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11 Apr 2024

Q1'24 sector preview

Northern Ocean Ltd. (NOL:OSL), 0 | Seacrest Petroleo Bermuda Ltd. (SEAPT:OSL), 0 | AKASTOR (AKA:STO), 0 | Akastor ASA (AKAST:OSL), 0 | AKER ASA-A SHARES (AKER:STO), 0 | Aker ASA Class A (AKER:OSL), 0 | AKER SOLUTIONS (AKSO:STO), 0 | Aker Solutions ASA (AKSO:OSL), 0 | Archer Limited (ARCH:OSL), 0 | BW Offshore Limited (BWO:OSL), 0 | Prosafe SE (PRS:STO), 0 | Prosafe SE (PRS:OSL), 0 | SUBSEA 7 (SUBC:STO), 0 | Subsea 7 S.A. (SUBC:OSL), 0 | BW Energy Ltd. (BWE:OSL), 0 | Panoro Energy ASA (PEN:OSL), 0 | ODFJELL DRILLING (ODL:STO), 0 | Odfjell Drilling Ltd. (ODL:OSL), 0 | Okeanis Eco Tankers Corp (OET:STO), 0 | Okea ASA (OKEA:STO), 0 | OKEA ASA (OKEA:OSL), 0 | Okeanis Eco Tankers Corp. (ECO:NYS), 0 | International Petroleum Corp. (British Columbia) (IPCO:TSE), 0 | Seadrill Partners LLC (SDLPF:NYSE), 0 | Seadrill Ltd (SDRL:NYSE), 0 | DOF Group ASA (DOFG:OSL), 0 | BlueNord ASA (BNOR:OSL), 0 | Equinor ASA (EQNR:STO), 0 | Equinor ASA (EQNR:OSL), 0 | Aker BP ASA (AKRBP:OSL), 0 | Aker Bp ASA (AKERBP:STO), 0 | DNO ASA Class A (DNO:OSL), 0 | DNO (DNO:STO), 0 | DNOW Inc. (DNOW:NYS), 0 | TGS NOPEC GEOPHYSICAL CO (TGS:STO), 0 | TGS ASA (TGS:OSL), 0 | TGS Esports Inc (TGS.H:TSX), 0 | TGS Dis Ticaret AS (TGSAS.E:IST), 0 | Seadrill Limited (P4F:HAM), 0 | Borr Drilling Limited (B2W:FRA), 0

- John Olaisen | ABGSC Oil & Oil Services Research | Haakon Amundsen | Martin Mauseth | Stian Wibstad
- 197 pages

We expect strong Q1 reports and bullish management teams. Oil price assumptions up, near-term gas price slightly down. Best risk/reward in AKRBP, VAR, IPC, TGS, ODL, DOFG and SUBC.

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Q1'24 sector preview

Northern Ocean Ltd. (NOL:OSL), 0 | Seacrest Petroleo Bermuda Ltd. (SEAPT:OSL), 0 | AKASTOR (AKA:STO), 0 | Akastor ASA (AKAST:OSL), 0 | AKER ASA-A SHARES (AKER:STO), 0 | Aker ASA Class A (AKER:OSL), 0 | AKER SOLUTIONS (AKSO:STO), 0 | Aker Solutions ASA (AKSO:OSL), 0 | Archer Limited (ARCH:OSL), 0 | BW Offshore Limited (BWO:OSL), 0 | Prosafe SE (PRS:STO), 0 | Prosafe SE (PRS:OSL), 0 | SUBSEA 7 (SUBC:STO), 0 | Subsea 7 S.A. (SUBC:OSL), 0 | BW Energy Ltd. (BWE:OSL), 0 | Panoro Energy ASA (PEN:OSL), 0 | ODFJELL DRILLING (ODL:STO), 0 | Odfjell Drilling Ltd. (ODL:OSL), 0 | Okeanis Eco Tankers Corp (OET:STO), 0 | Okea ASA (OKEA:STO), 0 | OKEA ASA (OKEA:OSL), 0 | Okeanis Eco Tankers Corp. (ECO:NYS), 0 | International Petroleum Corp. (British Columbia) (IPCO:TSE), 0 | Seadrill Partners LLC (SDLPF:NYSE), 0 | Seadrill Ltd (SDRL:NYSE), 0 | DOF Group ASA (DOFG:OSL), 0 | BlueNord ASA (BNOR:OSL), 0 | Equinor ASA (EQNR:STO), 0 | Equinor ASA (EQNR:OSL), 0 | Aker BP ASA (AKRBP:OSL), 0 | Aker Bp ASA (AKERBP:STO), 0 | DNO ASA Class A (DNO:OSL), 0 | DNO (DNO:STO), 0 | DNOW Inc. (DNOW:NYS), 0 | TGS NOPEC GEOPHYSICAL CO (TGS:STO), 0 | TGS ASA (TGS:OSL), 0 | TGS Esports Inc (TGS.H:TSX), 0 | TGS Dis Ticaret AS (TGSAS.E:IST), 0 | Seadrill Limited (P4F:HAM), 0 | Borr Drilling Limited (B2W:FRA), 0

Published: 11 Apr 2024
Author: John Olaisen | ABGSC Oil & Oil Services Research | Haakon Amundsen | Martin Mauseth | Stian Wibstad
Pages: 197

We expect strong Q1 reports and bullish management teams. Oil price assumptions up, near-term gas price slightly down. Best risk/reward in AKRBP, VAR, IPC, TGS, ODL, DOFG and SUBC.

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