TechnipFMC Part 1: LNG Demand And Renewable Energy Shine, But Cash Flow Concerns Emerge
FTI's Subsea 2.0 model helps address the future technology needs, leading to improvements in contractual arrangements. In subsea, order opportunities ...
Global GDP estimates, ECB Fragmentation and Housing Markets
Starting off with the global GDP estimates, we know that the World Bank recently reduced down their projection for world ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week.
Primary Vision Insights – Enterprise Subscribers
The OPEC+ decision doesn’t come as a big shock given the current market dynamics and shifting sanctions against Russia.
NOV Part 2: Estimates And Relative Valuation
Estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate sharply over the next couple of years. ...
NOV Part 1: Cash Flow Worries Pale Under Industry Recovery And Renewables Opportunities
Broadening the supplier base and recovering escalating costs through higher pricing will lead to NOV's topline and operating margin improvement ...
Bitcoin and Fed’s Hike
The world is going through an extraordinarily tough time lately. The story remains the same: high inflation, rising interest rates ...
KLX Energy Services Part 2: Estimates And Relative Valuation
Estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate in NTM 2024 and NTM 2025. EBITDA ...
KLX Energy Services: Cost Inflation And Balance Sheet Risks Punch A Hole Through Growth Drivers
An excess supply of equipment, the supply chain disruption, and the inflationary pressures on labor and material will remain its ...
U.S. Well Services Part 2: Estimates And Valuation
Estimates suggest revenue growth in NTM 2023, and the growth rate can accelerate in NTM 2024 and NTM 2025. EBITDA ...
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