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1H24 NI in line, dividend hike despite weakened cash collection; Buy

COPL reported 1H24 results with net profit growth intact mainly attributed tostronger-than-expected GPM (largely driven by VAS profitability outperformance). We
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Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy Rating
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Fall reset, revisiting and level-setting Price Objectives across our coverage universe

Price objective updates; EPS estimates/ratings unchangedWe are marking the unofficial start of fall by revisiting and updating the price objectives
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Unique growth at very reasonable valuation, ignore quarterly noise

Q2 solid, Q3 good not great on Blackwell push-outWe reiterate our Buy rating on Nvidia (NVDA), a top sector pick, raising FY25/26E (roughly .
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Blackwell Concerns Prove Overblown but +$1B Beats No Longer in Style

We get why investors may pick at this print from a superficial perspective but think that updateson key issues all leaned more positive. On one hand, guidance was lighter than the $2B beat the
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Five Stocks in Focus: HP, NESTE, PBF, CRK, and XOM

In this note, we highlight five stocks that are top of mind in investor conversations.(1) For HP (Sell), we discuss our updated US rig count forecasts, driving lower
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VISIBILITY ON THE IRAN VS ISRAEL REPRISE: NO OIL SHOCK

It was never a matter of ‘if’ – rather only ‘when’ and ‘how’ – Iran and its “axis of resistance” would retaliate againstIsrael after last month's strikes. From an investment perspective, the key question remained whether this latest
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FIGHT THE PBOC

Don’t fight the Fed” is a common market adage, but what about the PBoC? China’scentral bank and the CCP state apparatus are arguably a tougher matchup. However,
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Q2 GDP Growth Revised Up on Stronger Consumption

BOTTOM LINE: Real GDP growth was revised up 0.2pp to +3.0% annualized in thesecond quarter, above expectations and reflecting an upward revision to
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Tomorrow, back to only thinking "Rate cuts!"

Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
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