|
Oil & gas sector update (ICICI securities) Government bites the bullet |
|
Gross under-recoveries to reduce to ~| 71,200 crore in FY13E at US$100 per barrel Brent crude oil prices;Upstream and downstream companies to benefit |
|
Oil and Gas (Emkay) Fueling the price |
|
Outcome of EGOM meeting | Date | Rating | Target Price | Recommendation Price | Broker house | | 27 Jun 2011 | -- | -- | -- | Emkay Report | |
|
indian natural gas (Citi) LNG here to stay; +ve for PLNG, GSPL, GAIL |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 25 Mar 2011 |
-- |
-- |
-- |
Citi Report |
Reports.DesiStockResearch.com |
|
india energy (GoldmanSachs) India: Energy: Not time yet for OMCs as oil remains volatile, no near term catalyst |
Prefer upstream state-owned names to OMCs in this uncertainty. We prefer upstream names - GAIL (Buy), OIL and ONGC (both Neutral) over OMCs, given better cash flow visibility. Risks: low oil price, strong INR/US$.
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 23 Mar 2011 |
-- |
-- |
-- |
GoldmanSachs Report |
Reports.DesiStockResearch.com |
|
oil gas sector report (ICICIsec) Good times ahead |
|
india oil and gas sector (CreditSuisse) What if crude averages US$110/bbl in FY12? |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 7 Mar 2011 |
underweight |
-- |
-- |
CreditSuisse Report |
Reports.DesiStockResearch.com |
|
fertiliser policy update (emkay) Government expected to increase subsidy rates |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 16 Feb 2011 |
-- |
-- |
-- |
emkay Report |
Reports.DesiStockResearch.com |
|
oil gas sector (emkay) Crisis continues, but stability in sight |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 7 Feb 2011 |
-- |
-- |
-- |
emkay Report |
Reports.DesiStockResearch.com |
|
Oil Price Deregulation report (Emkay) 2010.06.28 |
|
Oil Price Deregulation report (Angel) 2010.06.28 |
