Oil & Gas sector – Preview – [NEUTRAL] – 3Q24F Preview: low Gas, robust Drilling
The bright spot of Oil & Gas sector in 3Q24F is a robust Drilling segment, and PVD is the largest listed beneficiary. Meanwhile, natural gas may see a strong retreat driven by a record low consumption from power plants in 3Q24F.
Featured Analysis
Derivatives: Increasing selling pressure
Market commentary: Supply pressure well-absorbed
Derivatives: Bottom-fishing capital inflows
Derivatives: Declining liquidity
Market commentary: Real Estate supports market
Interbank rates drop on SBV’s repo rollover
New long-term uptrend?
