據(jù)8月3日Rigzone消息:隨著大宗商品價(jià)格上漲,美國最大的獨(dú)立石油生產(chǎn)商康菲石油公司的利潤達(dá)到近三年來的最高水平。
康菲石油公布第二季度調(diào)整后每股收益為1.27美元,而彭博社調(diào)查分析師的預(yù)期為1.13美元。該股在盤前交易中上漲了1.9%。
美國能源企業(yè)正利用股票回購和派息吸引投資者進(jìn)入該行業(yè)。此前該行業(yè)多年表現(xiàn)不佳,僅占標(biāo)準(zhǔn)普爾500指數(shù)的2.6%,低于10年前的逾12%。今年6月,康菲石油將股票回購規(guī)模提高了三分之二,達(dá)到每年25億美元,成為首批提高股東回報(bào)以應(yīng)對大宗商品價(jià)格的大型能源公司之一。
因此,幾乎沒有人期望該公司會(huì)進(jìn)一步增加現(xiàn)金回報(bào)。
首席執(zhí)行官瑞安·蘭斯在聲明中表示,這是“該行業(yè)的決定性時(shí)刻”。“康菲石油公司以可靠的多年計(jì)劃和持續(xù)的強(qiáng)勁執(zhí)行力來迎接這一刻”。
蘭斯一直在降低資本支出并減緩產(chǎn)量增長,這是承諾將其現(xiàn)金流的一半再投資于新鉆探并將其余部分返還給股東的承諾的一部分。這一承諾凸顯了美國石油生產(chǎn)商如何保持生產(chǎn)紀(jì)律,并且不太可能回到過去的高增長率。
一個(gè)關(guān)鍵問題是,康菲石油高管計(jì)劃如何處理公司價(jià)值約70億美元的現(xiàn)金儲(chǔ)備。知情人士上月透露,據(jù)說該公司是荷蘭皇家殼牌公司二疊紀(jì)盆地資產(chǎn)的幾家競購者之一,該資產(chǎn)價(jià)值高達(dá)100億美元。美國頁巖區(qū)塊已成為今年并購活動(dòng)的溫床,康菲石油以130億美元收購Concho Resources Inc.的股票,從而獲得了迄今為止最大的一筆交易。
該公司將在紐約時(shí)間中午召開電話會(huì)議,討論財(cái)報(bào)。
馮娟 摘譯自 Rigzone
原文如下:
ConocoPhillips Posts Highest Profit Since 2018
ConocoPhillips beat estimates as rising commodity prices led America’s biggest independent oil producer to the highest profit in nearly three years.
Conoco posted adjusted earnings of $1.27 a share in the second quarter, compared with the $1.13 estimate in a Bloomberg survey of analysts. The stock rose 1.9% in pre-market trading.
U.S. energy companies are using buybacks and dividends to attract investors to the sector after years of poor performance left it making up just 2.6% of the S&P 500, down from more than 12% a decade ago. Conoco became one of the first large energy companies to increase shareholder returns in response to high commodity prices when it lifted its share buyback by two thirds to $2.5 billion a year in June.
As such there was little expectation the company would further increase cash returns.
This “is a defining moment for the sector,” Chief Executive Officer Ryan Lance said in the statement. “ConocoPhillips uniquely meets this moment with a credible multiyear plan, continued strong execution.”
Lance has been lowering capital spending and slowing production growth as part of a pledge to reinvest only half of its cash flow in new drilling and return the rest to shareholders. The promise underscores how U.S. oil producers are maintaining production discipline and are unlikely to go back to high growth rates seen in the past.
A key question is what Conoco executives plan to do with the company’s cash pile worth about $7 billion. The company is said to be among several suitors for Royal Dutch Shell Plc’s Permian Basin assets, worth as much as $10 billion, people familiar with the matter said last month. The U.S. shale patch has become a hotbed of merger activity this year, and Conoco secured the biggest deal to date with the $13 billion stock purchase of Concho Resources Inc.
The company will hold a call discussing earnings results at noon New York time.
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