2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Global E&Ps: Energy Weekly Vol. 26
Crude Oil (CRUDE OIL COMDTY)WTI ended the week at US$ 71.49/bbl while Brent ended at US$ 80.5/bbl, both c.4% lower for the week. This was driven by...
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MODEC: Order Win in Mexico Is a Positive, Stock Rebounds 7% as MS Initiates with Buy
Modec Inc (6269 JP) has won an order for an FPSO in Mexico including a 15+5 year charter. The company was bidding against Bumi Armada (BAB MK) and...
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Inflation Rising Driven by Strong US Momentum - Will the Pace Slow in Coming Months?
Russia: Aug CPI 3.1% y/y (Up from 2.5% in July). It was the highest inflation rate since August of 2017, mainly due to higher food prices. Brazil:...
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Modec: Petrobras Order Delays Negative but Orders from India and Mexico Could Support Backlog
Modec Inc (6269 JP) shares have steadily ground higher this year, up 13.9% YTD while Topix has fallen 5.3%. We visited the company to find...
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