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cC
02-28
[开心]会有影响
cC
02-23
美团巨亏300亿都能拉,看来是明天要稳了
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cC
02-16
大队长去哪上班 [微笑] [开心]
@空军大队长:日本韩国的石油公司分析报告
cC
02-14
分析有道理
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cC
2025-12-19
窃国大盗
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cC
2025-11-11
666
cC
2025-08-05
印度🇮🇳做石油转口贸易确实是过分,支持川普[贱笑]
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cC
2025-07-25
$SharpLink Gaming(SBET)$
杀疯了,套了2个点,太狠了主力!
cC
2025-06-03
[开心] 都走V型
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cC
2025-04-11
$柯尔百货(KSS)$
破产了的节奏?[开心]
cC
2025-04-09
$世纪互联(VNET)$
中概股有点危险啊,在搞就从美股退市吧
cC
2025-04-07
它拉升是为了先让中国股民今晚睡个好觉[暗中观察] [握手]
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cC
2025-04-04
$三倍做多富时中国ETF-Direxion(YINN)$
狠狠的做空,长痛不如短痛,一步到位3000点!大盘千股跌停!
cC
2025-04-04
狠狠的揍,做空赚钱!
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cC
2025-03-12
$禾赛(HSAI)$
车用雷达确实是牛逼的大单品,以后趋势是一车一雷达,手机可以支撑小米估值,雷达呢?
cC
2025-03-05
[贱笑] 支持美国继续跟泽连斯基吵架
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cC
2025-02-25
这篇文章不错,转发给大家看看
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cC
2025-02-20
港股达到一个箱体顶了,需要一段时间横盘消化再进行
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cC
2025-02-13
[开心] [开心] 我知道A股也有一家all in ai 的生物诊断公司
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cC
2025-02-12
马斯克得罪了权贵军方金融华尔街,就会面临特斯拉被做空的风险[开心]
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[微笑] [开心]","listText":"大队长去哪上班 [微笑] [开心]","text":"大队长去哪上班 [微笑] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533096061290016","repostId":"532884262446592","repostType":1,"repost":{"id":532884262446592,"gmtCreate":1771117782548,"gmtModify":1771119552318,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"74125836878304","idStr":"74125836878304"},"themes":[],"title":"日本韩国的石油公司分析报告","htmlText":"引能仕:于1888 年 成有限责任日本石油会社正式成立,这是引能仕发展的源头,2001年初代 ENEOS 品牌诞生,品牌名称由 “ENERGY(能源)” 和 “NEOS(新生,源自希腊语)” 结合而成。 旗下油田:新潟油田、秋田油田、山形油田,墨西哥湾,北海油田,巴西,阿根廷,澳大利亚,主要业务:石油开采,炼油化工,润滑油,运输。 引能仕石油储量1.2亿桶,基本上忽略不计,日产量9.5万桶,主要是海外油田,日本本土石油非常少,人均产值233万美元,日本人的效率也不高了,公司年收入最高972亿美元,净利润最高 38亿美元,最高收入跟利润不同步。 2023年是0.6%的净利润率,这是非常低的,毛利率9%,也是很低,估计主要是加油站,化工这些不赚钱的业务,公司市值227亿美元,现在市销率0.25倍,市盈率10倍,估值也合理。股价25年就翻倍,基本上没有涨。 引能仕的问题是上游石油开采的业务很少,而下游的化工产品虽然毛利率高,但是净利润很低,而且跟BP一样转向新能源速度太快,导致净利润下降非常快,巴菲特是喜欢日本的股票,引能仕这几年涨得也不错。 但是长期来看,也不会大涨,因为日本在人口下降的趋势下保持GDP增长是很难的,日本的石油公司又不能全球扩张,所以引能仕未来不可能大涨,没有长线投资价值。 出光兴产:1911 年,出光佐三在北九州门司创立出光商会,以石油贩卖业务开启企业历史,2019 年与昭和壳牌石油实现经营整合,整合后以出光兴产名义运营,总部迁至东京大手町,成为日本国内石油销售份额第二的企业。 旗下油田:国内卑尔根,北海,Fram东北,新潟县,国外油田:马来西亚,越南,泰国,柬埔寨,土耳其,主要业务:石油开采,炼油化工,加油站、电力 , 可再生能源、煤炭。 出光兴产石油储量1亿桶,日产量2.6万桶,石油开采这块基本上忽略不计,跟引能仕一样就是一个炼油企业,人均产值430万美元","listText":"引能仕:于1888 年 成有限责任日本石油会社正式成立,这是引能仕发展的源头,2001年初代 ENEOS 品牌诞生,品牌名称由 “ENERGY(能源)” 和 “NEOS(新生,源自希腊语)” 结合而成。 旗下油田:新潟油田、秋田油田、山形油田,墨西哥湾,北海油田,巴西,阿根廷,澳大利亚,主要业务:石油开采,炼油化工,润滑油,运输。 引能仕石油储量1.2亿桶,基本上忽略不计,日产量9.5万桶,主要是海外油田,日本本土石油非常少,人均产值233万美元,日本人的效率也不高了,公司年收入最高972亿美元,净利润最高 38亿美元,最高收入跟利润不同步。 2023年是0.6%的净利润率,这是非常低的,毛利率9%,也是很低,估计主要是加油站,化工这些不赚钱的业务,公司市值227亿美元,现在市销率0.25倍,市盈率10倍,估值也合理。股价25年就翻倍,基本上没有涨。 引能仕的问题是上游石油开采的业务很少,而下游的化工产品虽然毛利率高,但是净利润很低,而且跟BP一样转向新能源速度太快,导致净利润下降非常快,巴菲特是喜欢日本的股票,引能仕这几年涨得也不错。 但是长期来看,也不会大涨,因为日本在人口下降的趋势下保持GDP增长是很难的,日本的石油公司又不能全球扩张,所以引能仕未来不可能大涨,没有长线投资价值。 出光兴产:1911 年,出光佐三在北九州门司创立出光商会,以石油贩卖业务开启企业历史,2019 年与昭和壳牌石油实现经营整合,整合后以出光兴产名义运营,总部迁至东京大手町,成为日本国内石油销售份额第二的企业。 旗下油田:国内卑尔根,北海,Fram东北,新潟县,国外油田:马来西亚,越南,泰国,柬埔寨,土耳其,主要业务:石油开采,炼油化工,加油站、电力 , 可再生能源、煤炭。 出光兴产石油储量1亿桶,日产量2.6万桶,石油开采这块基本上忽略不计,跟引能仕一样就是一个炼油企业,人均产值430万美元","text":"引能仕:于1888 年 成有限责任日本石油会社正式成立,这是引能仕发展的源头,2001年初代 ENEOS 品牌诞生,品牌名称由 “ENERGY(能源)” 和 “NEOS(新生,源自希腊语)” 结合而成。 旗下油田:新潟油田、秋田油田、山形油田,墨西哥湾,北海油田,巴西,阿根廷,澳大利亚,主要业务:石油开采,炼油化工,润滑油,运输。 引能仕石油储量1.2亿桶,基本上忽略不计,日产量9.5万桶,主要是海外油田,日本本土石油非常少,人均产值233万美元,日本人的效率也不高了,公司年收入最高972亿美元,净利润最高 38亿美元,最高收入跟利润不同步。 2023年是0.6%的净利润率,这是非常低的,毛利率9%,也是很低,估计主要是加油站,化工这些不赚钱的业务,公司市值227亿美元,现在市销率0.25倍,市盈率10倍,估值也合理。股价25年就翻倍,基本上没有涨。 引能仕的问题是上游石油开采的业务很少,而下游的化工产品虽然毛利率高,但是净利润很低,而且跟BP一样转向新能源速度太快,导致净利润下降非常快,巴菲特是喜欢日本的股票,引能仕这几年涨得也不错。 但是长期来看,也不会大涨,因为日本在人口下降的趋势下保持GDP增长是很难的,日本的石油公司又不能全球扩张,所以引能仕未来不可能大涨,没有长线投资价值。 出光兴产:1911 年,出光佐三在北九州门司创立出光商会,以石油贩卖业务开启企业历史,2019 年与昭和壳牌石油实现经营整合,整合后以出光兴产名义运营,总部迁至东京大手町,成为日本国内石油销售份额第二的企业。 旗下油田:国内卑尔根,北海,Fram东北,新潟县,国外油田:马来西亚,越南,泰国,柬埔寨,土耳其,主要业务:石油开采,炼油化工,加油站、电力 , 可再生能源、煤炭。 出光兴产石油储量1亿桶,日产量2.6万桶,石油开采这块基本上忽略不计,跟引能仕一样就是一个炼油企业,人均产值430万美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532884262446592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532692691386424,"gmtCreate":1771082813496,"gmtModify":1771082815749,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"分析有道理","listText":"分析有道理","text":"分析有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532692691386424","repostId":"2611838115","repostType":2,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512252764594816,"gmtCreate":1766088674949,"gmtModify":1766088676991,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"窃国大盗","listText":"窃国大盗","text":"窃国大盗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512252764594816","repostId":"1181462115","repostType":2,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499091448480584,"gmtCreate":1762873738010,"gmtModify":1762873740666,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[{"img":"https://static.tigerbbs.com/c9a1d597bae595ab453f3d92460f6a8a","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499091448480584","isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464088461988120,"gmtCreate":1754328175130,"gmtModify":1754329985885,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"印度🇮🇳做石油转口贸易确实是过分,支持川普[贱笑] 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