Schlumberger Ltd...Mitverdienen am hohen Ölpreis?


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1319 Postings, 7628 Tage NussriegelSchlumberger Ltd...Mitverdienen am hohen Ölpreis?

 
  
    #1
2
11.05.04 11:32
interessiert sich irgendwer für Schlumberger?

Schlumberger Limited Schlumberger Limited (NYSE:SLB) is the leading oilfield services company supplying technology, project management and information solutions that optimize performance for customers working in the international oil and gas industry. The company comprises two primary business segments - Schlumberger Oilfield Services and WesternGeco.

Kurziel 55 nach wie vor akut?
Die 54 wurden in 3 Monaten schon 2x geknackt.
Wenn der Wert jetzt dreht, sind kurzfristig 20% drin.Und dann? Hätte gerne weitere Meinungen.

Hier die Fundamentalzahlen in Heimatwährung
Fundamentalzahlen                   2001             2002              2003
Gewinn je Aktie                        0,91         -4,18           0,99
KGV                                           46,09       -9,98           56,31
Dividende                                  0,75         0,75              0,75
Dividendenrendite                         1,80         1,80              1,35
Marktkap. in Mio.                    24.026,148   24.288,262    32.543,570


       
     


sehr rührige Öffentlichkeitsarbeit unter
http://www.slb.com/press/newsroom/
(fast täglich press releases!)


und dann der Quartalsbericht:

Schlumberger Announces First Quarter 2004 Results
NEW YORK, April 23, 2004 - Schlumberger Limited (NYSE:SLB) today reported first quarter 2004 operating revenue of $3.02 billion versus $2.65 billion in 2003.

Income from continuing operations (before the previously announced charges) of $279 million, or $0.47 per share, was 87% higher than last year. Including after-tax charges of $152 million, income from continuing operations was $127 million, or $0.22 per share.

Discontinued operations recorded a gain of $93 million ($0.15 per share) in the quarter, resulting in net income of $220 million, or $0.37 per share.

Oilfield Services revenue of $2.36 billion increased 2% compared to the fourth quarter of 2003, and 15% compared to the same quarter of last year. Pretax operating income of $423 million increased 1% sequentially and 31% year-on-year.

WesternGeco revenue of $313 million was 2% higher sequentially and year-on-year. Pretax operating income of $34 million improved $1 million sequentially and compared to break-even in the first quarter of 2003.

Other activities, which comprise mainly Axalto, Electricity Meters North America and Business Continuity had revenue of $349 million and pretax operating income of $26 million.

Schlumberger Chairman and CEO Andrew Gould commented, "First quarter activity was particularly strong in Canada, India, Indonesia, West Africa, and on land in the United States. These gains offset slow activity in Venezuela, the Gulf Coast, and the Caspian. WesternGeco continued to progress due largely to recovery in Multiclient sales in the Gulf of Mexico.

The quarter marked the completion of the sale of SchlumbergerSema as well as the divestiture of a number of other non-oilfield businesses. As a result, net debt dropped below $3 billion at the end of the quarter. Programs for the remaining divestitures are in place and significant steps have been made to restructure our debt for a more efficient capital structure.

The activity confirmed our belief that E&P spending will remain robust in the face of increased demand from China and the United States. While fundamentals for the remainder of the year remain strong, geopolitical and local industry conditions continue to restrict investment and activity in some parts of the world, moderating short-term growth."

Note:

- On March 24, Schlumberger Limited announced that a prospectus ("Document de Base") has been registered with the French "Autorité des Marchés Financiers", in connection with the proposed initial public offering (IPO) of the common stock of Axalto. Schlumberger expects to proceed with an offer of a majority of the shares of Axalto as and when market conditions permit.

- On April 8, Schlumberger entered into agreements with IBM for the sale of the Business Continuity Services activity.

- On April 12, Schlumberger Limited announced charges from continuing operations to be taken in the first quarter:

-- Schlumberger plc (SPLC) accepted tenders for the outstanding £175 million SPLC 6.50% Guaranteed Bonds due 2032. In addition, Schlumberger SA (SSA) bought back €25 million of the outstanding €274 million SSA 5.25% Guaranteed Bonds due 2008 and €8 million of the outstanding €259 million SSA 5.875% Guaranteed Bonds due 2011. As a result, Schlumberger recorded a pretax and after-tax charge of $77 million, which includes market and tender premiums, and transaction costs.

-- Schlumberger paid off its commercial paper program in the US. As a result, the Company's $500 million US interest-rate swaps that were designated as cash-flow hedges became ineffective. Schlumberger recorded a pretax non-cash charge of $73 million ($46 million after-tax) to recognize unrealized losses previously recorded in Other Comprehensive Income.

-- Schlumberger sold 9.6 million ordinary shares of Atos Origin SA at a price of €52.95 per share. The net consideration for the sale was $625 million and Schlumberger recorded a pretax and after-tax loss of $14 million on this transaction which reflects both banking fees and currency effect.

-- Schlumberger is undertaking a restructuring program in order to reduce overhead. Consequently a pretax charge of $20 million ($14 million after-tax) was taken in the quarter.

- On April 12, Schlumberger Limited also announced the following transactions which were recorded as discontinued operations:

-- The sale of the SchlumbergerSema business was completed in January 2004. Schlumberger received €443 million ($555 million) in cash and 19.3 million shares of common stock of Atos Origin with a value of €1.02 billion ($1.275 billion), which represented approximately 29% of the outstanding common shares of Atos Origin. As at the end of March 2004, Schlumberger held about 14.5% of the share capital of Atos Origin after selling 9.6 million shares for $625 million. This investment is accounted for using the cost method as of February 2, 2004. The estimated gain on the sale is $26 million.

-- Schlumberger sold its Infodata business unit for an all-cash amount of $104 million. The gain on the sale was $50 million.

-- Schlumberger sold its Telecom Billing Software activity for an all-cash amount of $37 million, excluding future cash payments of $10 million. The gain on the sale was $17 million. Schlumberger continues to retain the Telecom Messaging Software activity, which is under active exit negotiations.

Oilfield Services

First quarter revenue of $2.36 billion was 2% higher sequentially and increased 15% year-on-year. Pretax operating income of $423 million increased 1% sequentially and rose 31% year-on-year.

Sequential growth was strongest in the Canada, US Land, West Africa and India GeoMarkets. Demand was particularly strong for Integrated Project Management services while Drilling & Measurements, Well Services and Wireline technologies grew sequentially. Demand for the PowerDrive* rotary steerable family continued to increase particularly in the Gulf of Mexico and the Middle East.

Many regions experienced year-on-year growth, which, due to high operating leverages, generally translated into significant increases in pretax operating income. Canada, US Land, Mexico, Indonesia and the East Mediterranean GeoMarkets posted the highest revenue growth year-on-year, slightly offset by decreased activity in Saudi Arabia and the Gulf Coast GeoMarkets. Demand for all technology segments increased significantly, but particularly for Integrated Project Management, Well Services and Drilling & Measurements.

North America

Revenue of $725 million increased 7% sequentially and 17% year-on-year. Pretax operating income of $123 million increased 16% sequentially and 66% year-on-year due to improved market dynamics such as higher natural gas prices together with optimism in the US economy.

US Land delivered robust revenue growth both sequentially and year-on-year principally fueled by Well Services and Wireline due to the expansion of the unconventional gas market, an improved pricing environment as a result of tighter resource availability and strong overall market demand. Seasonal activity increases, pricing improvements, market share gain and a strengthening Canadian dollar were contributing factors to the strong sequential and year-on-year growth in Canada, along with increased Well Services and Wireline activity. Reduced rig activity on the shelf resulted in a year-on-year revenue decline in the Gulf of Mexico, partially mitigated by growth in Integrated Project Management. Sequentially, strong Drilling & Measurement activity was fueled by high demand for PowerDrive* and PowerDrive Xceed* which continue to increase drilling performance and reduce total well construction costs for the E&P industry.

Schlumberger conducted two of the largest borehole seismic surveys ever using the new 40 shuttle VSI* Versatile Seismic Imager tool for sub-salt imaging in the Gulf of Mexico. Both surveys used the new Enhanced Digital Telemetry System (EDTS), allowing for a record-breaking time while providing rapid acquisition rates without sacrificing data quality.

Latin America

Revenue of $395 million declined 3% sequentially but was 32% higher year-on-year. Pretax operating income of $61 million was 8% lower sequentially but increased 81% year-on-year.

Year-on-year growth was reflected in all GeoMarkets, with large integrated projects continuing to drive revenue by utilizing services from most technology segments. In Latin America South the completion of the first dozen wells of the Repsol-YPF D-150 contract fueled sequential and year-on-year growth. An increase in Wireline activity associated with the Peruvian jungle operations produced strong year-on-year growth while drilling times were reduced by more than half of the first well using the Data & Consulting Services and Drilling & Measurements No Drilling Surprises process.

Sequentially, revenue in Venezuela decreased substantially with both PDVSA and international operators reducing their activity. Activity is expected to further decline in the near term due to political uncertainty and on-going contractual issues.

Europe/CIS/West Africa

Revenue of $648 million decreased 3% sequentially but increased 5% year-on-year. Pretax operating income of $106 million declined 8% sequentially but increased 4% year-on-year.

Sequential declines were due to reduced Caspian activity following strong Well Completions & Productivity sales of artificial lift pumps and PhaseWatcher* equipment in the previous quarter, less Integrated Project Management work and delayed stimulation activity in Russia, continued weak market conditions in the North Sea, and overall decreased seasonal activity for Schlumberger Information Solutions. This was partially offset by strong sequential revenue growth in West and South Africa led by Wireline and Well Completions & Productivity.

Year-on-year increases were notable in the Caspian, Continental Europe and West & South Africa GeoMarkets. Pretax operating income was negatively impacted by $6 million sequentially and $11 million year-on-year, through the appreciation of a number of local currencies against the US dollar.

Integrated Project Management was selected by the Russian oil and gas company OAO RITEK as the main contractor for a drilling project of ten horizontal wells in the Sredne-Khulymskoye field to enhance oil production. This is the first time in Russia that a service company will act as project manager to execute a horizontal well field development.

Middle East & Asia

Revenue of $559 million rose 4% sequentially and 11% year-on-year. Pretax operating income of $139 million was up 6% sequentially and 20% year-on-year.

India recorded significant sequential and year-on-year revenue increases with the ramp-up in deepwater activity for ONGC and deepwater exploration activity for Reliance Industries Ltd. Sequential revenue growth was driven by strong LWD activity in Japan as well as increased completion and artificial lift sales in China. The Arabian GeoMarket also exhibited robust sequential growth mainly due to an offshore Coil Tubing campaign as well as increased Drilling & Measurements and Wireline activity. Market share gains and expansion in hydraulic fracturing in the East Africa and East Mediterranean GeoMarket also contributed to the sequential and year-on-year revenue growth. Indonesia contributed strong demand for Wireline, Drilling & Measurements, Integrated Project Management and Well Services technologies. Overall, the sequential improvement was partially offset by lower activity in the Gulf States and Malaysia/Brunei/Philippines GeoMarkets.

The exceptional success of the first year of Coiled Tubing Drilling (CTD) operations on the Sharjah project in UAE for BP led to a two-year contract extension. Operations were run with no accidents or spills and production increased significantly. Elsewhere a CTD record was broken with the deepest exit ever at 16,049 feet measured depth to drill a 1,976 feet lateral section.

The PhaseWatcher Vx multiphase fluid monitoring system is being implemented on a large scale after a two-year validation phase. The largest order ever was placed for a single field bringing the total number of meters to 33. Some of the meters include real-time data delivery via InterAct* real-time monitoring and data delivery service in order to improve production monitoring and production allocation accuracy.

Highlights:

- Integrated Q borehole seismic systems continue to be in strong demand, particularly the VSI* Vertical Seismic Imager tool that can address the rapidly growing 3D borehole seismic survey market even in the deep and hot wells. The VSI tool offers sharper, more accurate images of the subsurface while improving operating efficiency and is being rapidly deployed worldwide.

- Two new members of the PowerDrive* rotary steerable family were launched both in the North Sea and Gulf of Mexico this quarter thereby continuously improving reliability while increasing the variety of applications of this industry leading offering. PowerDrive X5 is designed for hot, tough environments while PowerDrive VorteX converts mud hydraulic power to additional mechanical power in order to drill faster in hard rock formations.

- SenTREE subsea well intervention system deployment accelerated with operational delivery preparations for more than 130 wells ongoing in the frontier areas of the Mediterranean, East Coast Canada, India, Malaysia and the key deepwater markets of the Gulf of Mexico and West Africa.

- InterAct* and geoVISION* downhole MWD/LWD imaging services were key in positioning multilaterals in real-time on the southern North Sea Minerva Hub development wells for BG Group.

- ChevronTexaco in the Gulf of Mexico mobilized real-time drilling support for their operations. The drilling focused iCenter in their offices leverages real-time drilling information and consulting expertise for drilling optimization and well placement.

- Amerada Hess selected a Schlumberger global connectivity solution to provide highly reliable and secure two-way communications between selected offshore and onshore facilities.

WesternGeco

First quarter revenue of $313 million was 2% higher both sequentially and year-on-year. Pretax operating income of $34 million, including a $7 million release of employee related provisions, improved $1 million sequentially and $34 million year-on-year.

Sequentially, Multiclient sales grew 22% driven by the Central Gulf of Mexico lease sale partially offset by lower sales in the North Sea and West Africa. Land seismic was higher mainly in the Middle East on the start up of projects in Chad, Egypt, Saudi Arabia, and the Petronas Land project in Malaysia. Marine seismic activity decreased 21% mainly in the Gulf of Mexico and the Caspian for seasonal reasons.

Year-on-year revenue growth was mainly due to a 25% increase in Multiclient sales driven by the Central Gulf of Mexico lease sale and by execution of a long-term Multiclient volume agreement signed in December 2003. This result was offset by lower Land seismic activity after the shutdown of crews in Alaska and in the Middle East.

Year-on-year increase in pretax operating income was mainly attributable to higher Multiclient sales coupled with savings related to restructuring measures taken in 2003. Multiclient drove sequential improvement in pretax operating income due to increased sales partially offset by sluggish Marine seismic activity.

Including Multiclient pre-commitments, the backlog at the end of the first quarter reached $479 million, a 17% increase over the previous quarter.

Highlights:

- Q* acceptance increased during the first quarter with a multiple survey contract awarded by Statoil in the Norwegian Continental Shelf.

- A total of five land crews were awarded new contracts in the quarter, with work expected to begin in the second quarter.

- The first Q-Land job was completed in Kuwait for KOC.

Other

At historical exchange rates, Axalto revenue of $203 million increased by 26% year-on-year. At constant exchange rates, revenue increased by 16%. All segments of the smart cards business contributed to the growth. Axalto recorded a significant year-on-year increase in SIM (Subscriber Identity Module) cards volumes, up 26% to 49 million units in the quarter, in all geographic regions, while average sales prices decreased by 9%. Volume of microprocessor financial cards grew year-on-year 49% to 21 million units.

Electricity Meters North America revenue of $76 million grew 18% year-on-year mainly as the product mix shifted towards solid-state meters.

About Schlumberger
Schlumberger is the world's leading oilfield services company supplying technology, project management and information solutions that optimize performance for customers working in the oil and gas industry. The company employs more than 50,000 people of over 140 nationalities working in 100 countries, and comprises two primary business segments. Schlumberger Oilfield Services supplies a wide range of products and services from formation evaluation through directional drilling, well cementing and stimulation, well completions and productivity to consulting, software, information management and IT infrastructure services that support core industry operational processes. WesternGeco, jointly owned with Baker Hughes, is the world's largest seismic company and provides advanced acquisition and data processing services. In 2003, Schlumberger operating revenue was $11.4 billion. For more information, visit slb.com.

###

*Mark of Schlumberger


Notes: Schlumberger will hold a conference call to discuss the above announcement on Friday, April 23, 2004, at 9:00 am New York time (2:00 pm London time/3:00 pm Paris time). To access the call, which is open to the public, please contact the conference call operator at +1-888-428-4474 (toll-free) for North America, or +1-651-291-0278 from outside North America, approximately 15 minutes prior to the scheduled start time, and ask for the "Schlumberger Earnings Conference Call". A replay will be available through May 7, 2004 by dialing +1-800-475-6701 in North America, or +1-320-365-3844 outside North America, and providing the access code 726731.

The conference call will also be simultaneously webcast at www.slb.com/irwebcast on a listen-only basis. Please log in 15 minutes ahead of time to test your browser and register for the call. A replay of the webcast will also be available through May 7, 2004.

Supplemental information in the form of a question and answer document on this press release and financial schedules are available at slb.com/ir.


For further information, contact:

Doug Pferdehirt
Vice President of Communications and Investor Relations
or


Paulo Loureiro
Investor Relations Manager
Tel: +1 212 350 9432
ir-nam@slb.com

Jetzt bin ich gespannt auf die Meinung der Fundamental- und v.a. der Chartanalysten  

1319 Postings, 7628 Tage Nussriegelnoch den AG-Filter nachtragen: ) o. T.

 
  
    #2
11.05.04 11:33

1319 Postings, 7628 Tage NussriegelKeiner eine Meinung? o. T.

 
  
    #3
11.05.04 17:28

1319 Postings, 7628 Tage NussriegelStatoil vergibt Aufträge im Gesamtwert von 300 Mio

 
  
    #4
26.05.04 15:23
26.05.2004 12:43:00
   
Der norwegische Öl- und Erdgaskonzern Statoil ASA hat am Mittwoch mehrere Großaufträge zur Erstellung seismologischer Gutachten vor der norwegischen Küste sowie in der Nordsee im Gesamtwert von 300 Mio. NOK (44,23 Mio. Dollar) vergeben.
Konzernangaben zufolge erhielt unter anderem die WesternGeco, ein Joint Venture der amerikanischen Ölfeldservice-Dienstleister Schlumberger Ltd. sowie Baker Hughes Inc., einen Auftrag im Wert von 125 Mio. NOK. Weitere Aufträge im Wert von 100 Mio. NOK bzw. 85 Mio. NOK gingen an die französische Compagnie Generale de Geophysique S.A. sowie an die norwegische Petroleum Geo-Services ASA, hieß es.

 

1319 Postings, 7628 Tage Nussriegelup wegen UBS

 
  
    #5
11.06.04 15:13
Rating-Update:

Die Analysten von UBS nehmen für die Aktie von Schlumberger (ISIN AN8068571086/ WKN 853390) ein Upgrade von "neutral" auf "buy" vor.
 

1319 Postings, 7628 Tage NussriegelSaudi Aramco Selects WesternGeco For Q-Land Survey

 
  
    #6
14.06.04 17:39
Saudi Aramco Selects WesternGeco For Q-Land Surveys
Friday June 11, 8:00 am ET


HOUSTON--(BUSINESS WIRE)--June 11, 2004--WesternGeco announced today that Saudi Aramco has awarded WesternGeco the contract to acquire surveys over two fields in Saudi Arabia with its suite of Q-Land(1) seismic acquisition and processing services. The project is scheduled to begin in June and is expected to be completed within six months.
"We chose WesternGeco Q-Technology because of the potential to enhance imaging, increase bandwidth and solve near-surface static and noise problems," said Khalid A. Al-Falih, Saudi Aramco vice president of exploration. "The pilot project with Q-Technology will complement our current assessment methods."

Q-Technology utilizes the most advanced fully digital technology to provide the highest resolution seismic data for hydrocarbon exploration, development and production.

"These pilot surveys will help Saudi Aramco evaluate the effectiveness of this new technology and assess its potential to resolve current challenges in the region," said Salem Elsayed, WesternGeco Middle East manager. "WesternGeco is pleased that Saudi Aramco has selected Q-Technology to help manage its most important assets."

 

6685 Postings, 7946 Tage geldschneiderDie techn. Indikatioren geben kein Kaufsignal her!

 
  
    #7
15.06.04 09:49
Kurzfristig halten, bei Abwärtstendenz aussteigen, und techn. Indikatoren beachten!

gruß
Gs  

6685 Postings, 7946 Tage geldschneiderBear Stearns upgrades Schlumberger

 
  
    #8
17.06.04 11:22
Jun 16, 2004 (streetinsider.com via COMTEX) -- Bear Stearns upgrades
Schlumberger (NYSE: SLB) from Under Perform to Peer Perform on better outlook.

 

1319 Postings, 7628 Tage Nussriegelin deutschland ist man da schon optimistischer

 
  
    #9
18.06.04 18:57
Outperform (Goldman Sachs)
"buy" - (Deutsche Securities)
"buy" - (Merrill Lynch)
alles von Juni 04

und nach adblue ist der chart kurz- und mittelfristig bullish

war in USA letzte woche auch täglich nachbörslich im +
(du magst es doch, wenn Aktien in USA nachbörslich zulegen, oder *g*)

also warten wir´s mal ab  

1319 Postings, 7628 Tage NussriegelCharttechnisch wieder Strong buy

 
  
    #10
19.07.04 17:45
SLB - SCHLUMBERGER LTD (NYSE)

DateOpenHighLowLastChangeVolume% Change
07/19/0465.0065.2564.8365.11+0.201161500+0.31%

Composite Indicator
   Trend Spotter TMBuy
 
Short Term Indicators
   7 Day Average Directional IndicatorBuy
   10 - 8 Day Moving Average Hilo ChannelBuy
   20 Day Moving Average vs PriceBuy
   20 - 50 Day MACD OscillatorBuy
   20 Day Bollinger BandsBuy
 
Short Term Indicators Average:  100% - Buy
20-Day Average Volume - 2935660
 
Medium Term Indicators
   40 Day Commodity Channel IndexBuy
   50 Day Moving Average vs PriceBuy
   20 - 100 Day MACD OscillatorBuy
   50 Day Parabolic Time/PriceBuy
 
Medium Term Indicators Average:  100% - Buy
50-Day Average Volume - 3522502
 
Long Term Indicators
   60 Day Commodity Channel IndexBuy
   100 Day Moving Average vs PriceBuy
   50 - 100 Day MACD OscillatorSell
 
Long Term Indicators Average:  33% - Buy
100-Day Average Volume - 3469943
 
Overall Average:  88% - Buy
 
Angehängte Grafik:
slb.gif (verkleinert auf 83%) vergrößern
slb.gif

1319 Postings, 7628 Tage NussriegelSLB auch gut fürn kurzen Zock

 
  
    #11
20.07.04 17:40
Bin zwar long drin, aber:
wer zeit hat, achtet am Freitag auf schlumberger
(wahrscheinlich sehr positive quartalszahlen)
charttechnisch super
http://quotes.barchart.com/texpert.asp?sym=slb
(SLB in Ami-Land)

Auszug aus News:
Während für die Autofahrer die Fahrt zur Tankstelle angesichts der hohen Spritpreise mehr und mehr zur Qual werde, freue sich vor allem eine Branche über das hohe Preisniveau beim Schwarzen Gold: die Öl-Zulieferer. Allen voran die Nummer eins der Branche: der US-Konzern Schlumberger.
Der Verkaufserlös für die Tochter, die IT-Dienstleistungen für die Energieindustrie anbiete, habe rund 1,8 Milliarden Dollar in bar sowie in Aktien von Atos Origin betragen. Nach dem Verkauf könne sich Schlumberger nun noch stärker auf die eigentlichen Kernaktivitäten im Ölgeschäft konzentrieren.
Auf das Ergebnis des ersten Quartals habe sich die Transaktion zunächst einmal negativ ausgewirkt. Auf Grund von Restrukturierungskosten sei der Gewinn um 15 Prozent auf 126,8 Millionen Dollar gesunken. Dagegen sei der Umsatz deutlich vorangekommen und habe mit 3,04 Milliarden Dollar 13 Prozent über dem Niveau des Vorjahres gelegen. Im zweiten Quartal, für das man die Ergebnisse am kommenden Freitag vorlegen werde, dürfte auch der Gewinn wieder deutlich vorankommen: Analysten würden im Durchschnitt mit einem Zuwachs von rund 25 Prozent rechnen.  

1319 Postings, 7628 Tage Nussriegel 100% seit meinem ersten Posting. dafür mal up o. T.

 
  
    #12
1
23.01.06 17:55

1319 Postings, 7628 Tage Nussriegelup wegen split o. T.

 
  
    #13
10.04.06 12:35

679 Postings, 7637 Tage noreturnSchlumberger:Empfehlungsliste Zürcher Kantonalbank

 
  
    #14
1
07.09.06 16:22
Schlumberger Empfehlungsliste (Zürcher Kantonalbank)

Zürich (aktiencheck.de AG) - Daniel Benz, Analyst der Zürcher Kantonalbank, hat die Schlumberger-Aktie (ISIN AN8068571086/ WKN 853390) auf seiner Empfehlungsliste.
Schlumberger sei mit USD 14,3 Mrd. Umsatz 2005 ein führender Anbieter von Ölserviceprodukten und -dienstleistungen. Die Aktivitäten der Gruppe mit rund 60.000 Mitarbeitern würden sich weltweit auf über 80 Länder erstrecken. Beeindruckend sei die Marktstellung: In den einzelnen Produktkategorien, die in den letzten fünf Jahren ein jährliches Wachstum von 7% bis 23% aufgewiesen hätten, nehme die Gruppe weltweit Rang 1 bis 3 ein. Für Schlumberger könnte das Umfeld kaum besser sein. Der hohe Ölpreis ermutige die Ölproduzenten, mehr zu investieren. Zudem würden die Investitionsversäumnisse der letzten Jahre im Energiesektor für Zusatznachfrage sorgen.

Der Investitionszyklus, von dem Ölservicegesellschaften wie Schlumberger direkt profitieren würden, werde noch lange - klar länger als in früheren Zyklen - anhalten. Schlumbergers Auftragsbücher seien prall gefüllt, und die Gruppe weise mit ihren Produkten zweistellige Zuwächse in allen Wirtschaftsregionen auf. Die Gewinndynamik bleibe in den kommenden Quartalen hoch, die Gewinne gut abschätzbar. Durch die PEG-Ratio von 1,1x, welche die langfristigen Gewinnerwartungen berücksichtige, werde das auf den ersten Blick hohe KGV relativiert.

Die Aktie von Schlumberger befindet sich auf der Empfehlungsliste der Analysten der Zürcher Kantonalbank. (07.09.2006/ac/a/a) Analyse-Datum: 07.09.2006  

4560 Postings, 9139 Tage Sitting Bull06er KGV bei 25, 07er KGV bei 15

 
  
    #15
2
07.09.06 17:05
In den einzelnen Produktkategorien, die in den letzten fünf Jahren ein jährliches Wachstum von 7% bis 23% aufgewiesen hätten, nehme die Gruppe weltweit Rang 1 bis 3 ein

...

Die Gewinndynamik bleibe in den kommenden Quartalen hoch, die Gewinne gut abschätzbar. Durch die PEG-Ratio von 1,1x, welche die langfristigen Gewinnerwartungen berücksichtige, werde das auf den ersten Blick hohe KGV relativiert.

Fazit:

immer noch interessant. Bei Schwäche kaufen.  

679 Postings, 7637 Tage noreturnSchlumberger verdoppelt beinahe Gewinn

 
  
    #16
2
20.10.06 16:05
Schlumberger kann Gewinn im dritten Quartal fast verdoppeln  

12:47 20.10.06  

New YorkNew York (aktiencheck.de AG) - Der weltgrößte Ölfeld-Servicedienstleister Schlumberger N.V. (Ltd.) (ISIN AN8068571086/ WKN 853390) gab am Freitag bekannt, dass er seinen Gewinn im dritten Quartal fast verdoppeln konnte, was auf starke Nachfrage seitens der Öl- und Gasproduzenten sowie auf ein hohes Wachstum im Seismik-Geschäft zurückzuführen ist.

Der Nettogewinn belief sich auf 999,8 Mio. Dollar bzw. 81 Cents pro Aktie, nach 540,8 Mio. Dollar bzw. 44 Cents pro Aktie im Vorjahr. Der Gewinn aus dem laufenden Geschäft lag ebenfalls bei 81 Cents pro Aktie. Der operative Umsatz erhöhte sich von 3,70 Mrd. Dollar auf 4,95 Mrd. Dollar.

Analysten waren im Vorfeld von einem Gewinn von 77 Cents pro Aktie und einem Umsatz von 4,94 Mrd. Dollar ausgegangen. Für das laufende Quartal stellen sie ein EPS-Ergebnis von 82 Cents und Erlöse von 5,18 Mrd. Dollar in Aussicht.  

7304 Postings, 6952 Tage Mme.EugenieErneute Einstiegschance bei Schlumberger

 
  
    #17
19.01.07 00:41

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679 Postings, 7637 Tage noreturn71 % Gewinnsteigerung bei Schlumberger

 
  
    #18
19.01.07 13:18
Schlumberger steigert Gewinn im vierten Quartal um 71 Prozent  

12:39 19.01.07  

New York (aktiencheck.de AG) - Der weltgrößte Ölfeld-Servicedienstleister Schlumberger N.V. (Ltd.) (ISIN AN8068571086/ WKN 853390) gab am Freitag bekannt, dass er seinen Gewinn im vierten Quartal um 71 Prozent steigern konnte, was auf eine starke Nachfrage seitens der Öl- und Gasproduzenten sowie auf ein hohes Wachstum im Seismik-Geschäft zurückzuführen ist.

Der Nettogewinn belief sich auf 1,13 Mrd. Dollar bzw. 92 Cents pro Aktie, nach 660,6 Mio. Dollar bzw. 54 Cents pro Aktie im Vorjahr. Der Gewinn aus dem laufenden Geschäft lag ebenfalls bei 92 Cents pro Aktie. Der operative Umsatz erhöhte sich um 33 Prozent auf 5,35 Mrd. Dollar.

Analysten waren im Vorfeld von einem Gewinn von 85 Cents pro Aktie und einem Umsatz von 5,14 Mrd. Dollar ausgegangen. Für das laufende Quartal stellen sie ein EPS-Ergebnis von 86 Cents und Erlöse von 5,21 Mrd. Dollar in Aussicht.  

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