ភាគហ៊ុន Exxon: តើអ្នកគួរទិញ XOM លើការព្យាករណ៍សម្រាប់ប្រាក់ចំណូលឆ្នាំ 2023 និងទស្សនវិស័យសម្រាប់ឧស្សាហកម្មប្រេងដែរឬទេ?

ក្រុមហ៊ុន Exxon Mobil (XOM) beat the odds. After being removed from the Dow Jones industrials index in August 2020 after 92 years, Exxon used a comeback in oil prices in 2022 as the catalyst to prove its worth. But has Exxon indeed reclaimed the throne of the energy industry? And have oil stocks already peaked?  Or is Exxon — and oil — just getting started? For the answer, take a look at the Exxon stock chart.

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Exxon shot up after beating third-quarter earnings estimates on Oct. 28. The oil giant had been advancing since the beginning of the year, first in response to rising oil prices and then as a reaction to Russia’s attack on Ukraine. But as oil prices dipped below $100 a barrel, Exxon then led a charge to take the stock higher and show investors that its increased production, rising profitability, and a planned expansion of its refinery business was not just a fluke.

Exxon unveiled this month a new corporate plan that includes increasing its stock buybacks to $50 billion through 2024, increasing production and reducing greenhouse-gas emissions. Exxon said the plan should double earnings and cash flow potential by 2027 versus 2019 as a result of “high-return, low-cost-of-supply projects.”

The company also said that by 2027, “upstream production is expected to grow by 500,000 oil-equivalent barrels per day to 4.2 million oil-equivalent barrels per day” with more than 50% of the total to come from the U.S. Permian Basin, Guyana, Brazil, and liquefied natural gas projects the company is investing in.

តើ Exxon នឹងដឹកនាំវិស័យថាមពលឡើងវិញទេ?

“We view our success as an ‘and’ equation, one in which we can produce the energy and products society needs and be a leader in reducing greenhouse gas emissions from our own operations and also those from other companies,” Darren Woods, chief executive officer, said in a news release.

Energy made up just 2.5% of the S&P 500 in August 2000 when Exxon was removed from the Dow. Now energy makes up more than 5% of the S&P 500.

But Exxon’s strategy could face obstacles.

President Joe Biden and other Democrats continue to lambaste Exxon and other Big Oil companies for sitting on their profits. A report this month by the U.S. House Oversight Committee said Big Oil has little intention to drop atmosphere-warming fuels for more solar, wind, hydrogen and other alternatives despite “greenwashing.”

And Exxon filed a lawsuit this week against the European Union over the bloc’s decision to impose a windfall levy on the high profits of energy companies triggered by Russia’s invasion of Ukraine.

Questions also surround the price of oil in 2023. Analysts are estimating crude oil to average above $90 a barrel in 2023, whereas oil futures estimate the price to come down to the $70 range.

Can Demand For Oil Keep Increasing?

Woods told investors this month at The Wall Street Journal’s CEO Council that global demand for oil and gas won’t peak for decades and that policymakers need to focus on energy affordability and reliability, in addition to addressing climate change.

Woods said the company is not shifting its strategy to invest in renewable energy, as some of its European peers are, but will continue investing heavily in oil and gas projects while also reducing its own carbon emissions. “If the world needs oil and gas, which it does, who best to produce it,” Woods said. “Our view is, as long as oil and gas is going to be needed … we want to be the ones best positioned to provide that.”

U.S. crude oil prices have fallen since peaking at about $130 on March 7. On Friday, crude oil prices were down to $78 a barrel.

និង ឈេហ្វរ៉ុន (CLC) continues to battle Exxon for leadership of the energy industry, as do foreign oil giants such as សែល (SHEL ។) និង BP (BP).

ភាគហ៊ុន Exxon: ការវិភាគជាមូលដ្ឋាន

Exxon reported that earnings soared 181% to $4.45 per share in Q3 as revenue jumped 52% to $112.1 billion. Capital and exploration expenditures came in at $5.7 billion in the third quarter. By the end of Q3, XOM had spent $15.2 billion, which the company says is on track with full-year guidance of $21 billion to $24 billion.

Oil-equivalent production in the third quarter was 3.7 million barrels per day, up more than 50,000 oil-equivalent barrels per day from Q2.

Exxon Mobil also announced a fourth-quarter dividend of 91 cents per share, an increase of 3 cents per share. The company said it plans to pay out $15 billion in aggregate for the year.

“The investments we’ve made, even through the pandemic, enabled us to increase production to address the needs of consumers,” Woods said in announcing Q3 earnings. “Rigorous cost control and growth of higher-margin petroleum and chemical products also contributed to earnings and cash flow growth in the quarter.”

Forecasts For Future Earnings

How will Exxon’s earnings perform down the road? Analysts surveyed by FactSet expect Exxon to earn $3.32 a share in Q4 and for annual earnings to drop to $11.26 a share in 2023. Sales are expected to jump 15% from last year to $97.75 billion in Q4 but then are expected to dip to annual revenue of $423.58 billion in 2023.

John Kornitzer,  co-manager of $503.9 million Buffalo Flexible Income Fund (BUFBX), told Investor’s Business Daily last month the fund will decide around January or February whether to trim Exxon Mobil. The decision will be based on energy prices through this winter in Europe. It will also rest on political issues such as whether the energy sector elicits a heavy regulatory burden, Kornitzer says. The fund had 28% of shareholder money in energy sector stocks as of Sept. 30.

“Exxon មានវាលសំខាន់មួយនៅ Suriname ក្បែរឆ្នេរសមុទ្រអាមេរិកខាងត្បូង ហេស (HESKornitzer បាននិយាយ។ “ផលិតកម្មក្នុងវិស័យនោះនឹងបន្តកើនឡើងក្នុងរយៈពេលបីបួនប្រាំឆ្នាំខាងមុខ។ ពួកគេ​បន្ត​វាយលុក​អណ្តូងថ្មី​បន្ថែមទៀត»។

Exxon Stock Technical Analysis

Exxon Mobil stock gained 0.5% Friday and was still within a មូលដ្ឋានផ្ទះល្វែង pattern with a 144.76 buy point, according to ការវិភាគគំនូសតាង MarketSmith. Exxon successfully completed a consolidation in October. Trading volume has been low this week due to the holidays. The stock is struggling to maintain support at its 50-day line, and is well above its 200-day line.

Many oil stocks have become extended, but over the past few months the oil industry has weeded out the stocks that were underperforming and settled on stocks that investors believe will survive in the long run. Exxon is one of those standout energy stocks.

ការផ្សាយបន្តផ្ទាល់របស់អាយ។ អេ។ ឌី។ អេសៈឧបករណ៍ថ្មីសម្រាប់ការវិភាគទីផ្សារភាគហ៊ុនប្រចាំថ្ងៃ

នេះ បន្ទាត់កម្លាំងដែលទាក់ទង is still holding up, an encouraging sign.

XOM stock has a near-perfect ការវាយតម្លៃសមាសធាតុ នៃ 98. XOM ការវាយតម្លៃ EPS is a mediocre 80, but that partly reflects a loss in 2020.

ការធ្វើឱ្យប្រសើរឡើងនូវការអនុវត្តប្រាក់ចំណូលផ្តល់នូវភាពជឿជាក់បន្ថែមចំពោះទស្សនវិស័យកើនឡើងនៅលើភាគហ៊ុន Exxon Mobil ។

Exxon built a huge cash flow and has reinvested that money in its refinery business and in shale deposits.

Ahead of earnings, Jefferies analyst Lloyd Byrne on Oct. 18 said Exxon has cut capital expenditures from its recent highs of $31 billion in 2019. “We continue to be positive on Exxon across its divisions, as we see strong but targeted upstream growth in high-value and low-cost projects,” Byrne wrote. He added that he sees “higher exposure to downstream elements enabling the company to capitalize on higher mid-cycle refining margins, and an energy transition strategy that plays to its strengths.”

ការចំណាយរបស់ Exxon: ការវិនិយោគឡើងវិញក្នុងអាជីវកម្ម?

And last month, Exxon Mobil announced its exit from Russia after Moscow grabbed the company’s stake in the Sakhalin-1 oil and gas venture. The oil giant, which has operated in Russia for more than 25 years, held a 30% interest in the project.

Last summer, Biden blamed oil companies for the rising price of gas and allocated $500 million for clean energy projects across mining lands in the U.S. Biden criticized Exxon for not increasing capital expenditures and accused it of keeping the oil supply low and gasoline prices high. Biden has also opened up the U.S. strategic oil reserves, adding supply to the market, in an effort to hold down gas prices.

The average price of gas across the U.S. on Friday was $3.17, after rocketing past $5 a gallon as the summer began, according to AAA data.

“We’re going to make sure that everybody knows Exxon’s profits,” Biden told reporters during a visit to Los Angeles. “Exxon made more money than God this year.”

ការឆ្លើយតបរបស់ Exxon៖ “Exxon Mobil បាននឹងកំពុងវិនិយោគច្រើនជាងក្រុមហ៊ុនដទៃទៀត ដើម្បីអភិវឌ្ឍការផ្គត់ផ្គង់ប្រេង និងឧស្ម័នរបស់សហរដ្ឋអាមេរិក។ នេះរាប់បញ្ចូលទាំងការវិនិយោគនៅក្នុងសហរដ្ឋអាមេរិកជាង 50 ពាន់លានដុល្លារក្នុងរយៈពេល 50 ឆ្នាំចុងក្រោយនេះ ដែលបណ្តាលឱ្យមានការកើនឡើងស្ទើរតែ XNUMX% នៃផលិតកម្មប្រេងនៅសហរដ្ឋអាមេរិកក្នុងអំឡុងពេលនេះ។

So far, no major analysts have downgraded or upgraded Exxon stock in the past couple months, although last month Morgan Stanley, Wells Fargo and JPMorgan increased their target price on the stock. All three companies maintained their buy rating on XOM.

អនាគតរបស់ Exxon

Exxon also announced it made two more discoveries in July off the coast of Guyana, bringing the total to seven oil well discoveries in and around the site. “The Guyana investment strategy continues to yield positive results,” Exxon said in a news release.

Earlier this year, the oil major also announced it would reorganize into three business units. Under the new structure, the chemicals and refining divisions have been combined into a single reporting segment to cut costs. The company also plans to relocate its headquarters from Irving, Texas, to Houston by mid-2023.

អាយ។ អេ។ អេ។ អាយ។ អេសនៃថ្ងៃ៖ សូមមើលរបៀបស្វែងរកតាមដាននិងទិញភាគហ៊ុនដែលល្អបំផុត

តម្រូវការប្រេងកំពុងធ្លាក់ចុះក្នុងរយៈពេលវែង ដោយសារប្រភពថាមពលជំនួសកំពុងកាន់កាប់។ ក្រុមហ៊ុនប្រេង shale របស់សហរដ្ឋអាមេរិកឯករាជ្យកំពុងបង្កើនការចំណាយរបស់ពួកគេឡើងវិញ ដើម្បីរក្សាតារាងតុល្យការរបស់ពួកគេឱ្យស្ថិតក្នុងភាពវិជ្ជមាន។ នោះទុកទ្វារបើកចំហសម្រាប់ក្រុមហ៊ុនប្រេងធំដើម្បីយកចំណែកទីផ្សារ។

Exxon បានក្លាយជាអ្នកលេងថ្មដ៏ធំជាងមុន ដោយបង្កើនការកាន់កាប់របស់ខ្លួននៅក្នុង Permian Basin នៃ Texas និង New Mexico ។

ប្រេងធំ ទប់ទល់នឹងការប្រែប្រួលអាកាសធាតុ

គូប្រជែងក៏កំពុងឈានទៅពង្រីកការកាន់កាប់ថ្មភក់ផងដែរ។ នៅខែកក្កដាឆ្នាំ 2020 ក្រុមហ៊ុន Chevron បានប្រកាសថាខ្លួនកំពុងទិញក្រុមហ៊ុនផលិតឯករាជ្យប្រេង និងឧស្ម័ន Noble Energy ដែលមានមូលដ្ឋាននៅទីក្រុង Houston ក្នុងកិច្ចព្រមព្រៀងភាគហ៊ុនទាំងអស់ដែលមានតម្លៃ 5 ពាន់លានដុល្លារ។ Noble មានផ្ទៃដី 92,000 ហិចតានៅក្នុងអាង Delaware នៃ Permian ដែលសម្បូរប្រេង។

ហើយនៅខែតុលា ឆ្នាំ ២០២០ ConocoPhillips (COP) បានយល់ព្រមទិញ Concho Resources នៅក្នុងកិច្ចព្រមព្រៀងភាគហ៊ុនទាំងអស់ដែលមានតម្លៃ 9.7 ពាន់លានដុល្លារ។ នោះបានបង្កើតក្រុមហ៊ុនផលិតប្រេងឯករាជ្យធំបំផុតរបស់អាមេរិក។

IBD 50 Growth Stocks To Watch: Find The Best Stocks To Buy And Track

Climate-change activists and investors have wanted Exxon to pledge to reduce its emissions to net zero by 2050.

Exxon បានសន្យាថានឹងមានការបំភាយកាបូនសុទ្ធពីប្រតិបត្តិការនៅឆ្នាំ 2050។ ប៉ុន្តែការសន្យានេះមិនរាប់បញ្ចូលការបំភាយឧស្ម័នពីអ្នកប្រើប្រាស់ដែលប្រើប្រាស់ប្រេង និងឥន្ធនៈហ្វូស៊ីលផ្សេងទៀត។

Last year, Chevron announced it would have net-zero emissions from its upstream operations by 2050. But it stopped short of pledging to hit net zero for all operations.

Is Exxon Stock A Buy?

Last year’s stock action marked a step back for Exxon. The collapse of oil prices from 2014 to 2020 led to Exxon stock losing its status as a Dow Jones Industrial Average listing after 90 years. Exxon was replaced by ការលក់ (CRM) នៅខែសីហាឆ្នាំ ១៦៨៩ ។

ដូចជាមួយផ្សេងទៀត oil stocks to buy and watch, Exxon stock will rise and fall with crude oil prices. So even when Exxon looks good based on fundamentals and technicals, crude oil prices may suddenly plunge, taking XOM stock down, too.

វិនិយោគិនអាចជ្រើសរើសទិញមូលនិធីផ្លាស់ប្តូរថាមពលដែលជាមធ្យោបាយមួយក្នុងការផ្លាស់ប្តូរវិស័យខណៈពេលដែលជៀសវាងហានិភ័យជាក់លាក់នៃភាគហ៊ុន។ មូលនិធិជ្រើសរើសវិស័យថាមពល SPDR (XLE) និង iShares US Energy ETF (អាយ) គឺជា ETFs ទាក់ទងនឹងថាមពលចំនួនពីរ។ ប៉ុន្តែ ETFs ទាំងនោះនៅតែប្រឈមនឹងការប្រែប្រួលតម្លៃប្រេងឆៅ។

Exxon និង Chevron គឺជាទម្ងន់ដ៏សំខាន់នៅក្នុង XLE ។

Bottom line: Exxon stock is nearing another buy point right now of 114.76 from a flat base. Exxon has consistently outperformed a turbulent market and could recover from oil’s recent lows. But it will require reinvesting in oil, carbon capture and alternative energies, and making sure it retains its leadership position.

Investors can check out បញ្ជីភាគហ៊ុន IBD និងផ្សេងទៀត IBD content to find dozens of the ស្តុកល្អបំផុតដើម្បីទិញឬមើល.

តាមម៉ៃឃើលម៉ូលីនស្គីនៅលើ Twitter @IMmolinski

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