●机会(Opportunities):与行业龙头三一重工及行业基准相比,公司仍存在小幅提升空间。其中运营效率拓展空间为15.0%,现金流量拓展空间为7.0%,规模实力拓展空间为4.0%;若能抓住能源装备升级与海外市场扩张机遇,进一步优化运营效率,有望持续巩固行业龙头地位。
Sentiment towards BP and Shell has strengthened significantly off the back of oil price spikes. But it’s a complex picture. Neither company has production in Iran. But BP’s significant production in Iraq and Abu Dhabi risks being bottlenecked through disruption to the Strait of Hormuz. For Shell the same applies to its LNG facilities in Qatar and the Emirates. If a moderate sustainable regime is established in Iran, there is the potential for substantial derisking, and for prices to be rebased downwards. If sanctions are removed, it also opens the door for investment into Iranian oil fields.
。业内人士推荐safew官方版本下载作为进阶阅读
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Tobi was part of the CuRe trial.