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Global Energy Roundup: Market Talk

Global Energy Roundup: Market Talk

全球能源綜述:市場討論
Dow Jones Newswires ·  2021/11/17 17:30

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

最新的市場會談涉及能源市場。全天在道瓊斯通訊社獨家發佈。

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-荷蘭國際集團(ING)表示,歐元早些時候短暫跌破1.13美元的關鍵水平是由強勢美元推動的,但歐洲天然氣價格的飆升也無濟於事。荷蘭國際集團(ING)分析師表示:“能源價格上漲對貿易條件的負面影響正在壓低歐元的公允價值。”歐洲天然氣價格跳漲,此前德國一家法院週二推遲了北溪2號天然氣管道的認證。根據Factset的數據,歐元/美元跌0.1%至1.1312,稍早曾觸及16個月低點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-富時100指數下跌0.2%,或12點,至7314點,公用事業和工業類股的損失抵消了礦商和會計軟件公司Sage Group的漲幅。蒸汽系統集團Spirax-Sarco Engineering股價下跌6%,儘管該公司表示,預計2021年的營收、利潤和營業利潤率仍將創下紀錄。發電企業上交所(SSE)也下跌4%,此前該公司表示將出售資產並削減股息,以幫助為投資提供資金。儘管如此,Sage在增加股息後仍上漲了2%。礦商和大宗商品交易商嘉能可(Glencore)也上漲1.2%,此前該公司表示將出售其位於澳大利亞的歐內斯特·亨利礦業(Ernest Henry Mining)銅金礦。(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分鐘圖所示,格林威治時間0856GMT,1月布倫特原油在未能實現可持續反彈後,仍處於盤整階段。目前,該指數的交易水平約為下降中的20期移動均線,該均線低於50期移動均線。即期支撐位於81.50美元(下方波林格波段附近)。回到這一水平將維持盤中偏向看跌,並引發進一步向下行的80.70美元下跌(在11月15日的低點附近)。只有反彈至82.90美元的關鍵阻力位,才會帶來多頭逆轉。1月份布倫特原油的交易價格為每桶82.02美元。[本文包含Trading Central的意見,不構成個性化的投資建議,也不構成買賣任何證券的邀請或誘因的一部分。提交人已被交易中心禁止購買或以其他方式直接或間接獲得交易中心或其附屬公司向其發出建議的任何工具或市場的任何直接或間接實益所有權。要閲讀更多內容,請訪問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-在宣佈截至2026年的五年內125億英鎊的投資計劃後,上交所股價下跌5.1%,較前一計劃每年上漲65%。加拿大皇家銀行資本市場(RBC Capital Markets)説,為了幫助融資,這家能源公司打算出售其輸電和配電業務25%的股份。此外,加拿大皇家銀行指出,該公司2024財年的股息基數將重新調整至60便士,年增長率至少為5%。“上交所選擇了久經考驗的資產處置方式,並證實了市場的擔憂,即這將伴隨着股息削減。”(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)

格林威治時間0752時-Verisk Maplecroft的分析師Ed Hobey-Hamsher表示,伊斯蘭國中非省最近在烏幹達首都發動的襲擊表明,安全局勢普遍惡化,引發了人們對這個種植咖啡的國家對抗恐怖威脅能力的擔憂。伊斯蘭國聲稱對襲擊事件負責,造成至少3人死亡,數十人受傷,動搖了這個國家。在這個國家,石油公司目前正在實施數十億個項目,將非洲一些最大的未開發原油儲備商業化。他説:“與10月份的低級別事件相比,三起自殺式襲擊的協調能力更強。”“烏幹達是非洲聯盟駐索馬里特派團的主要出兵國,這意味着它仍將是地區伊斯蘭武裝分子的一個極具吸引力的目標。”(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在第四季度可能會受到成本上升環境的壓力,將該股評級從買入下調至持有。Maybank説,零部件短缺和供應鏈問題導致該公司的一些客户降低了他們的指引,並指出這可能限制了這家科技解決方案提供商在下半年創造更多銷售額的潛力。“雖然我們在短期內持中性態度,但我們仍看好Frencken的長期潛力,推出一系列價值更高的新產品,”該公司補充道。Maybank將目標價從2.63坡元下調至2.50坡元,此前下調了對Frencken的EPS預估。股價下跌2.1%,至2.35新元。(justina.lee@wsj.com)

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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