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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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Cross Asset Strategy
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06 Jul 2016 16:44
Brexit; Unintended Consequences
In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...
John-Paul Smith
199 Views
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bullish
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Thematic (Sector/Industry)
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29 Jun 2016 21:19
The Path to No Brexit
In my last piece I discussed why I thought an actual Brexit was unlikely despite the result of the referendum last week. This piece answers some...
Emad Mostaque
299 Views
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bearish
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Idemitsu Kosan
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29 Jun 2016 09:39
Idemitsu Family Strikes Down Showa-Shell Merger Deal?
I resisted the urge to start that title with Idemexit...The Idemitsu family, which claims to own a 33.92% stake in Idemitsu Kosan (held across...
Travis Lundy
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287 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2016 01:35
Why Brexit (Probably) Won't Happen
The last few days have seen a maelstrom of opinions and recrimination after the shock referendum decision to leave the EU.The lack of a concrete...
Emad Mostaque
583 Views
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bearish
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Thematic (Sector/Industry)
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26 Jun 2016 11:49
The Dark Side of Glocalization (Even if Investment Opportunities)
Last week in my notes I pointed to the investment world being upside down and there being too much risk to be fully invested.Let’s set aside...
Charles De Trenck
172 Views
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