What's up with Hong Kong? Bull Market Dude!
​China's stronger economic data is catching investors' attention, signalling a shift in sentiment and highlighting opportunities in economically...
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Tactical Trading -Oil Joins the Commodity Rally
Oil joins the commodity rally and has likely bottommed regardless of the outcome in the current Israel/Iran fighting. OIl related equities are now...
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"There’s Gold in Them Thar Hills" – Value in the Diversified Mining Sector
​BHP bid for Anglo highlights value in the mining sector. The long-term underperformance of the sector is in the process of being reversed and has...
406 Views
Repsol, Petronas & Mitsui Make Massive Gas Find in Indonesia
Repsol SA (REP SM)'s discovery is very significant for the companies involved and others around the area, which we discuss in detail below. It is...
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Indonesia Upstream Gas Asset Sale: Positive Read-Through to Other SE Asia Gas Companies
We analyse the sale of a stake in the Mako gas field in Indonesia to Coro Energy PLC (CORO LN) by West Natuna Exploration Limited, majority owned...
714 Views