Transocean Ltd.: Initiation Of Coverage - Are Their Growth Prospects Good Enough? - Major Drivers
Transocean made notable progress in 2023, delivering robust performance, with adjusted EBITDA of $738 million on $2.9 billion of adjusted contract...
106 Views
Keppel : Thinking About Keppel/SMM MergeCo and NEW KEPPEL Pro-Forma Opportunities
Keppel Corp and Sembcorp Marine appear on their way to a deal to merge their O&M businesses. The backdrop is healthier now. And it means a...
2.7k Views
Oil Exploration: We Expect a Resurgence in 2019 Pointing to Strong Performance for E&Ps
We see oil exploration making a comeback in 2019, as drilling spending sees an increase and on the back of encouraging well results year to date....
605 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...
690 Views
U.S. Equity Strategy: Shifting to Large-Cap Overweight, Energy Improving
The S&P 500’s steady uptrend remains intact. The large-cap (S&P 500) vs. small-cap (S&P 600) ratio is breaking out to multi-month...
280 Views