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慧正資訊：據外媒最新報道，預計埃克森美孚和雪佛龍公布的最新季度每股收益與去年第一季度相比將有所下降，這兩家巨頭企業的股票在頁巖油積極擴張計劃中表現優于其它小型公司。
行業分析師在上周五公布業績前表示，受油價下跌、液化天然氣（LNG）投資組合疲軟以及煉油廠利潤率低迷的影響，可能會對綜合性石油公司造成損害。
盡管如此，近幾個月來，兩家巨頭企業的股價都表現良好，因為它們都在大力推動對西德克薩斯和新墨西哥州二疊紀地區的投資。該項投資，已推動美國原油產量達到每天超過1200萬桶的歷史記錄。
自今年年初以來，埃克森美孚股價上漲了約20%，而雪佛龍股價上漲了約10%。
全球最大的上市石油生產商埃克森美孚預計每股盈利69美分，這將低于一年前同期的1.09美元。根據Refinitiv Eikon的估計，埃克森美孚收入預計將達到648億美元，比一年前下降5%。
根據Refinitiv數據顯示，盡管雪佛龍收入預計將增長1.7%，至384億美元，但預計最新季度每股盈利1.30美元，將低于一年前同期的1.90美元。
摩根大通（J.P.Morgan）本月在埃克森美孚的一份報告中說，航運和化工業務的疲軟可能會影響未來幾個季度的業績，因為這些業務“可能在2019年變得更具挑戰性”。該銀行對埃克森的評級為中性（neutral）。
埃克森美孚去年第四季度的二疊紀石油和天然氣產量為30萬桶/天; 該公司上個月表示，它計劃在2024年將其提高到100多萬桶/天。
雪佛龍已出價330億美元收購阿納達科石油公司（Anadarko）以擴大其業務范圍。周三，競爭對手Occidental出價380億美元收購阿納達科石油公司，這是多年來Occidental首次為一家石油公司發起收購戰。
席夢思能源公司的費南德斯表示，自去年年底以來，美國石油價格上漲超過40％，煉油廠利潤率有所改善，這可能有助于確保大型企業獲得更好的業績。
費爾南德斯說:“如果業績不佳，股市當天可能會走弱，但我認為投資者基本上能夠對此置之不理。”
原 文
NEW YORK, April 25 (Reuters) - Exxon Mobil and Chevron are expected to report lower quarterly earnings per share when compared with last year's first quarter, though their stocks have outperformed smaller companies with both in the midst of aggressive expansion plans in shale oil.
A combination of lower oil prices, weakness in liquefied natural gas (LNG) portfolios and lackluster refinery margins could hurt integrated oil companies across the board, analysts said ahead of results announcements on Friday.
Still, shares of both companies have performed well in recent months amid extensive efforts to boost investment in the Permian region of west Texas and New Mexico, where heavy production has driven U.S. crude output to an all-time record of more than 12 million barrels per day.
Shares of Exxon Mobil Corp have rallied about 20 percent since the start of the year, while Chevron Corp stock has risen roughly 10 percent.
Exxon, the world's largest publicly traded oil producer, is expected to earn 69 cents a share, down from $1.09 a year ago. Revenues are expected to come in at $64.8 billion, down 5 percent from a year ago, according to Refinitiv Eikon estimates.
Chevron is forecast to earn $1.30 a share, down from $1.90 a year ago, even as revenue is expected to rise by 1.7 percent to $38.4 billion, Refinitiv data shows.
Weakness in the sector's shipping and chemical businesses could weigh on results in coming quarters, as those units "could become more challenging in 2019," J.P. Morgan said in a note on Exxon this month. The bank has a neutral rating on Exxon.
Exxon's fourth-quarter Permian oil and gas output was 300,000 bpd; it plans to boost that to more than 1 million bpd by 2024, it said last month.
Chevron has bid $33 billion to take over Anadarko Petroleum to expand its reach. On Wednesday, rival Occidental bid $38 billion on Anadarko, kicking off the first takeover battle for an oil company in years.
U.S. oil prices are up more than 40 percent since late last year and refinery margins have improved, which could help position the majors for better results ahead, said Fernandez of Piper Jaffray & Co's Simmons Energy.
"If you get some weak results, shares might trade weaker on that day, but I think investors are largely going to be able to brush that off," Fernandez said.
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