Yield Surge Tests Equities; Downgrading Discretionary
We are downgrading Consumer Discretionary to market weight as retail breakdowns and continued weakness in homebuilders and major autos has led to...
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Concho Resources, RSP Permian in $9.5bn Merger Deal. Kick-Off for More Consolidation in Oil & Gas?
More inorganic growth from the M&A "winners". Concho Resources Inc (CXO US) said March 28 it will acquire Rsp Permian Inc (RSPP US) for $9.5bn,...
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Oil & Gas M&A Update (Part 3): Who Are the Winners in the M&A Market?
This report is the third and final instalment of a three-part analysis on the latest trends in the oil and gas M&A market.The M&A activity...
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Energy Stocks Bottoming
We are seeing a majority of energy-related equities stage bullish price and RS reversals, emerging from bullish bases and breaking to multi-month...
405 Views
New York and London Battle for Saudi Aramco IPO
Interesting article in the Financial Time (FT) on stock exchanges fighting for Saudi Aramco IPO...
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