Widening Crack Spreads Enable Oil Refiners to Outdo Oil Explorers
Pure play crude oil refining and marketing firms outperformed integrated oil E&P companies during times of widening crack oil spreads.
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Global Oil and Gas Consolidation Offers Chinese Firms Opportunities for Deals, Report Says
A wave of mergers and acquisitions in the oil and gas sector has offered opportunities for Chinese companies to optimize their overseas assets,...
275 Views
Strong US and Weak Japanese Data Shifts Interest Rate Expectations – Implications for Stock Markets?
US data stronger than expected, Japanese economy in recession as predicted, markets remain buoyant but uncertainty looms.
215 Views
Metals Acquisition Ltd Secondary Listing - Too Much to Pay for a Single Asset
Metals Acquisition (MTAL US) is looking to raise up to A$300m (US$197m) through its ASX secondary listing. In this note, we talk about the deal...
343 Views
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 3
The Hong Kong market offers a favorable risk-reward ratio, suggesting a barbell strategy with high-beta and low volatility dividend stocks could...
526 Views