Energy
Oil & Gas Equipment & Services
3 companies under coverage.
Coverage
Oil & Gas Equipment & Services
Equity Research
Halliburton Company (HAL)
The bull case — 'Bull — Offshore + LNG Build' (8% weight) — targets $68, +101% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Schlumberger NV (SLB)
The bull case — 'Bull — Offshore + LNG Build' (8% weight) — targets $98, +112% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Baker Hughes Co (BKR)
The bull case — 'Bull — Offshore + LNG Build' (8% weight) — targets $104, +87% vs spot. It needs Gross Margin to surprise to the upside.