Equity Analyst, TMT & Energy Specialist

HL Tan

Thematic (Sector/Industry)

Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production freeze, in the upcoming informal OPEC meet in Algeria from 26-28 September 2016. We are skeptical on execution, deal or no deal. Nevertheless, any headline news on supply cuts could result in near term oil volatility or fund re-positioning.Who is going to cut?<ul><li>
Collective production quota is difficult to enforce– Despite an explicit OPEC collective…</li></ul>

Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production freeze, in the upcoming informal OPEC meet in Algeria from 26-28 September 2016. We are skeptical on execution, deal or no deal. Nevertheless, any headline news on supply cuts could result in near term oil volatility or fund re-positioning.Who is going to cut?
Collective production quota is difficult to enforce– Despite an explicit OPEC collective…

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

<ul><li>Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp V-shaped bounce from the pullback 2 wks back</li><li>If the strong USD trend continues, we’d expect risk-off to be the flavour of the moment with EM, Commodities &amp; equities in general set to decline</li><li>Check out the long NOKSEK SaxoStrats idea flagged by our Head of FX Strategy John Hardy – I like the thesis, it definitely worth doing some heavy lifting on this</li><li>Plus a few links to the Sohn Investment Conference where movers &amp; shakers such as Chanos &amp; Druckenmiller were talking their views </li></ul>

Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp V-shaped bounce from the pullback 2 wks backIf the strong USD trend continues, we’d expect risk-off to be the flavour of the moment with EM, Commodities &amp; equities in general set to declineCheck out the long NOKSEK SaxoStrats idea flagged by our Head of FX Strategy John Hardy – I like the thesis, it definitely worth doing some heavy lifting on thisPlus a few links to the Sohn Investment Conference where movers &amp; shakers such as Chanos &amp; Druckenmiller were talking their views 

Global Macro Take: WK 20 – The US Dollar Just Won't Die

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Expect bigger players with financial flexibility to grow inorganically<figure class="editor-figure"><img src="https://static-prod.smartkarma.com/images/media/000/005/101/original/Gas%20Consol.JPG?1453260844" class="editor-image img-responsive" data-smartkarma-image-id="5101"></figure>  Source: Bloomberg, DMER• The VLGC market is highly fragmented as 54% vessel capacity is owned by small market players. We believe bigger players with financial flexibility will prefer to grow inorganically and establish their leadership in the sector. In our view, a wave of consolidation will be good for the sector as a whole because it will rationalise the vessel supply and bring efficiency in the pricing mechanism. • Lower…

Expect bigger players with financial flexibility to grow inorganically  Source: Bloomberg, DMER• The VLGC market is highly fragmented as 54% vessel capacity is owned by small market players. We believe bigger players with financial flexibility will prefer to grow inorganically and establish their leadership in the sector. In our view, a wave of consolidation will be good for the sector as a whole because it will rationalise the vessel supply and bring efficiency in the pricing mechanism. • Lower…

LPG Shipping - Consolidation Wave Set to Begin in the VLGC Sector?

Norway

Aker BP ASA operates as an oil and gas exploration and production company. The Company focuses on the exploration and development of petroleum resources on the Norwegian Shelf.

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Aker BP ASA (AKRBP NO)

Oil Price - OPEC Deal or No Deal?

Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production...

HL Tan

Global Macro Take: WK 20 – The US Dollar Just Won't Die

Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp...

Kay Van-Petersen

LPG Shipping - Consolidation Wave Set to Begin in the VLGC Sector?

Expect bigger players with financial flexibility to grow inorganically Source: Bloomberg, DMER• The VLGC market is highly fragmented as 54% vessel...

Drewry Maritime Financial Research

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