JPMorgan tau txo qis cov roj loj no txawm tias muaj tsov rog Ukraine

Shares ntawm Chevron Corporation (NYSE: CVX) yog nce li 40% xyoo-rau-hnub tab sis JPMorgan hais tias nws yog deb npaum li nws mus rau qee lub sijhawm.

JPMorgan hais tias Chevron Tshuag muaj nuj nqis ncaj ncees

Hnub Friday, JPMorgan tus kws tshuaj ntsuam xyuas Phil Gres tau txo qis Chevron kom "muag" nrog tus nqi lub hom phiaj ntawm $ 169 - qhov kev hu ua siab tawv xav txog kev ua tsov rog tsis tu ncua hauv Ukraine tau thawb cov nqi roj los sau cov qib nrog kev puas tsuaj ntxiv nyob rau hauv rooj plaub uas tsis muaj kev daws teeb meem.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Tseem, Gresh ntseeg tau tias Chevron Tshuag ntawm $ 170 yog tus nqi ncaj ncees. Txawm li cas los xij, nws tseem muaj kev txhawb siab rau cov neeg sib tw xws li Exxon, Cenovus, Conoco, Imperial, Occidental, thiab lwm yam. Ua ntej lub lim tiam no, Warren Buffet's Berkshire Hathaway tau tshaj tawm txog $ 5.0 nphom hauv Occidental Petroleum.

Tus kws tshuaj ntsuam xav tias Brent roj yuav nyob ib ncig ntawm $ 90 ib chim rau xyoo no, $ 85 ib chim hauv 2023, thiab $ 80 ib chim mus sij hawm ntev.

Stephanie Link tsis pom zoo nrog JPMorgan qhov kev xav

Hightower's Stephanie Link, uas muaj Chevron ua nws qhov loj tshaj plaws tuav, tsis pom zoo nrog kev muag hu. Ntawm CNBC's "Halftime Report", Link qhia txog cov phiaj xwm ua raws li CVX nyob rau lub sijhawm ntev.

Tus kws tshuaj ntsuam no muaj qhov nruab nrab ntawm Chevron txhua txoj kev. Yog li, mus ntawm nruab nrab mus muag, nws nco nws. Nws nce 45% tab sis tseem yields ntawm 3.30%. Nws yog ib tug juggernaut vim hais tias ntawm ruaj khov ntau lawm, txo capex, lawv muaj ib tug loj FCF thiab tau nce buyback rau $ 10 billion thiab kuj nce nyiaj faib.

Lwm cov tswv cuab ntawm CNBC pawg peev txheej, suav nrog Jim Lebenthal, Jason Snipe, Jon Najarian, thiab Anastasia Amoroso tsis ntseeg JPMorgan qhov kev xav ntawm Chevron ib yam. Thaum Lub Ib Hlis, Chevron tau tshaj tawm cov txiaj ntsig sib xyaw rau nws Q4.