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Bernstein

Woodside chief executive Meg O'Neill
Asia

Bernstein bets on Woodside as tight LNG market looms

15/10/2021
By Damon Evans

Investment research firm Bernstein has named Australian liquefied natural gas (LNG) developer Woodside (ASX:WPL) as its “best idea” for the fourth quarter 2021 as prices surge and the Asian market tightens. Significantly, Woodside is one of the most exposed LNG suppliers to the spot market.

glengorm discovery
Asia

Chinese oil majors undervalued

04/03/2021
By Damon Evans

Analysis from investment house Bernstein suggests that the Chinese oil majors - CNOOC, Sinopec and PetroChina - offer a potential 30% upside as they trade at a wide discount to historic prices and global peers.