Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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No-Moat Santos Continues to Impress, Breezing Through 1Q PNG LNG Interruptions
Santos reported a strong first quarter in 2018, PNG earthquakes notwithstanding. A precautionary temporary shutdown of PNG LNG infrastructure did...
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Last Week in Event SPACE: FamilyMart, Hyundai Motor Prefs, Renault/Nissan, Fortis Health, Korea Zinc
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) has been in the sweet spot for post-merger synergies, however once Itochu...
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Signs of More Consolidation in Upstream Oil & Gas Amid Growing M&A Activity
Acquisitive companies continue their inorganic strategies. Canadian Vermilion Energy Inc (VET CN) announced on April 16 its offer to acquire...
183 Views
Harbour Formalises AUD 6.50 Bid for Santos; We Increase FVE to AUD 6.15; Take No Action Just Yet
After three and a half months all quiet on the Western Front, investor group Harbour Energy has at long last returned with its anticipated...
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