2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
890 Views
CK Hutch (1 HK): Assets Sales And Listings Abound. This Is A Buy
A ~47% disc. to NAV & fwd P/B of 0.46x, CKH is inexpensive. Assets sales (ports, telcos, utility, supermarkets) ongoing and purported; plus...
160 Views
Weekly Oil Views: Iran Nuclear Deal Evades Rescue, Putting Oil Markets on Notice
The probability that Britain, France and Germany would be able to bridge the divide between a hawkish US administration under President Donald...
330 Views
Weekly Oil Views: Trump Surrounds Himself with Iran Hawks, Sending Brent Crude Vaulting over $70
Brent crude futures surged past the key psychological level of $70/barrel while WTI closed the week to 23 March 2018 above $65/barrel amid...
274 Views
Rising Canadian Crude Production: Too Much of a Good Thing?
The predicament of rising crude production and constrained access to markets is not a new one for Canada. But it may be about to get worse.The...
399 Views