JPTXF News and Press, Japan Petroleum Exploration Co. Ltd.

2024-04-21 11:00:21 ET Summary JAPEX has outperformed other oil stocks over the last year due to a closing corporate governance and capital allocation discount. They are also doing well operationally, deploying cash in new projects and with developing projects coming imminently on...

2023-12-13 03:19:53 ET Summary Japan Petroleum Exploration posted a strong quarter driven by overseas E&P volumes growing offsetting price pressure. Management demonstrates responsiveness in its communications with shareholders and seems open to steadily growing payout ratios....

2023-08-04 04:31:16 ET Summary JAPEX has elements of its equity bridge being totally ignored by markets, typical of low P/B stocks in Japan. There are structural factors that support the commodity prices it is exposed to. There are catalysts in the TSE dealing with low P/B com...

2023-04-02 10:08:27 ET Summary Forty-nine small-cap energy producers are ranked on relative quality using a matrix with factors including, valuation, profitability, FCF, and debt. The quality matrix is a broad effort to identify those small-cap producers that are likely to be amon...

Summary IEO, like the rest of the oil industry, took a hit as crude prices declined on price cap announcements by European countries. The price caps are supposed to limit the price that will be paid for Russian oil imported to Europe. Speculators were likely expecting a more severe ...

Summary JAPEX has been the second of two high conviction ideas this year that rely on operating assets trading for free. Our hopes were correctly pinned on a high oil price creating a superb impulse for growth in their oil interests business, where they own shares in oil rigs. ...

IGE is a broad portfolio of US oil companies. Capacity is very tight, with refineries and rigs being underinvested, and the capacity for OPEC production growth is ultimately pretty limited. Refineries might see a margin hit during a tougher macro environment, and that could mean a...

A consumer price hike was still somewhat expected, since rates have only just risen, but it accentuates the key issue of inflation expectations. If inflation doesn't seem to be curbed, the Fed is likely to more aggressively raise rates, at least for a while longer. Sentiment will ...

It's not a great idea to panic sell, that's for sure, but rebalancing could be wise since the sell-off has been indiscriminate. It's critical to think incrementally about your next purchases, don't be sucked in by sunk cost thinking. Consider that the economic ills concern the cre...

Logistic bottlenecks and shortages due to hot goods demand means that we are getting inflation, that the Fed plans to attack with rate hikes. They know very well that we are facing a potentially decimating stagflationary environment if rate hikes aren't handled with care. We expec...