Core Insights - Analysts project Schlumberger (SLB) will report quarterly earnings of $0.74 per share, a decline of 1.3% year over year, with revenues expected to reach $8.6 billion, down 1.2% from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.9% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Revenue from Digital & Integration is estimated at $988.06 million, reflecting a year-over-year increase of 3.7% [5] - Revenue from Reservoir Performance is projected at $1.73 billion, indicating a slight increase of 0.2% from the prior year [5] - Revenue from Production Systems is expected to reach $2.97 billion, showing a year-over-year growth of 5.2% [5] - Revenue from Well Construction is forecasted at $3.03 billion, representing a significant decline of 10% year over year [6] - North America revenue is estimated at $1.60 billion, a 0.4% increase from the previous year [6] - Latin America revenue is projected at $1.50 billion, reflecting a decline of 9.2% year over year [6] - Revenue from Europe & Africa is expected to be $2.28 billion, down 1.9% year over year [7] - Revenue from the Middle East & Asia is projected at $3.13 billion, indicating a year-over-year increase of 1.5% [7] Income Before Taxes Estimates - Income Before Taxes from Digital & Integration is estimated at $292.93 million, up from $254 million in the same quarter last year [8] - Income Before Taxes from Reservoir Performance is projected at $334.53 million, slightly down from $339 million year over year [8] - Income Before Taxes from Production Systems is expected to be $438.85 million, an increase from $400 million in the previous year [9] - Income Before Taxes from Well Construction is estimated at $586.44 million, down from $690 million year over year [9] Stock Performance - Schlumberger shares have decreased by 17% in the past month, compared to an 8.9% decline in the Zacks S&P 500 composite [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002353 证券简称：杰瑞股份 公告编号：2025-006 烟台杰瑞石油服务集团股份有限公司 关于董事长提议回购公司股份的 提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 2025年4月8日，烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）收到董事长李慧涛先生《关于 提议回购公司部分股份的函》，具体内容如下： 二、提议回购股份的原因和目的 基于对公司经营发展的信心及对公司长期投资价值和未来持续发展前景的充分认可，为维护公司全体股 东利益，增强投资者信心，稳定及提升公司价值，公司董事长李慧涛先生提议公司通过集中竞价交易方 式回购部分公司股票，未来用于股权激励或者员工持股计划。 三、提议内容 1、回购股份的种类：公司发行的人民币普通股（A股） 2、回购股份的用途：用于公司股权激励或者员工持股计划 3、回购股份的方式：通过深圳证券交易所以集中竞价交易的方式回购 4、回购股份的价格：回购价格上限不高于公司董事会审议通过回购股份方案决议前30个交易日公司股 票交易均价的150% 5、回购股份的 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of CNOOC Services, indicating a stock price of 12.86 yuan with a PE ratio of 19.56 times, which is below the industry average of 27.08 times and the median of 34.36 times [1][2] - CNOOC Services reported a revenue of 48.302 billion yuan for the year 2024, reflecting a year-on-year increase of 9.51%, and a net profit of 3.137 billion yuan, up 4.10% year-on-year, with a gross margin of 15.69% [1] - The company operates primarily in oil and gas exploration, development, and production, offering services such as drilling, oilfield technical services, vessel services, geophysical data acquisition, and engineering surveying [1] Group 2 - As of June 30, 2014, CNOOC Services had 98,641 shareholders, an increase of 477 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - In the industry comparison, CNOOC Services ranks 11th in terms of PE ratio among its peers, indicating a relatively lower valuation compared to the industry average and median [2] - The industry average PE ratio is 27.08 times, while the median is 34.36 times, suggesting that CNOOC Services may have potential for valuation improvement [2]

Investment Rating - The investment rating for the company is "Buy" [9] Core Views - The company has demonstrated strong revenue growth with a projected revenue of 52.98 billion yuan for 2025, reflecting a growth rate of 9.67% compared to the previous year [9] - The net profit attributable to the parent company is expected to reach 4.23 billion yuan in 2025, indicating a significant increase of 34.76% [9] - The company is focusing on technological advancements to drive growth, with a notable increase in its oil technology services revenue [9] - The international market strategy is yielding results, with overseas revenue surpassing 10.88 billion yuan, marking a 14.9% increase [9] Summary by Sections Financial Performance - In 2024, the company reported total revenue of 48.30 billion yuan, a year-on-year increase of 9.5%, and a net profit of 3.14 billion yuan, up 4.1% [9] - The earnings per share (EPS) for 2024 is 0.66 yuan, with projections of 0.89 yuan for 2025 and 1.00 yuan for 2027 [10] Business Segments - Drilling services generated revenue of 13.21 billion yuan in 2024, with a growth of 9.4%, while ship services saw a 20.9% increase to 4.77 billion yuan [9] - The company has successfully expanded its oil technology services, achieving a revenue of 27.66 billion yuan, up 7.4% [9] Market Strategy - The company is implementing an international strategy, with a focus on expanding its overseas contracts, which currently amount to approximately 36.06 billion USD [9] - The company has made significant technological advancements, enhancing its competitive edge in the international market [9]

机构风向标 | 中海油服(601808)2024年四季度已披露 前十大机构累计持仓占比56.18% 2025年3月26日，中海油服(601808.SH)发布2024年年度报告。截至2025年3月25日，共有22个机构 投资者披露持有中海油服A股股份，合计持股量达26.87亿股，占中海油服总股本的56.31%。其中，前 十大机构投资者包括中国海洋石油集团有限公司、中国证券金融股份有限公司、香港中央结算有限公 司、中国工商银行股份有限公司-华泰柏瑞沪深300交易型开放式指数证券投资基金、中国银行股份有限 公司-招商瑞文混合型证券投资基金、中信银行股份有限公司-招商优质成长混合型证券投资基金 (LOF)、中国建设银行股份有限公司-易方达沪深300交易型开放式指数发起式证券投资基金、鹏华基金- 中国人寿保险股份有限公司-传统险-鹏华基金国寿股份成长股票传统可供出售单一资产管理计划、招商 品质发现混合A、鹏华精选成长混合A，前十大机构投资者合计持股比例达56.18%。相较于上一季度， 前十大机构持股比例合计下跌了0.71个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计7个，主要包括招商优质成长混合(LOF) ...