Halliburton Part 1: Growth Opportunities Would Push Back The Short-Term Margin Concerns
Development activity and increased capex at the wellbore in onshore and offshore will pivot Halliburton’s international business in 2023. For ...
Baker Hughes Part 2: Estimates And Relative Valuation
Our regression model suggests a decelerating revenue trend in the next two years. EBITDA can increase sharply in the NTM ...
Baker Hughes Part 1: LNG Projects And Operating Profit Growth To Drive BKR
LNG project FIDs can more than double in 2023 – a likely boost for Baker Hughes. Spectacular growth in the ...
SLB Part 2: Estimates And Relative Valuation
Our regression model suggests SLB's revenue estimate is upward trending in NTM 2023 but may slow down considerably after that. ...
China, Global Sentiment and Markets
China is reopening and I have been trying to follow every development there. In the last week we tracked some ...
SLB Part 1: Offshore And International Drivers Get Stronger For SLB
SLB's premier drivers remain capacity expansion projects in the Middle East and offshore activities. The company's North American operation will ...
Primary Vision Insights – Premium Subscribers
We have been very adamant about the problems facing the world today- including broad food issues, supply chain bottlenecks, energy ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via the infographic that accompanies this ...
Let’s continue talking about China’s reopening
As I mentioned in my previous Monday Macro View, one of the biggest events of 2023 is the reopening of ...
STEP Energy Services Part 2: Estimates And Relative Valuation
Our linear regression model suggests strong revenue growth in NTM 2023, but the rate can decelerate rapidly in NTM 2024 ...
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