Global E&Ps: Energy Weekly Vol. 23
Oil PriceCrude oil prices broke their 7-week old losing streak, ending the week up c.4% with WTI at USD 68.55/bbl and Brent at USD 75.6/bbl. The...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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PTTEP (PTTEP TB): Good Proxy to Rising Crude Oil Price
Strong stock price momentum, low core profit valuation, and strong cash levels relative to its sector Oil price should remain strong due to OPEC’s...
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