2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Daido Metal: Heavy Investment Burden Prompts Capital Raise but Can the Company Restore Margins?
On Wed 22 Aug after the close Daido Metal (7245 JP) announced a large secondary offering including new and treasury shares. The offering size is...
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Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
163 Views
General Electric (GE US )- 25% Downside and Perhaps a Single Digit Stock Price in Its Future?
Dismal Stock Performance in 2017 and Since 2012General Electric Co (GE US) (“GE” or “company”) had a terrible 2017, with the stock providing a...
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The Pathology of Fake News ... We Are All Perpetrators
This is not just often coming from Trump, Putin, China’s leadership or a slew of unverified stories on the Web, but is a pervasive and age old...
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