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陆家嘴财经早餐2025年5月24日星期六
Wind万得· 2025-05-23 22:41
3、 苹果中国推出"Trade In换购计划", 即日起至6月18日,用iPhone 12或后续机型换购新iPhone,预计可享550元到5700元的折抵优惠。此外,Apple Watch、iPad、Mac以及Android设备也都可以在换购时享受折抵优惠。 4、 哈佛大学赢得一项临时法院禁令,美国法官暂时叫停特朗普政府禁止哈佛大学招收国际学生。 该裁决是在哈佛大学于波士顿联邦法院提起诉讼数小时 后作出的。 1、国家主席习近平应约同德国总理默茨通电话。习近平指出,事实充分证明, 中德、中欧关系的正确定位是伙伴。 今年是中国同欧盟建交50周年,双方 要共同总结中欧关系发展成功经验, 发出维护多边主义和自由贸易、深化开放互利合作的积极信号。 2、国务院总理李强主持召开国务院常务会议, 审议通过《制造业绿色低碳发展行动方案(2025-2027年)》,研究进一步健全横向生态保护补偿机制有 关举措, 讨论《中华人民共和国食品安全法(修正草案)》。 1、 央行、外汇局拟完善境内企业境外直接上市资金管理,明确境外上市募集资金、减持或转让股份所得资金原则上应汇回境内 ,股东因增持汇出资金如 有剩余或交易未达成时,应及时汇回境 ...
对冲基金豪掷百亿美元 押注油气巨头雪佛龙(CVX.US)主导的530亿美元“世纪并购”落地
智通财经网· 2025-05-23 12:11
据了解,这场堪称两大美国油气巨头的"世纪斗争"围绕埃克森声称对赫斯所持圭亚那近海富油区块—— Stabroek油田区块的股权优先购买权。自2023年宣布收购交易以来,该争端一直是雪佛龙收购赫斯交易 面临的最大障碍。如今,在一年多的互诉与索赔之后,事件似乎正接近终点。 套利型对冲基金们对听证会结果抱有很大的希望,他们已经买入了价值约100亿美元的赫斯股票,许多 对冲基金坚持在听证会前长期持有多头头寸,押注该并购交易最终将正式完成。 智通财经APP获悉,聚焦于合并套利策略的对冲基金们今年最大的赌注策略将在未来几天迎来关键考 验:一家私人仲裁小组即将开始审理美国油气巨头埃克森美孚(XOM.US)针对雪佛龙(CVX.US)以530亿 美元收购油气生产商赫斯公司(HES.US)所面临的艰难挑战。 当前多方争议的焦点是埃克森以及赫斯之间签订的一项私人性质的合同,该合同管理着圭亚那大型油气 田项目。它包含"优先购买权"条款,这意味着如果一方想要出售其股份,它必须首先将其提供给其他的 项目重要参与势力。圭亚那油气资产乃雪佛龙收购赫斯的核心目的之一。 此次"世纪争端"案件焦点可能落在埃克森十多年前签署的 Stabroek 区块 ...
Exxon Mobil: Sell Before It's Too Late
Seeking Alpha· 2025-05-21 15:12
Group 1 - The article highlights that Exxon Mobil Corporation and its peers have benefited significantly from the post-COVID recovery and rising geopolitical risks, which have driven oil prices to new highs in recent years [1] - However, the article suggests that the favorable conditions for these companies may be coming to an end, indicating a potential shift in market dynamics [1] Group 2 - The "Bears of Wall Street" community focuses on providing research with a bearish sentiment towards overvalued or weak companies, particularly those with declining businesses and poor growth prospects [1] - This community aims to identify companies whose likely depreciation can be capitalized on by investors [1]
Exxon Mobil: Resilient Earnings And A Discounted Valuation Offer A Buy Opportunity
Seeking Alpha· 2025-05-21 10:58
Core Insights - Exxon Mobil is one of the largest integrated oil companies globally, with its stock down 2.4% year-to-date, while oil prices have decreased by over 12% [1] Company Analysis - The performance of Exxon Mobil's stock is relatively better compared to the decline in oil prices, indicating potential resilience in its business model [1] - The company is part of a broader investment group focused on aerospace, defense, and airline industries, which suggests a diversified investment approach [1] Industry Context - The aerospace, defense, and airline sectors are highlighted as having significant growth prospects, which may influence investment strategies in related companies [1] - The analysis provided by the investment group is data-driven, emphasizing the importance of analytics in understanding market dynamics [1]
XOM vs. BP: Which Integrated Energy Stock Boasts Better Prospects?
ZACKS· 2025-05-20 14:41
Core Viewpoint - The competitive energy landscape is characterized by Exxon Mobil Corporation (XOM) and BP plc (BP) as they navigate traditional oil and gas operations alongside emerging low-carbon activities, raising the question of which company is better positioned for future success [1] Group 1: Upstream Operations - ExxonMobil's acquisition of Pioneer Natural Resources on May 3, 2024, significantly enhances its upstream portfolio, with 1.4 million net acres and an estimated 16 billion barrels of oil equivalent resources [2] - The average annual synergy from the Pioneer acquisition has been revised upward to more than $3 billion, indicating strong operational efficiency [3] - ExxonMobil expects to generate over 60% of its production from advantaged assets by the end of the decade, with projected per-barrel profit increasing from $10 in 2024 to $13 by 2030 [4] Group 2: Comparison of Upstream Strategies - BP appears to be in a more conservative stage of upstream expansion compared to ExxonMobil, which has set breakeven targets of $35 per barrel by 2027 and $30 by 2030, while BP has not disclosed similar targets [5] Group 3: Low-Carbon Initiatives - ExxonMobil anticipates generating $1 billion in earnings from its low-carbon businesses by the end of the decade, benefiting from stability against oil and gas price fluctuations [6] - BP reported weak results in its gas and low-carbon segment, lacking clear long-term prospects and return expectations for its clean energy initiatives [7] Group 4: Dividend Performance - ExxonMobil has a strong track record of over 40 consecutive years of dividend increases, while BP cut its dividend in 2020 due to the pandemic, reflecting a less stable dividend history [8] Group 5: Financial Health and Valuation - ExxonMobil has a stronger balance sheet with a total debt-to-capitalization ratio of 13.4%, significantly lower than BP's 42.9%, allowing it to navigate uncertain business environments more effectively [10] - Investors are willing to pay a premium for ExxonMobil, as indicated by its trailing 12-month enterprise value-to-EBITDA (EV/EBITDA) ratio of 6.61 compared to BP's 2.91 [12] Group 6: Overall Investment Outlook - Both companies face tariff concerns and uncertain long-term energy demand, suggesting that shareholders should retain their stocks, with ExxonMobil likely offering more benefits than BP [14] - ExxonMobil's clear numerical targets and established clean energy plan contrast with BP's ongoing efforts to make its green projects profitable [15]
Want Super Safe Passive Income? Buy This High-Yield Stock With Over 40 Straight Years of Dividend Raises
The Motley Fool· 2025-05-20 08:37
When investors think of safe stocks to generate dividend income, stable stalwarts like Coca-Cola or Procter & Gamble may come to mind. And while those companies are good options for risk-averse investors, there are arguably even more attractive opportunities outside the consumer staples sector. ExxonMobil (XOM -1.68%) has paid and raised its dividends for 42 consecutive years. According to the company, only 4% of S&P 500 components have streaks at least as long. Here's why ExxonMobil is a safe, no-brainer d ...
越南财政部:越南石油公司寻求增加从埃克森美孚的原油采购。
news flash· 2025-05-20 03:53
越南财政部:越南石油公司寻求增加从埃克森美孚的原油采购。 ...
5月19日电,杰富瑞将雪佛龙公司目标价从197美元下调至176美元;将埃克森美孚目标价从140美元下调至134美元。
news flash· 2025-05-19 06:40
Group 1 - Jefferies has lowered the target price for Chevron from $197 to $176 [1] - Jefferies has also reduced the target price for ExxonMobil from $140 to $134 [1]
3 Top Oil Stocks That Can Still Thrive Even Though Oil Prices Have Dropped Into the $60s
The Motley Fool· 2025-05-18 09:40
Group 1: Oil Price Trends - Crude oil prices have fallen over 10% this year, with Brent crude now in the low $60s, impacting cash flows for oil companies [1] - The significant concern for oil companies arises when prices drop below $50 per barrel, as this is the break-even point for some firms [6] Group 2: Company Resilience - TotalEnergies is well-positioned to handle lower oil prices due to its diversified business model and strong cash reserves, with a net debt-to-equity ratio around 15% [4][5] - ExxonMobil's upstream segment, which accounts for nearly 70% of its earnings, is expected to maintain resilience, with a projected breakeven price dropping to $35 per barrel by 2027 and $30 by 2030 [9][10] - Chevron has the lowest upstream breakeven level in the industry at around $30 per barrel, supported by strategic acquisitions and a strong balance sheet with a net debt ratio of 14% [13][15] Group 3: Financial Strategies - TotalEnergies maintains a sustainable 6.7% dividend yield due to its diversified operations and efficient management [7] - ExxonMobil anticipates generating nearly $110 billion in incremental cash flow by 2030 at a Brent price of $55, with plans to invest nearly $140 billion in major projects [11][12] - Chevron's investments are expected to generate an additional $9 billion in annual free cash flow at $60 oil, alongside a potential $60 billion acquisition of Hess to enhance its resource portfolio [16][17]
白宫:美国总统特朗普在阿联酋宣布2000亿美元协议。埃克森美孚、西方石油公司、EOG与阿联酋石油公司Adnoc构建合作伙伴关系。经过扩大的石油和天然气产量价值600亿美元。高通和Adio构建合作伙伴关系。Holtec International和IHC进入合作关系,承诺的价值为100亿美元,双方将在美国密歇根州修建SMR-300小型核反应堆。
news flash· 2025-05-15 19:11
Group 1 - The U.S. President Trump announced a $200 billion agreement in the UAE [1] - ExxonMobil, Occidental Petroleum, and EOG are forming partnerships with the UAE's Adnoc [1] - The expanded oil and gas production is valued at $60 billion [1] Group 2 - Qualcomm is partnering with Adio [1] - Holtec International and IHC are entering a partnership with a committed value of $10 billion to build the SMR-300 small modular reactor in Michigan, USA [1]