文章核心观点 - 公司最近一个交易日收盘价为45.28美元,较前一交易日上涨0.18% [1] - 公司股价在过去一个月内上涨0.53%,但仍落后于标普500指数4.44%的涨幅 [2] - 公司将于2024年7月19日公布财报,预计每股收益为0.83美元,同比增长15.28%;预计收入为90.7亿美元,同比增长12.03% [3] - 全年来看,公司预计每股收益为3.51美元,同比增长17.79%;预计收入为371.8亿美元,同比增长12.2% [4] - 分析师对公司业绩和盈利能力持乐观态度,近期预测修正反映了这一点 [5][6] - 公司当前市盈率为12.88倍,低于行业平均水平17.22倍,PEG率为0.87,低于行业平均0.97 [8][9] 行业概况 - 公司所属的油气服务行业目前在250多个行业中排名第174位,处于底部31%水平 [10][11] - 根据研究,排名前50%的行业其表现要优于后50%的行业2倍 [11]

文章核心观点 - 公司SLB(Schlumberger)股价在2023年下跌10%,但长期来看仍有上涨潜力 [1][2] - SLB在国际和海上市场持续强劲复苏,受益于油价上涨和需求持续 [1] - 但中东地区的地缘政治局势和OPEC减产政策可能影响公司在该地区的项目发展 [1] - 美国经济放缓也可能短期内影响需求 [1] 公司业绩分析 - SLB 2024年第一季度净利润同比增长15%,达到10.7亿美元 [3] - 公司总收入同比增长13%至87亿美元,其中国际市场收入增长18% [3] - 北美市场收入下降6%,占总收入的20%左右 [3] - 按业务板块看,钻井服务、生产系统和储层性能业务均实现两位数增长 [3] 未来展望 - 公司预计2024年第二季度国际市场和北美市场收入将实现中低单位数增长 [4] - 预计2024-2025年全球海上最终投资决定将超过1000亿美元,为公司海上业务带来良好前景 [4] - 预计2024年公司新增海上订单将超过25%,达到40亿美元 [4] - 中东地区未来几年投资水平有望创新高,特别是来自沙特阿拉伯和阿联酋 [4] 公司动态 - 公司2024年4月完成了以76亿美元收购ChampionX公司的交易 [5] - 此次收购有助于增强公司在生产化学品和人工提升等领域的实力 [5] - 公司计划在2024年将股东回报从25亿美元增加到30亿美元,2025年进一步增加至40亿美元 [5][6] 估值分析 - 公司2024财年收入预计将达到373亿美元,同比增长13% [7] - 预计2024财年每股收益将达到3.63美元 [7] - 基于2024年每股3.63美元收益和14.5倍市盈率,公司股价目标为53美元,较当前价格上涨约12% [7] - 公司领先地位、全球布局和良好财务状况为其长期增长和盈利能力提供了坚实基础 [7]

SLB (SLB) has been awarded a contract by Equinor ASA (EQNR) to deliver the front-end engineering design (“FEED”) for an innovative all-electric subsea project in Norwegian waters. The project marks a notable advancement in subsea technology, focusing on electrification to enhance efficiency and production capabilities. It will be carried out by SLB OneSubsea, a joint venture supported by SLB, Aker Solutions and Subsea7, with headquarters in Oslo and Houston. Per the agreement, SLB will oversee the FEED for ...

Schlumberger (SLB) closed the latest trading day at $47.52, indicating a +0.08% change from the previous session's end. The stock's performance was behind the S&P 500's daily gain of 0.09%. Elsewhere, the Dow saw a downswing of 0.1%, while the tech-heavy Nasdaq appreciated by 0.16%. Shares of the world's largest oilfield services company have appreciated by 2.68% over the course of the past month, outperforming the Oils-Energy sector's loss of 0.69% and lagging the S&P 500's gain of 2.83%. The investment co ...

文章核心观点 - 华尔街分析师的推荐并不可靠,存在较强的正面偏差 [5][10] - 与分析师推荐相比,Zacks Rank是一个更可靠的股票评级指标 [7][11][12] - 目前Schlumberger的Zacks Rank为3(Hold),表明其短期内可能与大盘持平 [14][15][16] 公司概况 - Schlumberger目前的平均券商评级(ABR)为1.18,介于强烈买入和买入之间 [2][3] - 22家券商中有19家给予强烈买入评级,占比86.4% [3] 行业分析 - 分析师推荐存在正面偏差,往往给予更多的强烈买入评级 [5][10] - Zacks Rank是一个更可靠的股票评级指标,能更及时反映公司盈利预测的变化 [11][13]

Schlumberger (SLB) ended the recent trading session at $43.63, demonstrating a +1.47% swing from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.77%. At the same time, the Dow added 0.49%, and the tech-heavy Nasdaq gained 0.95%. Shares of the world's largest oilfield services company witnessed a loss of 11.5% over the previous month, trailing the performance of the Oils-Energy sector with its loss of 7.24% and the S&P 500's gain of 3.71%. Investors will be eagerly watchin ...

文章核心观点 - 美国油田服务公司SLB与挪威碳捕集专家Aker Carbon Capture (ACC)已完成合资公司的设立 [1][2][3] - 合资公司旨在加速碳捕集技术在工业脱碳中的应用 [3] - 合资公司将整合SLB自身的碳捕集业务,并利用ACC在胺基碳捕集技术方面的专长 [3] - 合资公司的高管团队将发生变动,ACC现任CEO Egil A. Fagerland将出任新公司CEO [4] 根据相关目录分别进行总结 合资公司的成立 - SLB以约3.857亿美元的现金收购ACCH (Aker Carbon Capture Holding)80%的股权 [2] - ACC将保留ACCH 20%的股权 [2] - 新公司总部设在挪威奥斯陆 [3] 合资公司的业务重点 - 结合ACC在中大型设施和海上燃气轮机碳捕集技术的专长,以及SLB在非水溶性溶剂和新兴吸附剂技术的优势 [3] - 致力于为工业脱碳提供可扩展的碳捕集解决方案 [7] 高管团队变动 - ACC现任CEO Egil A. Fagerland将出任新公司CEO [4] - Idun Heier被任命为新公司CFO [4] - ACC前CEO Valborg Lundegaard将重新担任CEO一职 [4] - ACC董事会的员工代表将退出 [4] 行业背景 - 实现净零排放需要加快脱碳努力,推进创新技术 [5] - ACC的碳捕集项目在多个行业中发挥了关键作用,为其他企业树立了榜样 [6]

OSLO, Norway, June 14, 2024 /PRNewswire/ -- Reference is made to the announcement made by Aker Carbon Capture ASA ("ACC ASA" or the "Company") today regarding closing of the previously announced joint venture with SLB, which includes the sale by ACC ASA of 80% of its shares in Aker Carbon Capture Holding AS ("ACCH") to a subsidiary of SLB. ACC ASA will maintain ownership of the remaining 20% of the shares in ACCH. As a result of the transaction, there will be changes in the Company's executive management. E ...

The joint venture will enable wider adoption of market-ready and new carbon capture technologies for power and hard-to-abate industrial sectors worldwide. HOUSTON and OSLO, Norway, June 14, 2024 /PRNewswire/ -- SLB (NYSE: SLB) and Aker Carbon Capture (ACC) announced today the closing of their previously announced joint venture. The new company combines technology portfolios, expertise and operations platforms to support accelerated carbon capture adoption for industrial decarbonization at scale. "There is n ...

In the latest market close, Schlumberger (SLB) reached $44.98, with a +0.97% movement compared to the previous day. The stock outperformed the S&P 500, which registered a daily gain of 0.26%. At the same time, the Dow added 0.18%, and the tech-heavy Nasdaq gained 0.35%. The the stock of world's largest oilfield services company has fallen by 8.14% in the past month, lagging the Oils-Energy sector's loss of 3.91% and the S&P 500's gain of 3.25%. Analysts and investors alike will be keeping a close eye on the ...