Price decline

OPEC+ countries

Brent futures curve

Oil supply

Kazakhstan

tariff war

Price target

Link: https://shorturl.at/asfT7

$SHEL (+0.02%)
$TTE (-0.14%)
$CVX (+0.15%)
$XOM (-0.02%)
$BP. (+0.53%)
$OXY (+0.31%)
$SLB (+0.69%)
$2222
$ENI (+0.57%)

As an Italian investor focused on dividends, I cannot ignore companies listed on the Italian stock exchange, traditional sectors that tend to have low growth but also good dividends, in this post, however, I want to cover $ENI (+0.57%) .

From the 2008 crisis to the COVID crisis the stock has graphically held a certain stability hovering between €17-18 and €14, and in general in the sector it is difficult to have great performance so it is also important when you buy, in a post it is more difficult to go into more detail, question for those who are interested in dividends and in general in the energy sector, how to judge the company? What entry price would you hypothetically give yourself? I told myself at the beginning of the year that under 13€ I would buy, and so I did, I bought at 12.75€, although we are talking about insignificant amounts.

https://www.offshore-technology.com/news/enis-new-oil-discovery-in-namibia/

• $ENI (+0.57%) Eni officially confirmed the discovery in the Capricornus-1X well in the Orange Basin offshore Namibia on April 25, 2025. A production test on this well showed a surface-limited production rate of over 11,000 barrels per day (stock tank barrels per day, stb/d) using a 40/64-inch choke. The oil produced is light (API grade 37°) with low levels of associated gas and CO₂

Almost three-quarters of all DAX and MDAX companies pay out dividends in May.

Dividend calendar with payday and expected yield:

This year's dividend champion is likely to be $RTLL (+14.15%) - RTL Group. Shareholders can expect a yield of around 8%. However, this is only half as high as three years ago.

Deutsche Telekom is now increasingly seen as a dividend pearl. $DTE (+0.52%) - Deutsche Telekom is increasingly seen as a dividend pearl. This year's dividend is EUR 0.90, i.e. an increase of 17% on the previous year, with a yield of around 2.7%.

Other reliable payers are $SIE (+2.04%) - Siemens and $SAP (+0.03%) - SAP.

One of the most reliable payers of all is $MUV2 (+0.2%) - Munich Re. There has never been a dividend shortfall since 1960 and the amount paid per share has increased sixteen-fold since the beginning of the millennium.

There are also some attractive dividend payers in Europe, such as $ENI (+0.57%) - ENI and $ISP (+0.14%) - Intensa and $BNP (+0.69%) - BNP.

Source (excerpt) / graphics: WELT

⬆️⬆️⬆️

- BOFA raises the price target for WALMART from USD 95 to USD 105. Buy. $WMT (-0.04%)

- JEFFERIES raises the price target for WALMART from USD 100 to USD 105. Buy. $WMT (-0.04%)

- HAUCK AUFHÄUSER IB raises the target price for RHEINMETALL from EUR 680 to EUR 750. Buy. $RHM (-3.85%)

- WARBURG RESEARCH raises the target price for RHEINMETALL from EUR 600 to EUR 700. Buy. $RHM (-3.85%)

- JPMORGAN raises the price target for SALESFORCE from USD 310 to USD 340. Overweight. $CRM (+0.89%)

- WARBURG RESEARCH raises the target price for LEG IMMOBILIEN from EUR 81.60 to EUR 90.50. Hold. $LEG (+0.4%)

- DEUTSCHE BANK RESEARCH raises the price target for HEIDELBERG MATERIALS from EUR 116 to EUR 137. Buy. $HEI (+1.08%)

- KEPLER CHEUVREUX raises the price target for GFT TECHNOLOGIES from EUR 31 to EUR 32. Buy. $GFT (+0.56%)

- ODDO BHF raises the target price for TALANX from EUR 76 to EUR 78. Underperform. $TLX (+0.05%)

- KEPLER CHEUVREUX raises the target price for THYSSENKRUPP from EUR 3.70 to EUR 3.80. Hold. $TKA (-0.26%)

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- STIFEL lowers the price target for BAYER from EUR 36 to EUR 28. Hold. $BAYN (+2.49%)

- LBBW downgrades ENI from Buy to Hold and lowers target price from EUR 16.70 to EUR 15. $ENI (+0.57%)

- WARBURG RESEARCH lowers the target price for SFC ENERGY from EUR 29 to EUR 27. Buy. $F3C (+0%)

- WARBURG RESEARCH lowers the target price for TECHNOTRANS from EUR 23 to EUR 21. Buy. $TTR1 (+0.23%)

- DEUTSCHE BANK RESEARCH lowers the price target for CUREVAC from USD 3.90 to USD 2.50. Hold. $CVAC (-0.24%)

- BERENBERG lowers the price target for ASTRAZENECA from GBP 150 to GBP 140. Buy. $AZN (+0.06%)

Detailed oil price analysis 🛢️⛽️

Oil demand

China, Europe & USA

Slowing momentum

Peak in fuel demand

Rising production capacities

Impending oversupply

OPEC+

Link: https://www.ideas-magazin.de/2024/ausgabe-270/maerkte/peak-oil-auf-der-nachfrageseite-zuerst/?utm_source=techaktien-instagram&utm_medium=influencer&utm_content=aktie&utm_campaign=ideas-magazin

#FinX
#Aktien
#Öl
#Benzin
$SHEL (+0.02%)
$GB00B03MM408
$RDS.A
$BP. (+0.53%)
$XOM (-0.02%)
$CVX (+0.15%)
$SLB (+0.69%)
$OXY (+0.31%)
$APA (+0.03%)
$TTE (-0.14%)
$ENI (+0.57%)
$GAZP

02.10.2024

Middle East escalation drives oil and armaments, airlines weak + Boeing considers billion-euro capital increase

Oil stocks benefited from the news of a possible conflagration in the oil-rich Middle East, as this is associated with the risk of a shortage of the raw material. Chevron $CVX (+0.15%) , Exxonmobil $XOM (-0.02%) and ConocoPhillips $COP (+0.42%) gained up to 2.4 percent in New York. In Europe Totalenergies $TTE (-0.14%) and Eni $ENI (+0.57%) rose by up to 1.4 percent. In times of war, it is also not unusual for arms manufacturers to see share price gains. In the USA, for example Lockheed Martin $LMT (-0.42%) and RTX $RTX (+0.21%) recorded gains of around 2.7 percent in some cases, while in Europe Rheinmetall $RHM (-3.85%) was particularly popular in Europe, with a rise of more than 5 percent. BAE Systems $BA. (-1.87%) were 3 percent higher.

The situation was different for shares in tourism groups and airlines. For the latter, the risks of higher kerosene prices are increasing. Some travel destinations may also be canceled for the time being and the risk of terrorist attacks is increasing. Investors in Tui $TUI1 (+1.11%) saw their share price fall by 2.5 percent. For the share price of Lufthansa $LHA (+0.03%) fell by more than 2 percent. IAG $IAG (+0.31%) lost 3.9 percent. Shares in US airlines such as American, Delta and United Airlines fell by up to 2.4 percent.

The US aircraft manufacturer Boeing $BA (+1.1%) is considering a capital increase in the double-digit billion range in its ongoing crisis, according to insiders. The company is considering issuing new shares worth at least 10 billion US dollars (just under 9 billion euros), the Bloomberg news agency reported on Tuesday, citing people familiar with the matter. The fresh money from shareholders is intended to fill the manufacturer's coffers, which are becoming ever emptier as a result of years of ongoing crisis with flight bans and production restrictions as well as the recent strike by tens of thousands of employees. A Boeing spokesperson declined to comment. According to insiders, it is likely to be at least a month before Boeing gets serious about such a capital increase

Economic data, quarterly figures

Stock market holiday in China

ex-dividend of individual stocks

Cisco Systems USD 0.40

Quarterly figures / company dates Europe

07:00 Grenke new business 3Q

09:00 Gea Group Capital Markets Day

No time specified: Totalenergies Investor Day - 2024 Strategy & Outlook

Economic data

• 11:00 EU: Labor market data August Eurozone Unemployment rate Forecast: 6.4% Previous: 6.4%
• 14:15 US: ADP Labor Market Report September Private Sector Employment PROGNOSE: +128,000 jobs previous: +99,000 jobs