By
16 November 2021, 8:00 AM
We look at several standard valuation metrics across the sector, with each metric having strengths and weaknesses and all requiring context to be best understood and interpreted.
Read more...
By Adrian Prendergast
27 October 2021, 12:00 PM
A good 3Q21 result from Oil Search (ASX:OSH), although already flagged by PNG LNG JV partner Santos (ASX:STO) who have already reported their own quarterly.
Read more...
By Adrian Prendergast
26 October 2021, 9:00 AM
Overall a marginally softer 3Q21 than we expected, but Viva Energy Australia (ASX:VEA) remains in a strong position leveraged to the NSW and VIC reopenings.
Read more...
By Adrian Prendergast
23 October 2021, 1:30 PM
A mixed 3Q21 result for Woodside Petroleum (ASX:WPL), with news of a sizable downgrade to Wheatstone reserves a key highlight.
Read more...
By Adrian Prendergast
23 October 2021, 12:00 PM
A solid operational performance from Santos (ASX:STO) against a backdrop of rising prices for energy resources.
Read more...
By Adrian Prendergast
23 October 2021, 8:00 AM
Rio Tinto (ASX:RIO) is accelerating its plans towards decarbonizing, announcing that it plans to spend US$7.5bn in capex between now and 2030 on cutting emissions.
Read more...
By Adrian Prendergast
22 October 2021, 8:00 AM
We see South32 (ASX:S32) remaining in a strong position with solid earnings momentum and progressing towards completion of the Sierra Gorda acquisition.
Read more...
By Adrian Prendergast
21 October 2021, 7:30 AM
Senex Energy (ASX:SXY) reported a steady 1Q22 result, broadly close to our estimates.
Read more...
By Adrian Prendergast
20 October 2021, 10:00 AM
We are still cautious on the short-term outlook for iron ore, but view the selloff as having uncovered enough value putting BHP Group (ASX:BHP) back in buy territory.
Read more...
By Tom Sartor
20 October 2021, 7:00 AM
Whitehaven Coal's (ASX:WHC) 1Q production was broadly in-line with our expectations. Physical market feedback continues to suggest that upside risk to our base-case coal price forecasts will persist into 2022.
Read more...