投资者态度 - 投资者对Air Products的股票持有情况和看法进行了调查，大部分投资者对新投资机会持否定态度[2] - 投资者对Air Products的股票持有态度呈现积极、消极和中立的混合态势[3] - 投资者对Air Products未来的EPS增长预期与同行公司相比处于什么位置[4] - 投资者对Air Products未来的现金运用方式进行了调查，结果显示大部分人倾向于股票回购和内部投资[5] - 投资者对Air Products未来的市盈率预期呈现多样化，大部分人认为应该在16倍以上到21倍之间[7] - Air Products的首席执行官Seifi Ghasemi提出了55倍的市盈率预期，但并未得到投资者的选择[8] - 投资者认为Air Products面临的最大股价下行压力主要来自资本运用和战略方面[10] - 投资者对Air Products最近发布的第一季度业绩和全年指引做出了负面反应，公司认为市场对业绩修订反应过度[11] 公司展望 - Air Products认为市场对公司业绩修订反应过度的原因可能是某些投资者试图通过空头操作压低股价，以便低价买入股票[13] - Air Products认为公司股价应该在28美元左右，而不是当前的低价水平[14] - Air Products强调公司基础工业气体业务的优势，包括高利润率、地理平衡和项目实施能力[26] - Air Products表示公司未来项目的资本支出估计已经基本稳定，不存在大幅通胀风险[32] - Air Products专注于拥有整个价值链，而不仅仅是ASU或ATR过程[33][37] - Air Products并非从事氨业务，而是从事氢业务，将氢转化为氨是为了运输[37] - Air Products坚信IRA对环境有益，不仅仅是为了公司利益，而是为了减少CO2排放[38] - IRA的废除不太可能发生，即使废除也不会影响Air Products的项目[40] 市场趋势 - 欧洲和日本等地政府对绿氢的需求远远超过实际需求，Air Products认为未来价格会更高[45][46] - 中国经济需要采取重大举措来帮助经济，欧洲表现良好，美国前景不确定[49][50]

Hydrogen is a volatile gas. When mishandled, hydrogen is flammable and can lead to deadly explosions.As an investment, hydrogen stocks have often proven similarly dangerous (metaphorically at least). Several leading pureplay hydrogen companies have seen their share prices implode over the past 24 months. Investors could be forgiven for overlooking the whole sector altogether.However, the truth is that hydrogen can be harnessed as a clean carbon-free fuel source which should be a vital part of humanity’s pow ...

氢能源行业 - 氢能源行业是全球向可持续能源转型的关键参与者[1] - 氢能源行业面临着技术障碍、高成本和监管不确定性等挑战[3] Air Products and Chemicals Inc. (APD) - Air Products and Chemicals Inc. (APD)是供应工业气体的全球领导者，包括氢气、氧气和氮气[5] - Air Products and Chemicals Inc. (APD)在2024年第一季度实现了2.82美元的每股收益，营收为30亿美元[6] Plug Power Inc. (PLUG) - Plug Power Inc. (PLUG)专注于氢燃料电池技术，提供创新解决方案改变能源格局[9] - Plug Power Inc. (PLUG)宣布了一项战略计划，以减少年度运营费用超过7500万美元[10] Bloom Energy Corporation (BE) - Bloom Energy Corporation (BE)通过其专有的固体氧化物燃料电池技术致力于生产清洁、可靠的能源[12] - Bloom Energy Corporation (BE)报告了优于预期的2023年第四季度财务业绩，每股收益为0.05美元，营收为3.5692亿美元[13]

A Wall Street analyst believes the market is incorrectly discounting Air Products and Chemicals (APD 4.37%), creating a buying opportunity. Shares of the gas distributor are up more than 4% as of 1 p.m. ET on the upgrade.Taking a second look at the businessAir Products is a distributor of essential gases to industrial and medical users. The company in recent years has lived in the shadows of industry leader Linde, and the valuation gap increased recently after Air Products missed on earnings and its stock p ...

The global hydrogen economy is likely to grow healthily through the decade. Companies have committed to making big investments and investors are hopeful of multibagger returns from hydrogen stocks.It’s, however, important to note that several early-stage companies are in the hydrogen energy business. Not all companies will succeed as they are financing and execution risks. The sustained decline in Plug Power (NASDAQ:PLUG) stock underscores my view. While the company has ambitious plans, execution delays and ...

公司背景 - Air Products是一家世界领先的工业气体公司，拥有80多年的运营历史[2] - 公司的基础业务为客户提供必要的工业气体、相关设备和应用专业知识，涵盖多个行业，包括炼油、化工、金属、电子、制造和食品[2] - Air Products在2023财年的销售额达126亿美元，市值约为500亿美元[3]

股票分析 - RSI信号在市场条件下的应用对交易员有益[1] - 通过等待RSI穿过30%再考虑入场，可以考虑购买超卖股票[1] - Air Products (APD)是首批超卖股票之一，股价因中国业绩不佳而下跌[3] - APD目前的RSI仅为2.4，市盈率为21.3，低于标普500指数的平均水平[4] - APD最近连续第42次增加股息，分析师对其持乐观态度，平均目标价为每股270美元[5] - Endeavour Silver (EXK)的股价与小市值股票一样下跌，RSI为5.15，但财务表现良好，是一个值得购买的超卖股票[6] - Terronera项目预计年底开始商业运营，分析师对其持乐观态度，目标价平均为5.83美元[8] - Waters Corp (WAT)的盈利超出预期，但中国业绩不佳导致投资者恐慌，分析师对其持乐观态度，目标价为325美元[9] - 分析师从1月份的“持有”调整为2月份的“强烈买入”，平均目标价为325美元[10]

公司背景 - Air Products公司主席、总裁兼首席执行官Seifi Ghasemi将在巴克莱2024工业选择会议上发表讲话[1] - Air Products是一家成立80多年的世界领先的工业气体公司，专注于为能源、环境和新兴市场提供服务[2] - 公司在2023财年的销售额为126亿美元，市值约为500亿美元，拥有约23,000名员工[3]

With all the talk centered on climate change and the proposed solution of the electrification of everything, it was easy to forget about hydrogen stocks. Over the years, the sector has produced mixed results, with some enterprises performing well while others – especially those focused on fuel-cell technologies – have floundered.Still, hydrogen stocks remain a compelling potential catalyst because of the overriding clean-energy directives. Primarily, hydrogen can be produced from diverse domestic resources ...

Air Products and Chemicals, Inc. (APD) , a global leader in industrial gases, announced a pivotal stride in its sustainability commitment with the signing of a Power Purchase Agreement (PPA) for renewable energy with Eneco. This strategic alliance underscores Air Products' dedication to mitigating climate impacts and procuring a substantial portion of its energy needs in the Netherlands from renewable sources.In this 10-year PPA, Air Products will procure the majority of its current merchant business energy ...