BP.L, China Gas Holdings, ERF.TO, HP, Legion of Gloom, NZ.V, OPHR.L, WFT,
European Refiners Bi-Monthly
BP (BP.L)
Progress Report: Cash flow should grow
05 February 2014 sendspace.com
China Gas Holdings (0384.HK)
Rising Gas Volume on CNG Stations; Raise Target Price
4 February 2014 ¦ 13 pages ir.citi.com
Enerplus Corporation (ERF.TO)
Increasing TP with Reserves Update
3 February 2014 sendspace.com
Helmerich & Payne, Inc. (HP)
Success Leaves Us No Choice
Downgrading to Underperform
04 February 2014 sendspace.com
Legion of Gloom
Refreshing Our Thesis on the Offshore Supply Vessel Sector
3 February 2014 ¦ 49 pages ir.citi.com
In spite of recent investor discontent toward offshore drilling markets, we believe
the drivers of the OSV sector remain largely intact. We have reduced our
estimates on GLF and HOS on near-term utilization pressures in the Gulf of
Mexico. We have reduced our price targets from $59 to $54 for GLF, from $70 to
$62 for HOS, and from $70 to $66 for TDW. We believe the sector will recover
from its recent 20% pullback as some semblance of a long-term perspective
eventually returns to the markets.
New Zealand Energy Corp (NZ.V)
Cash Flow Guidance to be Lowered
04 February 2014 sendspace.com
Ophir Energy plc (OPHR.L)
Exploration, monetisation - strategy reconfirmed
03 February 2014 sendspace.com
Weatherford International Ltd (WFT)
Lowering EPS Estimates on Profit Warning and 2014 Outlook
3 February 2014 ¦ 8 pages ir.citi.com
Weatherford’s profit warning issued late last week had multiple causes, but it also
shows that the company is finally tackling some issues that have hindered
margin improvement and share price performance. We maintain our Buy on WFT
shares although we have reduced our price target from $20 to $18.
European Refiners Bi-Monthly
Still dark out here
05 February 2014 sendspace.com |
