Market Trends
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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Emerging Markets, Inflation and Growth Estimates
Throughout this month, I have tried to specifically focus on emerging markets. Why? Firstly, these countries are the first victim...
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Primary Vision Insights – April 20th 2022
The U.S. completions market moved a bit higher again last week, and we expect to see another shift up over...
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Calfrac Well Services Part 2: Estimates And Valuation
Revenue estimates suggest higher revenues in NTM 2022, but the topline can flatten or decrease afterward. EBITDA can increase significantly...
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Calfrac Well Services Part 1: Cash Flow Concerns Versus Growing Activity
Calfrac's frac fleet count in the US stepped up in early 2022 but is unlikely to increase much from here....
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Mixed Signals in Oil Markets
Last time we talked about the cracks that are appearing in the global economy. One of the reasons for this...
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Year-Over-Year Oil Data (USA)
Key industry data is captured, as it relates to the previous business week.
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Primary Vision Insights – April 13th 2022
SUMMARY • US Completions Update • Physical Crude Market and Russian Flows • Saudi Arabia Pushes OSPs to Record •...
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Year-Over-Year Oil Data (USA):
Key industry data is captured, as it relates to the previous business week.
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TechnipFMC Part 2: Relative Valuation Analysis
Most of the sell-side analysts recommend “Buy” for FTI. The stock has 34% return potential at the current price, according...
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