文章核心观点 - 原油价格持续下跌,导致能源板块成为今年美股表现最差的领域 [1][2] - 石油公司Occidental Petroleum (OXY)的股价也受到了影响,目前估值较低,但仍被视为具有基本面价值的投资标的 [1][3] 公司情况总结 1. OXY在2022年第二季度业绩表现出色,非GAAP每股收益和营收均超出市场预期 [3] 2. 公司通过收购CrownRock扩大了在Permian盆地的业务规模,有助于提高运营效率 [3] 3. 公司管理层对未来保持乐观态度,上调了产量和资本支出预测 [3] 4. 尽管收购增加了公司债务负担,但管理层计划在一年内偿还这些借款 [3] 5. 公司在碳捕集项目和在关键Permian盆地的地位方面具有优势 [3] 6. 分析师对OXY的盈利预测有所上调,但未来几个季度的收入增长可能会放缓 [3][4] 行业情况总结 1. 国内原油产量接近历史高位,加上中国经济疲软,导致供需失衡,拖累了油价 [1][2] 2. 能源板块成为今年美股表现最差的领域 [1][2] 3. 原油价格下跌对OXY等公司构成重大风险,可能导致其盈利预测被下调 [3][4] 4. 美元走强、劳动力成本上升等因素也可能对OXY构成风险 [3] 5. 利率意外上升也是一个潜在风险 [3]

Even after one of Wall Street's best investors, Warren Buffett bought up to 29% of Occidental Petroleum Co. NYSE: OXY, the stock has been downward and now trades at a new 52-week low. Has the Oracle of Omaha lost his touch? Bears could criticize his timing, but the reality is that the short term doesn't matter for investors like Buffett, but rather the coming few quarters. Occidental Petroleum Today OXY Occidental Petroleum $53.74 -0.89 (-1.63%) 52-Week Range $53.60 ▼ $71.18 Dividend Yield 1.64% P/E Ratio 1 ...

文章核心观点 - 公司通过出售非核心资产和利用自由现金流偿还了30亿美元的债务,已完成85%的债务减免目标 [1][2][6] - 债务减免有助于降低公司的资本服务费用,维持公司的投资级信用评级 [8][9] - 收购CrownRock公司的高质量资产,将提升公司在Permian盆地的产量和现金流 [10][11] - 但公司仍面临商品价格波动的风险,且相对行业的投资回报率较低 [12][13][14][15][16][17] - 公司股价估值较高,但仍值得关注其在Permian盆地的强势地位 [18][19][20][21][22] 根据目录分类总结 债务减免和财务状况 - 公司通过出售资产和利用自由现金流,在3个月内减免了30亿美元的债务,完成85%的减免目标 [1][2][6] - 债务减免有助于降低公司的资本服务费用,维持公司的投资级信用评级 [8][9] 收购CrownRock - 收购CrownRock公司的高质量资产,将提升公司在Permian盆地的产量和现金流 [10][11] - 该收购将立即为公司带来自由现金流 [11] 经营挑战 - 公司仍面临商品价格波动的风险,没有相关套期保值措施 [12] - 公司的投资回报率低于行业平均水平 [13] - 分析师对公司未来盈利预期有所下调 [14][15][16][17] 估值分析 - 公司股价估值较高,市盈率高于行业平均水平 [18][19] - 但考虑到公司在Permian盆地的优势地位,仍值得关注 [20][21][22]

The oil company is working to whittle down its debt. Occidental Petroleum (OXY -2.13%) recently closed its $12 billion acquisition of CrownRock. The deal will significantly enhance its position in the Permian Basin and free cash flow. However, it also loaded the company with debt. The company borrowed $9.1 billion to close the deal and assumed $1.2 billion of CrownRock's existing debt. The oil company plans to significantly reduce its debt in the coming years to ease the potential pressure on its balance sh ...

Investors eagerly await Berkshire Hathaway's NYSE: BRK.B 13F filing every quarter, unveiling Warren Buffett's latest stock moves. This event is closely watched as it offers a rare glimpse into the strategies of one of the greatest investors of all time. Among the most recent highlights from the second quarter of 2024 is Berkshire's increased stake in Occidental Petroleum NYSE: OXY, which has been a significant part of Buffett's portfolio for the past few years. Get Occidental Petroleum alerts: Buffett's His ...

文章核心观点 - 沃伦·巴菲特在过去7个季度一直是净卖出股票的,并且已经将伯克希尔·哈撒韦的现金、现金等价物和短期投资增加到近2770亿美元,这是该公司历史上最大的现金储备 [2] - 尽管如此,巴菲特仍然买入了7只股票,其中一只被认为是最佳选择 [3] - 巴菲特增持了5只现有的股票头寸,包括美国石油公司(Occidental Petroleum)、安达信保险(Chubb)、自由媒体集团A类股(Liberty Media Corp Series A)、自由媒体集团C类股(Liberty Media Corp Series C)和SiriusXM控股公司 [4][5][6] - 巴菲特新买入了两只股票,分别是美国芳香品零售商Ulta Beauty和航空航天及电子公司Heico [7][9] - 分析师认为,在这些新买入的股票中,美国石油公司(Occidental Petroleum)是最佳选择 [13] 美国石油公司(Occidental Petroleum) - 该公司的股票估值吸引人,市盈率约为14.5倍,股息收益率超过1.5% [13] - 该公司CEO预测未来一年内将出现原油供给短缺,如果预测准确,该股票未来可能会大涨 [13] - 巴菲特赞赏该公司在碳捕集和储存技术方面的开创性工作,如果该技术取得成功,该公司可能会成为投资者多年来的大赢家 [14] Ulta Beauty - 巴菲特买入Ulta Beauty是典型的"跌价买入"策略,该股年初以来下跌约20%,主要是由于公司全年业绩指引不佳,CEO表示化妆品消费放缓 [8] Heico - Heico是一家航空航天和电子公司,2024年二季度业绩创历史新高,收购一直是该公司的主要增长动力 [10] - 该股年初以来已经上涨近35% [9] SiriusXM Holdings - 作为一家卫星广播公司,SiriusXM的股息收益率为3.6%,股息支付率仅为31.5%,表明其有财务灵活性可能增加股息 [11] 自由媒体集团A类股和C类股 - 这两只股票的市盈率均低于6.3倍,分析师预测未来5年内该公司的盈利将实现强劲增长 [12]

Achieved $3 billion in principal debt reduction in the third quarter of 2024 Public offering of a portion of Occidental's common units of Western Midstream Partners, LP, raised $700 million, bringing total 2024 year-to-date closed or announced divestments to approximately $1.7 billion Following close of the previously announced Delaware Basin Barilla Draw divestiture, which is expected late in the third quarter, Occidental expects a total year-to-date reduction of over $3.8 billion in principal debt HOUSTON ...

Occidental Petroleum is cashing in on its MLP. Occidental Petroleum (OXY -2.58%) recently closed its needle-moving acquisition of CrownRock. It paid $12 billion for the fellow oil company, which will significantly enhance its position in the prolific Permian Basin. The acquisition should also boost its annual free cash flow by about $1 billion. However, the oil stock took on a boatload of debt to close the deal (it issued $9.1 billion of new debt while also assuming $1.2 billion of CrownRock's existing debt ...

HOUSTON, Aug. 12, 2024 (GLOBE NEWSWIRE) -- Occidental (NYSE: OXY) today announced the launch of an underwritten secondary public offering of 29,560,619 shares of its common stock by CrownRock Holdings, L.P. (the "Selling Stockholder"). Occidental is not offering any shares of common stock in the offering. The Selling Stockholder will receive all of the proceeds from the proposed offering. The offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering ...

Occidental Petroleum is a well-oiled machine. Occidental Petroleum (OXY -0.20%) recently reported impressive second-quarter results. The oil company posted robust oil and gas production in the period and expectations-beating earnings in its midstream and marketing segment. It also reported strong earnings and cash flow. The oil stock's robust results must be music to Warren Buffett's ears. As Occidental's top shareholder, Buffett's company, Berkshire Hathaway, is participating in Occidental's success, which ...