Market Misunderstands Santos' Reserves Position
We think no-moat-rated Santos Ltd (STO AU) is approaching 50% undervalued, and rate it the best value of the three large Australian exploration and...
280 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
819 Views
Are International Oil Companies Adapting to Climate Change Challenges?
As International Oil Companies (IOC) have now published their FY2016 results, let's compare their level of oil and gas production to see which one...
1.3k Views
Oil Majors 4Q16 Results: After a Difficult 2016, Sentiment Turning Positive for 2017
This report covers: Exxon Mobil Corp (XOM US), Chevron Corp (CVX US), Royal Dutch Shell PLC (RDSA LN), BP PLC (BP/ LN EQUITY), Total Sa (FP FP),...
470 Views
Energy: Who Could Benefit from Brexit?
Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could...
3.1k Views