CalypsoArtFamed investor Peter Lynch once said that if you look at 10 different stocks, you might find one that is interesting. That also goes for bull markets like the one we are in now. Despite headline-making gains in the DJIA and S&P 500 (SPY), there is plenty of value to be had so long as one is willing to do a bit of digging, or “drilling” as it relates to this particular stock. This brings me to SLB (formerly known as Schlumberger) (NYSE:SLB), which strikes me as the pick and shovel play to the o ...

文章核心观点 - SLB推出了一种新的井完整性评估解决方案,旨在推进碳捕集技术,支持低碳能源生态系统的建立 [1] - 该解决方案可以帮助碳储存开发商评估之前进行过钻探活动的油气田中每口井的风险 [1] - 该解决方案使用了一种新的方法论来量化潜在碳泄漏的概率和影响,并提供缓解策略 [2][3] - 该方法论包括故障模式影响和关键性分析(FMECA),可以识别潜在的泄漏途径、井筒屏障问题和失效机理,并评估其后果 [2] - SLB还可以使用高级多物理场3D建模来评估盐水和碳泄漏的流量和数量,帮助项目开发商更好地理解风险 [3] 文章其他要点 - 井完整性风险及其缓解成本可能会使碳储存项目在经济上不可行 [4] - SLB的解决方案可以帮助公司在项目早期发现这些风险及其潜在影响,避免延误和中断,实现净零目标 [4] - SLB目前评级为持有评级,但同行业的SM Energy和MPLX LP评级为强烈买入,TechnipFMC评级为买入 [5][6] - SM Energy上游业务前景良好,MPLX LP中游资产抗风险能力强,TechnipFMC手持订单充足 [5][6]

In the latest market close, Schlumberger (SLB) reached $45.60, with a +1.06% movement compared to the previous day. The stock's change was more than the S&P 500's daily loss of 0.32%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq lost 0.85%.Heading into today, shares of the world's largest oilfield services company had lost 7.6% over the past month, lagging the Oils-Energy sector's gain of 0.1% and the S&P 500's gain of 1.52% in that time.The upcoming earnings release of Schlumberger will be ...

Floriana Investment Thesis SLB (NYSE:SLB), formerly known as Schlumberger, is a company in transition from a highly cyclical and services heavy revenue mix to a more stable, product-driven business. The new revenue mix is driving higher profit margins and is aimed at a larger addressable market, which should result in more stable, predictable operating results. Already three years underway, this transformation and the potential for continued dividend growth is underappreciated and under owned by institution ...

文章核心观点 - 公司最近受到市场关注 [1] - 公司股价在过去一个月下跌8%,而同期标普500指数上涨2.2%,行业下跌9.2% [2] - 公司业绩预测和收益预测的变化是影响股价的关键因素 [3][4][5] 收益预测变化 - 当前季度预计每股收益0.89美元,同比增长14.1% [6] - 当前财年预计每股收益3.49美元,同比增长17.1% [7] - 下个财年预计每股收益4.10美元,同比增长17.5% [8] - 公司过去4个季度均超出市场预期 [14] 收入增长预测 - 当前季度预计收入93亿美元,同比增长11.9% [11] - 当前财年预计收入368.7亿美元,同比增长11.3% [11] - 下个财年预计收入429.4亿美元,同比增长16.4% [11] - 上个季度收入同比增长12.8% [12] 估值 - 公司当前估值相对同行处于折价水平 [18]

文章核心观点 - 受北美和国际钻探活动放缓的影响,SLB的产品和服务需求下降,导致公司股价表现不佳[1] - 尽管美国原油产量预计将有所增加,但增长率将放缓,这可能会减少对SLB服务的需求[7][8] - 国际市场钻探活动放缓也将降低SLB的收入[9] - 但SLB已获得重大合同,包括来自Petrobras的子海底生产系统合同和一项大规模碳捕集项目,为公司带来可观的现金流[11][12][13] 行业概况 - 北美钻机数量从2023年7月的858台下降至779台,反映了勘探和生产公司削减资本支出预算[4] - 这主要是由于股东要求资本回报优先于勘探和生产投资[4] - 美国原油产量预计将从2022年的12百万桶/天增加至2024年的13.2百万桶/天,但增长率将从2023年的7.5%放缓至2.4%[7][8] 公司发展 - SLB正在拓展碳捕集业务,但该市场仍处于起步阶段,对收入贡献尚不明确[14] - SLB的增长前景与油价走势密切相关,油价波动可能影响其经营业绩和盈利能力[14] - 分析师普遍看好SLB,认为其独特的业务布局和先进的技术能力将支撑行业领先的利润率[15] - 但目前SLB股价相对较高,投资者可能需要等待更有利的进场时机[16][17]

SLB (SLB) , an American oilfield services company, is expanding its operations in Russia, capitalizing on the exit of key Western competitors following Russia's full-scale invasion of Ukraine, per a Financial Times report. The Houston-based company has secured new contracts and increased its workforce in Russia, which contrasts sharply with the actions of major competitors that withdrew from the market in 2022.New Contracts and Recruitment SurgeDespite the geopolitical tension, SLB has continued to strength ...

Digital transformation in the energy industry continues to drive comprehensive cybersecurity solutions in the face of growing cyber threatsHOUSTON and SANTA CLARA, Calif., Aug. 19, 2024 /PRNewswire/ -- Global energy technology company SLB (NYSE: SLB) and global cybersecurity leader Palo Alto Networks (NASDAQ: PANW) today announced they are expanding their collaboration to strengthen cybersecurity for the energy sector.The companies will combine SLB's cloud and edge technologies and domain expertise in the e ...

DarthArt/iStock Editorial via Getty Images For Stock Waves, I scan for opportunities for where a stock’s fundamentals match its technicals, either bullish or bearish. And sometimes I make one public. This article takes a look at two stocks with potentially divergent outcomes. One is unloved but has a lot of upside potential. The other is a market darling, but has a lot of risk. Lyn Alden SLB Schlumberger, or SLB (SLB), is an oilfield services company with a global footprint. They are a technology and ...

For Immediate ReleaseChicago, IL – August 5, 2024 – Today, Zacks Equity Research discusses SLB (SLB) , Baker Hughes Co. (BKR) , Helix Energy Solutions Group Inc. (HLX) and Solaris Oilfield Infrastructure Inc. (SOI) .Industry: Oilfield ServicesLink: https://www.zacks.com/commentary/2315306/4-oilfield-services-stocks-set-to-escape-industry-weaknessStrict capital discipline among upstream energy companies is reducing the demand for oilfield services, resulting in a pessimistic forecast for the Zacks Oil and Ga ...