Postos
13https://www.offshore-technology.com/news/enis-new-oil-discovery-in-namibia/
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 (+0,56%) - 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 (-2,85%) - 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 (+3,19%) - Siemens and $SAP (+2,08%) - SAP.
One of the most reliable payers of all is $MUV2 (-0,54%) - 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 (+0,46%) - ENI and $ISP (+3,01%) - Intensa and $BNP (+0,71%) - BNP.
Source (excerpt) / graphics: WELT
Today S&P reached an important support level and I started my buy strategy.
After that I bought back some $TROW (-1,3%) shares, $NVO (-0,55%) and $ENI (+0,46%)
And I was thinking to add to my portfolio one of those, $GOOG (-1,83%)
$META (+0,53%) or $MSFT (+1,32%) wich one would you choose?
As part of the second tranche of the share buyback program resolved by the shareholders' meeting of May 15, 2024, at the meetings of December 23 and 27, 2024 ENI purchased 3,914,579 treasury shares, at a weighted average price of 12.7728 euros per share, for a total consideration of 50 million euros.
As of June 13, 2024 - the date of the start of the second tranche of the buyback program - ENI has purchased 109,609,796 treasury shares (equal to 3.34 percent of the capital) for a total countervalue of more than 1.52 billion euros.
Considering the treasury shares already in the portfolio and the purchases made since the start of the buyback program on May 27, 2024, ENI holds 201,220,123 treasury shares, equivalent to 6.13 percent of the capital. $ENI (+0,46%)
Italian energy company Eni has unveiled one of the supercomputer most powerful in the world in an effort to boost its oil and gas discovery technology. This is also expected to be an important step in the company's decarbonization and clean energy strategy.
At an estimated cost of more than 100 million euros, the supercomputer, dubbed HPC6, will be able to handle a range of artificial intelligence functions and highly sophisticated calculations, with the help of nearly 14,000 graphics processing units (GPUs).
This move is expected to help Eni to sift through large amounts of data and discover new oil and gas fields, as well as contribute to clean energy and decarbonization calculations.$ENI (+0,46%)
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- BOFA raises the price target for WALMART from USD 95 to USD 105. Buy. $WMT (-0,63%)
- JEFFERIES raises the price target for WALMART from USD 100 to USD 105. Buy. $WMT (-0,63%)
- HAUCK AUFHÄUSER IB raises the target price for RHEINMETALL from EUR 680 to EUR 750. Buy. $RHM (+0,16%)
- WARBURG RESEARCH raises the target price for RHEINMETALL from EUR 600 to EUR 700. Buy. $RHM (+0,16%)
- JPMORGAN raises the price target for SALESFORCE from USD 310 to USD 340. Overweight. $CRM (+1,45%)
- WARBURG RESEARCH raises the target price for LEG IMMOBILIEN from EUR 81.60 to EUR 90.50. Hold. $LEG (+0,64%)
- DEUTSCHE BANK RESEARCH raises the price target for HEIDELBERG MATERIALS from EUR 116 to EUR 137. Buy. $HEI (+3,61%)
- KEPLER CHEUVREUX raises the price target for GFT TECHNOLOGIES from EUR 31 to EUR 32. Buy. $GFT (+0,22%)
- ODDO BHF raises the target price for TALANX from EUR 76 to EUR 78. Underperform. $TLX (+1,29%)
- KEPLER CHEUVREUX raises the target price for THYSSENKRUPP from EUR 3.70 to EUR 3.80. Hold. $TKA (+2,28%)
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- STIFEL lowers the price target for BAYER from EUR 36 to EUR 28. Hold. $BAYN (+3,54%)
- LBBW downgrades ENI from Buy to Hold and lowers target price from EUR 16.70 to EUR 15. $ENI (+0,46%)
- WARBURG RESEARCH lowers the target price for SFC ENERGY from EUR 29 to EUR 27. Buy. $F3C (-0,86%)
- WARBURG RESEARCH lowers the target price for TECHNOTRANS from EUR 23 to EUR 21. Buy. $TTR1 (+3,01%)
- DEUTSCHE BANK RESEARCH lowers the price target for CUREVAC from USD 3.90 to USD 2.50. Hold. $CVAC (-1,4%)
- BERENBERG lowers the price target for ASTRAZENECA from GBP 150 to GBP 140. Buy. $AZN (+0,12%)
Detailed oil price analysis 🛢️⛽️
Oil demand
China, Europe & USA
Slowing momentum
Peak in fuel demand
Rising production capacities
Impending oversupply
OPEC+
#FinX
#Aktien
#Öl
#Benzin
$SHEL (+1,27%)
$GB00B03MM408
$RDS.A
$BP. (+0,21%)
$XOM (+0,12%)
$CVX (-0,13%)
$SLB (-0,57%)
$OXY (+0,17%)
$APA (+0,7%)
$TTE (+0,95%)
$ENI (+0,46%)
$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 (-0,13%) , Exxonmobil $XOM (+0,12%) and ConocoPhillips $COP (+0,25%) gained up to 2.4 percent in New York. In Europe Totalenergies $TTE (+0,95%) and Eni $ENI (+0,46%) 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 (+2,98%) and RTX $RTX (+2,82%) recorded gains of around 2.7 percent in some cases, while in Europe Rheinmetall $RHM (+0,16%) was particularly popular in Europe, with a rise of more than 5 percent. BAE Systems $BA. (+0,35%) 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 (+2,09%) saw their share price fall by 2.5 percent. For the share price of Lufthansa $LHA (+1,45%) fell by more than 2 percent. IAG $IAG (+2%) 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 (+0,86%) 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
Stock analysis/Share presentation ⬇️
Today we are talking about the company Eni: $ENI (+0,46%)
What is and does Eni anyway: 🤔
Eni is an Italian company specialized in the exploration, production and marketing of oil and gas. It operates in over 70 countries and employs thousands of people worldwide. Eni is also invested in renewable energies such as solar energy and wind energy. The company aims to develop sustainable and environmentally friendly energy solutions.
How many employees does the company have: 🙋🏽♂️🙋🏻♀️
Eni currently employs a total of around 32,000 people.
Market capitalization: 🏦
Currently, Eni has a market capitalization of around 51.56 billion euros.
Dividend yield: 💰
The company currently pays its shareholders a dividend of 4.5%. The dividend is paid to shareholders in March, May, September, November.
Strengths of the share: 📈
Some strengths of Eni are:
Weaknesses of the share: 📉
Some weaknesses of Eni are:
A little more about the business model: ⬇️
Eni has a diverse and robust business model based on the entire energy industry value chain. The company operates in several areas, including exploration and production, refining and marketing, and renewable energy. In exploration and production, Eni is active in the exploration and production of oil and gas. The company has a strong presence in many oil and gas fields worldwide and has extensive experience and expertise in exploration and production of commodities. Eni continuously invests in the development of new technologies and methods to improve the efficiency and sustainability of oil and gas production. In Refining and Marketing, Eni processes the oil and gas it produces and markets the products derived from it, such as gasoline, diesel, fuel oil and petrochemicals. The company operates refineries in various countries and has an extensive distribution network to sell its products worldwide. Eni places great emphasis on quality and sustainability in its refining and marketing departments and is continuously working to optimize its production processes and find more environmentally friendly solutions. In addition, Eni has increased its investments in renewable energy in recent years. The company is active in solar energy, wind energy and bioenergy and is striving to further increase its share of renewable energy. Eni has already implemented various renewable energy projects and is continuously working to develop new technologies and solutions to promote the use of renewable energy. Eni also has a strong presence in research and development. The company invests in innovative technologies and solutions to improve energy efficiency.
A little more about the industry:
Eni is a leading company in the energy sector. They are active in the exploration, production and marketing of oil and natural gas. A also has a strong commitment to renewable energy such as solar and wind power. They invest in innovative technologies to advance sustainable energy solutions. Ein operates oil fields and refineries worldwide, and they are also active in petrochemicals. Through their service stations, they also offer a wide range of fuels and services to their customers. Overall, eni is a diverse company that plays an important role in the energy industry.
When and where was Eni founded:
Eni was founded in Italy in 1953 and has undergone an impressive evolution since then. The company began as a state-owned company managing Italy's oil and gas resources. Over the years, Eni has evolved into a global energy company operating in several areas, including exploration and production, refining and marketing, and renewable energy. Eni has a strong presence in many countries worldwide and is known for its expertise and innovation in the energy industry. The company is committed to sustainability and environmental sustainability and invests in the development of new technologies and solutions to improve energy efficiency and promote renewable energy.
Eni's goal: 🏁
Eni's goal is to create a sustainable and responsible energy future. The company strives to drive the energy transition and support the transition to cleaner and renewable energy sources. eni invests in innovative technologies and solutions to reduce CO2 emissions and minimize environmental impact. The company is also committed to social responsibility and works to make a positive impact on the communities in which it operates. eni strives to provide a sustainable and long-term energy supply while respecting the needs of people and the planet.
Your opinion 🤔🧐
Now I would like to hear your opinion in the comments about this stock.
What do you think of Eni and did you already know this company?
Do you guys maybe already have this stock in your portfolio?
Feel free to let me know in the comments.
Of course, this is not an investment advice but just my own opinion that I would like to share with you.
Servus together,
For a long time now, people have been talking about the energy turnaround and that it will come. But from an investor perspective, does it make sense to invest in or invest heavily in stocks that represent the transition? What is your opinion?
I would take the opposite position and say that renewable energy and the transition to it are still a long way off and the investment is very speculative. Investors are therefore better served with companies from the oil and gas industry. Just recently, the IEA reported that global oil consumption has reached a new oil consumption has reached a new high (1), although 2019 was supposed to be a turnaround - meanwhile, there are studies that speak of 2026 or 2035 as the new peak (2) & (3). Furthermore, the strategic oil reserves of the USA are at a historic low and will (presumably) need to be replenished after the U.S. presidential election (4) - consequently, there is no need to subsidize oil prices in one of the largest economies. Further aggravating the current situation are the OPEC+ countries countries, which have recognized that oil is a limited resource and that it is more lucrative to keep to keep production low and the price high (5). (5). Furthermore, the Handelsblatt, for example, states that in the future we will be faced with an excess demand for oil in the future (5):
"In a study, the U.S. investment bank Goldman Sachs calculates that the world will have to get by with ten million barrels of oil less per day by 2025 because the industry has not invested enough since 2014. The amount mentioned corresponds to the daily production of the world's second largest oil producer, Saudi Arabia."
I also think that our friend Buffett has already recognized these challenges in 2019. At that time, Buffet invested an additional USD 10 billion in $OXY (+0,17%)so that the company could emerge victorious from the bidding process against $CVX (-0,13%) for an oil field and thus secure strategic reserves. Little info on the side: Oil and gas producers now account for more than 10% of Buffet's stock portfolio. (6).
My thesis: Oil prices will continue to stabilize initially and later rise disproportionately as production declines. Consequently, oil giants will evolve into companies with higher margins than today (7). On the other hand, companies that are too committed to the energy transition will face declining margins and strong competition (8).
I look forward to your opinions and a good exchange!
Greetings
JRow
My favorites remain:
(1) https://www.iea.org/reports/oil-market-report-july-2023#
(2) https://www.iea.org/news/growth-in-global-oil-demand-is-set-to-slow-significantly-by-2028#
(3) https://www.sec.gov/comments/s7-10-22/s71022-20129438-295567.pdf
(4) https://www.eia.gov/todayinenergy/detail.php?id=54359
