Activity
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New York, that’s a wrap… It was an absolute pleasure to formally introduce Reju to the world and meet with journalists, writers, creatives and…
New York, that’s a wrap… It was an absolute pleasure to formally introduce Reju to the world and meet with journalists, writers, creatives and…
Liked by Phil Lindsay
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I know I've been a little quiet, but I've been busy... I'm over in the U.S where tonight, Reju is formally introducing itself to the world. Last…
I know I've been a little quiet, but I've been busy... I'm over in the U.S where tonight, Reju is formally introducing itself to the world. Last…
Liked by Phil Lindsay
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Rose & Co. was pleased to host Harbour Energy plc's CFO, Alexander Krane, Head of IR, Elizabeth Brooks, and EVP, Technical Services, Alan Bruce, in…
Rose & Co. was pleased to host Harbour Energy plc's CFO, Alexander Krane, Head of IR, Elizabeth Brooks, and EVP, Technical Services, Alan Bruce, in…
Liked by Phil Lindsay
Experience
Education
Publications
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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
Other authors
More activity by Phil
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Our CEO Paolo Casamassima was thrilled to represent Middle East Investor Relations Association in London last night for the 3rd iteration of the…
Our CEO Paolo Casamassima was thrilled to represent Middle East Investor Relations Association in London last night for the 3rd iteration of the…
Liked by Phil Lindsay
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🥉Proud to announce that Tikehau Capital Investor Relations has been ranked #3 for Best IR Team in the European Specialty and Other Finance sector…
🥉Proud to announce that Tikehau Capital Investor Relations has been ranked #3 for Best IR Team in the European Specialty and Other Finance sector…
Liked by Phil Lindsay
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We’re thrilled to have Benjamin Lechuga join us as the Chief Strategy & Sustainability Officer and member of the Group Executive Committee. In his…
We’re thrilled to have Benjamin Lechuga join us as the Chief Strategy & Sustainability Officer and member of the Group Executive Committee. In his…
Liked by Phil Lindsay
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What a start ! Gastech 2024 started yesterday morning in Houston and the less we can say is that it has been a strong start for the show and on our…
What a start ! Gastech 2024 started yesterday morning in Houston and the less we can say is that it has been a strong start for the show and on our…
Liked by Phil Lindsay
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John Cockerill-Greenko to Invest 2.8k cr. “For business inquiries and collaboration with Power Sector News, reach us at [email protected]"…
John Cockerill-Greenko to Invest 2.8k cr. “For business inquiries and collaboration with Power Sector News, reach us at [email protected]"…
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