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    Naisheng Cui

    Vice President and Equity Research Analyst at Barclays

    Naisheng Cui is a Vice President and Equity Research Analyst at Barclays, specializing in the coverage of listed hydrogen, renewables, and clean energy companies across European markets. He provides detailed coverage for companies including Nel ASA, Scatec ASA, and Equinor, and has issued 36 stock ratings since 2021 with a focus on the UK, Italian, French, Spanish, US, and German markets. On TipRanks, Cui maintains a 36% success rate with an average return per rating of -6.3%, but he has also delivered standout calls such as a 67.9% profitable rating on McPhy Energy SA. Before joining Barclays, Cui developed sector expertise in the energy and industrials space, and he currently holds professional credentials consistent with sell-side research roles at major investment banks.

    Naisheng Cui's questions to EQUINOR (EQNR) leadership

    Naisheng Cui's questions to EQUINOR (EQNR) leadership • Q2 2024

    Question

    Naisheng Cui from Barclays followed up on cost inflation and currency exposure, asking about the potential impact on 2026 and whether maintaining the current CapEx guidance requires forgoing any opportunities.

    Answer

    EVP & CFO Torgrim Reitan responded that as a dollar-denominated company, managing currency fluctuations is a normal part of business. He expressed the intention to further tighten the portfolio to stay within the current CapEx guidance, even with some Norwegian kroner exposure, and affirmed that this is the plan without having to give up opportunities.

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    Naisheng Cui's questions to EQUINOR (EQNR) leadership • Q2 2024

    Question

    Naisheng Cui of Barclays followed up on CapEx cost inflation, asking about the impact of Norwegian kroner exposure on the 2026 outlook and whether maintaining the current CapEx guidance required forgoing any opportunities.

    Answer

    EVP & CFO Torgrim Reitan reiterated that Equinor operates as a dollar company but actively manages currency fluctuations like the NOK. He expressed the intention to tighten the portfolio further to stay within the current CapEx guidance, even with some currency exposure, implying that efficiency gains would offset pressures rather than cutting opportunities.

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