Emerging markets PM, economist, CFA charterholder

Mark A. DeWeaver, PhD, CFA

Equity Bottom-Up

China Oilfield Services H / Equity Bottom-Up

China Oilfield Services made a loss in the first half, mainly as a result of lower day rates for jackups and semi-submersibles. While utilization rates are rising, a sustained return to profitability is not yet in sight.

China Oilfield Services made a loss in the first half, mainly as a result of lower day rates for jackups and semi-submersibles. While utilization rates are rising, a sustained return to profitability is not yet in sight.

Global Cross-Asset Energy Analyst, VAC Investments

Aaditya Chintalapati, CFA

Global Cross-Asset Energy Analyst

VAC Investments

Thematic (Sector/Industry)

<h2>Oil Price</h2>
Crude oil prices fell for the sixth straight week, with WTI ending the week at USD 68.5/bbl and Brent at USD 73/bbl. Expectations of rising global demand for crude in the medium-term and potential supply disruptions from Iranian sanctions were overshadowed by market concerns around the risks of global trade disruptions from the US and China's ongoing dispute, likely downside risks to European crude demand from Turkey's crude imports given ongoing currency weakness and increased supply…

Oil Price
Crude oil prices fell for the sixth straight week, with WTI ending the week at USD 68.5/bbl and Brent at USD 73/bbl. Expectations of rising global demand for crude in the medium-term and potential supply disruptions from Iranian sanctions were overshadowed by market concerns around the risks of global trade disruptions from the US and China's ongoing dispute, likely downside risks to European crude demand from Turkey's crude imports given ongoing currency weakness and increased supply…

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

In our June International Strategy, we explore the following themes in detail:<ul><li> Early-stage MSCI ACWI uptrend combined with constructive breadth indicators helps support our increasingly bullish outlook.</li><li>Cyclical and growth Sectors are leadership. Within Consumer Discretionary we highlight Restaurants, and within Technology we highlight Semiconductors.</li><li>Within International Developed, overweight small-caps, Japan, and Norway.</li><li>Broad Emerging Market relative strength is deteriorating. Be selective.</li></ul>

In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth indicators helps support our increasingly bullish outlook.Cyclical and growth Sectors are leadership. Within Consumer Discretionary we highlight Restaurants, and within Technology we highlight Semiconductors.Within International Developed, overweight small-caps, Japan, and Norway.Broad Emerging Market relative strength is deteriorating. Be selective.

Global Equity Strategy: ACWI and EM Testing Support

Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and S&amp;P 500 and MSCI ACWI price trends are showing evidence of early-stage uptrend formations. In today’s report we provide an overview of international markets and highlight our top recommendations.

Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and S&amp;P 500 and MSCI ACWI price trends are showing evidence of early-stage uptrend formations. In today’s report we provide an overview of international markets and highlight our top recommendations.

China

CNOOC Limited, through its subsidiaries, explores, develops, produces, and sells crude oil and natural gas. The Company focuses in the areas such as Bohai, Western South China Sea, Eastern South China Sea and East China Sea in offshore China. Internationally, the Group has oil and gas assets in Asia, Africa, North America, South America, and Oceania.

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CNOOC Ltd (883 HK)

COSL Swings to Loss as Day Rates Drop

China Oilfield Services made a loss in the first half, mainly as a result of lower day rates for jackups and semi-submersibles. While utilization...

Mark A. DeWeaver, PhD, CFA

Global E&Ps: Energy Weekly Vol. 21

Oil Price Crude oil prices fell for the sixth straight week, with WTI ending the week at USD 68.5/bbl and Brent at USD 73/bbl. Expectations of...

Aaditya Chintalapati, CFA

Popular Stocks, Attractive Charts

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...

Vermilion Research

Global Equity Strategy: ACWI and EM Testing Support

In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth...

Vermilion Research

Global Equity Markets Overview

Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...

Vermilion Research

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