BHP Billiton & Rio Tinto, Cameron International Corp. (CAM), Denbury Resources (DNR),
Diamond Offshore Drilling, Inc (DO), Husky Energy Inc. (HSE.TO), KazMunaiGas E&P (KMGq.L),
Nabors Industries, Ltd. (NBR), Oceaneering Intl, Inc. (OII), Patterson-UTI Energy, Inc. (PTEN),
PTT E&P (PTTEP.BK), Repsol (REP.MC), Sinopec (0386.HK), Technip (TECF.PA)
BHP Billiton & Rio Tinto
Capital Management: Will They or Won’t They
24 July 2014 ¦ 20 pages ir.citi.com
Cameron International Corp. (CAM)
Champagne Corks Popping
24 July 2014 sendspace.com
Denbury Resources (DNR)
Inside the E&P Humidor: 'The Tortoise' Goes Across the Pond
25 July 2014 sendspace.com
Diamond Offshore Drilling, Inc (DO)
Reality Check
24 July 2014 sendspace.com
Husky Energy Inc. (HSE.TO)
Q2 Production & CFPS In Line With Cons
24 July 2014 sendspace.com
KazMunaiGas E&P (KMGq.L)
Alert: Mixed 2Q14 operating results, remain Neutral
23 July 2014 ¦ 7 pages ir.citi.com
Nabors Industries, Ltd. (NBR)
Refocused, Realigned and Getting Ready
25 July 2014 sendspace.com
Oceaneering Intl, Inc. (OII)
Lots of Moving Parts
24 July 2014 sendspace.com
Patterson-UTI Energy, Inc. (PTEN)
Pumping Up Earnings
25 July 2014 sendspace.com
PTT E&P (PTTEP.BK)
2Q14 Profits Beat Forecast on Tax and KKD Adjustment
24 July 2014 ¦ 10 pages ir.citi.com
Repsol (REP.MC)
Shopping list: ticking and crossing
Maintain Neutral / TP unchanged.
25 July 2014 sendspace.com
Sinopec (0386.HK)
Marketing Spin-Off Valuation Reported at Rmb504bn (US$81bn),
Higher Than our Rmb411bn Estimate
24 July 2014 ¦ 8 pages ir.citi.com
Technip (TECF.PA)
Pessimism overdone - buy the dip
25 July 2014 sendspace.com |
