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Shell (RDSA NA)
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19
Analysis
Energy
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Netherlands
Shell PLC explores and refines petroleum products. The Company produces and imports fuels, chemicals, and lubricants, as well as operates service station networks. Shell serves clients worldwide.
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bullish
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Thematic (Sector/Industry)
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10 Jan 2017 17:33
DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
Drewry Maritime Financial Research
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254 Views
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bearish
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Thematic (Sector/Industry)
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10 Jan 2017 00:59
How Trump Could Change the Oil Game
After a few months of thinking, I’ve been getting steadily more bearish on just about everything as the biggest political change in years happens...
Emad Mostaque
479 Views
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bullish
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Thematic (Sector/Industry)
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09 Jan 2017 01:32
Growth of M&A Activity Signals Positive Outlook for Oil and Gas in 2017
M&A deal volume in the oil and gas sector (1) increased markedly in 2016 both in the US by 67% (YoY) and globally by 50% if using normalised...
Massimo Bellino
339 Views
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bullish
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Thematic (Sector/Industry)
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06 Jan 2017 23:21
Silicon Stories#2: The E-Power Revolution
While most renewable energy stocks in Thailand (SUPER, DEMCO) are overvalued in our view, it is worthwhile to note the technological advances in...
Athaporn Arayasantiparb, CFA
196 Views
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bullish
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Thematic (Sector/Industry)
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28 Dec 2016 07:52
Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
Charles De Trenck
283 Views
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