Parkev Tatevosian, CFA 对 $OXY 的判断变化

2026-09-07看涨
《With Oil Prices Soaring, Is Occidental Petroleum Stock a Buy Right Now? | OXY Stock Analysis》
OXY为买入评级,但信心较低;DCF公允价值为106美元,而当前价格为61美元,意味着18个月内有73%的上涨空间。

西方石油受益于高油价,但其长期成功并不建立在这些高油价之上。事实上,他们做的恰恰相反。他们正试图通过实现现金流的可持续改善来减少对高油价的依赖。

Occidental Petroleum benefits from high oil prices, but it does not build its long-term success on these high prices. In fact, they do the exact opposite. They are trying to reduce their dependence on high oil prices by achieving a sustainable improvement in cash flow.

公司已制定清晰的路线图,到2030年每年增加40亿美元的可持续现金流,并预计即使在大宗商品价格较低的情况下,也能实现约85%的改善。

The company has outlined a clear roadmap to add $4 billion in sustainable cash flow annually by 2030, and it expects to achieve about 85 % of these improvements even with lower commodity prices.