BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
439 Views
Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
424 Views
Market Undervalues Woodside's Optionality
We think no-moat-rated Woodside Petroleum Ltd (WPL AU) is 20% undervalued, and rate it the best value of the three large Australian exploration and...
237 Views
Global E&Ps: Energy Weekly Vol. 2
Oil PriceCrude prices fell through the week driven by concerns around continued US production growth and doubts about Russia's commitment to a...
256 Views
Santos Rejects AUD 4.55 Overtures From Harbour, But It's Unlikely to Be Over Yet
Santos Ltd (STO AU) confirmed it received a confidential cash takeover proposal from Harbour Energy in August 2017, contemplated to be undertaken...
319 Views