Market Trends
What’s Happening in the Global Economy?
As we couldn't film the ECON show this week, I have taken up this task to give you a very...
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Primary Vision Insights – Enterprise Subscribers
Activity will be capped in the U.S. driven by a multitude of factors that we go through in detail below....
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Year-Over-Year Oil Data (USA):
I have captured industry data is captured, as it relates to the previous business week.
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Schlumberger Part 2: Estimates And Relative Valuation
Schlumberger’s revenue estimate is upward trending in the next couple of years but may slow down after that. EBITDA is...
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Gas cut off, Growth in EU, Slowdown in China and other things
The past week, like many other recent weeks, was full of news (mostly bad). The global economic system is under...
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Schlumberger Part 1: Dividend Hike Reaffirms Its Short And Long Term Drivers
Schlumberger plans to improve revenues by “mid-single-digits" and the operating margin by 50 to 100 basis points in Q2 2022....
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Baker Hughes Part 2: Estimates And Relative Valuation
Revenue estimates suggest a steady trend in the next three years. EBITDA will also improve but at a more moderate...
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Baker Hughes Part 1: Various LNG And Renewable Energy Projects Will Drive Business
A multi-year growth cycle will benefit Baker Hughes’s North American market significantly and will also help participate in the Middle...
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Halliburton Part 2: Estimates And Relative Valuation
The revenue estimate is firm for NTM 2023 but may slow down after that. EBITDA can stay muted in the...
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Halliburton Part 1: It Has The Right Value Drivers, But Valuation Can Drag In
Halliburton sees higher capex and US onshore rig count growth from the private operators in 2022. It will prioritize short-cycle...
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