DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts Likely
DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts LikelyDeclining vessel earnings, diminishing dividends and...
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Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain
Juniper Green Energy is looking to raise around US$350m in its upcoming India IPO. In this note, we look at the firm’s past performance.
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DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
398 Views
How Trump Could Change the Oil Game
After a few months of thinking, I’ve been getting steadily more bearish on just about everything as the biggest political change in years happens...
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Growth of M&A Activity Signals Positive Outlook for Oil and Gas in 2017
M&A deal volume in the oil and gas sector (1) increased markedly in 2016 both in the US by 67% (YoY) and globally by 50% if using normalised...
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