MODEC: On Track to Win Roughly Half of Its Bids
We visited Modec Inc (6269 JP) today and conditions remain strong and stable in spite of the somewhat disappointing news yesterday that it had lost...
770 Views
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...
811 Views
Modec: Petrobras Order Delays Negative but Orders from India and Mexico Could Support Backlog
Modec Inc (6269 JP) shares have steadily ground higher this year, up 13.9% YTD while Topix has fallen 5.3%. We visited the company to find...
410 Views
MODEC:Â Starting Breakout as Presalt Potential Is Realised After 180 Million Years
Modec Inc (6269 JP) is gaining, up 7.1%, following the release of 1Q numbers which were reasonable but unexceptional. Revenue was up 5.7% QoQ which...
272 Views
MODEC: Up 10% in 2 Days; Possibly 75% Upside Left
Following the announcement that it had won a further order for an FPSO from Petrobras, MODEC is up 10% in the last two days. We had flagged...
284 Views