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Global Energy Roundup: Market Talk

Global Energy Roundup: Market Talk

全球能源综述:市场讨论
Dow Jones Newswires ·  2021/11/17 17:30

The latest Market Talks covering Energy markets. Published exclusively on Dow Jones Newswires throughout the day.

最新的市场会谈涉及能源市场。全天在道琼斯通讯社独家发布。

0923 GMT - The euro's brief drop below the key $1.13 level earlier was driven by a strong dollar but a surge in European gas prices didn't help either, ING says. "Negative terms of trade effects from higher energy prices are depressing the fair value of the EUR," ING analysts say. European gas prices jumped after a German court delayed the certification of the Nord Stream 2 gas pipeline on Tuesday. EUR/USD falls 0.1% to 1.1312, having reached a 16-month low of 1.1264 earlier, according to FactSet. (renae.dyer@wsj.com)

0923GMT-荷兰国际集团(ING)表示,欧元早些时候短暂跌破1.13美元的关键水平是由强势美元推动的,但欧洲天然气价格的飙升也无济于事。荷兰国际集团(ING)分析师表示:“能源价格上涨对贸易条件的负面影响正在压低欧元的公允价值。”欧洲天然气价格跳涨,此前德国一家法院周二推迟了北溪2号天然气管道的认证。根据Factset的数据,欧元/美元跌0.1%至1.1312,稍早曾触及16个月低点1.1264。(renae.dyer@wsj.com)

0920 GMT - The FTSE 100 Index drops 0.2%, or 12 points to 7314 as losses for utilities and industrial stocks offset gains for miners and accountancy software firm Sage Group. Steam-systems group Spirax-Sarco Engineering drops 6% despite saying it continues to expect record revenue, profit and operating margin for 2021. Power generator SSE is also down 4% after saying it would sell assets and cut its dividend to help fund investment. Still, Sage rises 2% after increasing its dividend. Miner and commodity trader Glencore also gains 1.2% after saying it would sell its Ernest Henry Mining copper-gold mine in Australia. (philip.waller@wsj.com)

0920GMT-富时100指数下跌0.2%,或12点,至7314点,公用事业和工业类股的损失抵消了矿商和会计软件公司Sage Group的涨幅。蒸汽系统集团Spirax-Sarco Engineering股价下跌6%,尽管该公司表示,预计2021年的营收、利润和营业利润率仍将创下纪录。发电企业上交所(SSE)也下跌4%,此前该公司表示将出售资产并削减股息,以帮助为投资提供资金。尽管如此,Sage在增加股息后仍上涨了2%。矿商和大宗商品交易商嘉能可(Glencore)也上涨1.2%,此前该公司表示将出售其位于澳大利亚的欧内斯特·亨利矿业(Ernest Henry Mining)铜金矿。(Philip.waller@wsj.com)

0856 GMT January Brent, as shown on the 30-minute chart, remains in a consolidation phase after failing to post a sustainable rebound. Currently it is trading at levels around the descending 20-period moving average, which stands below the 50-period one. Immediate support is located at $81.50 (around the lower Bollinger band). A return to this level will maintain the intraday bias as bearish, and trigger a further decline toward $80.70 on the downside (around the low of November 15). Only a bounce back to the key resistance at $82.90 will bring about a bullish reversal. January Brent is trading at $82.02 a barrel. [This piece contains the opinions of Trading Central and does not constitute personalized investment advice or form part of any invitation or inducement to buy or sell any security. The author has been prohibited by Trading Central from purchasing or otherwise directly or indirectly acquiring any direct or indirect beneficial ownership of any instruments or markets for which Trading Central or its affiliates issues recommendations. To read more, visit bit.ly/1MehCU9.] (analysts-europe@tradingcentral.com)

如30分钟图所示,格林威治时间0856GMT,1月布伦特原油在未能实现可持续反弹后,仍处于盘整阶段。目前,该指数的交易水平约为下降中的20期移动均线,该均线低于50期移动均线。即期支撑位于81.50美元(下方波林格波段附近)。回到这一水平将维持盘中偏向看跌,并引发进一步向下行的80.70美元下跌(在11月15日的低点附近)。只有反弹至82.90美元的关键阻力位,才会带来多头逆转。1月份布伦特原油的交易价格为每桶82.02美元。[本文包含Trading Central的意见,不构成个性化的投资建议,也不构成买卖任何证券的邀请或诱因的一部分。提交人已被交易中心禁止购买或以其他方式直接或间接获得交易中心或其附属公司向其发出建议的任何工具或市场的任何直接或间接实益所有权。要阅读更多内容,请访问bit.ly/1MehCU9。](Analysts-Europe@tradingcental.com)

0815 GMT - Shares in SSE fall 5.1% after announcing a GBP12.5 billion investment plan over five years to 2026, up 65% per year from the previous plan. To help fund it, the energy company intends to sell a 25% stake in both its transmission and distribution businesses, RBC Capital Markets says. In addition, the company's dividend will be rebased to 60 pence in fiscal 2024, with annual growth of at least 5%, RBC notes. "SSE has gone for the tried-and-tested route of asset disposals, and has confirmed market fears that this would come with a dividend cut." (jaime.llinares@wsj.com)

0815GMT-在宣布截至2026年的五年内125亿英镑的投资计划后,上交所股价下跌5.1%,较前一计划每年上涨65%。加拿大皇家银行资本市场(RBC Capital Markets)说,为了帮助融资,这家能源公司打算出售其输电和配电业务25%的股份。此外,加拿大皇家银行指出,该公司2024财年的股息基数将重新调整至60便士,年增长率至少为5%。“上交所选择了久经考验的资产处置方式,并证实了市场的担忧,即这将伴随着股息削减。”(jaime.llinares@wsj.com)

0752 GMT - Islamic State Central Africa Province's latest attacks in the Ugandan capital illustrate a broader deterioration in security, raising fears about the capacity of the coffee-growing nation to counter terror threats, says Ed Hobey-Hamsher, an analyst at Verisk Maplecroft. At least three people were killed and dozens injured in the attacks, claimed by Islamic State, shaking a nation where oil companies are currently implementing multibillion projects to commercialize some of Africa largest undeveloped crude oil reserves. "The coordination of three suicide attacks demonstrates greater capacity than the low-level incidents in October," he says. "Uganda's role as the leading troop contributing country to the African Union Mission in Somalia mean it will remain a highly attractive target for regional Islamist militants." (Nicholas.Bariyo@wsj.com; @Nicholasbariyo)

格林威治时间0752时-Verisk Maplecroft的分析师Ed Hobey-Hamsher表示,伊斯兰国中非省最近在乌干达首都发动的袭击表明,安全局势普遍恶化,引发了人们对这个种植咖啡的国家对抗恐怖威胁能力的担忧。伊斯兰国声称对袭击事件负责,造成至少3人死亡,数十人受伤,动摇了这个国家。在这个国家,石油公司目前正在实施数十亿个项目,将非洲一些最大的未开发原油储备商业化。他说:“与10月份的低级别事件相比,三起自杀式袭击的协调能力更强。”“乌干达是非洲联盟驻索马里特派团的主要出兵国,这意味着它仍将是地区伊斯兰武装分子的一个极具吸引力的目标。”(Nicholas.Bariyo@wsj.com;@Nicholasbariyo)

0523 GMT - Frencken Group could be pressured by a higher cost environment in 4Q, Maybank Kim Eng says, downgrading the stock to hold from buy. Component shortages and supply-chain issues have caused some of the company's clients to lower their guidance, Maybank says, noting that this may cap the tech-solutions provider's potential to generate more sales in 2H. "While we are neutral in the short term, we remain optimistic about Frencken's long term potential with a breadth of new products with stronger value," it adds. Maybank cuts its target price to S$2.50 from S$2.63 after lowering its EPS forecasts for Frencken. Shares are 2.1% lower at S$2.35. (justina.lee@wsj.com)

0523GMT-Maybank Kim Eng表示,Frencken Group在第四季度可能会受到成本上升环境的压力,将该股评级从买入下调至持有。Maybank说,零部件短缺和供应链问题导致该公司的一些客户降低了他们的指引,并指出这可能限制了这家科技解决方案提供商在下半年创造更多销售额的潜力。“虽然我们在短期内持中性态度,但我们仍看好Frencken的长期潜力,推出一系列价值更高的新产品,”该公司补充道。Maybank将目标价从2.63坡元下调至2.50坡元,此前下调了对Frencken的EPS预估。股价下跌2.1%,至2.35新元。(justina.lee@wsj.com)

译文内容由第三方软件翻译。


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