CK Hutch: Here's Your Re-Rating Catalyst
CK Hutchison closes in on a Eur10bn tower sale to Spain's Cellnex, which would unlock 24% of NAV and 32% of the unlisted stub value.
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StubWorld: Macau/Sing Focus As LVS To Ditch LV; CK Hutch In Tower Talks
Reportedly Las Vegas Sands (LVS US) is exploring the sale of its Las Vegas hotel-casinos, the result of which would concentrate its gaming...
357 Views
Venezuelan Sanctions: What Is the Crude Market Impact and Which Stocks Are Affected
Now that the U.S. has imposed tougher sanctions on Venezuela, we examine the potential impact on the oil market and the companies that will...
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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...
721 Views
Weekly Oil Views: Iran Nuclear Deal Evades Rescue, Putting Oil Markets on Notice
The probability that Britain, France and Germany would be able to bridge the divide between a hawkish US administration under President Donald...
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