Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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Santos – Harbour Energy Returns to the Well
After rejecting a “confidential, non-binding conditional and indicative proposal” for a takeover from Harbour Energy at A$4.55/share last...
351 Views
Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
264 Views
Market Undervalues Woodside's Optionality
We think no-moat-rated Woodside Petroleum Ltd (WPL AU) is 20% undervalued, and rate it the best value of the three large Australian exploration and...
116 Views
Santos – Harbour Energy Back to the Well?
The Australian Financial Review reported (pay-walled) on Wednesday night that Harbour Energy was tabling an A$5.30/share offer for Santos Ltd (STO...
319 Views