文章核心观点 - 5家公司(Occidental Petroleum、ConocoPhillips、United Parcel Service、Toyota Motor、Estee Lauder)股价大幅下跌,但仍有投资价值 [1][3] - 这些公司虽然面临挑战,但仍有恢复潜力,适合长期投资者关注 [12][13] 行业和公司总结 石油行业 - Occidental Petroleum和ConocoPhillips是两家表现不佳的上游石油公司,但即使油价下跌,它们仍可保持盈利 [4] - Occidental Petroleum的油价平衡点低于50美元/桶,ConocoPhillips的平衡点为35美元/桶 [4] - Occidental Petroleum完成了120亿美元的CrownRock收购,ConocoPhillips宣布以225亿美元收购Marathon Oil,但这些交易在短期内可能会受到油价下跌的影响 [4][5] 快递行业 - United Parcel Service收入连续下降,利润率也接近10年来的最低水平,主要原因是成本上升 [7][8] - 不过,United Parcel Service的美国包裹业务正在恢复增长,公司表示股息安全,尽管可能无法继续提高 [8] 汽车行业 - Toyota Motor在2024年初创下新高后,销量下滑,主要受日本和中国市场疲软影响 [9][10] - 但Toyota正在投资混合动力和低碳发动机技术,同时派发不断增长的股息 [10] 化妆品行业 - Estee Lauder受消费者支出疲软、线下销售渠道受挫、中国市场不景气等因素影响,股价大跌 [11] - 不过,Estee Lauder拥有优质品牌组合,如果能改善营销策略和控制成本,可能成为一个不错的转型投资标的 [11]

ConocoPhillips (COP) , a Houston-based oil and gas exploration and production company, has signed a long-term supply agreement with a German energy firm, Uniper. Per the terms of the agreement, ConocoPhillips will supply up to 10 billion cubic meters of natural gas to Uniper in north-western Europe over the coming 10 years.A ConocoPhillips representative has mentioned that the deal is not for the supply of liquefied natural gas (LNG). Instead, it involves supplying natural gas via pipelines. In the case of ...

ConocoPhillips (COP) closed at $110.55 in the latest trading session, marking a +1.78% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 1.7%. On the other hand, the Dow registered a gain of 1.26%, and the technology-centric Nasdaq increased by 2.51%.The energy company's shares have seen a decrease of 0.91% over the last month, surpassing the Oils-Energy sector's loss of 2.52% and falling behind the S&P 500's gain of 1.27%.The upcoming earnings release of ConocoPhilli ...

ConocoPhillips (NYSE: COP ) is a well-run energy enterprise with considerable earnings power and free cash flow upside in the context of the company's recent acquisition of Marathon Oil. The energy company is focused on upstream operations and is seeingAnalyst’s Disclosure: I/we have a beneficial long position in the shares of COP, XOM, CVX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth ...

ConocoPhillips (COP) closed at $103.50 in the latest trading session, marking a +0.58% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.54%. At the same time, the Dow added 0.72%, and the tech-heavy Nasdaq gained 0.65%.The energy company's stock has dropped by 7.49% in the past month, falling short of the Oils-Energy sector's loss of 3.91% and the S&P 500's gain of 4.86%.Analysts and investors alike will be keeping a close eye on the performance of ConocoPhillips i ...

The jury is out as to whether September is truly a seasonally bearish period for stocks. Regardless of how you view this month, we've outlined some historical outperformers to monitor this month, such as cybersecurity stock Palo Alto Networks (PANW). If past is precedent, ConocoPhillips (NYSE:COP) is another name bulls -- or anyone looking to profit off a short-term move higher -- should watch this month, given its September history. Per a study from Schaeffer's Senior Quantitative Analyst Rocky White, COP ...

Three oil stocks are falling today. None of them are terribly expensive, and one looks cheap enough to buy.Tuesday is looking like a bad day to be invested in oil stocks, as downbeat news in the oil sector takes a toll on shares of oil majors ExxonMobil (XOM -2.68%), ConocoPhillips (COP -3.35%), and BP (BP -3.30%).OilPrice.com is reporting on a "plunge" below $75 a barrel in Brent crude prices (currently $74 and change). WTI crude -- more popular in the U.S. -- is suffering a similar fall, down 3.8% at abou ...

ConocoPhillips (COP) received shareholder approval to move forward with its planned merger with Marathon Oil Corporation (MRO) .The all-stock transaction, valued at $22.5 billion and including $5.4 billion in net debt, was initially announced in May 2024. The merger is expected to close by the end of the fourth quarter of 2024.Under the terms of the deal, Marathon Oil shareholders will receive 0.2550 shares of ConocoPhillips common stock for each share of Marathon Oil common stock.ConocoPhillips emphasized ...

ConocoPhillips (COP) , the U.S. oil giant, has granted a global contract to Raptor Data, an Aberdeen-based technology company, to manufacture and deploy a fleet of tools for well intervention and plug and abandonment (P&A), starting with operations in Norway.Raptor Data will supply its flagship technology, the Pathfinder system, as part of the contract. Touted as the first plug-and-play in-well verification system, Pathfinder is designed to enhance the verification of bismuth caps — a chemical element incre ...

Vertigo3d Energy companies have long been a staple for dividend investors. Unlike other sectors, this industry doesn't have to continually invent the next best thing to stay atop the field. This industry is known for generous capital returns to shareholders through dividends and share buybacks, and this is reflected by its strong total returns. As shown below, the SPDR Energy Select ETF (XLE) has beaten the S&P 500 (SPY) in total return over the past 5 years with a 108% total return compared to 96% from ...