01/29/2025, 05:23 AM UTC
壳牌：2025年以16%的现金自由现金流收益率进入，行业首选确认Shell: Entering 2025 At A 16% FCF Yield, Top Pick Confirmed
1. 尽管预计第四季度业绩将弱于预期，但壳牌在2025年，特别是在商品价格疲软的环境中，有望表现优异。2. 估值已降至约16%的现金自由现金流收益率，与更广泛的行业相比，壳牌的折价率达到了创纪录的约50%。3. 分红仍然具有吸引力，包括回购在内，总收益率超过11%，至65美元的布伦特原油价格均能得到良好覆盖。1. Despite Q4 expectations being weaker than previously thought, Shell is well-positioned to outperform in 2025, especially in a weaker commodity price environment. 2. Valuation has dropped to a ~16% FCF yield, with Shell having a record high ~50% discount vs the broader sector. 3. Distributions remain attractive, offering a >11% total yield including buybacks, well-covered down to $65 Brent.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
