Invest Shift 株式投資ブログ


パイオニアナチュラルリソーシズ(PXD)2018Q4決算 EPSをミス


・発表日 2019/2/13 アフターマーケット
・売上 $2.68B +75.2% コンセンサス予想より+$370M
・non-GAAP EPS $1.18 -3.2% コンセンサス予想より-$0.23
GAAP EPS $1.89
GAAP net income $324M
・2019Q1の予想産出量は302〜317MBOEPD(Permian Basinのみ)

・決算発表後の株価 アフターマーケットで-4.08%
・2019FYコンセンサス予想PER 145.95/7.89=18.49
・2020FYコンセンサス予想PER 145.95/11.54=12.64


today announced that Timothy L. Dove will retire as CEO and a Board Director effective immediately. Scott D. Sheffield, Chairman of the Board, will return to his former role as Chief Executive Officer. Scott was Pioneer’s founding CEO, serving from 1997 to 2016, and has served as Chairman since 1999. Lead Director, J. Kenneth Thompson, will become Chairman of the Board, also effective immediately.

Pioneer Natural Resources Company Announces CEO Tim Dove to Retire; Chairman Scott Sheffield to Return as CEO | Pioneer Natural Resources Company


原油/天然ガス/NGL(Natural Gas Liquid)の売上は$1.12B +3.4%でした。

Sales of purchased oil and gasの売上は$1.08B +58.6%でした。




Permian Basin からの産出量は302MBOEPDでした。

2019Q1のPermian Basinの予想産出量は302〜317MBOEPDです。

2019Q1のPermian Basinの予想産出コストは$8.50〜10.50/BOEです。

Proved reservesは以下のようになっています。

As of December 31, 2018, the Company’s total Permian proved reserves were estimated at 977 MMBOE, of which 94% are proved developed. Approximately 56% of these proved reserves are oil, 23% are NGLs and 21% are gas.



にほんブログ村 株ブログ 米国株へ