When Too Much Balance Sheet Stretch Is Never Enough. Oil Search Buys Alaskan Leases.
We make no change to our AUD 5.25 fair value estimate following Oil Search Ltd (OSH AU)'s acquisition of North Slope Alaska leases from Armstrong...
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Oil Search Placement: PNG Govt Exiting?
UBS and JPM are selling AUD200 million Oil Search Ltd (OSH AU) shares, as Papua New Guinea's national oil company, Kumul Petroleum Holdings (KPIL),...
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Market Misunderstands Santos' Reserves Position
We think no-moat-rated Santos Ltd (STO AU) is approaching 50% undervalued, and rate it the best value of the three large Australian exploration and...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Are International Oil Companies Adapting to Climate Change Challenges?
As International Oil Companies (IOC) have now published their FY2016 results, let's compare their level of oil and gas production to see which one...
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