Rex Int: From Virtual Drilling Tech Play to Pumping Oil in Oman; Overlooked Bargain + M&A Candidate
Rex International Holding (REXI SP) will celebrate its 7th year of being listed on the SGX this Friday. Rex IPO'd late July 2013 at 0.50 SGD and...
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Saudi Aramco and ESG: When Assets Become Liabilities
To date, my Smartkarma research has focused on big-picture ESG themes. Previous Insights covered specific stocks in a thematic context, but I...
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New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions
We have been discussing our more bullish outlook for LNG project sanctions than market consensus for a while and remain very confident that the...
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Weekly Oil Views: Prices Rise on Mideast Fear Premium but Bears May Still Hit the Bullseye
Two pivotal developments dramatically swung investor sentiment and re-ordered the flow of funds in the global financial markets last week. The US...
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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...
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