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10月11日 - ** 石油和天然气公司康菲 股价下跌0.4%至111.45美元,因油价下跌 (link)
** 摩根大通(JP Morgan)("中性 "),将目标价从139美元下调至126美元。
* * 该公司的勘探和生产业务拥有强劲的资产负债表,需要低资本支出和低成本的资源基础,这使其 "处于应对宏观不确定性的最佳位置"--券商
** 如果油价意外上扬,这些二元结果以及液化天然气的可选性,COP "有能力将良好的防守与强大的进攻相结合"--摩根大通
** 阿拉斯加 Willow 钻井项目等长周期投资与马拉松石油公司待定合并 (link) 的 结合 "适度提高了该股的石油贝塔系数"--券商
**COP 的液化天然气战略 专注于亚洲和欧洲的市场开发,并保留在其他地区寻求更好利润的权利 ,这将有助于保持亨利枢纽到欧洲的天然气价格差--券商
** 截至上次收盘,COP 年累计下跌 3.6
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