Phil Lindsay

Phil Lindsay

United Kingdom
2K followers 500+ connections

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Experience

  • Technip Energies Graphic

    Technip Energies

    London, England, United Kingdom

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    London, United Kingdom

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    London, United Kingdom

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    London, United Kingdom

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    London, United Kingdom

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Education

Publications

  • https://www.research.hsbc.com/R/20/7a8anVidUooe

    HSBC Global Research

    What’s in the report and key conclusions:
     Global OFS coverage of 19 stocks including three initiations – Halliburton, CGG, Seadrill
     In-depth analysis of capex, rig counts, peak-to-trough trends, pricing dynamics and order intake / backlogs – all this points to a harsher downturn than 2009
     OFS balance sheet stress-tested (and it looks ok!), dividend sustainability (3-5% yields) and M&A (fall-out from the Halliburton / Baker Hughes deal)
     Analysis of what's fundamentally…

    What’s in the report and key conclusions:
     Global OFS coverage of 19 stocks including three initiations – Halliburton, CGG, Seadrill
     In-depth analysis of capex, rig counts, peak-to-trough trends, pricing dynamics and order intake / backlogs – all this points to a harsher downturn than 2009
     OFS balance sheet stress-tested (and it looks ok!), dividend sustainability (3-5% yields) and M&A (fall-out from the Halliburton / Baker Hughes deal)
     Analysis of what's fundamentally wrong with the oil industry and what’s being done to make it right
     Sub-sector outlooks covering specific themes and the challenges for each sub-segment across OFS

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