validating the AI infrastructure investment thesis. Meta's results will test whether massive Reality Labs loss ...

钛媒体App 1月25日消息，下周市场大事预告： 1.Wind数据显示，下周逆回购到期规模为11810亿元，周一至周五分别到期1583亿、3240亿、3635亿、 2102亿、1250亿；另有2000亿元MLF于周一到期。本周央行已开展11810亿元逆回购操作，净投放2295 亿元，市场关注流动性对冲工具使用情况。 2.周一（26日）：国新办就2025年商务工作及运行情况举行新闻发布会。 3.周二（27日）：将公布中国2025年12月及全年规模以上工业企业利润同比数据。 4.周三（28日）：国新办发布会，介绍2025年国资央企高质量发展情况。 5.周五（30日）：将公布中国香港四季度GDP同比初值等数据。 6.周六（31日）：将公布中国1月官方制造业PMI数据。 7.Wind数据显示，30家公司限售股解禁，总市值逾400亿元（按1月23日收盘价计算）。从解禁市值来 看，1月27日是解禁高峰期。解禁市值居前三位的是：海博思创（231.54亿元）、福斯达（53.67亿 元）、益方生物-U（42.51亿元）。从个股的解禁量看，解禁股数居前三位的是：益方生物-U（1.61亿 股）、福斯达（1.11亿股）、海博思创（0 ...

Economic Indicators - The U.S. durable goods orders for November are expected to show a month-on-month increase of 3%, a significant recovery from the previous decline of -2.2% [3] - China's industrial profits for December are anticipated to decline by 13.1% year-on-year, indicating ongoing pressure on profitability in the industrial sector [3][4] - The U.S. PCE inflation data for December will be released on January 29, providing insights into price pressures in the economy [9] Major Financial Events - The upcoming week is termed "Super Earnings Week," with major tech companies like Microsoft, Meta, Tesla, and Apple set to report earnings, shifting focus from traditional financial metrics to the efficiency of AI capital expenditures [6][10] - The Federal Reserve is expected to maintain interest rates during its meeting on January 30, with Chairman Powell's comments likely to clarify the outlook for future rate cuts [7][10] - The OPEC+ monthly meeting is scheduled for February 1, where oil production policies will be discussed [17] Corporate Earnings - Key tech giants such as Tesla, Microsoft, Meta, and Apple will report earnings, with a focus on AI-related capital expenditures and hardware cycle recovery [10][11] - Storage companies like SanDisk, Western Digital, and Seagate, along with South Korean firms Samsung and SK Hynix, will also report, with market attention on the impact of AI on storage pricing and profitability [10][11] Geopolitical Events - The U.S. Treasury Secretary is expected to announce the new Federal Reserve Chairperson candidate during the week of January 26, which could influence market sentiment [12] - The EU-India summit may announce a historic trade agreement, reflecting the EU's strategic pivot in response to U.S. trade policies [12] - Political tensions and geopolitical risks, including developments in Greenland and the potential for another U.S. government shutdown, are expected to create market uncertainty [12][13] Industry Conferences - The China Academy of Information and Communications Technology will hold a seminar on space computing power on January 26, focusing on the integration of space information and intelligent computing [16] - The European Parliament will host a fusion energy conference on January 27, discussing the EU's fusion strategy [17]

北京时间1月24日早间消息，埃克森美孚发言人的证实，该公司旗下子公司 XTO 能源正在为其位于得 克萨斯州南部鹰滩页岩盆地的部分资产寻找买家。 两名知情人士称，埃克森美孚已启动相关资产的推介工作，这批资产的净面积约为 16.8 万英亩，估值 超过 10 亿美元。 埃克森美孚正在通过内部渠道推介资产，尚未聘请投行参与。 埃克森美孚发言人表示，XTO 能源正就得克萨斯州南部鹰滩页岩盆地的部分特定资产，摸底市场的兴 趣情况。 北京时间1月24日早间消息，埃克森美孚发言人的证实，该公司旗下子公司 XTO 能源正在为其位于得 克萨斯州南部鹰滩页岩盆地的部分资产寻找买家。 两名知情人士称，埃克森美孚已启动相关资产的推介工作，这批资产的净面积约为 16.8 万英亩，估值 超过 10 亿美元。 埃克森美孚正在通过内部渠道推介资产，尚未聘请投行参与。 埃克森美孚发言人表示，XTO 能源正就得克萨斯州南部鹰滩页岩盆地的部分特定资产，摸底市场的兴 趣情况。 责任编辑：刘明亮 责任编辑：刘明亮 ...

Oil major Exxon Mobil's subsidiary XTO Energy is seeking buyers for some of its assets in the Eagle Ford shale basin in South Texas, an Exxon spokesperson confirmed to Reuters in a statement. ...

密歇根州总检察长达娜・内塞尔于周五对四家大型石油公司提起反垄断诉讼，指控这些公司数十年来合 谋阻碍可再生能源（包括电动汽车）领域的竞争。 此次诉讼的被告包括英国石油公司、雪佛龙、埃克森美孚、壳牌以及美国石油学会。诉状指出，这些企 业 "以卡特尔形式运作，达成协议减少可再生电力的生产与分销，并遏制电动汽车及可再生一次能源技 术在美国市场的兴起"。 新浪合作大平台期货开户 安全快捷有保障 密歇根州总检察长达娜・内塞尔于周五对四家大型石油公司提起反垄断诉讼，指控这些公司数十年来合 谋阻碍可再生能源（包括电动汽车）领域的竞争。 此次诉讼的被告包括英国石油公司、雪佛龙、埃克森美孚、壳牌以及美国石油学会。诉状指出，这些企 业 "以卡特尔形式运作，达成协议减少可再生电力的生产与分销，并遏制电动汽车及可再生一次能源技 术在美国市场的兴起"。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：郭明煜 责任编辑：郭明煜 ...

Key Takeaways Exxon Mobil relies on its integrated business model to offset crude price weakness around $60 per barrel.XOM expects minimal near-term impact from Venezuela due to weakened infrastructure and required legal reforms.Exxon Mobil benefits from lower feedstock prices in its refining operations.Exxon Mobil Corporation (XOM) , a U.S.-based oil and gas giant, continues to sail through volatility in crude prices by relying on its integrated business model and balance sheet strength. However, the compa ...