Schlumberger Part 1: Many A Positive, But A Few Thorns
Schlumberger plans to increase revenues and adjusted EBITDA at a considerably high rate in FY2022. As the oilfield equipment supply...
Baker Hughes Part 2: Estimates And Relative Valuation
Revenue estimates suggest a steadily increasing trend in the next three years. EBITDA can improve in the next year but...
Baker Hughes Part 1: Natural Gas And International Business Stand Firm, But Management Questions The Demand Side
A weaker economy and supply chain issues can put a dent in Baker Hughes's growth plans in 2022. Loss of...
Halliburton Part 2: Estimates And Relative Valuation
The regression model suggests an increase in revenues in the next two years. EBITDA can increase sharply in NTM 2023...
Halliburton Part 1: Recovery And Growth In Sight; So Are Uncertainties
Because the oilfield equipment market is in tight supply, Halliburton’s North American operation is “sold out” while the international market...
Precision Drilling Corporation Part 2: Estimates And Relative Valuation
The regression estimates suggest a decent revenue growth in NTM 2023, but the rate can accelerate over the next year....
Precision Drilling Part 1: Drivers Remain Positive, A few Headwinds In Canada
Precision Drilling’s active drilling rig count has increased significantly in the US and Canada in the past year. Its Super...
NINE Energy Service Part 2: Estimates And Relative Valuation
The Regression estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate over the next couple of...
Nine Energy Service Part 1: Growth Factors And Financial Risks Balance Out
Nine Energy Service's top line is likely to increase in the near-term following prices hikes across the service line due...
Solaris Oilfield Infrastructure Part 2: Estimates And Relative Valuation
The regression estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate over the next couple of...
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