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...
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Chiyoda: Assessing Risk Management Amidst the Trail of Write-Downs in CB&I's Wake
After Mcdermott Intl (MDR US) announced further write-downs related to the Cameron and Freeport LNG projects at its 3Q earnings, Chiyoda Corp (6366...
972 Views
Chiyoda: Massive Loss from Cameron Sends Stock Limit Down
Chiyoda Corp (6366 JP) made a shock downward revision to its forecast at the lunch break, booking a ¥85bn charge for its Cameron LNG project in...
580 Views
Chiyoda: JPY2.5trn in Potential Orders, JPY220bn in Market Cap and a SPERActacular Future
Chiyoda Corp (6366 JP)'s performance has been lacklustre in the last few months following the announcement of additional losses on the Cameron LNG...
322 Views
U.S. Equity Strategy
Our long-term bullish outlook remains intact. The weight of the evidence still points to further upside, allowing, of course, for occasional...
350 Views