Trump's Executive Orders Fuel Tech, Weaken Energy Stocks In His First Week: Immigration, Tariff Reforms On Cards But Experts Say 'Don't Play Politics With Your Portfolio' (CORRECTED)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2025
0mins
Source: Benzinga
Trump's First Week Impact on Markets: President Trump's initial week in office saw the S&P 500 reach a record high, driven by his focus on technology, tariffs, energy reform, and immigration. However, experts caution investors against mixing politics with investment decisions, emphasizing that market forces typically outweigh political influences over time.
Sector-Specific Reforms and Market Reactions: The administration's push for energy reforms may lower prices and affect revenue for energy companies, while immigration policies could disrupt labor markets and potentially lead to inflation. Additionally, investments in artificial intelligence are expected to benefit tech stocks, with notable gains seen in companies like Microsoft and Nvidia following the announcement of the Stargate project.
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Analyst Views on TTE
Wall Street analysts forecast TTE stock price to fall
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 74.800
Low
60.04
Averages
71.67
High
90.93
Current: 74.800
Low
60.04
Averages
71.67
High
90.93
About TTE
TotalEnergies SE is a France-based company. The Company is predominantly engaged in the business as a worldwide oil group. Its segment divisions are divided into refining and chemistry such as refining of petroleum products and manufacture of basic chemistry and of specialty chemistry, petroleum products distribution, electricity generation from combined cycle gas plants and renewable energies, gas production, trading, transport and distribution primarily includes liquefied natural gas, natural gas, biogas, hydrogen, liquefied petroleum gas and hydrocarbon operating and production. The group is also operating in trading and sea transport of crude oil and oil products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Alignment: This transaction aligns with TotalEnergies' strategy to prioritize operated assets and seek growth opportunities in Malaysia, particularly in developing low-cost, low-emission projects, thereby enhancing its market position in Southeast Asia.
- Market Impact: Inpex's acquisition is expected to expand its business portfolio in Malaysia and strengthen its foundation in the country, aligning with its Vision 2035 aimed at growing its natural gas and LNG business.
- Historical Context: TotalEnergies has operated in Malaysia since 1985 and is now the third-largest gas producer in the country, holding interests in 17 offshore blocks, demonstrating its long-term commitment to the region.
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- Strong Stock Performance: Tenaris's stock has surged 70.5% since the beginning of the year, although it currently trades at $37.32 per share, which is still 16.1% below its 52-week high of $44.47, reflecting market confidence in its future growth potential.
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- Asset Sale: TotalEnergies has agreed to sell its 85% non-operated interest in Block 2E offshore Malaysia for $350 million, unlocking the value of its minority stake in a non-operated gas project while focusing on its operated portfolio and strategic growth opportunities in Malaysia.
- Gas Field Development: The sale represents a net interest of 8.5% in the Marjoram gas field currently under development, allowing TotalEnergies to optimize its investment portfolio and further solidify its position as the third-largest gas producer in the country.
- Climate Lawsuit: Separately, a group of climate activists filed a lawsuit against TotalEnergies in a French civil court, seeking environmental documents related to an onshore Nigerian oil asset, which could impact the company's asset sale process.
- Regulatory Challenges: TotalEnergies announced in January the sale of its 10% stake in the Nigerian asset to a local company, but the transaction has yet to receive approval from Nigerian regulators, potentially affecting the company's overall strategic positioning.
See More
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- Strategic Focus: This transaction aligns with TotalEnergies' strategy of actively managing its portfolio and prioritizing material positions to support its ambition to develop low-cost, low-emission projects, particularly as the Jerun field is now online, making Malaysia a strategic platform for its growth strategy.
- Market Position Enhancement: Since 1985, TotalEnergies has established itself as the third-largest gas producer in Malaysia, holding operated and non-operated interests in 17 offshore blocks, further solidifying its market position in the Southeast Asian region.
- Commitment to Sustainability: TotalEnergies' operations in Malaysia include partnerships with PETRONAS and Mitsui to develop a CO₂ storage project in Southeast Asia, demonstrating its ongoing investment in renewable energy and commitment to sustainable development.
See More
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- Transaction Details: TotalEnergies sells its 8.5% net interest in the Marjoram gas field in Malaysia's Block 2E for $350 million (€305.68 million), marking a realization of value from this non-operated asset and optimizing its portfolio.
- Strategic Alignment: This transaction aligns with TotalEnergies' strategy to prioritize operated assets and seek growth opportunities in Malaysia, particularly in developing low-cost, low-emission projects, thereby enhancing its market position in Southeast Asia.
- Market Impact: Inpex's acquisition is expected to expand its business portfolio in Malaysia and strengthen its foundation in the country, aligning with its Vision 2035 aimed at growing its natural gas and LNG business.
- Historical Context: TotalEnergies has operated in Malaysia since 1985 and is now the third-largest gas producer in the country, holding interests in 17 offshore blocks, demonstrating its long-term commitment to the region.
See More
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- New Service Center Launch: Tenaris has officially commenced operations at its new service center in Suriname, covering 74,500 square meters and aimed at supporting the GranMorgu offshore development project, which is expected to enhance safety and efficiency for its clients.
- Contractual Supply Assurance: The center is contracted to supply essential materials, including casing and production tubing, with an annual capacity of 15,000 metric tons, demonstrating Tenaris's strong commitment to the development of Suriname's energy sector.
- Strong Stock Performance: Tenaris's stock has surged 70.5% since the beginning of the year, although it currently trades at $37.32 per share, which is still 16.1% below its 52-week high of $44.47, reflecting market confidence in its future growth potential.
- Market Volatility Analysis: Over the past year, Tenaris has experienced low volatility with only seven moves greater than 5%, and today's rise is viewed as a significant signal by the market, although it may not fundamentally alter perceptions of the company.
See More
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- Asset Sale: TotalEnergies has agreed to sell its 85% non-operated interest in Block 2E offshore Malaysia for $350 million, unlocking the value of its minority stake in a non-operated gas project while focusing on its operated portfolio and strategic growth opportunities in Malaysia.
- Gas Field Development: The sale represents a net interest of 8.5% in the Marjoram gas field currently under development, allowing TotalEnergies to optimize its investment portfolio and further solidify its position as the third-largest gas producer in the country.
- Climate Lawsuit: Separately, a group of climate activists filed a lawsuit against TotalEnergies in a French civil court, seeking environmental documents related to an onshore Nigerian oil asset, which could impact the company's asset sale process.
- Regulatory Challenges: TotalEnergies announced in January the sale of its 10% stake in the Nigerian asset to a local company, but the transaction has yet to receive approval from Nigerian regulators, potentially affecting the company's overall strategic positioning.
See More
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- Asset Divestment: TotalEnergies sells its 85% stake in Malaysia's Block 2E to INPEX for $350 million, crystallizing an 8.5% net interest in the developing Marjoram gas field, allowing the company to realize the full value of this minority interest while focusing on its operated portfolio and strategic growth opportunities in Malaysia.
- Strategic Focus: This transaction aligns with TotalEnergies' strategy of actively managing its portfolio and prioritizing material positions to support its ambition to develop low-cost, low-emission projects, particularly as the Jerun field is now online, making Malaysia a strategic platform for its growth strategy.
- Market Position Enhancement: Since 1985, TotalEnergies has established itself as the third-largest gas producer in Malaysia, holding operated and non-operated interests in 17 offshore blocks, further solidifying its market position in the Southeast Asian region.
- Commitment to Sustainability: TotalEnergies' operations in Malaysia include partnerships with PETRONAS and Mitsui to develop a CO₂ storage project in Southeast Asia, demonstrating its ongoing investment in renewable energy and commitment to sustainable development.
See More
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- Dividend Growth: ASML raised its 2025 dividend by 17% to €7.50 per share, supported by a robust €45 billion order backlog, indicating strong cash flow coverage, although export control risks could impact future earnings.
- Cyclical Risk: TotalEnergies increased its ordinary dividend by 5.6% to €3.40 per share, despite a 15% drop in adjusted net income due to lower Brent prices, with management projecting 2026 cash flow above €26 billion, demonstrating resilience against current oil prices.
- Cloud Revenue Growth: SAP's cloud revenue grew 27% in Q2 fiscal 2026, with free cash flow expected to reach approximately €10 billion, and a proposed dividend of €2.50, up 6.4%, alongside a new €10 billion buyback plan, reflecting confidence in future performance.
- Investment Returns: FEZ has returned 18% over the past year and 63% over five years, and despite risks from euro fluctuations, the combination of dividend safety and capital appreciation makes it an attractive option for investors seeking diversified exposure.
See More
Europe's Heatwave Sparks Investment Opportunities
- Climate Change Impact: Multiple European countries are experiencing record heatwaves with temperatures exceeding 40 degrees Celsius, disrupting power supplies and closing schools, which directly affects the economy and increases the demand for climate adaptation and energy efficiency investments.
- Insurance Sector Opportunities: Ninety One's Global Sustainable Equity Fund is focusing on insurance companies like Aon and Intact Financial, believing that climate change will drive structural growth in the insurance industry, particularly for firms offering climate risk management solutions.
- Energy Transition Trends: As temperatures rise, companies like Johnson Controls and Siemens are seeing a surge in demand for HVAC products, with modern heat pumps serving as effective cooling devices to meet heightened summer demands.
- Grid Modernization Needs: The surge in electricity demand is putting pressure on aging power infrastructure, with companies like ABB, Schneider Electric, and Siemens poised to benefit from investments in grid modernization, providing essential equipment to enhance power supply capabilities.
See More
