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China Oilfield Services H (2883 HK)
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146
Analysis
Energy
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China
China Oilfield Services Limited provides oilfield services. The Company provides geophysical prospecting, drilling, oilfield technology development, and other services. China Oilfield Services also operates transportation businesses.
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bullish
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Macroeconomics
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31 May 2016 08:11
Early PMI Reading Before Official June 1 Release
While it is built up on leverage which is built upon leverage which is built upon even more leverage, there is strong evidence that the real...
Christopher Balding
198 Views
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bullish
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Thematic (Sector/Industry)
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23 May 2016 08:59
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
Kay Van-Petersen
188 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2016 23:17
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
Hao Wang, CFA
189 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2016 10:56
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
184 Views
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bearish
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Thematic (Sector/Industry)
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09 May 2016 21:17
New Saudi Oil Minister, Old Saudi Oil Policy
This weekend saw the retirement of long-serving Saudi oil minister Ali al-Naimi and his replacement by the Chairman of Aramco, Khalid al-Falih.At...
Emad Mostaque
383 Views
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