LNG Industry Insight: New Entrants Gaining Market Share Amid a Tightening LNG Market (Part 1)
After a period of low investments and declining LNG prices, the LNG industry is enjoying a new phase of growth characterized by radical changes, as...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
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Global E&Ps: Energy Weekly Vol. 23
Oil PriceCrude oil prices broke their 7-week old losing streak, ending the week up c.4% with WTI at USD 68.55/bbl and Brent at USD 75.6/bbl. The...
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Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
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