reports
- David Nierengarten
- Dennis Pak
- Dylan Shindler
- Laura Chico
- Martin Fan
- Ritika Das
- Robert Driscoll
- Yun Zhong
KURA KURA ONCOLOGY INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
KNSA KINIKSA PHARMACEUTICALS
IDYA IDEAYA BIOSCIENCES
BDTX BLACK DIAMOND THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
BCAX BICARA THERAPEUTICS INC.
- Martin Huseby Karlsen
Muted 2025 growth expectations
Following Q1 earnings calls by some of the oil service companies, 2025 outlooks appear more challenging than previously. Baker Hughes expects international upstream spending to decline by mid- to high-single digits, while Halliburton sees its international revenues flat to slightly down. Furthermore, Weatherford expects 2025 international revenue to decline by low double- to mid-double digits. Precision Drilling flagged additional rig suspensions by Saudi Aramco, and SLB highlighted a slow start...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
- Dylan Shindler
- Laura Chico
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- Martin Huseby Karlsen
ENI capex cut but maintains shareholder returns
Driven by macro headwinds and uncertainty around trade tariffs, ENI was the first large oil company to introduce capex cuts for 2025, contributing to a more challenging business environment for oil services. Over the past five years, we estimate ENI to have been the oil major with strongest offshore spending growth, and it has been considered active and opportunistic while others have been more conservative. Hence, we see its reduction as a soft datapoint for oil services. ENI has optimised its ...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
PDS Biotech Announces Multiple Abstracts Selected for Presentation at ...
PDS Biotech Announces Multiple Abstracts Selected for Presentation at the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting PRINCETON, N.J., April 23, 2025 (GLOBE NEWSWIRE) -- PDS Biotechnology Corporation (Nasdaq: PDSB) (“PDS Biotech” or the “Company”), a late-stage immunotherapy company focused on transforming how the immune system targets and kills cancers, today announced that three abstracts on Versamune® HPV (PDS0101) have been accepted for presentation at the 2025 American Society of Clinical Oncology (“ASCO”) Annual Meeting, taking place May 30-June 3, 2025, in Chic...
- Jonathan Moreland
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
DLTR DOLLAR TREE INC.
CVGW CALAVO GROWERS INC.
CAR AVIS BUDGET GROUP INC.
A AGILENT TECHNOLOGIES INC.
MSB MESABI TRUST
PESI PERMA-FIX ENVIRONMENTAL SERVICES INC.
HRTG HERITAGE INSURANCE HOLDINGS INC.
TATT TAT TECHNOLOGIES LTD.
IIIN INSTEEL INDUSTRIES INC.
SJT SAN JUAN BASIN ROYALTY TRUST
CHCI COMSTOCK HOLDING COMPANIES
SEZI SENZIME AB
ANAB ANAPTYSBIO INC.
TIGO MILLICOM INTERNATIONAL CELLULAR S.A.
FRAF FRANKLIN FINANCIAL SERVICES CO.
OVBC OHIO VALLEY BANC CORP
NEON NEONODE INC.
SMMT SUMMIT THERAPEUTICS INC
HTZ HERTZ GLOBAL HLDGS INC
MPTI M TRON INDUSTRIES INC
NUTX NUTEX HEALTH INC
ZBIO PROSHARES ULTRAPRO SHORT NASDAQ BIOTECHNOLOGY
VRM VROOM INC
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
SAGE SAGE THERAPEUTICS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
GERN GERON CORP.
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
STOK STOKE THERAPEUTICS
DAWN DAY ONE BIOPHARMACEUTICALS INC
EWTX EDGEWISE THERAPEUTICS INC
- Dylan Shindler
- Laura Chico
Transocean Ltd. Announces Time Change for First Quarter 2025 Earnings ...
Transocean Ltd. Announces Time Change for First Quarter 2025 Earnings Call STEINHAUSEN, Switzerland, April 17, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that, due to a scheduling conflict, it is changing the time of its first quarter 2025 earnings call. It will now conduct the teleconference starting at 10 a.m. EDT, 4 p.m. CEST, on Tuesday, April 29, 2025. As previously announced, the company’s first quarter 2025 earnings will be reported on Monday, April 28, with the teleconference scheduled on Tuesday, April 29. Individuals who wish to participate in the call...
- Martin Huseby Karlsen
Welcomed tender from Petrobras
Updates suggest Petrobras yesterday launched a new tender for “one or more” deepwater rigs for the Buzios field starting late-2026/early-2027. As it has been a while since the last Petrobras tender, and there has been uncertainty related to the timing of upcoming tenders, we believe a new Petrobras tender would offer relief for investors. As we count nine rigs already contracted with Petrobras to match the start-up window, we expect the requirement would be filled by rigs already in the country,...
Transocean Ltd. Provides Quarterly Fleet Status Report
Transocean Ltd. Provides Quarterly Fleet Status Report STEINHAUSEN, Switzerland, April 16, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) today issued a quarterly Fleet Status Report that provides the current status of, and contract information for, the company’s fleet of offshore drilling rigs. As of April 16, 2025, the company’s total backlog is approximately $7.9 billion. The report can be accessed on the company’s website: . About Transocean Transocean is a leading international provider of offshore contract drilling services for oil and gas wells. Transocean specializes i...
PDS Biotech Announces Preclinical Influenza Data to be Presented in Sy...
PDS Biotech Announces Preclinical Influenza Data to be Presented in Symposium at IMMUNOLOGY2025™ Annual Meeting Update on American Association for Cancer Research Annual Meeting 2025 presentation PRINCETON, N.J., April 16, 2025 (GLOBE NEWSWIRE) -- PDS Biotechnology Corporation (Nasdaq: PDSB) (“PDS Biotech” or the “Company”), a late-stage immunotherapy company focused on transforming how the immune system targets and kills cancers, today announced that preclinical immune response data with a novel Infectimune® based flu vaccine will be featured in a symposium on universal influenza vacci...
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
TSEM TOWER SEMICONDUCTOR LTD
KNSA KINIKSA PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
CGEM CULLINAN ONCOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
ARTV ARTIVA BIOTHERAPEUTICS INC
SYRE SPYRE THERAPEUTICS INC.
- Dylan Shindler
- Laura Chico
- Martin Huseby Karlsen
Looking at required day-rates
Although there are several ongoing deepwater tenders, the lack of recent deepwater fixtures has created uncertainty among investors related to day-rates. Consequently, we have analysed the required day-rates to support current share prices and valuations. Given the high operating leverage and multiple variables involved (utilisation, lifetime and cost of capital), we estimate the sector requires 7G drillship day-rates from the mid-USD300k and above to support the current share prices.
- Dylan Shindler
- Laura Chico
Transocean Ltd. Announces First Quarter 2025 Earnings Release Date
Transocean Ltd. Announces First Quarter 2025 Earnings Release Date STEINHAUSEN, Switzerland, April 10, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the first quarter 2025 on Monday, April 28, 2025. The company will conduct a teleconference to discuss the results starting at 9 a.m. EDT, 3 p.m. CEST, on Tuesday, April 29, 2025. Individuals who wish to participate should dial approximately 15 minutes prior to the scheduled start time and refer to conference code 119877. The teleconference will be simulcast in a listen-only mode...
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