More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
544 Views
Economic Analysis of Mozambique’s LNG Projects: Huge Potential but Financing Risks Remain
Around 10 years after the first major gas discoveries, Mozambique should see two mega LNG projects sanctioned this year, with an investment of...
1.1k Views
Chiyoda: Minor Updates About the Major Capital Infusion, Cost Overruns and Upcoming Orders
The key point of interest for investors regarding Chiyoda Corp (6366 JP) continues to be details surrounding its upcoming capital raise. The...
267 Views
Widodo's Generals Take Fire / Anti-Foreign Rhetoric Takes Toll / Land Hampers Adhi's LRT / MRT Near
Sparring remains lively in the presidential campaign, with the Prabowo camp targeting a liability for Widodo: retired generals in the cabinet. But...
510 Views
MODEC: Add
Towards the end of 2018 Modec Inc (6269 JP)'s share price dropped 46.5% as the price of crude oil also cratered, falling 44.4% . Since that plunge,...
443 Views