Opportunities in Global Energy & Materials Stocks
Commodities and related stocks are on the rise. Crude oil, industrial metals, and lumber prices are all breaking out to new highs and related...
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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...
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Oil & Gas M&A Update (Part 3): Who Are the Winners in the M&A Market?
This report is the third and final instalment of a three-part analysis on the latest trends in the oil and gas M&A market.The M&A activity...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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CERCG Formalises a AUD 0.73 Cash Bid for AWE. We Recommend Shareholders Take No Action Just Yet
China Energy Reserve and Chemical Group, or CERCG, has announced an all-cash AUD 0.73 takeover offer for AWE. The price represents a 36.8% premium...
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