When Too Much Balance Sheet Stretch Is Never Enough. Oil Search Buys Alaskan Leases.
We make no change to our AUD 5.25 fair value estimate following Oil Search Ltd (OSH AU)'s acquisition of North Slope Alaska leases from Armstrong...
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The Week That Was in NorthAsia@Smartkarma:Â Oct 1 Beware Daniel Hellberg's Sarcastic Dog
Familiar themes dominated news in North Asia this week. North Korea continued grabbing headlines as expanding sanctions sparked worries regarding a...
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Woodside's 1H2017 Beats Target on Capitalised Interest, AUD 35.5 FVE Unchanged
We make no change to our AUD 35.5 per share fair value estimate for no-moat Woodside Petroleum despite increasing our 2017 earnings forecasts by 8%...
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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...
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BBSP Equity Asia Weekly Research 07 June 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Spotlight on ASX and TWSE to be upgraded: the respective ratios vs...
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