Insight

Focused North American players - Themes from Q2 2014 Results

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Contact us about this report

Report summary

The focused North American players continued to deliver on their production potential in Q2 2014. But profit taking after a good run up in share prices since March investor fatigue sector malaise and earnings disappointments led to a fall in Market Value for the peer group over the results reporting period. Achieving production targets but also meeting or beating earnings estimates will be key to maintaining the sector's market premium in H2.

What's included

This report contains

  • Document

    Focused North American players - Themes from Q2 2014 Results

    PDF 306.23 KB

Table of contents

Tables and charts

This report includes 10 images and tables including:

Images

  • Reported production and year-on-year change
  • WM production growth outlook (CAGR)
  • Adjusted Net Income and year-on-year change
  • Earnings adjustment to GAAP
  • Reported capex and year-on-year change
  • WM indexed capex outlook
  • Gearing and year-on-year change
  • WM financial stretch analysis
  • Market reaction during reporting season
  • Indexed 3-year share price performance

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898