
China National Petroleum ( PTR ) says it expects to firm up a draft agreement to join a large refinery project in Ecuador and expand its oil exploration efforts
companies in the U.S. (although they have made occasional international investments, such as Iscar in Israel and PetroChina PTR in China), and have no problem passing on stocks whose future outlook they deem too hard to understand (they mentioned the
PetroChina PTR reported first-quarter results on Thursday which are leading us to reevaluate our thesis. Specifically, we have contended that
By Devon Shire : By now pretty much everyone is familiar with the booming Texas unconventional oil play called the Eagle Ford. But only two years ago, it was hardly known to people who don't closely follow the energy industry. (click to enlarge) From basically no production at the beginning of ...
By Ed Liston : ConocoPhillips ( COP ) has been making the right calls right from the time the company separated its refining and marketing division into an independent company, Phillips 66 . That has allowed it to concentrate on exploration and production businesses and invest in politically stable
VLO and TSO despite losses this week . U.S. E&P companies expected to do well are EOG , NBL and APC . CVX is cheaper than integrated rivals, and SU offers top risk-reward potential. In Asia, go-to names are PTR and SNP . 1 comment!
On Thursday, PetroChina PTR reported 2012 results that were broadly in line with our expectations. The firm continues to look beyond China’s borders for
By Is It Worth It : Thesis & Catalyst For Imperial Oil The market is very pessimistic about Imperial Oil's ( IMO ) ability to grow its earnings. If you believe that these fears are unfounded (which we do) then Imperial Oil offers patient investors a Gross IRR in the range of 15.2% to 24.9% over the
With Australia set to become the world's largest supplier of liquefied natural gas by the end of the decade, PetroChina ( PTR ) says it is looking to make more deals there, adding to ~$3.7B in acquisitions as part of its drive to feed surging Chinese
Jefferies adds four new stocks to its global conviction list: apparel maker Deckers Outdoor ( DECK ), top China oil producer PetroChina ( PTR ), payment processor Vantiv ( VNTV ) and Japanese insurer Tokio Marine ( TKOMF.PK , TKOMY.PK ). Post your comment!