Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Norway, Colombia, and Nigeria Amid Low Oil Prices The low oil price environment since late 2014 has put varying levels of strain on oil exporting countries and has also provided a benchmark of which countries have some of the most resilient oil producing companies.  As outlined in previous insights, I am bullish on several Vietnamese oil &amp; gas companies which have been able to fare well in this low oil price environment and could experience a strong rebound if oil prices rebound.  The World Bank…

Norway, Colombia, and Nigeria Amid Low Oil Prices  The low oil price environment since late 2014 has put varying levels of strain on oil exporting countries and has also provided a benchmark of which countries have some of the most resilient oil producing companies.  As outlined in previous insights, I am bullish on several Vietnamese oil &amp; gas companies which have been able to fare well in this low oil price environment and could experience a strong rebound if oil prices rebound.  The World Bank…

Overview of Opportunities in Asia, Africa, Latin America and Norway

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

Following my insight dated Jan 7 on Sete Brasil's potential bankruptcy ( <a href="https://www.smartkarma.com/insights/sembcorp-marine-major-customer-sete-brasil-may-file-for-bankruptcy" target="_blank" data-smartkarma-citation="insights:2275">Sembcorp Marine: Major Customer Sete Brasil May File for Bankruptcy</a>  ), Bloomberg reported that its shareholders approves plan to file for bankruptcy on Wednesday. ( <a href="http://www.bloomberg.com/news/articles/2016-04-20/sete-brasil-shareholders-said-to-approve-plan-to-file-bankruptcy" target="_blank">Sete Brasil Shareholders Approve Plan to File for Bankruptcy</a>)The whole saga started when Sete Brasil's single customer, <a href="https://www.smartkarma.com/entities/22692" target="_blank" data-smartkarma-citation="entities:22692">Petrobras Sa (Adr)</a> , slashed its rig leasing plan from 28 deepwater rigs to 10 which is forcing the shareholders of Sete Brasil to inject…

Following my insight dated Jan 7 on Sete Brasil's potential bankruptcy ( Sembcorp Marine: Major Customer Sete Brasil May File for Bankruptcy  ), Bloomberg reported that its shareholders approves plan to file for bankruptcy on Wednesday. ( Sete Brasil Shareholders Approve Plan to File for Bankruptcy)The whole saga started when Sete Brasil's single customer, Petrobras Sa (Adr) , slashed its rig leasing plan from 28 deepwater rigs to 10 which is forcing the shareholders of Sete Brasil to inject…

Sembcorp Marine: Sete Brasil a Step Closer to Bankruptcy & Contract Cancellation?

Norway

North Atlantic Drilling Ltd. offers drilling services through offshore oil drilling rigs. The Company conducts operations by buying deep-water, mid-water, and jack-up rigs while providing drilling services in harsh environments. North Atlantic Drilling serves customers throughout Bermuda and internationally.

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North Atlantic Drilling (NADL US)

Overview of Opportunities in Asia, Africa, Latin America and Norway

Norway, Colombia, and Nigeria Amid Low Oil PricesThe low oil price environment since late 2014 has put varying levels of strain on oil exporting...

Nomadic Equity

Sembcorp Marine: Sete Brasil a Step Closer to Bankruptcy & Contract Cancellation?

Following my insight dated Jan 7 on Sete Brasil's potential bankruptcy ( Sembcorp Marine: Major Customer Sete Brasil May File for Bankruptcy ),...

Ke Yan, CFA, FRM

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52-week Range

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