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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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bearish
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Thematic (Sector/Industry)
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16 Aug 2016 09:31
Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal
Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock...
Drewry Maritime Financial Research
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157 Views
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bearish
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Idemitsu Kosan
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09 Aug 2016 11:12
Idemitsu: Family Signs Joint Control Doc, Opposes Merger
A Japanese regulatory filing has shown that the main Idemitsu family control vehicle, Nissho Kosan (日章興産株式会社) and three Idemitsu family members had...
Travis Lundy
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258 Views
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bearish
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Macroeconomics
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05 Aug 2016 14:02
Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
Naomi Fink
175 Views
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bullish
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Thematic (Sector/Industry)
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05 Aug 2016 12:19
Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
Charles De Trenck
196 Views
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bearish
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Thematic (Sector/Industry)
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02 Aug 2016 03:30
Is The Commodities Complex Breaking Down All Over Again?
Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...
Charles De Trenck
172 Views
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