Report
Soomit Datta

New Street: Oi (Buy) Q4s - And Mobile Market Summary for Q4 (Strong Again)

Oi reported numbers last night which, given the pre-released line loss numbers, we thought may have been worse at the revenue level (actually there were some write downs).
Underlyings
Oberoi Realty

Oberoi Realty is a real estate development company operating in Mumbai, focused on premium developments. Co.'s main focus is residential projects but they also have a diversified portfolio of projects covering segments of the real estate market, which target the upper end of the respective income or market segment. Co.'s operating investments comprise the Oberoi Mall, Commerz (commercial tower), Oberoi International School (social infrastructure) and The Westin Mumbai Garden City (269- keys five-star hospitality property).

Oceaneering International Inc.

Oceaneering International is a provider of engineered services and products, primarily to the offshore oil and gas industry. The company's segments are: Energy Services and Products; and Advanced Technologies. The company's business segments within the Energy Services and Products business are remotely operated vehicles, subsea products, subsea projects and asset integrity. The company's Advanced Technologies segment consists of government; and commercial business units: Government services and products include engineering and related manufacturing in defense and space exploration activities. The company's commercial business unit provides a turnkey solution that includes program management, and engineering design.

Offshore Oil Engineering Co. Ltd. Class A

Offshore Oil Engineering is engaged in the design and construction of offshore oil and gas E&P projects and onshore terminals; construction and installation of wharf steel structures; laying of submarine pipeline and cables; loading, transportation, installation and commissioning of jacket platforms; testing and maintenance of offshore and onshore facilities; manufacture of pressure vessels; contracting of overseas offshore oil engineering and domestic international tender projects; survey, consultation, and design of overseas project; and processing of raw materials and assembly parts for clients.

Oi S.A. ON

Provider
New Street Research
New Street Research

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Analysts
Soomit Datta

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