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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Chiyoda: Even Larger Loss Than Hinted in Nikkei Is Inconsistent with McDermott
Chiyoda Corp (6366 JP) revised forecasts this morning announcing an even larger loss than the Nikkei had previewed yesterday.Few details were...
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A Huge Wave of New LNG Projects Coming in the Next 18 Months: Positive for The E&C Companies
Our analysis shows that there are an unbelievable 25+ LNG developers that have stated (within the last year) they will take a final investment...
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Chiyoda: Limit Down Again as SMBC Nikko Touts Possibility of Capital Raise on Ichthys Expenses
After opening down 7% and trading for about an hour, Chiyoda Corp (6366 JP) plunged again and was locked limit down. We believe this is due to...
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U.S. Equity Strategy: Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
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