资源描述
Table_MainInfo/2024 06 21 Table_InvestInfo Table_QuoteInfo-12.66%-8.09%-3.52%1.05%5.62%10.19%2023/6 2023/9 2023/12 2024/3 Table_ReportInfo 2024.06.05 2023 2024 2024.05.14 2024.03.28 Table_AuthorInfo:Tel:(021)23185963 Email:S0850517070005:Tel:(021)23185616 Email:S0850519080001:Tel:(0755)82764281 Email:S0850515040001:Tel:(021)23185607 Email:Table_Summary 1 ROE 2014-2023 ROE 2 2014-2023 39.0%H 3 2023 28.8/29.0/2023 78.0/77.2/ROE 2014-2023 2.0 0.8 2017-2023 ROE 14.4%ROE 16.4%2014-2023 39.0%53.1%2021-2023 3.5%H 10.3%H 2023 1.6/1.3/2014-2023 2.9/5.2/2024 7.0-7.2 13 2024 7.0-7.1 Surmont Willow CCS 94046 2 1.&.5 1.1.5 1.2.7 1.3.8 1.4.9 2.10 2.1.10 2.2.10 2.3.11 3.12 3.1.12 3.2.13 4.13 5.14 1ZCXyRsPoNpOqOnOsPpQqR7N8Q6MnPmMmOqMiNoOqOfQoMoP8OoOvMwMmQuMxNsRqQ 3 1.5 2 2014-2023.6 3 2014-2023.6 4 2014-2023.6 5 2014-2023.6 6 2023.7 7 2023.7 8 2023.7 9 2023.7 10 2014-2023.8 11 2014-2023.8 12 2014-2023.8 13 2014-2023.8 14 2014-2023.9 15 2014-2023.9 16 2014-2023.9 17 2014-2023.9 18 2014-2023.9 19 2017-2023.10 20 2017-2023 H.10 21 2014-2023.10 22 2014-2023.10 23 2014-2023/.11 24/.11 4 1 ROE.8 2 2024.12 3 2023.13 4.14 5 PB.14 F90u6kJPrslZQBAdhWdYyJDzSda0ryHb0G1WUCrSdD4moVKtCtmzmRV4tpCVVIsr 5 1.&1.1-13 LNG 1994 Origin-1 2023 67.6 46.2%182.6/51.3%,8.6 2014-2023-1.2%1.9%2023 67.8 75.6%185.8/78.1%9.7 2014-2023 4.7%5.1%6 2 2014-2023-30%-20%-10%0%10%20%30%40%50%0100020003000400050006000700080002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 3 2014-2023-30%-20%-10%0%10%20%30%40%50%0100020003000400050006000700080002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 4 2014-2023-40%-20%0%20%40%60%80%03060901201501802102014 2015 2016 2017 2018 2019 2020 2021 2022 2023/2014-2023 5 2014-2023-40%-20%0%20%40%60%80%03060901201501802102014 2015 2016 2017 2018 2019 2020 2021 2022 2023/2014-2023 2023 20.8%30.9%1 2023 53.3%25.9%/2023 8.4%5.3%4.0%3.1%2 58.4%10.7%/2023 5.7%6.3%2.9%16.0%2023 36.8%29.1%1 2023 30.7%13.9%13.5%3.0%2023 17.7%12.1%4.1%1.6%0.8%2 33.3%20.8%12.3%1.7%2023 8.8%8.3%5.3%3.2%1.7%7 6 2023 48 53.3%25.9%8.4%3.1%5.3%4.0%20.8%2023 7 2023 30.7%13.5%13.9%3.0%2.1%14.6%3.1%4.1%1.6%0.8%12.1%0.4%36.8%2023 8 2023 48 58.4%10.7%5.7%/16.0%6.3%2.9%30.9%2023 9 2023 33.3%12.3%20.8%1.7%2.8%5.3%1.7%4.1%4.7%3.2%1.8%8.3%29.1%2023 1.2 2023 82.2/17.0%2023 4166.1 1.3%1238.4 12.6%2023 4125.0 585.7 28.7%769.2 109.2 41.3%2014-2023 2.0 0.8 8 10 2014-2023-100%-60%-20%20%60%100%140%180%010002000300040005000600070002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 11 2014-2023-100%-60%-20%20%60%100%140%180%010002000300040005000600070002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 12 2014-2023-60-300306090120-800-500-2001004007001000130016002014 2015 2016 2017 2018 2019 2020 2021 2022 2023/2014-2023 13 2014-2023 020406080100120020040060080010001200140016002014 2015 2016 2017 2018 2019 2020 2021 2022 2023/2014-2023 ROE 2023 ROE 19.6%ROE 22.5%2017-2023 ROE 14.4%ROE 16.4%1 ROE 2023 2017-2023 ROE%ROE%19.6 30.3 0.4 1.5 14.4 24.8 0.3 1.6 22.5 18.9 0.6 2.0 16.4 11.3 0.5 2.1 Wind 1.3 2023 10056.0 6678.8 33.6%6755.3 959.2 3470.4 492.8 48.6%2014-2023 39.0%53.1%9 14 2014-2023 20%30%40%50%60%70%80%2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 15 2014-2023 25%35%45%55%65%02000400060008000100002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 16 2014-2023 25%35%45%55%65%02000400060008000100002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 1.4 2021-2023 1529 1877 2023 1513 214 25.2%2023 2097 2.0%2021-2023 3.5%H 10.3%=/H 17 2014-2023 1019 472 292 477 813 806 357 1014 1919 1503 050010001500200025002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 18 2014-2023 1105 801 729 947 1239 1235 823 1479 2056 2097 050010001500200025002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 10 19 2017-2023 0%5%10%15%20%0.01.53.04.56.02017 2018 2019 2020 2021 2022 2023/2017-2023 20 2017-2023 H 0%5%10%15%20%0.00.51.01.52.02017 2018 2019 2020 2021 2022 2023/2017-2023 2.2.1 2023 792.1 112.5 16.0%2023 182.6/5.1%Earnings News Release 2024 800 110-115 2023 2024 191/195/7.0-7.1 4.6%6.8%2014-2018 2021-2023 2023 1279.1 27.5%2023 6.8 8.7%2024 2024 1250-1350 2024 191.8/197.3/7.0-7.2 3.2%6.2%2026 8.1-8.3 221.9-227.4/2023 19.5%22.4%2016-2023 21 2014-2023 1050 626 323 310 446 458 325 343 683 792 02040608010012002004006008001000120014002014 2015 2016 2017 2018 2019 2020 2021 2022 2023/2014-2023 22 2014-2023 1057659 487 497 621 786 774 876 1004 1279 02040608010012002004006008001000120014002014 2015 2016 2017 2018 2019 2020 2021 2022 2023/2014-2023 2.2 11 2023 29.0/1.3/2023 2014 6.8/2014 2023 28.8/1.6/2023 2014 13.5/23 2014-2023/202530354045502014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 2.3 2023 82.2/77.2/5.0/78.0/4.2/2014-2023 2.9/5.2/24/304050607080901002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014-2023 Wind 12 3.3.1 2024 2024 7.0-7.2 1 BC 50%2023 11.6 20.4/17.0%11.0%2 2024 13 2024 2024 13 36.4/36-1 19-2 11-1 26-6 Mero 2024-2026 7.0-7.2 7.8-8 8.1-8.3,31%33%34%2 2024/19-6 13-2 5 0.58 100%36-1/5-2 3.03 100%36-2 36-2 0.97 100%19-2 1.88 100%21-4 0.53 100%11-1/4-1 1.79 100%26-6 2.06 100%23-5 1.81 100%2.75 100%1.11 100%1.10 100%Mero3 18.00 10%0.82 100%36.43 2024 Earnings News Release 2024 7.0-7.1 1 Surmont 2023 27 Surmont 50%Surmont Surmont 2024 1-2 20 2 Willow 2023 Willow FID 2024 Willow 9-10 18.0/3 2022 LNG 10%2023 8.3/13 3 2023/NGL/Surmont 100%-81 81 QG3 30%13 8 375-83 Pacific LNG 47.5%-844-141 13 8 1219 81 205 2023 3.2 3.2/51%49%2024 2022 4 34 2023 100 CZ7-60 30 2024 7 CCS CO2 15-1 CCS 15-1 CCS CO2 19-6/25-1 Gulf CCS CCS Pathway CCS 2050 2022 JERA Gulf Ekona 4.PB 2024 6 19 A PB 2.25 H PB 1.47 PB 2.60 PB PV10 EV PV10 2023 EV 797 PV10 1245 EV PV10 EV 1511 PV10 701 EV PV10 14 Wind PE PB 2024/6/19 EV EBITDA 2023 2023/12/31 EV PV10 PB 2011-2013 PB 1.48 H PB 2.24 2019 PB 2.03 H PB 1.2 2024 PB 2.60 H PB 1.47 2011-2013 PB H PB Wind 5.4 EV 2023 PV-10 2022 PV-10 PE PB EV/EBITDA/2023 600938.SH 1408 797 1245 1,231 12.10 2.25 2.33 20.8 5.44 0883.HK 791 797 1245 1,231 7.90 1.47 2.36 11.7 9.62 COP.N 1511 1511 701 990 11.68 2.60 6.15 22.4 4.09 5 PB A H A H A H 2011-2013 PB 1.48 1.71 1.49 1.28 1.19-2.24 2019 PB 2.03 0.87 0.52 0.85 0.7-1.2 PB 2024/6/19 2.60 1.25 0.87 0.92 0.67 2.25 1.47 15 Table_Analysts Table_Reports,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%
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