Morningstar: Global Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Capital raise still doesn't quell the uncertainty but stock remains cheap towards the lower end
Origin Energy plans to raise A$2.5bn via an 4 for 7 fully underwritten pro rata renounceable entitlement offer. The offer price is A$4.0/share,...
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Origin Energy Blinks First, but Entitlements Offer Value
Origin Energy has a gearing problem, rather than a liquidity or earnings problem. The AUD 2.5 billion capital raising and other initiatives should...
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Oil Price Outlook: All Signs Point to a Brutal Near-Term and a Meaningful Long-Term Recovery
Although we continue to believe that crude oil prices are well below the levels required to incentivize sufficient investment to meet demand beyond...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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