Oil Majors Results: The Main Take-Aways. We Are Positive on Hess, Valero and Chevron
A number of the largest oil companies in the U.S. and Europe reported results last week including Exxon Mobil (XOM US) , Chevron Corp (CVX US) and...
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2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Chiyoda: Assessing Risk Management Amidst the Trail of Write-Downs in CB&I's Wake
After Mcdermott Intl (MDR US) announced further write-downs related to the Cameron and Freeport LNG projects at its 3Q earnings, Chiyoda Corp (6366...
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TRADE IDEA: Mitsui E&S (7003 JP) Stub - Every Dog Has Its Day
Every dog has its day and every thing has a price. Mitsui Engineer & Shipbuild (7003 JP) has been a dog that hasn't had its day in a long, long...
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Japan Fortnightly Update: Lower Low as Earnings Slow
LOWER LOW - Japanese equities reached a new 52-week low on 29th October but rebounded on the subsequent four trading days to close the...
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