China Oilfield Services 2883.HK - Capitalising on the Boom in Offshore Exploration
Asia's top offshore oil services player poised for growth with increased focus on offshore exploration and limited competition in vessel supply.
216 Views
SDRL: A Sea of Profits, Initiating
SDRL has undertaken asset sales to raise cash, which greatly improves the balance sheet. Additionally, the pending purchase of Aquadrill would...
297 Views
Axalta/Nippon Paint ... By Numbers
Pursue or be pursued. M&A is the preferred growth mechanism for the paint & coating industry - like any number of industries striving...
380 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.5k Views
Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
312 Views