Goldman ព្រមានថា ប្រេងប្រឈមមុខនឹង "បញ្ហាធ្ងន់ធ្ងរ" នៅឆ្នាំ 2024 នៅពេលដែលសមត្ថភាពផលិតអស់ហើយ - នេះគឺជាស្តុកប្រេងធំៗចំនួន 3 ដែលមានទិន្នផលខ្ពស់រហូតដល់ 4%

Oil prices have cooled down in recent months, but Goldman Sachs sees a major rebound on the horizon.

Speaking on the sidelines of a conference in Saudi Arabia, Goldman’s global head of commodities research Jeff Currie predicts that oil prices could climb back above $100 a barrel this year.

The analyst sees rising demand for oil from China. Meanwhile, sanctions against Russia will likely reduce the country’s oil exports.

“Right now, we’re still balanced to a surplus because China has still yet to fully rebound,” Currie tells Bloomberg. But the analyst notes that by May, the oil market could swing to a supply deficit.

ហើយនោះមិនមែនទាំងអស់។

“Are we going to run out of spare production capacity? Potentially by 2024, you start to have a serious problem.”

កុំនឹក

Economics 101 tells us that shortages drive prices up. If Currie is right and oil prices shoot up, oil producers stand ready to benefit.

Here is a look at three big oil stocks. Wall Street already sees upside in this trio.

សែល

Headquartered in London, Shell (SHEL) is a multinational energy giant with operations in more than 70 countries. It produces around 3.2 barrels of oil equivalent per day, has an interest in 10 refineries, and sold 64.2 million tons of liquefied natural gas in 2021.

វាជាគន្លឹះសម្រាប់អ្នកវិនិយោគសកលផងដែរ។ Shell ត្រូវបានចុះបញ្ជីនៅក្នុងផ្សារហ៊ុនទីក្រុងឡុងដ៍ Euronext Amsterdam និងផ្សារហ៊ុនញូវយ៉ក។

The company’s NYSE-listed shares are up 5% over the past year.

Piper Sandler analyst Ryan Todd sees an opportunity in the oil and gas supermajor. The analyst has an ‘overweight’ rating on Shell and a price target of $70.

រឿងរ៉ាវនៅតែបន្ត

Considering that Shell trades at around $58.50 per share today, Todd’s price target implies a potential upside of 20%. The stock also offers a dividend yield of 4.0%.

ឈេហ្វរ៉ុន

Chevron (CVX) is another oil and gas supermajor that’s benefiting from the commodity boom.

In 2022, the company reported earnings of $35.5 billion, which represented a 127% increase from 2021. Sales and other operating revenues totaled $235.7 billion for 2022, up 51% year over year.

Last month, Chevron’s board approved a 6% increase to the quarterly dividend rate to $1.51 per share. That gives the company an annual dividend yield of 3.5%.

អាន​បន្ថែម: សាច់ប្រាក់របស់អ្នកគឺជាសំរាម៖ វិធីសាមញ្ញចំនួន ៤ ដើម្បីការពារប្រាក់របស់អ្នកប្រឆាំងនឹងអតិផរណាក្តៅពណ៌ស (ដោយមិនមានភាពវៃឆ្លាតទីផ្សារភាគហ៊ុន)

ភាគហ៊ុនបានរីករាយនឹងការប្រមូលផ្តុំដ៏ល្អផងដែរ ដោយកើនឡើង 23% ក្នុងរយៈពេល 12 ខែចុងក្រោយនេះ។

In January, Barclays analyst Jeanine Wai reiterated an ‘overweight’ rating on Chevron while raising the price target from $196 to $212. That implies a potential upside of 24% from the current levels.

ក្រុមហ៊ុន Exxon Mobil

Commanding a market cap of over $460 billion, Exxon Mobil (XOM) is bigger than Shell and Chevron.

The company also boasts the strongest stock price performance among the three — Exxon shares are up 36% over the past year.

It’s not hard to see why investors like the stock: the oil-producing giant gushes profits and cash flow in this commodity price environment. In 2022, Exxon earned $55.7 billion in profits, a huge increase from the $23.0 billion in 2021. Free cash flow totaled $62.1 billion for the year, compared to $37.9 billion in 2021.

ហិរញ្ញវត្ថុរឹងមាំអនុញ្ញាតឱ្យក្រុមហ៊ុនប្រគល់សាច់ប្រាក់ទៅវិនិយោគិន។ ក្រុមហ៊ុន Exxon បង់ភាគលាភប្រចាំត្រីមាសចំនួន 91 សេនក្នុងមួយហ៊ុន ដែលបកប្រែទៅជាទិន្នផលប្រចាំឆ្នាំ 3.2% ។

Bank of America analyst Doug Leggate has a ‘buy’ rating on Exxon and a price target of $140 — around 25% above where the stock sits today.

អ្វីដែលត្រូវអានបន្ទាប់

អត្ថបទនេះផ្តល់ព័ត៌មានតែប៉ុណ្ណោះហើយមិនគួរបកស្រាយជាដំបូន្មានឡើយ។ វាត្រូវបានផ្តល់ជូនដោយគ្មានការធានាគ្រប់ប្រភេទ។