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2021-10-13

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Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛选择埃克森美孚、西方石油、赫斯作为能源赢家</blockquote>

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That said, we view long-term oil demand risks as overstated,” he wrote.<blockquote>“由于对终端价值的担忧，投资者一直关注哪些公司能够在 2021 年下半年/2022 年上半年提供资本回报，而哪些商业模式能够长期维持现金流。尽管如此，我们认为长期石油需求风险被夸大了，”他写道。</blockquote> Exxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.<blockquote>埃克森美孚股价周二报61.24美元，下跌0.5%；西方石油公司股价为 33.01 美元，下跌 1.1%；赫斯股价为 90.29 美元，上次检查时上涨 0.2%。</blockquote> As for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.<blockquote>至于埃克森美孚，“梅塔说：”我们相信，差异化的资产基础，加上我们建设性的石油观点，将推动盈利的积极修正，正如第三季度预公告所示。他的目标价为 68 美元。</blockquote> Considering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.<blockquote>梅塔说，考虑到西方石油公司，“OXY 的基础资产质量被低估了”。“我们认为二叠纪资源、化工、低碳风险投资和中东是被综合杠杆所掩盖的强大业务”。他的目标价是 40 美元。</blockquote> Finally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. Mehta has a price target of $106.<blockquote>最后，对于赫斯，高盛预测现金流将从 2021 年的每股 10 美元增长到 2026 年的 22 美元和 2030 年的 30 美元。Mehta 的目标价为 106 美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛选择埃克森美孚、西方石油、赫斯作为能源赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛选择埃克森美孚、西方石油、赫斯作为能源赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-10-13 15:46\n\n</h4>\n</header>\n<article>\nOne theme that Goldman analysts say warrants attention in the energy sector is a focus on asset quality and resource.<blockquote>高盛分析师表示，能源行业值得关注的一个主题是关注资产质量和资源。</blockquote> With oil and gas prices rising sharply, Goldman Sachs sees good value in several energy companies, including ExxonMobil, Occidental Petroleum&nbsp;and Hess.<blockquote>随着石油和天然气价格大幅上涨，高盛认为埃克森美孚、西方石油和赫斯等几家能源公司具有良好的价值。</blockquote> It has buy ratings on all three.<blockquote>它对这三种产品都给予买入评级。</blockquote> “After the sharp rally in oil and gas year to date, … one of the areas of investor conversation is where does ‘discovery value’ still exist,” Goldman analyst Neil Mehta wrote in a report.<blockquote>“高盛分析师尼尔-梅塔（Neil Mehta）在一份报告中写道：”在石油和天然气今年迄今为止大幅上涨之后，.投资者谈论的话题之一是'发现价值'还在哪里。</blockquote> “One theme that we believe warrants attention is a focus on asset quality and resource,\" Mehta wrote.<blockquote>“梅塔写道：”我们认为值得关注的一个主题是关注资产质量和资源。</blockquote> “As a result of terminal value concerns, investors have been focused on which companies can provide return of capital in 2H2021/1H2022, versus which business models are positioned to sustain cash flow on a long-term basis. That said, we view long-term oil demand risks as overstated,” he wrote.<blockquote>“由于对终端价值的担忧，投资者一直关注哪些公司能够在 2021 年下半年/2022 年上半年提供资本回报，而哪些商业模式能够长期维持现金流。尽管如此，我们认为长期石油需求风险被夸大了，”他写道。</blockquote> Exxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.<blockquote>埃克森美孚股价周二报61.24美元，下跌0.5%；西方石油公司股价为 33.01 美元，下跌 1.1%；赫斯股价为 90.29 美元，上次检查时上涨 0.2%。</blockquote> As for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.<blockquote>至于埃克森美孚，“梅塔说：”我们相信，差异化的资产基础，加上我们建设性的石油观点，将推动盈利的积极修正，正如第三季度预公告所示。他的目标价为 68 美元。</blockquote> Considering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.<blockquote>梅塔说，考虑到西方石油公司，“OXY 的基础资产质量被低估了”。“我们认为二叠纪资源、化工、低碳风险投资和中东是被综合杠杆所掩盖的强大业务”。他的目标价是 40 美元。</blockquote> Finally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. Mehta has a price target of $106.<blockquote>最后，对于赫斯，高盛预测现金流将从 2021 年的每股 10 美元增长到 2026 年的 22 美元和 2030 年的 30 美元。Mehta 的目标价为 106 美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/investing/goldman-exxon-occidental-hess-energy-winners\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","XOM":"埃克森美孚","HES":"赫斯"},"source_url":"https://www.thestreet.com/investing/goldman-exxon-occidental-hess-energy-winners","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162058376","content_text":"One theme that Goldman analysts say warrants attention in the energy sector is a focus on asset quality and resource.\nWith oil and gas prices rising sharply, Goldman Sachs sees good value in several energy companies, including ExxonMobil, Occidental Petroleum and Hess.\nIt has buy ratings on all three.\n“After the sharp rally in oil and gas year to date, … one of the areas of investor conversation is where does ‘discovery value’ still exist,” Goldman analyst Neil Mehta wrote in a report.\n“One theme that we believe warrants attention is a focus on asset quality and resource,\" Mehta wrote.\n“As a result of terminal value concerns, investors have been focused on which companies can provide return of capital in 2H2021/1H2022, versus which business models are positioned to sustain cash flow on a long-term basis. That said, we view long-term oil demand risks as overstated,” he wrote.\nExxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.\nAs for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.\nConsidering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.\nFinally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. Mehta has a price target of $106.","news_type":1,"symbols_score_info":{"HES":0.9,"OXY":0.9,"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":3061,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/822832672"}