加皇资本：英国石油公司料将暂停股票回购

Group 1 - The core viewpoint is that BP has paused its stock buyback due to a challenging macroeconomic environment, which analysts deem necessary [1] - BP reduced its quarterly buyback from $1.75 billion to $750 million last year, indicating a shift in financial strategy [1] - Management changes provide an opportunity for BP to prudently pause the buyback plan and repair its balance sheet [1] Group 2 - The necessity of pausing the buyback has become more pronounced after BP divested its key cash-generating asset, Castrol [1] - Analysts argue that BP should have paused the buyback instead of divesting Castrol, as such businesses enhance its earnings quality [1] - Following the news, BP's stock price increased by 2% to £4.44 [1]