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 ...
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 ...
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. ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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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