LUKOIL - die größte Ölfirma der Welt (Seite 177)
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Letzter Kurs 01.03.22 Frankfurt
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9600 | +33,33 | |
| 1,7725 | +23,95 | |
| 350,45 | +13,33 | |
| 19,650 | +11,77 | |
| 84,63 | +9,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 12,145 | -8,89 | |
| 6,6800 | -8,99 | |
| 6,5700 | -9,63 | |
| 0,7500 | -9,64 | |
| 4,6700 | -10,19 |
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Goldman Sachs sees 'exceptional value' in Russia
Goldman likes oil and gas as well as consumer stocks; Lukoil is top oil idea
By Polya Lesova, MarketWatch
Last update: 2:07 p.m. EDT May 12, 2008Print E-mail RSS Disable Live Quotes
NEW YORK (MarketWatch) -- Russian stocks offer "exceptional value" and the benchmark RTS stock index may surge 20% over the next 12 months, with the catalysts for a rally likely to come from soaring oil prices as well as a decision to cut oil taxes, Goldman Sachs (das sind diese Jungs, die schon vor mehr als 2 Jahren einen Oelpreis von 105 USD prognostizierten, als das Oel noch bei 50 USD stand, und die jetzt ein Niveau von ueber 200 USD vorhersagen, in den naechsten 2 Jahren!) analysts said Monday.
Goldman Sachs recommended investors to avail themselves of the current "mispricing opportunity" in Russian equities.
The investment bank increased its 12-month target for the RTS index by 12% to 2,750, implying a 20% potential upside.
In Moscow on Monday, the RTS index closed up 1.6% at 2,321 points.
"Russia is currently one of the best global investment opportunities," Sergei Arsenyev and other Goldman Sachs analysts said in a research report on Monday.
"We expect positive oil sector taxation news flow to act as a catalyst for a big cap rally in the market overall," they said.
Net inflows into Russia country funds tracked by EPFR Global have totaled $1.52 billion year-to-date. During the first quarter of the year, when almost every fund group was hit hard, Russia country funds were the only ones of the BRIC funds to post net inflows, said Cameron Brandt, global markets analyst at EPFR Global.
"There is a very good chance that forecast will come through," Brandt said about Goldman's estimate of 20% upside in Russian shares over the next year.
"The initial political transfer has gone smoothly and very much like people had expected," he said. "The outlook for energy earnings is certainly good and some of that money is trickling down in Russia."
Dominated by oil and gas stocks, the Russian stock market is capitalized at well over $1 trillion. The RTS index is up only 1.3% year-to-date, largely as a result of global markets volatility and risk aversion among foreign investors.
The MSCI Russia index is down 1.4% this year compared with a 5% drop in the MSCI Emerging Markets index.
Last week marked the inauguration of Russia's new president Dmitry Medvedev, who appointed his predecessor and mentor Vladimir Putin as prime minister and ushered in a dual power structure, since Putin is widely expected to retain a strong hold on power. In a speech to parliament last week, Putin promised tax cuts for the oil industry. (Die hohen Steuerabgaben waren bisher einer der Hauptgruende, warum Lukoil immer so ein mickriges KGV hatte!)
Goldman Sachs recommends exposure to two sectors in Russia -- oil and gas, and consumer.
Oil and gas stocks trade at a discount to global peers, but should continue to benefit from record high oil prices and a likely change in the government's attitude toward sector taxation, Goldman analysts said. The Russian oil sector is down 6% year-to-date.
"Russia is currently one of the best global investment opportunities."
— Goldman Sachs
Even though record-high oil prices have been a bonanza for the Russian economy, high taxes and lack of investment are hurting the oil industry. First-quarter Russian supply dropped below year-ago levels for the first time this decade, averaging 10 million barrels a day, some 90,000 barrels a day below the first quarter of 2007, according to the International Energy Agency.
The IEA forecasts that Russian oil production in 2008 will grow by only 0.8%, or 80,000 barrels a day, compared with an average 2.5% in the last three years and double-digit growth earlier in the decade.
According to Julian Mayo, co-manager of U.S. Global Investors Eastern European Fund (EUROX:US Glbl:East European
News, chart, profile, more
Last: 48.20+1.14+2.42%
6:01pm 05/14/2008
Goldman likes oil and gas as well as consumer stocks; Lukoil is top oil idea
By Polya Lesova, MarketWatch
Last update: 2:07 p.m. EDT May 12, 2008Print E-mail RSS Disable Live Quotes
NEW YORK (MarketWatch) -- Russian stocks offer "exceptional value" and the benchmark RTS stock index may surge 20% over the next 12 months, with the catalysts for a rally likely to come from soaring oil prices as well as a decision to cut oil taxes, Goldman Sachs (das sind diese Jungs, die schon vor mehr als 2 Jahren einen Oelpreis von 105 USD prognostizierten, als das Oel noch bei 50 USD stand, und die jetzt ein Niveau von ueber 200 USD vorhersagen, in den naechsten 2 Jahren!) analysts said Monday.
Goldman Sachs recommended investors to avail themselves of the current "mispricing opportunity" in Russian equities.
The investment bank increased its 12-month target for the RTS index by 12% to 2,750, implying a 20% potential upside.
In Moscow on Monday, the RTS index closed up 1.6% at 2,321 points.
"Russia is currently one of the best global investment opportunities," Sergei Arsenyev and other Goldman Sachs analysts said in a research report on Monday.
"We expect positive oil sector taxation news flow to act as a catalyst for a big cap rally in the market overall," they said.
Net inflows into Russia country funds tracked by EPFR Global have totaled $1.52 billion year-to-date. During the first quarter of the year, when almost every fund group was hit hard, Russia country funds were the only ones of the BRIC funds to post net inflows, said Cameron Brandt, global markets analyst at EPFR Global.
"There is a very good chance that forecast will come through," Brandt said about Goldman's estimate of 20% upside in Russian shares over the next year.
"The initial political transfer has gone smoothly and very much like people had expected," he said. "The outlook for energy earnings is certainly good and some of that money is trickling down in Russia."
Dominated by oil and gas stocks, the Russian stock market is capitalized at well over $1 trillion. The RTS index is up only 1.3% year-to-date, largely as a result of global markets volatility and risk aversion among foreign investors.
The MSCI Russia index is down 1.4% this year compared with a 5% drop in the MSCI Emerging Markets index.
Last week marked the inauguration of Russia's new president Dmitry Medvedev, who appointed his predecessor and mentor Vladimir Putin as prime minister and ushered in a dual power structure, since Putin is widely expected to retain a strong hold on power. In a speech to parliament last week, Putin promised tax cuts for the oil industry. (Die hohen Steuerabgaben waren bisher einer der Hauptgruende, warum Lukoil immer so ein mickriges KGV hatte!)
Goldman Sachs recommends exposure to two sectors in Russia -- oil and gas, and consumer.
Oil and gas stocks trade at a discount to global peers, but should continue to benefit from record high oil prices and a likely change in the government's attitude toward sector taxation, Goldman analysts said. The Russian oil sector is down 6% year-to-date.
"Russia is currently one of the best global investment opportunities."
— Goldman Sachs
Even though record-high oil prices have been a bonanza for the Russian economy, high taxes and lack of investment are hurting the oil industry. First-quarter Russian supply dropped below year-ago levels for the first time this decade, averaging 10 million barrels a day, some 90,000 barrels a day below the first quarter of 2007, according to the International Energy Agency.
The IEA forecasts that Russian oil production in 2008 will grow by only 0.8%, or 80,000 barrels a day, compared with an average 2.5% in the last three years and double-digit growth earlier in the decade.
According to Julian Mayo, co-manager of U.S. Global Investors Eastern European Fund (EUROX:US Glbl:East European
News, chart, profile, more
Last: 48.20+1.14+2.42%
6:01pm 05/14/2008
Und immer wieder gehts ab mit Lukoil. Danach kann man (ich) die Uhr stellen. Super dieser Titel. Ich bin nachhaltig begeistert.
Ist eigentlich mal jemandem aufgefallen, daß Lukoil seit Mitte März nur noch am Steigen ist - und das auch noch kontinuierlich in kleinen Schritten.
Könnt ich mich ärgern, daß bei meinem Online-Broker bei meinem Orderversuch dastand:
"Für eine Order dieser Aktie nutzen Sie bitte unseren telefonischen Service unter Nummer 0800 .... ...."
Könnt ich mich ärgern, daß bei meinem Online-Broker bei meinem Orderversuch dastand:
"Für eine Order dieser Aktie nutzen Sie bitte unseren telefonischen Service unter Nummer 0800 .... ...."
Is eh besser das öl in russland zu verarbeiten, als es zu exportieren, bei den export-zöllen...
Kusoke
Kusoke
Antwort auf Beitrag Nr.: 33.183.290 von AlaskaBear am 27.01.08 11:52:20Lukoil stopp wegen Streitigkeiten mit Sunimex die Februar Lieferungen nach deutschland.
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Oil Market Update
Clive Maund
support@clivemaund.com
January 28th, 2008
http://www.321energy.com/editorials/maund/maund012808.html
lg
Clive Maund
support@clivemaund.com
January 28th, 2008
http://www.321energy.com/editorials/maund/maund012808.html
lg
24.01.2008 10:14
Jan 24. Lukoil sees a rise in net profit. ConocoPhillips, which owns 20% in Lukoil, estimates its share of the company's net profit at USD 1.81 bn in 2007. Based on these estimates, Lukoil's net profit is projected at USD 8.74 bn or 17% higher than in 2006.
http://www.fin-rus.com/newtopics/news03F86/default.asp
Jan 24. Lukoil sees a rise in net profit. ConocoPhillips, which owns 20% in Lukoil, estimates its share of the company's net profit at USD 1.81 bn in 2007. Based on these estimates, Lukoil's net profit is projected at USD 8.74 bn or 17% higher than in 2006.
http://www.fin-rus.com/newtopics/news03F86/default.asp
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