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2021-06-14

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Goldman Sachs sees oil rallying into the summer. Here are the firm’s top stock picks to play it

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Thks","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/185659043","repostId":1185232106,"repostType":4,"repost":{"id":"1185232106","pubTimestamp":1623642447,"share":"https://www.laohu8.com/m/news/1185232106?lang=&edition=full","pubTime":"2021-06-14 11:47","market":"us","language":"en","title":"Goldman Sachs sees oil rallying into the summer. Here are the firm’s top stock picks to play it","url":"https://stock-news.laohu8.com/highlight/detail?id=1185232106","media":"CNBC","summary":"Oil prices are up more than 40% for 2021 amid a recovery in demand for petroleum products, and Goldm","content":"<div>\n<p>Oil prices are up more than 40% for 2021 amid a recovery in demand for petroleum products, and Goldman Sachs sees more upside for crude and energy stocks.\nWest Texas Intermediate crude hovered on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/stocks-to-buy-goldman-says-these-stocks-will-benefit-from-oils-rally.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs sees oil rallying into the summer. Here are the firm’s top stock picks to play it</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs sees oil rallying into the summer. Here are the firm’s top stock picks to play it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/11/stocks-to-buy-goldman-says-these-stocks-will-benefit-from-oils-rally.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil prices are up more than 40% for 2021 amid a recovery in demand for petroleum products, and Goldman Sachs sees more upside for crude and energy stocks.\nWest Texas Intermediate crude hovered on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/stocks-to-buy-goldman-says-these-stocks-will-benefit-from-oils-rally.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","CNQ":"加国自然资源","COP":"康菲石油","PSX":"Phillips 66","SU":"森科能源","MPC":"马拉松原油"},"source_url":"https://www.cnbc.com/2021/06/11/stocks-to-buy-goldman-says-these-stocks-will-benefit-from-oils-rally.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1185232106","content_text":"Oil prices are up more than 40% for 2021 amid a recovery in demand for petroleum products, and Goldman Sachs sees more upside for crude and energy stocks.\nWest Texas Intermediate crude hovered on Friday around its highest level since October 2018, trading at $70.61 per barrel.Brent crude futures stood at $72.83, a level also not seen in more than two years.\nGoldman sees Brent climbing to $80 this summer because of “a further large vaccine-driven increase in demand, including jet, in the face of mostly inelastic supply.”\nThe firm said that North America is “taking the mantle” from China in terms of demand, while U.S. producers are also keeping supply tight.\nLast month, global demand rose by 1.5 million barrels per day to an estimated 96.5 million bpd, and Goldman anticipates that number rising to 99 million in August.\nAs demand rises, OPEC and its oil-producing allies are still keeping supply hemmed in, and Goldman now doesn’t expect a recovery in Iranian exports until the fall. This means demand could start to outweigh supply.\nWhile higher oil prices are, of course, good for oil companies, Goldman said investors should prioritize owning names that have catalysts beyond just a steady climb higher for crude.\nThe firm separates its top picks into three categories: idiosyncratic, value and mean reversion ideas.\n\nThe first category includes companies with unique assets, free cash flow and differentiation in terms of capital return.Exxon and Marathon Petroleum are among the stocks in this category.\nGoldman said Exxon has “underappreciated value in Chemicals and key Upstream assets, including Guyana, with an improving outlook in Downstream in the coming quarters which should drive consensus earnings revisions.” The firm has a buy rating and $68 target on the stock, which is 8% above where shares closed on Thursday.\nFor Marathon, analysts led by Neil Mehta pointed to the company’s recent sale of its Speedway assets as unlocking cash for increased buybacks and deleveraging. He sees shares rallying 10% to $70.\nConocoPhillips is included in the value category, which the firm defines as stocks that are trading at unwarranted discounts to multiples.Canadian Natural Resources is also in this category, and the firm upgraded the stock to a buy rating on Friday.\n“We see CNQ as able to benefit from the stronger commodity price environment, generating 20% [free cash flow] yield in 2022 … enabling deleveraging and potential for buybacks, including its already peer-leading dividend,” the firm said. Goldman’s $44 target is 19% above where the stock ended Thursday’s session.\nThe final category — mean reversion ideas — focuses on companies that have underperformed their historical beta, including Suncor Energy and Phillips 66.\nFor Suncor, Goldman said a renewed focus on operations and increased buybacks will fuel a turnaround following multi-year underperformance. Phillips 66 has lagged refining peers this year, but Mehta said he’s “constructive on the integrated business model, normalized capital allocation strategy and valuation on a P/E basis versus peers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/185659043"}