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Rex International Holding (REXI SP)
Watchlist
60
Analysis
Energy
•
Singapore
Rex International Holding Limited is a production and exploration oil company with concessions in Norway, UAE, Oman, and the US.
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bullish
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Thematic (Sector/Industry)
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21 Dec 2023 19:23
Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
Nicolas Van Broekhoven
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1.3k Views
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bearish
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Rex International Holding
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10 Jan 2023 20:57
Rex: Diversification or Deworsification?
Rex has morphed into a Lidgren family holding where it is unclear what minority investors are buying into. The risk of more inter-related party...
Nicolas Van Broekhoven
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626 Views
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bullish
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Rex International Holding
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24 Aug 2022 12:57
Rex 1H22 Results: All Eyes on Recovery in Oman; Trading on 8.3% Dividend Yield
Rex had a challenging 1H22 as production in Oman ground to a halt for almost 70 days. Rex will now have to prove to investors it can recover and...
Nicolas Van Broekhoven
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583 Views
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bullish
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Rex International Holding
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28 Jun 2022 18:50
Preview Rex International: 1H22 Results
Rex had a poor 1H22 and is hoping to catch up lost performance in 2H22. More M&A in Norway should help lift its production profile. Malaysian entry...
Nicolas Van Broekhoven
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639 Views
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bullish
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Thematic (Sector/Industry)
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21 Dec 2022 18:35
Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
Nicolas Van Broekhoven
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1.2k Views
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