nemo2020
06-18
我模拟60成本还没回本
油价飙升助推西方石油股价反弹,巴菲特“失手股”或迎翻身契机
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href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦(BRK.A.US,BRK.B.US)发行了85亿美元的优先股,这也使得西方石油成为伯克希尔能源持仓中少数几只一度陷入亏损的股票。</p><p>然而,在尚未完全消化Anadarko并购带来的债务之际,西方石油又在2023年8月斥资120亿美元收购私营能源公司CrownRock Resources。这笔交易招致多家券商的下调评级,也令市场信心进一步受挫。</p><p>雪上加霜的是,2024年第四季度财报表现平平,公司部分将其归因于油价疲软。当时油价尚未突破每桶70美元关口。</p><p>尽管面临多重挑战,部分市场看多人士认为,西方石油正在逐步改善财务状况。根据Raymond James分析师John Freeman在5月的一份报告中指出,截至目前,公司年内已削减债务24亿美元,自2024年第三季度以来累计减债68亿美元。</p><p>Freeman对该股给予“跑赢大盘”评级,并设定目标价为51美元。他指出,公司目前的战略重点已从股票回购与优先股赎回转向偿还债务和推动自由现金流增长。</p><p>当前,西方石油的债务目标为150亿美元,预计在2027年前完成。市场普遍预期<a href=\"https://laohu8.com/S/600532\">未来</a>两年公司每年将创造约40亿美元自由现金流,若油价持续维持高位或进一步上涨,该目标实现的可能性将大大提高。</p></body></html>","source":"stock_zhitongcaijing","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\" 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href=http://www.zhitongcaijing.com/content/detail/1305343.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在全球油价飙升的带动下,长期表现疲软的西方石油股价终于迎来反弹,令许多投资者重新审视这家曾被认为是“巴菲特少有的失误投资”的能源巨头。周五,由于以色列空袭伊朗多处目标,引发中东局势紧张,国际油价剧烈波动。这一突发事件带动整体能源板块走强,其中西方石油的涨幅尤为突出,当天收涨近3.8%,报每股46.45美元。对于该股的持有者来说,这是一个久违的利好信号。过去一年,受制于能源价格低迷及公司高企的债务...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1305343.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","BK4534":"瑞士信贷持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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Resources。这笔交易招致多家券商的下调评级,也令市场信心进一步受挫。雪上加霜的是,2024年第四季度财报表现平平,公司部分将其归因于油价疲软。当时油价尚未突破每桶70美元关口。尽管面临多重挑战,部分市场看多人士认为,西方石油正在逐步改善财务状况。根据Raymond James分析师John Freeman在5月的一份报告中指出,截至目前,公司年内已削减债务24亿美元,自2024年第三季度以来累计减债68亿美元。Freeman对该股给予“跑赢大盘”评级,并设定目标价为51美元。他指出,公司目前的战略重点已从股票回购与优先股赎回转向偿还债务和推动自由现金流增长。当前,西方石油的债务目标为150亿美元,预计在2027年前完成。市场普遍预期未来两年公司每年将创造约40亿美元自由现金流,若油价持续维持高位或进一步上涨,该目标实现的可能性将大大提高。","news_type":1,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"OXY":1}},"isVote":1,"tweetType":1,"viewCount":917,"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":20,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/447172640834040"}
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