J P M O R G A N Asia Pacific Credit Research 04 September 2025 China State-Owned Enterprises A low-beta technicals-driven sector China SOEs have seen strong compression in recent years, as the widening offshore/ onshore yield differential has contributed to strong demand for and reduced the supply of China USD bonds. We are not concerned about rating pressure on SOEs, due to their improving fundamentals driven by SOE reform, and ratings anchored to China's sovereign rating. U.S. sanctions risk remains the k ...

When I look at Petrobras ( PBR ) (NYSE: PBR.A ) I see a company that delivers solid results quarter after quarter, and a market that continues to value it with multiples of liquidation. This remainsI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles r ...

I analyze oil and gas companies, related companies, and AT&T in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position, and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first, and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a fr ...

Key Takeaways Chevron stock jumped 12% in three months, outperforming energy peers and forming a golden cross.Permian output and the Hess acquisition are boosting production, cash flow, and long-term growth.CVX faces pressure from falling oil prices and valuation concerns.Over the last three months, Chevron Corporation's ((CVX) stock has surged more than 12%, outpacing the overall energy sector and the broader S&P 500 stock market. It even outperformed its rivals, ExxonMobil ((XOM) and Shell ((SHEL), which ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, September 5th:Trip.com Group Limited (TCOM) : This one-stop travel service company, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.5% over the last 60 days.Trip.com's shares gained 17.8% over the last three month compared with the S&P 500’s gain of 9.4%. The company possesses a Momentum Score of A.Imperial Oil (IMO) : This company w ...

Key Takeaways XOM began output at its fourth Guyana offshore project, lifting capacity past 900,000 barrels daily.Ultra-low lifting costs and reserve growth drive 80% of XOM's net earnings and resilient free cash flow.Disciplined execution supports strong dividends, reinvestment capacity and financial flexibility.Exxon Mobil Corporation (XOM) has built its moat on capital discipline and advantaged upstream assets. In the second quarter of 2025, XOM began production at its fourth Guyana offshore mega-project ...

Consensus price targets set by experts who follow these businesses are way above their recent prices.While many dividend stocks are viewed as slow-growing investments, this isn't always the case. Right now, investment bank analysts up and down Wall Street are bullish for a pair of dividend-paying stocks they think could deliver a return above 20% over the next 12 months.Shares of Eli Lilly (LLY 0.69%) and ConocoPhillips (COP 1.10%) don't offer the highest yields at the moment, but that doesn't mean they can ...

Key Takeaways Shell halted construction of its Rotterdam biofuels plant in 2024.Market conditions and high costs made the project uncompetitive.The move aligns with Shell's shift toward traditional fossil fuels.Shell plc (SHEL) , a British energy giant, announced that it does not intend to restart the construction and development of a biofuels plant at the Shell Energy and Chemicals Park in Rotterdam, Netherlands. The construction of this plant was approved in 2021, with operations initially expected to beg ...

I analyze oil and gas companies like Shell and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position, and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first, and they get analysis on some companies that is not published on the free site. Interested? Sign up here for ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...