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09.04.26 - 00:54
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Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings Set To Print Slightly Below Consensus (ZeroHedge)
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Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings Set To Print Slightly Below Consensus
In an early clue how the Iran war will impact energy earnings, ExxonMobil warned of a $6.5bn hit to Q1 earnings from the Iran war but said the bulk of this was the result of unfavorable timing for its accounting of hedging contracts, which would be offset as underlying transactions were eventually completed. The US supermajor also said that global oil and gas production would be 6% lower in the first three months of the year than in the fourth quarter of 2025 because of attacks on facilities in Qatar and the United Arab Emirates in which it holds ownership stakes.
According to Exxon's 8K filed this morning, Goldman calculated that the company's adjusted EPS at the mid-point came in at ~$1.80 vs. consensus closer to $1.90 and Q4 levels closer to $1.71. As shown in the chart below, there was sequential improvement in Upstream driven by higher liquids prices, sequential declines in Downstream due...
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08.04.26 - 17:54
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Goldman′s Dane Likes Semis, AI Building Blocks on Capex (Bloomberg)
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Following a recent ceasefire that has boosted market morale, tech stocks have experienced a notable rebound. Brook Dane, Goldman Sachs Asset Management's co-head of public tech investing, discusses his strategy for investing in tech stocks amid the relief rally. (Source: Bloomberg)...
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