Gaslog Ltd - Downgrade to Neutral on Multiple Headwinds Ahead
Downgrade to Neutral on multiple headwinds ahead We have downgraded Gaslog to Neutral on account of weak industry prospects, a plunge in Gaslog...
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LNG Companies Q2'19 Results Takeaways: Tough Market but Optimism for Winter & FIDs Progressing
Many of the LNG focused companies have now reported Q2'19 results and we take a look at the main takeaways from the results. Given recent extremely...
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CSSC (HK) Shipping IPO: A Cyclical Business Masked as an Income Stock
CSSC (HK) Shipping, the ship leasing company under one of the world's largest shipyard CSSC (China State Shipbuilding Corp), is said to be...
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LNG Shipping Outlook 2019 - Sound Prospects to Drive Earnings
We expect LNG spot shipping rates to be buoyant in 2019 on account of tight demand supply equation. We believe LNG trade growth in 2019 at 8.3%...
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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...
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