New US Sanctions Against Venezuela: Impact on the Oil Sector and Prices
US sanctions against Venezuela's central bank and PDVSA, announced on Monday (January 28), have sent refiners on the US Gulf Coast scrambling...
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Consensus Euphoria Turned to Foreboding in 2018âŚ
Downside risks next year include a sharper than anticipated China slowdown, US protectionism and intensifying geopolitical tail risks as covered...
786 Views
Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
597 Views
Caterpillar (CAT) - Earnings Strength Suggests Cycle Peak Is Still a Few Quarters Away
CAT Results in 2QFY18 Exceed Impressive 1QFY18 Numbers In 2QFY18 Caterpillar recorded revenue of USD14bn (+24% YoY) and adjusted earnings per share...
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China Flips Investment Switch Back On...
The short China base metals/deep cyclicals stance since December has paid off, with copper slumping to a year low, but there are early signs that...
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