Good_老虎社区_美港股上老虎

6a514728
2021-10-13

Good

Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛将埃克森美孚、西方石油公司、赫斯公司列为能源赢家</blockquote>

One theme that Goldman analysts say warrants attention in the energy sector is a focus on asset qual

Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛将埃克森美孚、西方石油公司、赫斯公司列为能源赢家</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":822832672,"tweetId":"822832672","gmtCreate":1634112307234,"gmtModify":1634112317600,"author":{"id":4089109132462390,"idStr":"4089109132462390","authorId":4089109132462390,"authorIdStr":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Good</body></html>","htmlText":"<html><head></head><body>Good</body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/822832672","repostId":1162058376,"repostType":4,"repost":{"id":"1162058376","kind":"news","pubTimestamp":1634111201,"share":"https://www.laohu8.com/m/news/1162058376?lang=zh_CN&edition=full","pubTime":"2021-10-13 15:46","market":"us","language":"en","title":"Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛将埃克森美孚、西方石油公司、赫斯公司列为能源赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162058376","media":"TheStreet","summary":"One theme that Goldman analysts say warrants attention in the energy sector is a focus on asset qual","content":"One 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>这三家公司均获得买入评级。</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·梅塔在一份报告中写道：“在今年迄今为止石油和天然气价格大幅上涨之后，……投资者讨论的领域之一是‘发现价值’仍然存在于哪里。”</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>“由于对最终价值的担忧，投资者一直关注哪些公司可以在2021年下半年/2022年上半年提供资本回报，以及哪些商业模式能够长期维持现金流。也就是说，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，“我们相信差异化的资产基础，加上我们建设性的石油观点，将推动积极的盈利修正，正如第三季度预公告所示，”梅塔表示。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>梅塔表示，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、化学品、低碳企业和中东是被综合杠杆掩盖的强大业务。”他的目标价为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，高盛预测赫斯的现金流将从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>高盛将埃克森美孚、西方石油公司、赫斯公司列为能源赢家</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>高盛将埃克森美孚、西方石油公司、赫斯公司列为能源赢家</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>这三家公司均获得买入评级。</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·梅塔在一份报告中写道：“在今年迄今为止石油和天然气价格大幅上涨之后，……投资者讨论的领域之一是‘发现价值’仍然存在于哪里。”</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>“由于对最终价值的担忧，投资者一直关注哪些公司可以在2021年下半年/2022年上半年提供资本回报，以及哪些商业模式能够长期维持现金流。也就是说，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，“我们相信差异化的资产基础，加上我们建设性的石油观点，将推动积极的盈利修正，正如第三季度预公告所示，”梅塔表示。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>梅塔表示，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、化学品、低碳企业和中东是被综合杠杆掩盖的强大业务。”他的目标价为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，高盛预测赫斯的现金流将从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":{"HES":"赫斯","XOM":"埃克森美孚","OXY":"西方石油"},"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":2224,"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":[],"hasMoreComment":false,"orderType":2}

Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛将埃克森美孚、西方石油公司、赫斯公司列为能源赢家</blockquote>

评论（1）

热议股票