Core Viewpoint - Antonoil Services (03337.HK) announced a share buyback on October 20, 2023, spending HKD 4.942 million to repurchase 4.424 million shares [1] Summary by Category - **Company Actions** - The company executed a share buyback, acquiring 4.424 million shares at a cost of HKD 4.942 million [1]

Core Viewpoint - Antong Oilfield Services (03337) announced a share buyback plan, intending to repurchase approximately 4.424 million shares at a cost of about HKD 4.9416 million on October 20, 2025 [1] Summary by Category - **Company Actions** - The company plans to spend approximately HKD 4.9416 million to buy back 4.424 million shares [1]

安东油田服务(03337)公布，2025年10月20日耗资约494.16万港元回购442.4万股股份。 ...

Group 1 - The core viewpoint of the news is that Junyou Co., Ltd. has experienced a stock price decline of 2.14% on October 20, with a current price of 8.24 CNY per share and a total market capitalization of 2.159 billion CNY [1] - The company has seen a year-to-date stock price increase of 67.14%, with a slight increase of 0.61% over the last five trading days and 3.52% over the last twenty days [1] - Junyou Co., Ltd. has appeared on the trading leaderboard eight times this year, with the most recent appearance on August 22, where it recorded a net buy of -29.6478 million CNY [1] Group 2 - The company operates in the oil and gas service sector, specifically in oilfield services, and is involved in various related concepts such as natural gas and oil exploration [2] - As of September 20, the number of shareholders for Junyou Co., Ltd. is 43,100, a decrease of 26.27% from the previous period, while the average circulating shares per person increased by 35.64% to 6,046 shares [2] - For the first half of 2025, the company reported a revenue of 122 million CNY, reflecting a year-on-year growth of 7.47%, but a net loss attributable to shareholders of -18.9279 million CNY, a decrease of 35.85% year-on-year [2] Group 3 - Since its A-share listing, Junyou Co., Ltd. has distributed a total of 49.1493 million CNY in dividends, with no dividends paid in the last three years [3]

Core Insights - SLB reported third-quarter 2025 earnings of 69 cents per share, exceeding the Zacks Consensus Estimate of 66 cents, but down from 89 cents in the same quarter last year [1][10] - Total quarterly revenues were $8,928 million, slightly missing the Zacks Consensus Estimate of $8,930 million and declining from $9,159 million year-over-year [1][10] Financial Performance - The Digital segment's revenues reached $658 million, a 3% increase year-over-year, while pre-tax operating income decreased to $187 million from $190 million [3] - Reservoir Performance unit revenues fell 8% to $1.68 billion, with pre-tax operating income down 15% to $312 million, surpassing the Zacks Consensus Estimate of $295 million [4] - Well Construction segment revenues decreased 10% to $2.97 billion, with pre-tax operating income down 22% to $558 million, exceeding the Zacks Consensus Estimate of $525 million [5] - Production Systems segment revenues increased to $3.47 billion from $3.04 billion a year ago, with pre-tax operating income improving 8% to $559 million, though it missed the Zacks Consensus Estimate of $565 million [6] Cash Flow & Financials - SLB reported free cash flow of $1.1 billion for the third quarter [7] - As of September 30, 2025, the company had approximately $3.59 billion in cash and short-term investments, with long-term debt at $10.84 billion [7] Outlook - SLB reiterated its full-year 2025 capital investment guidance at approximately $2.4 billion, lower than the 2024 level of $2.6 billion, including the impact of the ChampionX acquisition [8]

Core Viewpoint - Antong Oilfield Services has been actively repurchasing its shares, indicating a strategy to enhance shareholder value amidst market fluctuations [2][3] Group 1: Share Buyback Activity - On October 17, the company repurchased 4.492 million shares at a price range of HKD 1.100 to HKD 1.130, totaling HKD 5 million [2] - The stock closed at HKD 1.090 on the same day, reflecting a decrease of 0.91%, with a total trading volume of HKD 14.0239 million [2] - Since October 15, the company has conducted buybacks for three consecutive days, acquiring a total of 13.682 million shares for a cumulative amount of HKD 14.9916 million, during which the stock price increased by 5.83% [2] Group 2: Year-to-Date Buyback Summary - Year-to-date, the company has executed 10 buybacks, acquiring a total of 46.31 million shares for a total expenditure of HKD 49.8222 million [3] - The detailed buyback activities include various dates, share quantities, and price ranges, showcasing a consistent commitment to repurchasing shares [3]

Market Overview - US stock index futures showed mixed performance before the market opened, with Dow futures up by 0.18% while S&P 500 and Nasdaq futures were down by 0.04% and 0.24% respectively [1] - European indices experienced declines, with Germany's DAX down 1.48%, UK's FTSE 100 down 1.05%, France's CAC40 down 0.05%, and the Euro Stoxx 50 down 0.66% [2][3] - WTI crude oil prices increased by 0.21% to $57.58 per barrel, while Brent crude oil rose by 0.16% to $61.16 per barrel [3][4] Credit Market Concerns - Goldman Sachs President John Waldron warned of a potential systemic crisis due to a $5 trillion "credit time bomb," highlighting significant growth in high-yield bonds, leveraged loans, and private credit [5] - Recent fraudulent incidents in the credit market have heightened concerns about underlying risks, particularly involving Zion Bank and Western Alliance Bank [5] Liquidity Issues - US bank reserves fell below $3 trillion, with a decrease of approximately $45.7 billion in the week ending October 15, indicating potential liquidity challenges [6] - The Federal Reserve may halt its quantitative tightening (QT) in the coming months, as indicated by Chairman Jerome Powell [6] Earnings Season Insights - The earnings season for US stocks is crucial, with analysts optimistic about the performance of major tech companies and AI-related firms, which are expected to drive market growth [7] - The "Big Seven" tech giants are anticipated to report strong earnings, contributing to the ongoing bullish trend in the US stock market [7] Cryptocurrency Market - Bitcoin has seen a significant decline, losing its status as a safe-haven asset, with its market capitalization dropping by thousands of billions over the past week [8] Company-Specific Updates - Schlumberger (SLB.US) reported Q3 profits exceeding expectations, driven by stable North American demand and contributions from its acquisition of ChampionX [9] - American Express (AXP.US) surpassed Q3 earnings expectations, with revenue of $18.43 billion, a 10.8% year-over-year increase, and strong demand for its new Platinum Card [10] - Interactive Brokers (IBKR.US) reported Q3 net revenue of $1.66 billion, a 21% increase year-over-year, driven by increased customer trading volume [11] - Oracle (ORCL.US) announced a projected gross margin of 35% for a $60 billion AI infrastructure project, easing concerns about profitability in this sector [12] - Meta (META.US) is finalizing a nearly $30 billion financing deal for a data center, marking a significant private capital transaction [13]

Market Overview - US stock index futures showed mixed performance, with Dow futures up by 0.18% while S&P 500 and Nasdaq futures down by 0.04% and 0.24% respectively [1] - European indices experienced declines, with Germany's DAX down 1.48%, UK's FTSE 100 down 1.05%, and France's CAC40 down 0.05% [2][3] - WTI crude oil increased by 0.21% to $57.58 per barrel, while Brent crude rose by 0.16% to $61.16 per barrel [3][4] Credit Market Concerns - Goldman Sachs President John Waldron warned of a potential systemic crisis due to a $5 trillion "credit time bomb," highlighting significant growth in high-yield bonds, leveraged loans, and private credit [5] - Recent fraudulent activities in the credit market have raised concerns about underlying risks, particularly involving Zion Bank and Western Alliance Bank [5] Liquidity Issues - US bank reserves fell below $3 trillion, with a decrease of approximately $45.7 billion reported, indicating potential implications for the Federal Reserve's quantitative tightening (QT) strategy [6] Earnings Season Insights - Analysts are optimistic about the upcoming earnings season, particularly for major tech companies and AI-related firms, which are expected to drive continued market highs despite macroeconomic uncertainties [7] - Notable companies reporting strong earnings include: - Schlumberger (SLB.US) reported Q3 profits exceeding expectations, driven by North American demand and acquisition benefits [9] - American Express (AXP.US) exceeded Q3 revenue expectations with a 10.8% year-over-year growth, driven by strong demand for its new Platinum card [10] - Interactive Brokers (IBKR.US) reported Q3 revenue of $1.66 billion, a 21% increase year-over-year, attributed to higher customer trading volumes [11] - Oracle (ORCL.US) projected a 35% gross margin for a $60 billion AI infrastructure project, easing concerns about profitability in this sector [12] Major Financing Developments - Meta (META.US) is finalizing a nearly $30 billion financing deal for a data center project, marking a significant private capital transaction [13]

考虑到当前石油市场供应过剩及地缘政治不确定性，斯伦贝谢首席执行官Olivier Le Peuch将本季度业绩 形容为"具备韧性"。 他补充道，随着油气市场供需格局重新平衡，在原油产能持续投资、天然气扩建项目推进及深水业务建 设性前景的支撑下，国际业务有望实现反弹。 另外，斯伦贝谢以77.5亿美元收购同业公司ChampionX的交易完成，也为本季度盈利表现注入新动力。 贝克休斯的最新数据印证了北美油田业务活动的回升态势。作为未来产量先行指标的当地活跃钻机数 量，在第三季度环比增长3%至718台;而国际钻机数量则维持在1080台。 第三季度，占斯伦贝谢总营收约八成的国际业务营收下降7%至69.2亿美元，而北美业务营收则增长14% 至19.3亿美元。截至9月30日的季度内，该公司经调整后每股收益达0.69美元，优于分析师普遍预期的 0.66美元。 智通财经APP获悉，由于北美市场需求的稳定表现以及近期完成收购ChampionX带来的业务贡献，有效 抵消了其他地区油田业务活动的疲软态势，全球最大油田服务公司斯伦贝谢(SLB.US)周五公布了利润 超预期的第三季度业绩。 目前，美国油田市场在经历数月支出缩减后渐趋稳定， ...

Core Insights - SLB exceeded Wall Street profit estimates for the third quarter, driven by robust demand for its oilfield equipment and services in North America [1] Company Performance - SLB reported strong financial performance in the third quarter, indicating a positive trend in profitability [1] - The demand for oilfield equipment and services in North America significantly contributed to SLB's success during this period [1]