Exxon Mobil Corp. NYSE: XOM przemysł naftowy

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slayer74
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 31 paź 2021 09:21

Exxon Mobil vs. Petróleo Brasileiro: Which Oil & Gas Stock Is a Better Buy?

After a very challenging 2020, energy stocks have made a strong comeback in 2021. In fact, the Energy Select Sector SPDR ETF (XLE) has gained more than 50% year to date (YTD), compared to the S&P 500 gains of 22.5% in this period.

A key driver of this outperformance is the rising prices of crude oil. This week, oil prices hit 7-year highs and Goldman Sachs increased its price target for oil to $110 per barrel.

Given these factors, let’s see which oil stock between Exxon Mobil (XOM - Get Rating) and Petroleo Brasileiro (PBR - Get Rating) is a better buy at current price levels.

The bull case for Exxon Mobil

One of the largest companies in the world, Exxon Mobil is valued at a market cap of $272 billion and an enterprise value of $324 billion. It explores and produces crude oil and natural gas while operating through Upstream, Downstream and Chemical business segments. Exxon also transports crude oil, natural gas, petroleum products as well as petrochemicals. At the end of 2020, it had 22,239 net operated wells with proved reserves.

Despite its stellar returns in the last year, XOM stock has returned just 17% to investors in dividend-adjusted returns in the past decade, compared to the S&P 500 returns of more than 330%. But past returns should not matter to current investors especially since the International Energy Agency expects global demand for oil to rise from 96.5 million barrels each day in 2021 to 104.1 million barrels each day in 2026.

However, Exxon Mobil and peers also face macroeconomic risks given the world is shifting towards clean energy solutions and this is a long-term trend. The demand for oil might decelerate by the end of the current decade which suggests Exxon Mobil will have to expand its portfolio of capital-intensive assets over time.

Wall Street expects Exxon Mobil to improve earnings to $4.69 per share in 2021 and $5.52 per share in 2022 compared to a loss of $0.33 per share in 2020. This will enable the company to maintain and even increase its dividends per share that currently yields a tasty 5.3% to investors.

The bull case for Petroleo Brasileiro

Petroleo produces and sells oil and gas in Brazil and other international markets. In the last 10 years, PBR has also underperformed the markets by a wide margin as shares are down 50% since October 2011.

In Q2 of 2021, its revenue more than doubled to $21 billion while its net income rose to $8.1 billion, compared to a loss of $417 million in the year-ago period. PBR also doubled its export revenue to $6.4 billion while its capital expenditures stood at $2.4 billion. PBR confirmed a majority of CAPEX was deployed towards capacity expansion which is bound to drive cash flows and earnings higher going forward.

In the June quarter, PBR’s cash rose over 200% to $9.3 billion as it ended Q2 with almost $10 billion in cash. The company also paid down debt worth $27.5 billion and is on track to achieve a gross debt target of $60 billion in the next few months.

The verdict

We can see that PBR and Exxon Mobil are cyclical stocks part of a capital-intensive industry. If oil prices continue to move higher, both of these should benefit. However, I believe Exxon Mobil’s wider economic moat and diversified base of assets make the energy giant a better bet compared to Petroleo at current prices.

https://stocknews.com/news/xom-pbr-exxo ... gas-stock/
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 01 gru 2021 22:11

In energy, Exxon Mobil (NYSE:XOM) was in focus after the oil major forecast a doubling of earnings and cash flow by 2027 amid plans to lower capital expenditure.
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 14 gru 2021 01:14

Undervalued Dividend Growth Stock of the Week: Exxon Mobil (XOM)

Obrazek

https://dailytradealert.com/2021/12/12/ ... mobil-xom/

Priced Like It Was 15 Years Ago! This Stock is Arguably More Investable Than It's Been In Years

https://www.youtube.com/watch?v=3knqKI-Arh0
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 19 gru 2021 12:41

Exxon utrzyma wydatki inwestycyjne w wysokości $20-$25 mld do 2027

Exxon Mobile największy amerykański producent ropy i gazu zaprezentował swoje wytyczne dotyczące
wydatków inwestycyjnych na najbliższe lata. Spółka postanowiła, że do 2027 roku będzie przeznaczać
rocznie od $20 do $25 mld. Pod presją części inwestorów spółka zamierza przeznaczać część budżetu
również na niskoemisyjne technologie tak, aby do 2030 roku zmniejszyć emisję gazów cieplarnianych na
jednostkę ropy i gazu od 40% do 50% względem 2016 roku. Exxon prognozuje również sprzedaż 26 mld
ton skroplonego gazu po 2024 r., kiedy uruchomione zostaną projekty w USA i Mozambiku.
Decyzja o utrzymaniu budżetu inwestycyjnego była rozczarowaniem dla części inwestorów, którzy liczyli
na niższe inwestycje i wzrost dywidendy.

https://www.mdm.pl/ds-server/45077?ticketSource=ui-pub
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 01 lut 2022 17:50

Latest Release
Feb 01, 2022

EPS / Forecast
2.05 / 1.93

Revenue / Forecast
84.97B / 85.01B

Exxon Mobil Corp (NYSE:XOM) rose 5.3% after posting its largest quarterly profit in seven years, as the oil producer benefited from strong energy prices.

ATechniczna
Exxon Mobil Reports Strong Earnings. Can It Go to $100 From Here?
Can Exxon Mobil stock get to $100 a share? Let's look at the technicals.

https://www.thestreet.com/investing/how ... 00-a-share
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 02 mar 2022 09:40

Kolejny gigant paliwowy wycofuje się z Rosji. Nie będzie inwestycji wartej 4 mld dolarów

Nie będzie wielomiliardowej inwestycji w azjatyckiej części Rosji. ExxonMobile, czyli jeden z największych koncernów paliwowych świata, poinformował, że rezygnuje ze współpracy z Rosją. Jest to następstwo zbrojnej agresji Władimira Putina na Ukrainę.

ExxonMobile opuści Rosję
Decyzja koncernu oznacza, że przestanie on zarządzać ogromnym wydobyciem gazu ziemnego i ropy naftowej, które prowadził na wyspie Sachalin we wschodniej Rosji. Wyspa sąsiadująca z terenami Japonii była jednym z największych terenów wydobywczych na w azjatyckiej części kraju.

To jednak nie koniec ciosów, jakie rosyjskiej gospodarce zada wycofanie się koncernu. Oznacza to bowiem także zatrzymanie planowanej inwestycji w ogromny gazoport, który miał służyć do wysyłania skroplonego gazu ziemnego dla międzynarodowych odbiorców. ExxonMobile miał zainwestować w ten cel ponad 4 miliardy dolarów.

„Ubolewamy nad rosyjską agresją militarną, która narusza integralność terytorialną Ukrainy i wystawia ludzi na niebezpieczeństwo” – napisano w komunikacie.

Koncerny wychodzą z Rosji
Decyzja ExxonMobile jest już kolejną tego typu od początku Wojny na Ukrainie. Podobne kroki podjęły już m.in. BP, które postanowiło sprzedać blisko 20 proc. udziałów w Rosneft, a co za tym idzie, usunąć z zarządu spółki swoich członków i całkowicie zakończyć współpracę. Podobnie postąpił Shell. Ze spółek spoza branży paliwowej, na opuszczenie biznesów w Rosji zdecydował się m.in. Boeing, czy Apple. Z każdym dniem sankcje gospodarcze będą powodowały odsuwanie się kolejnych firm.

https://www.msn.com/pl-pl/finanse/najpo ... hp&pc=U531
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 02 mar 2022 21:44

Exxon Mobil planuje do końca przyszłego roku zaoszczędzić dodatkowe 3 mld USD na kosztach, aby zwiększyć dywidendy dla akcjonariuszy i wykorzystać wysokie ceny ropy, informuje Bloomberg. pb.pl
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 07 cze 2022 16:07

Exxon Mobil (NYSE:XOM) stock rose 0.8% after Evercore ISI upgraded its stance on the oil major to ‘outperform’ from ‘in line’, saying it looks cheap even after surging more than 60% this year.
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 05 lip 2022 15:18

Exxon Mobil (NYSE:XOM) stock rose 0.6% after the oil major detailed in a securities filing on Friday that skyrocketing margins from fuel and crude sales could generate a record quarterly profit.
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 06 lip 2022 00:25

Exxon profit set to soar again; White House wants more oil

HOUSTON (Reuters) -Wall Street analysts sharply increased their Exxon Mobil Corp (NYSE:XOM) second-quarter profit estimates on Tuesday, after the largest U.S. oil producer projected it could almost double its first-quarter earnings.

Exxon's preview, released on Friday, signaled strong results ahead by oil companies and refiners and brought renewed criticism from the White House and fresh calls for a windfall profit tax by U.S. lawmakers under pressure from voters feeling pain at the pump.

The White House repeated its call for oil companies to "use their record profits to expand refining capacity, increase supply, and most urgently reduce costs for the American people."

"This would be one of the strongest quarters in Exxon's history," said Credit Suisse analyst Manav Gupta in a note. The disclosures indicated an operating profit of about $16.8 billion, a historic quarterly peak. Official results are due July 29.

Analysts raised their quarterly profit outlook on Exxon to about $4.02 per share from $2.99 a share prior to the Friday securities filing.

The filing showed Exxon expects oil and gas operating profits of more than $10 billion, $4.5 billion from producing gasoline and diesel, and about $2 billion from chemicals and motor oils. Exxon, like other U.S. oil companies, has been plowing higher profits into debt reduction and plans to buy back up to $30 billion of its shares.

At the same time, spokesperson Casey Norton said Exxon was "investing more than any other U.S. company to grow oil and natural gas production." Its U.S. shale output will rise by 25% this year and oil processing at its biggest Texas refinery will grow 250,000 bpd in the first half of next year, he said.

Exxon shares fell 3% to $84.81 on Tuesday as benchmark oil prices slid $10.73 a barrel on worries a possible global recession could hurt demand.

The largest refiner among the U.S. oil majors, Exxon will be a key beneficiary of a tight refined products market, analysts said. "We think this could drive material earnings upgrades," said Biraj Borkhataria, an oil analyst at RBC Capital Markets.

"With many governments subsidizing oil products usage in the near term, we expect refining margins to improve further into the third quarter," Borkhataria said.

U.S. President Joe Biden and lawmakers pointed to the soaring profits as evidence the oil industry is putting profits ahead of customers, contributing to inflation. Exxon, Biden said last month, was making "more money than God".

"If a company’s profits are four times what they were a year ago and it refuses to invest in increased production, the system is broken," said U.S. Senator Ron Wyden, Democrat of Oregon. He called on oil companies to invest in "equipment and more workers, not stock buybacks".

Exxon borrowed heavily during the pandemic and posted a historic $22.4 billion loss in 2020 to finance future production and pay dividends to shareholders.

"High energy prices are largely a result of underinvestment by many in the energy industry over the last several years and especially during the pandemic," said Exxon's Norton.
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 17 lip 2022 16:08

Buy This Stock’s Dip
by Joel Baglole, InvestorPlace • July 15, 2022
The only real question related to oil giant Exxon Mobil (NYSE:XOM) is whether it’s too late to buy the company’s stock. Fueled by elevated prices for oil and natural gas, XOM stock has risen 28% this year. And it has largely bucked the market downturn that has pushed both the S&P 500 and Nasdaq indices into a bear market.

But given its big run over the past six months, investors are right to wonder if they’ve missed the boat with Exxon Mobil. Spoiler alert: It’s not too late.
...
https://dailytradealert.com/2022/07/15/ ... cks-dip-4/
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 05 sie 2022 11:34

Amerykański ExxonMobil, operator i główna siła napędowa projektu Sachalin-1 – wydobycia ropy z dna Morza Ochockiego, wycofuje się z Rosji. W rezultacie wydobycie ropy Sachalina-1 spadło 22-krotnie.

https://www.msn.com/pl-pl/wiadomosci/po ... ab1a46d15d
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 20 wrz 2022 14:06

Exxon Mobil Still Looks Like A Long-Term Buy

XOM has been the best-performing mega-cap stock of the past 12 months

Higher oil prices have helped — but so have internal improvements
Returns going forward likely won’t match those of recent years, but the ‘old’ Exxon Mobil appears to be back
So far this year, Exxon Mobil (NYSE:XOM) has gained a sharp 55.8%. Over the past 12 months, XOM has rallied 72%. Both measures are the best of any of the 33 mega-cap (market cap over $200 billion) stocks in the U.S. market.

Exxon Mobil Weekly ChartExxon Mobil Weekly Chart
Source: Investing.com

Obviously, energy prices have helped. Year-to-date, Brent crude oil prices have gained 41%. The Henry Hub natural gas spot price has more than doubled. But those strengths alone don’t explain all of the gains in Exxon Mobil stock.

After all, other integrated oil majors have similar tailwinds. But Chevron (NYSE:CVX) has gained ‘only’ 36% so far in 2022, and BP (LON:BP) (NYSE:BP) 19%.

The outperformance in XOM against peers, not just the broader market, is due, in part, to decisions Exxon Mobil itself has made. And there’s a strong case that the company, and the stock, will reap the benefits of those decisions for some time to come.

The Case Against XOM Stock
The case against XOM stock here is relatively simple. Clearly, there are real concerns about worldwide economic demand. And, generally speaking, when demand goes down, so do oil prices.

To some extent, macroeconomic risks are priced into the stock. XOM trades at just 10.4x trailing 12-month earnings. In other words, the market is projecting that current earnings are higher than the long-term average.

That makes some sense, and not just because of macro worries. Exxon’s refining business has had a blowout year so far, with margins “at very high levels,” per the company’s second-quarter conference call. Simply, in the second quarter, those margins added more than $1 per share in after-tax earnings.

Simply put, at its core XOM is a cyclical business. To be sure, the downstream (refining, distribution and fuelling) and chemicals segments provide some internal hedging: chemical profits, in particular, generally go up when the price of oil (a key input) goes down.

Still, this is a cyclical business, if a massive one. And it’s dangerous to buy a cyclical just because it’s “cheap” ahead of a downturn in the cycle. Worldwide economic conditions certainly suggest a real risk that a downturn is ahead.

Taking The Long View
Any investor owning XOM — or any energy play — right now is taking on the risk of lower oil prices. That’s a given. But the correlation of macroeconomic activity and oil prices might not be quite as strong as it once was.

After all, the price of oil is driven not just by demand, but by supply. And even before the Russian invasion of Ukraine, there were real questions about supply. Governments across the West continue to put pressure on oil producers.

The industry itself has pulled back as well. U.S. shale producers, in particular, were scarred by the collapse of the market last decade; they’ve generally focused on returning cash to shareholders rather than expanding production.

But as management has detailed of late, including on the Q2 conference call, Exxon has taken a different tack. It has invested in production, allowing it to increase volumes to take advantage of the recent surge in oil prices. It has added to its refinery capacity, while the novel coronavirus pandemic shuttered other facilities.

This is not a case of Exxon Mobil simply benefiting from higher energy prices. There’s been a strategy here, one that certainly seems more on point since the surprising win by activist Engine No 1 last year.

Those business improvements aren’t necessarily going anywhere. Nor are the external market conditions being seen at the moment.

Producers in the U.S. and elsewhere still haven’t really ramped production. Exxon’s refinery business seems well-positioned. The chemicals business is down sharply this year, but profits still are more than double what they were in 2019.

And while the recent jump in oil prices seems like a shock, Brent crude actually is right about in the middle of its 10-year range. Excluding the early days of the pandemic — when oil futures famously turned negative — the low end of that range came last decade, when producers dramatically ramped their production. That seems unlikely.

At this valuation, as long as oil doesn’t plunge again, Exxon Mobil stock should at least hold up. This simply is a better business than it was — no matter what the crude price is.


https://www.investing.com/analysis/exxo ... -200629825
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 07 paź 2022 23:51

Exxon Mobil Price Target Raised on Stronger Upstream Performance

Wells Fargo's price target for Exxon Mobil (NYSE:XOM) Corporation was raised to $116 from $109, with its Overweight rating maintained on Friday.

Analysts made quarter-end adjustments, also raising estimates for the oil and gas company.

"We raise our Q3 2022 EPS/cash flow estimates on stronger performance from the upstream, energy products and specialties segments partially offset by weaker chemicals performance," they wrote. "Our new/old EPS estimates for 2022, 2023 and 2024 are $12.79/$12.50, $8.99/$8.57 and $8.15/$7.48."

They said his firm remains in the minority view among Exxon's sell-side coverage with their Overweight rating.

"Despite the company's pledge to return approximately $30bn via share repurchases and a nearly equivalent amount via dividends in 2022 and 2023, skepticism seems to remain," added the analysts. "Given our 2023E and 2024E EPS estimates are in line with and below consensus, respectively, it appears the market remains in a 'show me' state of mind."

However, they feel a more extensive track record of demonstrating cash returns and operational execution might be required to change minds.
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Re: Exxon Mobil Corp. NYSE: XOM przemysł naftowy

Postautor: slayer74 » 07 gru 2022 23:36

Bloomberg) -- Exxon Mobil Corp (NYSE:XOM). is awarding US employees above-inflation pay increases just weeks after the Texas oil giant posted its highest quarterly profit, underlining how strong 2022 has been for the fossil-fuel industry while other sectors like technology and finance cut jobs.

Workers will receive an average salary bump of 9%, and those who got promoted will see a further 5% increase, according to people familiar with the matter who asked not be identified discussing non-public information. The current US consumer price index is 7.7%.

In aggregate it’s Exxon’s biggest salary award in 15 years, spokeswoman Amy Von Walter said Wednesday. The company is also giving restricted stock options to 14,000 employees globally, which is more than a fifth of its total workforce and up from 5,000 last year. About a third of employees globally received promotions this year, she said.

Exxon’s pay awards mark a turning point following three tough years for rank-and-file oil and gas workers. Exxon froze salaries, carried out its first mass layoff in decades and suspended its 401(k) match (its traditional pension was unaffected). Exxon subsequently experienced a level of employee attrition above the historical norm. Last year, it gave workers below-inflation pay increases, on average.

But surging oil and gas prices following Russia’s invasion of Ukraine, combined with aggressive cost-cutting by Chief Executive Officer Darren Woods, have turned Exxon’s fortunes around. Profits in the second and third quarters were the highest in the company’s 152-year history.

Pay at Exxon is highly dependent on where an employee lies within the company’s performance evaluation system, with some top performers who got promoted receiving raises of between 15% and 25%, people familiar with the matter said. The double-digit pay hikes come at a time when many of the largest tech companies are reducing their workforce while Wall Street banks are cutting bonus pools.

“Our company performance reflects the hard work, commitment and perseverance of our employees,” Von Walter said. “We take great pride in the exceptional business results our teams delivered despite it being a time of uncertainty and significant change.”

Exxon disclosed earlier this week that it had rewarded top executives with a 10% salary boost. US employees also got a one-time cash payment worth 3% of their annual compensation in June. Even after a recent drop in crude prices, the stock is still up almost 70% this year. Exxon recently re-entered the top 10 biggest companies the S&P 500 Index.

With a darkening economic outlook, it’s unlikely that all employees across the economy will be able to command inflation-matching wage increases next year. But oil workers appear to be among the winners. Average hourly earnings in oil and gas extraction for nonsupervisory workers were up more than 13% in October from a year ago to almost $42, according to Bureau of Labor Statistics data. The annual increase is the largest since late 2016.

https://www.investing.com/news/stock-ma ... rd-2959479
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