Oil Majors 4Q16 Results: After a Difficult 2016, Sentiment Turning Positive for 2017
This report covers: Exxon Mobil Corp (XOM US), Chevron Corp (CVX US), Royal Dutch Shell PLC (RDSA LN), BP PLC (BP/ LN EQUITY), Total Sa (FP FP),...
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MODEC Vs. SBM Offshore - Discount Unwarranted
As a follow-up to our look at Mitsui Engineer & Shipbuild (7003 JP) , we examine the potential underlying value of its stake in Modec Inc (6269...
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DFRS LPG Shipping Outlook 2017 - Recovery from Oversold Levels, but Not Out of Woods Yet
DFRS LPG Shipping Outlook 2017 -Recovery from oversold levels, but not out of woods yet We reiterate our Neutral view on the LPG shipping and...
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DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story
DFRS LNG Shipping Outlook 2017 - Tonnage Oversupply Will Continue to Weigh Despite new liquefaction capacity that will come online in 2017, the...
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DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts Likely
DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts LikelyDeclining vessel earnings, diminishing dividends and...
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