FINWIRES · TerminalLIVE
FINWIRES

市場傳聞:BP新任CEO力推資產剝離計劃,BP或將出售英國北海資產

By

-- 根據彭博社週五援引業內消息人士報道,英國石油公司(BP)正在評估其在英國北海的業務,並考慮出售其在該地區的部分或全部業務,以精簡其資產組合併削減債務。 該公司正在對其英國上游業務進行內部評估,預計全面剝離其在該地區剩餘的油氣資產將帶來約20億英鎊(27億美元)的收入。 報道稱,評估仍在進行中,尚未就是否進行資產剝離做出最終決定。 這家在倫敦上市的能源公司仍然是少數幾個仍在老舊盆地運作的大型石油公司之一。同時,其競爭對手正不斷退出或縮減在該地區的業務規模。 雪佛龍 (CVX) 和康菲石油 (COP) 近期出售了其北海資產,而殼牌 (SHEL)、埃克森美孚 (XOM) 和道達爾能源 (TTE) 也已著手重組或剝離部分資產,通常是透過合資協議的方式。 英國石油公司 (BP) 未回覆的置評請求。 過去十年,BP 已縮減其在英國北海的業務規模,包括將其在 Shearwater 油田的股份出售給殼牌,以及將 Forties 輸油管系統出售給英力士集團控股公司。 這家石油公司仍持有克萊爾油田 45% 的股份,該油田是英國大陸架上最大的油田。 出售更多資產的計劃可能成為執行長梅格·奧尼爾 (Meg O'Neill) 上任後的首批戰略舉措之一。歐尼爾於今年 4 月上任,是該公司首位外部任命的執行長。 奧尼爾和董事長阿爾伯特·曼尼福爾德承諾解決多年來業績不佳的問題。業績不佳導致激進投資者埃利奧特投資管理公司施加壓力,並最終導致前執行長默里·奧金克洛斯離職。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和猜測。準確性無法保證。)

Price: $46.55, Change: $-0.84, Percent Change: -1.76%

Related Articles

Mining & Metals

Update: WTI Oil Falls As Iran Offers New Peace Plan

West Texas Intermediate (WTI) crude oil closed lower Friday as Iran made a new peace proposal, however U.S. President Trump rejected the plan.WTI crude oil for June delivery closed down US$3.13 to US$101.94 per barrel, while July Brent oil was last seen down US$2.177 to US$108.23.Reuters reported Iran offered a new proposal to reach a peace deal with the United States. While details were not disclosed Trump rejected the plan, telling reporters he was not satisfied with the plan. However he confirmed indirect talks mediated by Pakistan are continuing by phone.Oil remains in short supply following the closure of the Strait, the chokepoint for exports from the Persian Gulf nations that accounted for 20% of daily demand. The lack of supply has pushed up crude oil prices by more than half since the Feb.28 start of the war amid shortages of crude oil and refined products, with Nymex gasoline futures up 81% since the war began while supplies of aviation are tightening.The supply crunch comes ahead of the May 23 start to the Memorial Day weekend, the traditional start of the summer driving season, when demand for fuel peaks, which is likely to push prices even higher."With summer demand season quickly approaching, we see a path for oil prices to exceed the 2022 and even 2008 highs, especially as sentiment may finally be shifting on the duration of the Hormuz blockage," Helima Croft, Head of Global Commodity Strategy and MENA Research at RBC Capital Markets, wrote.

$CLM6$LCON6$USO
Australia

GoDaddy Faces AI Fears Head-On, RBC Says

GoDaddy (GDDY) reported a "very clean" Q1 and reiterated its full-year outlook even as the stock likely more priced for a guide down, RBC Capital Markets said in a note Friday.The report pointed to positives in the quarter, including bookings for its Applications and Commerce that decelerated in-line to 9% which was expected after last quarter's discounting."Discounting continues but is stable and given the AI concerns,A&C must maintain at least LDD growth rates going forward if the stock is to work," the note said.The report also said margins came in ahead, making the rest of the year look like a lay-up.RBC kept its outperform rating with a price target of $95.Price: $86.93, Change: $+0.13, Percent Change: +0.16%

$GDDY
Mining & Metals

CIBC Raises Its Primaris REIT Price Target By C$2, Reiterates its Outperformer Rating

CIBC Capital Markets reiterated its outperformer rating on the shares of Primaris Real Estate Investment Trust (PMZ-UN.TO) while raising its price target to C$22.00 from C$20.00 on Thursday, following PMZ's first quarter results on Wednesday.PMZ reported Q1 FFO/unit of $0.425 (-3.2% Y/Y), broadly in line with consensus, noted CIBC."Our 2027 FFO/unit estimate rises by near 2%, as we better reflect the improved leasing cadence on the ground," said CIBC, adding it $22 price target is based on an 11 times 2027 estimated FFO/unit multiple (10.2 times previously), translating to a 5% discount to the bank's revised one-year-out NAV (9% previously), "reflective of its risk, growth prospects, and leverage versus peers."CIBC also reiterated its belief that PMZ unitholders will benefit from occupancy improvements and rent growth over the long term. Tenant relationships for mall operators matter given the reach of their typically national tenant base, CIBC said. Controlling increasingly more productive assets through acquisition and organic growth will increase PMZ's importance to these national tenants, the bank added."PMZ's ability to fund its capex and distribution from its own rents and low balance sheet leverage drive a lower financial risk profile that offsets the risk of owning a higher-risk asset class in enclosed malls," added CIBC. Trading at an implied cap rate of near 8.7% on achievable forecasts, CIBC believes investors are being well compensated for the operating risks involved with owning PMZ units (e.g., anchor tenant transitions) versus the balance of the large-cap Canadian retail REIT universe (trading at estimated implied cap rates of 5.8%-7.1%)."CIBC noted on the call that Primaris will provide a detailed update on its HBC progress in the next 60 days, once it has a significant number of fully executed leases in place, and also that CRU leasing momentum "accelerated meaningfully" in Q1, with management highlighting record new deal volumes and pricing.Price: $19.01, Change: $+0.14, Percent Change: +0.74%

$PMZ-UN.TO