Group 1 - The article confirms a "Buy" recommendation for Schlumberger (NYSE: SLB) shares with a target price of $39, indicating a potential upside of approximately 15% from current levels [1] - The investment idea is based on the analyst's extensive experience in the investment world, focusing on uncovering hidden value in emerging markets [1] Group 2 - The analyst has a background in equity analysis across various sectors, which contributes to a comprehensive understanding of financial statements and market dynamics [1] - The analyst's educational qualifications include a bachelor's degree in Antwerp, a master's at KU Leuven, and an MBA in Finance from Vlerick, providing a solid theoretical and practical foundation [1]

Group 1 - The article confirms a "Buy" recommendation for Schlumberger (NYSE: SLB) shares with a target price of $39, indicating a potential upside of approximately 15% from current levels [1] - The investment idea is based on the author's extensive experience in the investment world, focusing on uncovering hidden value in emerging markets [1] Group 2 - The author has a background in equity analysis across various sectors, which contributes to the depth of the research presented [1] - The article emphasizes the importance of understanding the real story behind financial statements to identify investment opportunities [1]

Core Points - SLB will hold a conference call on October 17, 2025, to discuss its third-quarter results for the period ending September 30, 2025 [1] - The conference call is scheduled to begin at 9:30 am US Eastern time, with a press release regarding the results to be issued at 7:00 am US Eastern time [1] - Listeners can access the conference call by contacting the Conference Call Operator at +1 (833) 470-1428 within North America or +1 (646) 844-6383 outside of North America [1]

SLB (NYSE: SLB) announced it will acquire RESMAN Energy Technology, whose advanced tracer technology enables ultra-precise monitoring of reservoir flow across oil, gas, CO2 storage, and geothermal applications. The acquisition gives SLB access to RESMAN’s chemical tracer systems, which detect fluids at parts-per-trillion accuracy and allow operators to track water, oil, gas, and CO2 movement within wells without disrupting production. These insights help extend well life, reduce unwanted fluids, and optim ...

Schlumberger Limited (NYSE:SLB) is included among the 15 Best Natural Gas and Oil Dividend Stock to Buy Now. Is Schlumberger (SLB) a Good Dividend Stock to Buy Now? Schlumberger Limited (NYSE:SLB) completed the acquisition of ChampionX Corporation in July, bringing in the latter’s $850 million in revenue and $190 million in adjusted EBITDA. The deal is expected to deliver $400 million in annual pre-tax synergies within three years of closing through revenue growth and cost savings. Following the integrat ...

An analyst downgrade weighed on a high-flying utility stock on Tuesday, Sept. 23, 2025, while an uptick in oil prices helped drive gains for an oilfield services giant and its peers. https://t.co/vN64xA6wZI ...

The United Nations 80th General Assembly roared into life on Tuesday, with Trump center stage. In a 56-minute combative speech, Trump rejected the idea of a Palestinian state, urged Europe to pressure Russia to force an end to the war in Ukraine, and told leaders of nations he deems soft on immigration : "Your countries are going to hell."Uncertainty and volatility could ripple through markets until agreement on government funding is reached, which history shows is often at the 11th hour. Investors won't be ...

Summary of Key Points from the Conference Call Industry Overview - **Pharmacy/Drugstore Industry in China and Japan**: The industry is currently undervalued, with China's pharmacies in a critical transitional phase. The low valuations may represent a cyclical trough as leading companies manage prescription outflow and category expansion effectively. Concerns regarding profitability in Japan's dispensing business due to drug price reductions are considered overblown, suggesting potential for a re-rating in the sector [3][11]. Company Insights - **Pop Mart (9992.HK)**: The company is viewed neutrally due to a less favorable risk/reward profile, despite a solid long-term investment thesis. Key factors influencing Pop Mart include the necessity of licensing renewals, the importance of owning retail stores during downturns, and the need for appealing design and rapid market response. Significant share price weakness could present a good entry point, with a price target of HK$300 driven by strong sales of new products and upcoming animations [4][11]. - **China Oil E&C and OFS Sector**: Companies like SEG and COSL are highlighted for their strong backlog expansion and expected earnings growth. COSL is projected to deliver a 20% year-over-year growth in net profit for FY25. The sector is characterized by high conviction in record backlogs and stable capital expenditures from major Chinese oil companies. Price targets for several companies in this sector have been lifted, reflecting positive sentiment [6][10][13]. - **China Medtech Industry**: The potential exit of GE HealthCare from the Chinese market underscores a trend of consolidation within the Medtech sector. Domestic companies are expected to gain market share as they are better positioned to navigate local challenges. This shift indicates a rapidly changing competitive landscape [8][11]. Financial Metrics and Projections - **Hong Kong Property Market**: Following a recent rate cut, the effective mortgage rate is now 3.375%, which is still higher than the net rental yield of 3.1%. The expectation is for a positive carry to be achieved by 2026, supporting a forecast of 3-5% home price growth. Key developers to watch include Henderson and Sino Land, with a preference for Swire Properties among landlords [7][12]. - **Earnings and Dividend Projections**: - Offshore Oil Engineering and Yantai Jereh are expected to see significant increases in earnings and dividends, while COSL and Sinopec Oilfield Service Corp are projected to experience declines in earnings estimates [14][16]. Additional Insights - **Market Sentiment**: The overall sentiment in the sectors discussed is cautiously optimistic, with potential for growth in the pharmacy and oil sectors, while the Medtech industry faces challenges from multinational exits. The property market in Hong Kong is also expected to stabilize with future rate cuts [3][6][8][7]. This summary encapsulates the critical insights and projections from the conference call, providing a comprehensive overview of the discussed industries and companies.

Group 1: IPO Activity Overview - Six companies went public last week, raising a total of $2.7 billion, along with two SPACs [1] - Ten companies filed for IPOs, with six SPACs also submitting initial applications [4][5] Group 2: Notable IPOs - Netskope (NTSK) priced its IPO at the upper end of its range, raising $908 million at a market cap of $9.08 billion, with a strong customer base but significant losses [1] - StubHub (STUB) raised $800 million at a market cap of $9.5 billion, facing legal challenges but with strong brand recognition [1] - WaterBridge (WBI) raised $634 million at a market cap of $2.4 billion, benefiting from long-term contracts despite being capital-intensive [2] - Pattern Group (PTRN) raised $300 million at a market cap of $2.6 billion, focusing on e-commerce acceleration but facing consumer and inflation risks [2] - ChowChow Cloud International (CHOW) raised $10 million at a market cap of $140 million, primarily operating in the Asia-Pacific region [3] - Platinum Analytics (PLTS) raised $8 million at a market cap of $71 million, targeting financial institutions in emerging markets [3] Group 3: SPAC Activity - Galata Acquisition II (LATAU) raised $150 million, while Chenghe Acquisition III (CHECU) raised $110 million, both targeting businesses in Asia [3] - Six SPACs filed for initial applications, with Silicon Valley Acquisition (SVAQU) seeking $200 million and K2 Capital Acquisition (KIIU) targeting robotics and nuclear energy [5][6] Group 4: Upcoming IPOs and Market Outlook - The IPO market is currently quiet, with no transactions scheduled for the upcoming week, although smaller issuers may still price [7] - Notable companies like Commercial Bancroup (CBK) and Phoenix Education (PXED) are expected to join the IPO schedule before the quarter ends [7]

Core Insights - Schlumberger Limited (NYSE:SLB) is recognized for its significant upside potential and is included in the list of 11 Cheap Clean Energy Stocks to Buy Right Now [1] - Stifel has reiterated its 'Buy' rating on Schlumberger, citing the company's strong performance in Kimberlite's industry survey [2] - The company has demonstrated consistent results across all regions and product lines, particularly excelling in international and offshore markets [3] Financial Performance - Schlumberger reported revenue of $35.48 billion over the past twelve months [3] - The company has maintained dividend payments for 55 consecutive years, indicating strong financial health and commitment to returning value to shareholders [3] Market Position - Schlumberger holds a premium position in global oilfield services, reflecting its ability to deliver reliable and efficient solutions [3] - Despite challenges in North America's land and Canadian operations being described as "value-disadvantaged," analysts see potential for growth in these areas [3] Industry Role - Schlumberger provides technology and services for the energy sector globally, including drilling, reservoir evaluation, well construction, and production systems [4] - The company is recognized as one of the Best Clean Energy Stocks, highlighting its role in the transition to cleaner energy solutions [4]