Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
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Sinopec's 3Q Displays Downstream Resilience; Capital Expenditure Cut Leads to Increased FVE
Following a lowering in our capital expenditure assumptions, we raise our fair value estimate on Sinopec to HKD 6.80 (USD 87 per ADR) from HKD 6.20...
152 Views
2016 Oil&Gas Reserves: PetroChina Overtakes ExxonMobil for #3
At a time of low oil&gas prices and with companies having cut CAPEX, it is important to check the disclosed proven reserves at the end of 2016...
311 Views
International Oil Companies - Gas Review
Smartkarma's unique feature allows peers to review research notes and offer new ideas. I would like to thank all reviewers of Are International Oil...
327 Views
Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia
Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...
6.5k Views