Corporate themes from Q3 2016 results: upswing in US signals cycle is turning

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Report summary

There was more evidence that the cycle is starting to bottom out in the Q3 results. More players notched up quarterly profits and earnings in many cases came in ahead of market expectations. And there was deleveraging progress, helped by US asset sales and equity issuances. Investment plans for 2017 also point to a recovery that will be led by the US Independents.

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    Corporate Themes from Q3 2016 results November 2016.pdf

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