Woodside’s 2017 Earnings Largely as Expected. Raising AUD2.5 Billion in Support of Expansion.
Our AUD 40.00 fair value estimate for no-moat Woodside Petroleum Ltd (WPL AU) stands. Excluding a USD 120 million pretax provision release, the...
118 Views
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...
329 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...
266 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...
131 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...
176 Views