edition 404 of LCC Asia Pacific's market update on the Australian Mining Services and Engineering Sectors - which includes detailed information on ASX companies in the sector's trading performance over the last week
Edition 332 of the long running weekly report by award winning boutique investment banking firm LCC Asia Pacific
This report covers both corporate developments and merger & acquisition activity in sector across Australia
LCC Asia Pacific Corporate Finance edition 352 of developments in the Australian Engineering, Mining Services & Contracting Sector. Despite ongoing volatility it was pleasing to see a number of Australian companies announce contract award wins over the week - including Worley, MacMahon & GR Engineering
lcc asia pacific corporate advisory update number 294 of the engineering, construction and mining services weekly - providing information on the developments in the Australian market
The QSE Index in Qatar declined 0.3% due to losses in the Industrials and Telecoms indices. Industries Qatar and Qatar Electricity & Water Co. were the top losers. The volume of shares traded increased significantly but remained below the 30-day average. In company news, Barwa Real Estate approved a new business plan through 2020 aiming to increase returns and shareholder equity. Economists believe Greece's financial crisis will have little direct impact on Qatar and GCC economies.
Boutique corporate finance and strategic advisory firm LCC Asia Pacific today released its latest update on developments in the Australian engineering, contracting and mining services sector.
This long running weekly report, commenced in 2011, provides information on developments specific to industries including Engineering, Mining Services, Oil & Gas Services, Oilfield Services and Infrastructure Services.
For subscription request to the full report each week contact us at research@lccapac.com
LCC Asia Pacific edition 306 of our long running weekly update to the Australian Engineering & Contracting Sector - with comment on the Offshore Oil & Gas Services Sector
The report covers mergers & acquisitions activity, corporate activity and updates to australian public companies listed on the ASX. LCC Asia Pacific has been in operation for 15 years as an independent firm and has a long standing track record of providing strategic advice to leaders within the Engineering, Mining & Oil Field Services Sectors.
Edition 332 of the long running weekly report by award winning boutique investment banking firm LCC Asia Pacific
This report covers both corporate developments and merger & acquisition activity in sector across Australia
LCC Asia Pacific Corporate Finance edition 352 of developments in the Australian Engineering, Mining Services & Contracting Sector. Despite ongoing volatility it was pleasing to see a number of Australian companies announce contract award wins over the week - including Worley, MacMahon & GR Engineering
lcc asia pacific corporate advisory update number 294 of the engineering, construction and mining services weekly - providing information on the developments in the Australian market
The QSE Index in Qatar declined 0.3% due to losses in the Industrials and Telecoms indices. Industries Qatar and Qatar Electricity & Water Co. were the top losers. The volume of shares traded increased significantly but remained below the 30-day average. In company news, Barwa Real Estate approved a new business plan through 2020 aiming to increase returns and shareholder equity. Economists believe Greece's financial crisis will have little direct impact on Qatar and GCC economies.
Boutique corporate finance and strategic advisory firm LCC Asia Pacific today released its latest update on developments in the Australian engineering, contracting and mining services sector.
This long running weekly report, commenced in 2011, provides information on developments specific to industries including Engineering, Mining Services, Oil & Gas Services, Oilfield Services and Infrastructure Services.
For subscription request to the full report each week contact us at research@lccapac.com
LCC Asia Pacific edition 306 of our long running weekly update to the Australian Engineering & Contracting Sector - with comment on the Offshore Oil & Gas Services Sector
The report covers mergers & acquisitions activity, corporate activity and updates to australian public companies listed on the ASX. LCC Asia Pacific has been in operation for 15 years as an independent firm and has a long standing track record of providing strategic advice to leaders within the Engineering, Mining & Oil Field Services Sectors.
LCC Asia Pacific produces a weekly report on the Australian public companies that operate in the Engineering, General Services, Oil & Gas Fields Services, Facilities Management, Construction, Contracting and Mining Services Sectors.
Each week the LCC Asia Pacific market update covers off on Merger & Acquisition Activity, changes to stock trading prices, general corporate activity and indicative valuations
The report also details both key Australian Stock Exchange announcements that are made in relation to contractual wins or key developments as well as outlining strategic activity that has taken place in the Sector
In addition to public domain, this report is uploaded weekly to a variety of international investment banking platforms, including Bloomberg, Thomson Reuters Eikon, S & P and FACTSET
LCC Asia Pacific has specific expertise in these Sectors built up over many years, and the weekly Engineering, Services, Contracting & Services market update uploaded here is Edition 226
This edition also notes that LCC’s Nicholas Assef will be speaking at the Mining Investment China Conference in Shanghai on 23rd & 24th of October this year on the topic of China’s Belt & Road Initiative and areas where companies can develop strategies to capitalise on this exciting initiative. More on the conference can be learned at www.mininginvestmentchina.com
LCC Asia Pacific also provides a number of other public resources, including the Twitter Feed @MergerNews (www.twitter.com/MergerNews) which tracks all Merger & Acquisition announcements made on the Australian Stock Exchange and the Twitter Feed @ChinaBeltRoad (www.twitter.com/ChinaBeltRoad) which tracks relevant news stories and research reports relating to China’s “One Belt, One Road” initiative where LCC Asia Pacific is building out a strategic advisory practice to assist companies in becoming involved with BRI
This document is the October 2018 newsletter from Scott-Macon, an investment banking firm. It provides an overview of the aerospace, defense, and government services sectors through market snapshots, public company comparables, M&A transactions, recent contracts, industry stats, and information about Scott-Macon. The newsletter analyzes valuation trends, company performance metrics, and highlights notable deals and contracts to keep industry professionals informed.
Global LNG dynamics are changing as new suppliers, markets, and flexibility emerge. While new supply projects will take longer than expected to come online, LNG demand from Asia is projected to continue strong growth. This will tighten the LNG market in the near-term before additional supply comes online later this decade. For Europe, LNG imports may decrease in the short-run as the market tightens but are expected to increase again by 2021 as new global supply comes available, with US exports potentially helping to supply Europe as a balancing market.
LCC Asia Pacific produces a weekly report on the Australian public companies that operate in the Engineering, Services and Mining Services Sectors.
Each week the LCC Asia Pacific weekly report covers off on changes to stock trading prices, activity on those stocks and indicative valuations
The report also details both key announcements that are made in relation to contractual wins or key developments as well as outlining Merger & Acquisition activity that has taken place in the Sector
LCC Asia Pacific has specific expertise in these Sectors built up over many years, and the weekly Engineering, Services & Mining Services report published here is edition 206
fundamental analysis and valuation of public sector power companiesNitin Jaggi
This document provides an overview and valuation of two major Indian public sector power companies: NTPC and NHPC. It first discusses Trustline Securities Ltd, the company conducting the analysis. It then provides background on India's power sector and an overview of NTPC, including its financials and valuation using DCF. For NHPC, it discusses the company overview and indicators but does not provide a valuation. The document aims to analyze and value these two major power companies in India.
This document has been prepared solely for information purposes for the use of the management and shareholders of OJSC "Rosneft Oil Company" (“Investor” or “Rosneft”) for the purpose of analyzing the investment opportunity in the Russian oilfield services market and without any commitment or responsibility on our part.
The Investor is invited to consider acquisition of the largest provider of oil and gas drilling services in Russia - Eurasia Drilling Company Limited, (“Company” or “EDC”). Information in this presentation reflects external business environment conditions and opinion only as of the date of this presentation.
The daily equity report from CapitalStars Financial Research Pvt. Ltd provides an overview of the Indian and global stock markets. In India, the key indices saw gains supported by positive global cues and easing geopolitical tensions. Select stocks like Sesa Sterlite and Apollo Hospitals rose. Globally, Asian and European markets were higher on expectations of continued low interest rates. In the US, stocks were set to rise as EU bond yields dropped. The report provides analysis and recommendations on specific stocks and sectors in the Indian market.
Scott-Macon Aerospace, Defense and Government Services Monthly UpdateMichael Papazis
This document is the May 2019 newsletter from Scott-Macon, LTD, an investment banking firm. It provides market analysis and data on the aerospace, defense, and government services industries. Section 1 summarizes key valuation and deal trends over the past month and year for these sectors. Section 2 provides operating metrics and valuation multiples for publicly traded companies in various sub-segments. Section 3 lists relevant M&A transactions from the past month segmented by sector.
Lincoln Crowne & Company weekly update on deal and valuation activity in the Australian Engineering & Mining Services Sector for the week ended 24th October 2014
Nichols is the editor/associate publisher of Hydrocarbon Processing magazine. At present, he manages all content and business development for Hydrocarbon Processing, as well as data/content for Gulf Publishing Company’s Data Division. This includes all data content for Hydrocarbon Processing’s Construction Boxscore Database, annual Market Data Book and US Gas Plant Directory.
- The Indian equity benchmarks rose with the Sensex closing over 416 points higher and the Nifty closing higher by about 130 points as buying activity increased toward the end of the day.
- Several companies saw their share prices rise, including Autoline Industries which jumped 19.80% after announcing a board meeting to discuss the status of a stake sale in its US subsidiary.
- IOC rose 2.49% after the Oil Minister announced it would establish a new 15 mmtpa capacity refinery in Odisha at an estimated cost of Rs34,162 crore.
The document is a monthly newsletter from Scott-Macon providing an overview of the aerospace, defense, and government services market. It includes sections on market trends, public company comparables, recent M&A transactions, government contracts awarded, industry stats, and an introduction to Scott-Macon's advisory services in this sector. The public comparables section lists operating metrics and valuation multiples for various public firms operating in aerospace, defense, and government services sub-segments.
Analysts in Korea, relative to other countries in Asia, have turned from pessimism to optimism over the last year. Expected return implied by target prices are in an uptrend for the first time since 2015. Korean analysts are, however, a very optimistic bunch of people.
Learn more about how to benefit from our Watching the Street charts: http://becomeabetterinvestor.net/blog/how-to-benefit-from-our-watching-the-street-charts/
This document provides an investor overview for Curtiss-Wright Corporation for the third quarter of 2016. It summarizes Curtiss-Wright's business as a global diversified industrial company serving the aerospace, defense, and industrial markets. Key points include that Curtiss-Wright expects $2.15 billion in sales for 2016, has leadership positions in growing markets, and is focused on enhancing safety, reliability, and performance. It also provides financial goals and guidance for 2016, highlighting expectations for organic sales growth, operating margin expansion, and free cash flow generation.
LCC Asia Pacific's weekly market update on the Australian engineering, mining services and infrastructure services sector - including updates on valuations, deal activity and commercial developments
edition 386 of lcc asia pacific's long standing weekly research into the australian mining services, mineral processing and services sector. This edition covers off on a number of developments in the sector including acquisitions undertaken by Southern Cross Electrical and NRW Holdings Limited
LCC Asia Pacific produces a weekly report on the Australian public companies that operate in the Engineering, General Services, Oil & Gas Fields Services, Facilities Management, Construction, Contracting and Mining Services Sectors.
Each week the LCC Asia Pacific market update covers off on Merger & Acquisition Activity, changes to stock trading prices, general corporate activity and indicative valuations
The report also details both key Australian Stock Exchange announcements that are made in relation to contractual wins or key developments as well as outlining strategic activity that has taken place in the Sector
In addition to public domain, this report is uploaded weekly to a variety of international investment banking platforms, including Bloomberg, Thomson Reuters Eikon, S & P and FACTSET
LCC Asia Pacific has specific expertise in these Sectors built up over many years, and the weekly Engineering, Services, Contracting & Services market update uploaded here is Edition 226
This edition also notes that LCC’s Nicholas Assef will be speaking at the Mining Investment China Conference in Shanghai on 23rd & 24th of October this year on the topic of China’s Belt & Road Initiative and areas where companies can develop strategies to capitalise on this exciting initiative. More on the conference can be learned at www.mininginvestmentchina.com
LCC Asia Pacific also provides a number of other public resources, including the Twitter Feed @MergerNews (www.twitter.com/MergerNews) which tracks all Merger & Acquisition announcements made on the Australian Stock Exchange and the Twitter Feed @ChinaBeltRoad (www.twitter.com/ChinaBeltRoad) which tracks relevant news stories and research reports relating to China’s “One Belt, One Road” initiative where LCC Asia Pacific is building out a strategic advisory practice to assist companies in becoming involved with BRI
This document is the October 2018 newsletter from Scott-Macon, an investment banking firm. It provides an overview of the aerospace, defense, and government services sectors through market snapshots, public company comparables, M&A transactions, recent contracts, industry stats, and information about Scott-Macon. The newsletter analyzes valuation trends, company performance metrics, and highlights notable deals and contracts to keep industry professionals informed.
Global LNG dynamics are changing as new suppliers, markets, and flexibility emerge. While new supply projects will take longer than expected to come online, LNG demand from Asia is projected to continue strong growth. This will tighten the LNG market in the near-term before additional supply comes online later this decade. For Europe, LNG imports may decrease in the short-run as the market tightens but are expected to increase again by 2021 as new global supply comes available, with US exports potentially helping to supply Europe as a balancing market.
LCC Asia Pacific produces a weekly report on the Australian public companies that operate in the Engineering, Services and Mining Services Sectors.
Each week the LCC Asia Pacific weekly report covers off on changes to stock trading prices, activity on those stocks and indicative valuations
The report also details both key announcements that are made in relation to contractual wins or key developments as well as outlining Merger & Acquisition activity that has taken place in the Sector
LCC Asia Pacific has specific expertise in these Sectors built up over many years, and the weekly Engineering, Services & Mining Services report published here is edition 206
fundamental analysis and valuation of public sector power companiesNitin Jaggi
This document provides an overview and valuation of two major Indian public sector power companies: NTPC and NHPC. It first discusses Trustline Securities Ltd, the company conducting the analysis. It then provides background on India's power sector and an overview of NTPC, including its financials and valuation using DCF. For NHPC, it discusses the company overview and indicators but does not provide a valuation. The document aims to analyze and value these two major power companies in India.
This document has been prepared solely for information purposes for the use of the management and shareholders of OJSC "Rosneft Oil Company" (“Investor” or “Rosneft”) for the purpose of analyzing the investment opportunity in the Russian oilfield services market and without any commitment or responsibility on our part.
The Investor is invited to consider acquisition of the largest provider of oil and gas drilling services in Russia - Eurasia Drilling Company Limited, (“Company” or “EDC”). Information in this presentation reflects external business environment conditions and opinion only as of the date of this presentation.
The daily equity report from CapitalStars Financial Research Pvt. Ltd provides an overview of the Indian and global stock markets. In India, the key indices saw gains supported by positive global cues and easing geopolitical tensions. Select stocks like Sesa Sterlite and Apollo Hospitals rose. Globally, Asian and European markets were higher on expectations of continued low interest rates. In the US, stocks were set to rise as EU bond yields dropped. The report provides analysis and recommendations on specific stocks and sectors in the Indian market.
Scott-Macon Aerospace, Defense and Government Services Monthly UpdateMichael Papazis
This document is the May 2019 newsletter from Scott-Macon, LTD, an investment banking firm. It provides market analysis and data on the aerospace, defense, and government services industries. Section 1 summarizes key valuation and deal trends over the past month and year for these sectors. Section 2 provides operating metrics and valuation multiples for publicly traded companies in various sub-segments. Section 3 lists relevant M&A transactions from the past month segmented by sector.
Lincoln Crowne & Company weekly update on deal and valuation activity in the Australian Engineering & Mining Services Sector for the week ended 24th October 2014
Nichols is the editor/associate publisher of Hydrocarbon Processing magazine. At present, he manages all content and business development for Hydrocarbon Processing, as well as data/content for Gulf Publishing Company’s Data Division. This includes all data content for Hydrocarbon Processing’s Construction Boxscore Database, annual Market Data Book and US Gas Plant Directory.
- The Indian equity benchmarks rose with the Sensex closing over 416 points higher and the Nifty closing higher by about 130 points as buying activity increased toward the end of the day.
- Several companies saw their share prices rise, including Autoline Industries which jumped 19.80% after announcing a board meeting to discuss the status of a stake sale in its US subsidiary.
- IOC rose 2.49% after the Oil Minister announced it would establish a new 15 mmtpa capacity refinery in Odisha at an estimated cost of Rs34,162 crore.
The document is a monthly newsletter from Scott-Macon providing an overview of the aerospace, defense, and government services market. It includes sections on market trends, public company comparables, recent M&A transactions, government contracts awarded, industry stats, and an introduction to Scott-Macon's advisory services in this sector. The public comparables section lists operating metrics and valuation multiples for various public firms operating in aerospace, defense, and government services sub-segments.
Analysts in Korea, relative to other countries in Asia, have turned from pessimism to optimism over the last year. Expected return implied by target prices are in an uptrend for the first time since 2015. Korean analysts are, however, a very optimistic bunch of people.
Learn more about how to benefit from our Watching the Street charts: http://becomeabetterinvestor.net/blog/how-to-benefit-from-our-watching-the-street-charts/
This document provides an investor overview for Curtiss-Wright Corporation for the third quarter of 2016. It summarizes Curtiss-Wright's business as a global diversified industrial company serving the aerospace, defense, and industrial markets. Key points include that Curtiss-Wright expects $2.15 billion in sales for 2016, has leadership positions in growing markets, and is focused on enhancing safety, reliability, and performance. It also provides financial goals and guidance for 2016, highlighting expectations for organic sales growth, operating margin expansion, and free cash flow generation.
LCC Asia Pacific's weekly market update on the Australian engineering, mining services and infrastructure services sector - including updates on valuations, deal activity and commercial developments
edition 386 of lcc asia pacific's long standing weekly research into the australian mining services, mineral processing and services sector. This edition covers off on a number of developments in the sector including acquisitions undertaken by Southern Cross Electrical and NRW Holdings Limited
Welcome to the latest edition of our Weekly Engineering Market Research Update – Edition 504. This document aims to provide a comprehensive overview of the current trends, developments, and opportunities in the engineering industry. Our team of expert analysts has gathered valuable data and insights to keep you informed and empower you to make well-informed decisions in this rapidly evolving market.
Market Trends:
China’s dominance as an economic powerhouse continues to be reinforced by the slide in commodity prices as a result of slower than expected economic advancements still as a result of the post covid pandemic world.
In the past week, several noteworthy trends have emerged in the engineering sector. One significant trend is the increasing adoption of sustainable engineering practices. As environmental concerns continue to grow, companies are prioritizing eco-friendly solutions, such as renewable energy projects, green infrastructure, and circular economy initiatives. This presents an array of opportunities for businesses specializing in sustainable engineering services and products.
Another prominent trend is the integration of artificial intelligence and machine learning in engineering processes. From design optimization to predictive maintenance, AI is revolutionizing the way engineers approach complex challenges. Companies investing in AI technologies gain a competitive edge, streamlining operations, and enhancing productivity.
Opportunities and Challenges:
The current market landscape offers promising opportunities, particularly in the fields of urban development, smart infrastructure, and digital transformation. Additionally, government initiatives and increased funding for infrastructure projects are stimulating growth in the engineering sector.
However, it is essential to address the challenges too. Supply chain disruptions, skilled labor shortages, and fluctuating raw material prices pose potential hurdles for companies. Strategic planning and adaptability are crucial to navigate these uncertainties successfully.
Welcome to the latest edition of our Weekly Engineering Market Research Update – Edition 500. This document aims to provide a comprehensive overview of the current trends, developments, and opportunities in the engineering industry. Our team of expert analysts has gathered valuable data and insights to keep you informed and empower you to make well-informed decisions in this rapidly evolving market.
Market Trends:
China’s dominance as an economic powerhouse continues to be reinforced by the slide in commodity prices as a result of slower than expected economic advancements still as a result of the post covid pandemic world.
In the past week, several noteworthy trends have emerged in the engineering sector. One significant trend is the increasing adoption of sustainable engineering practices. As environmental concerns continue to grow, companies are prioritizing eco-friendly solutions, such as renewable energy projects, green infrastructure, and circular economy initiatives. This presents an array of opportunities for businesses specializing in sustainable engineering services and products.
Another prominent trend is the integration of artificial intelligence and machine learning in engineering processes. From design optimization to predictive maintenance, AI is revolutionizing the way engineers approach complex challenges. Companies investing in AI technologies gain a competitive edge, streamlining operations, and enhancing productivity.
Opportunities and Challenges:
The current market landscape offers promising opportunities, particularly in the fields of urban development, smart infrastructure, and digital transformation. Additionally, government initiatives and increased funding for infrastructure projects are stimulating growth in the engineering sector.
However, it is essential to address the challenges too. Supply chain disruptions, skilled labor shortages, and fluctuating raw material prices pose potential hurdles for companies. Strategic planning and adaptability are crucial to navigate these uncertainties successfully.
Welcome to the latest edition of our Weekly Engineering Market Research Update – Edition 501. This document aims to provide a comprehensive overview of the current trends, developments, and opportunities in the engineering industry. Our team of expert analysts has gathered valuable data and insights to keep you informed and empower you to make well-informed decisions in this rapidly evolving market.
Market Trends:
China’s dominance as an economic powerhouse continues to be reinforced by the slide in commodity prices as a result of slower than expected economic advancements still as a result of the post covid pandemic world.
In the past week, several noteworthy trends have emerged in the engineering sector. One significant trend is the increasing adoption of sustainable engineering practices. As environmental concerns continue to grow, companies are prioritizing eco-friendly solutions, such as renewable energy projects, green infrastructure, and circular economy initiatives. This presents an array of opportunities for businesses specializing in sustainable engineering services and products.
Another prominent trend is the integration of artificial intelligence and machine learning in engineering processes. From design optimization to predictive maintenance, AI is revolutionizing the way engineers approach complex challenges. Companies investing in AI technologies gain a competitive edge, streamlining operations, and enhancing productivity.
Opportunities and Challenges:
The current market landscape offers promising opportunities, particularly in the fields of urban development, smart infrastructure, and digital transformation. Additionally, government initiatives and increased funding for infrastructure projects are stimulating growth in the engineering sector.
However, it is essential to address the challenges too. Supply chain disruptions, skilled labor shortages, and fluctuating raw material prices pose potential hurdles for companies. Strategic planning and adaptability are crucial to navigate these uncertainties successfully.
Introduction:
Welcome to the latest edition of our Weekly Engineering Market Research Update – Edition 505. This document aims to provide a comprehensive overview of the current trends, developments, and opportunities in the engineering industry. Our team of expert analysts has gathered valuable data and insights to keep you informed and empower you to make well-informed decisions in this rapidly evolving market.
Market Trends:
In Australia the challenges of energy transition from coal to renewable energy continue to be displayed – with the aging fleet of coal fired generators expected to have their lives extended due to the slow uptake in the renewable energy sector transition.
China’s dominance as an economic powerhouse continues to be reinforced by the slide in commodity prices as a result of slower than expected economic advancements still as a result of the post covid pandemic world.
Opportunities and Challenges:
The current market landscape offers promising opportunities, particularly in the fields of urban development, smart infrastructure, and digital transformation. Additionally, government initiatives and increased funding for infrastructure projects are stimulating growth in the engineering sector.
However, it is essential to address the challenges too. Supply chain disruptions, skilled labor shortages, and fluctuating raw material prices pose potential hurdles for companies. Strategic planning and adaptability are crucial to navigate these uncertainties successfully.
Conclusion:
Busy time with macro factors weighing on the AUD and the economy. All eyes continue to focus on China’s speed to recovery / stimulus which has a major potential impact on the strengthening of AUD v USD
Lincoln Crowne & Company report on developments in the Australian Engineering & Contracting space for the week ended 11th October 2013.
Merger activity continues to bubble along with domestic deals being done by Mancala and Wood Group Wagners (both being executed by offshore parties), in addition to listed Cardno continuing its M & A activity looking to acquire US based Haynes Whaley Associates
Lincoln crowne engineering mining services weekly 11102013Nick Assef
The Australian market rose 1.3% last week due to signs of progress in resolving the US debt ceiling issue. Takeover speculation continued in the industry, with Bradken, Emeco, and UGL subjects of M&A rumors. Two small offshore acquisitions of Australian companies were announced. Wood Group Wagners sold 45% to a UK firm, and Mancala sold itself to a Singaporean company for $15 million in a structured share deal.
Lincoln Crowne & Company weekly market update on the Engineering & Resource Services Sectors for the week ended 20th December 2013
Subsequent to this report Australian companies continued to provide earnings guidance to the market with both BLY and SWK providing guidance on the morning of 23rd December. As with TSE, BLY has lower rig utilisation than earlier in the year - contributing to performance.
AIP Chicago Bridge & Iron Research Report (1)Ryan Sopinski
This document provides an analysis of Chicago Bridge & Iron Co (CBI) stock to support a recommendation to purchase the stock. Key points include:
- CBI has a large backlog of projects that will provide revenue for 2+ years and continues to grow, despite lower oil prices negatively impacting the stock.
- Analyst models estimate the stock is undervalued by 39-56% based on fair value estimates.
- CBI has diversified its business through acquisitions, now deriving half of revenue domestically after acquiring Shaw Group.
- The analyst recommends a buy on CBI with a 1.75% portfolio weight, funded by trimming holdings of 3M and Caterpillar to
Edition 443 of LCC Asia Pacific's weekly update on developments in the Australian market for engineering, contracting and services companies. Issues with supply chain continue and Nicholas Assef - LCC's Founder & Principal - expects will get worse with the ongoing lockdowns in Shanghai that might spread to Beijing.
This is having an ongoing dislocation impact on the export of materials and goods which will likely continue for many weeks given the security being applied to the situation by Chinese authorities in an attempt to isolate the COVID 19 virus outbreak.
20 companies will be attending LAGCOE 2017 as part of an SDI trade mission. Come along and meet with some of the oil & gas industry's most innovative supply chain businesses.
Alister McConnell- Resources & Energy Symposium 2012Symposium
The document discusses putting the proper focus on Bankable Feasibility Studies (BFS) given the extraordinary growth in mining and infrastructure projects in Australia. It notes that (1) there have been massive constraints on regional rail and port infrastructure, (2) equity markets have become stretched to finance new projects, and (3) debt markets remain constrained despite some recovery since the global financial crisis. It argues that too often BFS become over-engineered beyond what is actually required by capital markets. A properly focused BFS should identify the targeted market, capital needs, likely structure, and other key factors to minimize wasted early equity and tailor work to financing requirements.
LCC Asia Pacific produces a weekly report on the Australian public companies that operate in the Engineering, Services and Mining Services Sectors.
Each week the LCC Asia Pacific weekly report covers off on changes to stock trading prices, activity on those stocks and indicative valuations
The report also details both key announcements that are made in relation to contractual wins or key developments as well as outlining Merger & Acquisition activity that has taken place in the Sector
LCC Asia Pacific has specific expertise in these Sectors built up over many years, and the weekly Engineering, Services & Mining Services report has had over 200 editions issued
This is Edition 206
This weekly report provides a summary of recent private equity deals and M&A activity in Australia:
- Several companies are exploring sales or divestments, including Prolife Foods, Auscott Ltd, Cobham Aviation Services, and illion.
- Private equity-backed companies like Velocity Frequent Flyer and MPC Kinetic are considering IPOs.
- PE firms like IFM Investors, Archer Capital, and Denham Capital are involved in deals purchasing or selling companies.
- Several companies raised funding, including Lumachain, Payright, and Dgraph Labs backing from investors like Main Sequence Ventures, Henslow, and Redpoint Venture.
Cleveland’s Industrial employment sectors have added of 9,000 jobs year-over-...Andrew Batson
The document provides an overview of job growth and unemployment trends in Cleveland from 2000-2014. It summarizes that total non-farm employment in Cleveland increased by 13,000 jobs or 1.3% in the past year, while unemployment decreased to 5.4%. Mining/construction added the most jobs at 7,800, while other services lost 1,800 jobs. Nationally, job growth was also strong at 321,000 jobs added and unemployment unchanged at 5.8%. The industrial real estate market in Cleveland is also improving due to manufacturing recovery.
Cypress Development (TSX-V: CYP) (OTCQB: CYDVF) is focused on developing the Company's 100%-owned Clayton Valley Lithium Project in Nevada, USA. Exploration and development by Cypress has discovered a world-class resource of lithium-bearing claystone adjacent to the Albemarle Silver Peak mine, North America's only lithium brine operation. The size of the resource makes the Clayton Valley Project a premier source that has the potential to impact the supply of lithium for the fast-growing global energy storage battery market.
The National Reconstruction Fund will inject $15 billion to boost Australia's manufacturing capabilities in defense, renewables, transport, agriculture and other sectors. Several defense contractors received contracts this week, including XTEK being awarded a $26.9 million contract for small drones and Raytheon receiving a $115 million contract for engine enhancements. Northrop Grumman unveiled the B-21 Raider stealth bomber joining the US nuclear triad.
Similar to LCC Asia Pacific Corporate Finance Market Update 404 - 24 May 2021 (20)
Introduction- e - waste – definition - sources of e-waste– hazardous substances in e-waste - effects of e-waste on environment and human health- need for e-waste management– e-waste handling rules - waste minimization techniques for managing e-waste – recycling of e-waste - disposal treatment methods of e- waste – mechanism of extraction of precious metal from leaching solution-global Scenario of E-waste – E-waste in India- case studies.
Advanced control scheme of doubly fed induction generator for wind turbine us...IJECEIAES
This paper describes a speed control device for generating electrical energy on an electricity network based on the doubly fed induction generator (DFIG) used for wind power conversion systems. At first, a double-fed induction generator model was constructed. A control law is formulated to govern the flow of energy between the stator of a DFIG and the energy network using three types of controllers: proportional integral (PI), sliding mode controller (SMC) and second order sliding mode controller (SOSMC). Their different results in terms of power reference tracking, reaction to unexpected speed fluctuations, sensitivity to perturbations, and resilience against machine parameter alterations are compared. MATLAB/Simulink was used to conduct the simulations for the preceding study. Multiple simulations have shown very satisfying results, and the investigations demonstrate the efficacy and power-enhancing capabilities of the suggested control system.
A SYSTEMATIC RISK ASSESSMENT APPROACH FOR SECURING THE SMART IRRIGATION SYSTEMSIJNSA Journal
The smart irrigation system represents an innovative approach to optimize water usage in agricultural and landscaping practices. The integration of cutting-edge technologies, including sensors, actuators, and data analysis, empowers this system to provide accurate monitoring and control of irrigation processes by leveraging real-time environmental conditions. The main objective of a smart irrigation system is to optimize water efficiency, minimize expenses, and foster the adoption of sustainable water management methods. This paper conducts a systematic risk assessment by exploring the key components/assets and their functionalities in the smart irrigation system. The crucial role of sensors in gathering data on soil moisture, weather patterns, and plant well-being is emphasized in this system. These sensors enable intelligent decision-making in irrigation scheduling and water distribution, leading to enhanced water efficiency and sustainable water management practices. Actuators enable automated control of irrigation devices, ensuring precise and targeted water delivery to plants. Additionally, the paper addresses the potential threat and vulnerabilities associated with smart irrigation systems. It discusses limitations of the system, such as power constraints and computational capabilities, and calculates the potential security risks. The paper suggests possible risk treatment methods for effective secure system operation. In conclusion, the paper emphasizes the significant benefits of implementing smart irrigation systems, including improved water conservation, increased crop yield, and reduced environmental impact. Additionally, based on the security analysis conducted, the paper recommends the implementation of countermeasures and security approaches to address vulnerabilities and ensure the integrity and reliability of the system. By incorporating these measures, smart irrigation technology can revolutionize water management practices in agriculture, promoting sustainability, resource efficiency, and safeguarding against potential security threats.
Optimizing Gradle Builds - Gradle DPE Tour Berlin 2024Sinan KOZAK
Sinan from the Delivery Hero mobile infrastructure engineering team shares a deep dive into performance acceleration with Gradle build cache optimizations. Sinan shares their journey into solving complex build-cache problems that affect Gradle builds. By understanding the challenges and solutions found in our journey, we aim to demonstrate the possibilities for faster builds. The case study reveals how overlapping outputs and cache misconfigurations led to significant increases in build times, especially as the project scaled up with numerous modules using Paparazzi tests. The journey from diagnosing to defeating cache issues offers invaluable lessons on maintaining cache integrity without sacrificing functionality.
A review on techniques and modelling methodologies used for checking electrom...nooriasukmaningtyas
The proper function of the integrated circuit (IC) in an inhibiting electromagnetic environment has always been a serious concern throughout the decades of revolution in the world of electronics, from disjunct devices to today’s integrated circuit technology, where billions of transistors are combined on a single chip. The automotive industry and smart vehicles in particular, are confronting design issues such as being prone to electromagnetic interference (EMI). Electronic control devices calculate incorrect outputs because of EMI and sensors give misleading values which can prove fatal in case of automotives. In this paper, the authors have non exhaustively tried to review research work concerned with the investigation of EMI in ICs and prediction of this EMI using various modelling methodologies and measurement setups.
DEEP LEARNING FOR SMART GRID INTRUSION DETECTION: A HYBRID CNN-LSTM-BASED MODELgerogepatton
As digital technology becomes more deeply embedded in power systems, protecting the communication
networks of Smart Grids (SG) has emerged as a critical concern. Distributed Network Protocol 3 (DNP3)
represents a multi-tiered application layer protocol extensively utilized in Supervisory Control and Data
Acquisition (SCADA)-based smart grids to facilitate real-time data gathering and control functionalities.
Robust Intrusion Detection Systems (IDS) are necessary for early threat detection and mitigation because
of the interconnection of these networks, which makes them vulnerable to a variety of cyberattacks. To
solve this issue, this paper develops a hybrid Deep Learning (DL) model specifically designed for intrusion
detection in smart grids. The proposed approach is a combination of the Convolutional Neural Network
(CNN) and the Long-Short-Term Memory algorithms (LSTM). We employed a recent intrusion detection
dataset (DNP3), which focuses on unauthorized commands and Denial of Service (DoS) cyberattacks, to
train and test our model. The results of our experiments show that our CNN-LSTM method is much better
at finding smart grid intrusions than other deep learning algorithms used for classification. In addition,
our proposed approach improves accuracy, precision, recall, and F1 score, achieving a high detection
accuracy rate of 99.50%.
Using recycled concrete aggregates (RCA) for pavements is crucial to achieving sustainability. Implementing RCA for new pavement can minimize carbon footprint, conserve natural resources, reduce harmful emissions, and lower life cycle costs. Compared to natural aggregate (NA), RCA pavement has fewer comprehensive studies and sustainability assessments.
ACEP Magazine edition 4th launched on 05.06.2024Rahul
This document provides information about the third edition of the magazine "Sthapatya" published by the Association of Civil Engineers (Practicing) Aurangabad. It includes messages from current and past presidents of ACEP, memories and photos from past ACEP events, information on life time achievement awards given by ACEP, and a technical article on concrete maintenance, repairs and strengthening. The document highlights activities of ACEP and provides a technical educational article for members.
LCC Asia Pacific Corporate Finance Market Update 404 - 24 May 2021
1. ASX200 INDEX
Australia Week Ending
21 May 2021
Date Published
24 May 2021
Edition
404
Australian Engineering, Contractors & METS Providers
Market Performance – Edition 404 – Labour Shortages Affecting Mining and METS Sector
M&A Rumour, Industry News and Private Activity
LCC Australian Contractors Index®
The Victorian Government will provide $35.7 million in funding for the states resources
sector to ramp up exploration approvals and attract further investment. The South
Australian Government has also conducted a new round of funding, injecting $4.5 million
into the State’s critical mineral exploration.
Key pieces of news from ASX listed companies last week:
• One of Australia’s largest producers of gold, St Barbara (SBM.AX), has lowered their full-
year production guidance by ~14% citing contractor Macmahon Holdings (MAH.AX)
incapacity to source labour. Based on the current price of gold this downgrade could
mean foregoing up to A$60 million and caused the SMB share price to contract by 9%.
• Roy Hill awarded two large contracts for its iron ore mine last week. First to K2fly to
deliver a mining technical assurance suite valued at $2.4 million. Roy Hill also signed
Aqura to develop a 4G mobile network.
• Peak Minerals (PUA.AX) has acquired privately listed explorer CU2 WA for $7.5 million.
This acquisition gives Peak Minerals control to over 31 pending and granted base and
precious metal tenements.
• A joint venture between Stanmore Coal and M Resources has contracted Coal Augering
Services (CAS) to provide auger services to the Marvis Downs and Millennium coal mine
in QLD.
• Iluka Resources (ILU.AX) Sierra Leone Rutile Mine will suspend production. The
operational performance of the Mine has been below expectations and unsustainable.
ILU share price fell 17.3% from Monday.
• GlobalData has published a report on Australian Coal Mining to 2025. The report
forecasts metallurgical and thermal coal production to grow at a 3.5% CAGR to reach
613.5Mt in 2025.
WWW.LCCASIAPACIFIC.COM
WINNER:
BOUTIQUE
INVESTMENT
BANKING FIRM
OF THE YEAR
LCC Asia Pacific Insights | Australian Engineering, Contractors & Services Report Page 1
Sources: Thomson Reuters Eikon, LCC Research, AFR
The Australian sharemarket finished the week slightly higher with strong advanced from tech, travel and gold which offset heavy
iron ore sell-offs. Global markets were mixed last week, led by volatile trading in high risk assets such as bitcoin amid lingering
concerns about the outlook for inflation. WTI Crude rose 3.1% on Friday to A$83 after four straight negative trading sessions and
iron ore extended its decline by 5.3% to A$260.
Index
Percentage change
Fixed income Yield
Change in basis point
Week YTD 12-months Week YTD 12-months
(Australia) S&P / ASX200 0.2% 6.7% 26.7% (Australia) 2-year gov bonds 0.08% (0.01) 0.01 (0.19)
(Japan) Topix 1.1% 5.5% 27.7% (Australia) 5-year gov bonds 0.83% (0.04) 0.50 0.44
(Singapore) FTSE Strait Times Index 2.1% 9.6% 22.0% (Australia) 10-year gov bonds 1.68% (0.06) 0.70 0.75
(Hong Kong) Hang Seng 1.5% 4.5% 17.2%
(South Korea) Kospi 200 0.5% 8.4% 60.0% Rate Week YTD 12-months
(US) S&P 500 (0.4%) 10.6% 40.9% AUD to USD 0.7731 (0.5%) 0.4% 17.8%
(US) Dow Jones Industrial 0.6% 1.3% 6.3%
(UK) FTSE 100 (0.4%) 8.6% 16.7%
The LCC Australian Contractors & Service Providers Index continues to perform strongly against other sectors and the ASX 200
Index and is detailed below left, although has been impacted by pricing trends of various sector constituents.
LCC Australian
Contractors &
Service Providers
Index®
(100%)
0%
100%
200%
300%
400%
500%
600%
700%
800%
2012
2013
2014
2015
2016
2017
2018
2019
2020
LCCASCPI ASX200
4000
4500
5000
5500
6000
6500
7000
7500
'15 '16 '17 '18 '19 '20 '21
2. Sources: Thomson Reuters Eikon, Company Announcements, LCC research
News Headlines and Key Sector Developments
WWW.LCCASIAPACIFIC.COM
LCC Asia Pacific Insights | Australian Engineering, Contractors & Services Report
WINNER:
BOUTIQUE
INVESTMENT
BANKING FIRM
OF THE YEAR
We are driven to improve our technical knowledge of the Resource
Services, Oilfield Services, Electrical Services, Infrastructure Services,
Engineering and Resources Sectors, and seek to be an active member
within key industry peak bodies.
Not only does this strategy reinforce our fundamental enjoyment and
drive to better service clients within these Sectors, but it allows us to
continually build deep operational and business knowledge of both
broad and niche industries.
This differentiates LCC from other Advisory Firms as we deliver much
more to the Client Leadership Team and Board of Directors than
“commoditised” transactional experience and “general advice”
LCC’s Sector Association Involvement
Page 2
Ticker News/ Event Ticker News/ Event
ACF
Acrow secures expanded debt facility for growth
opportunities
VRS
Veris Subsidiary Aqura Technologies secures Roy Hill LTE
project works
CIM
CIMIC Group successfully issued a EUR$500
million corporate Eurobond
ANG
Headquarters Relocation, CEO Transition and Strategic
Review
DCG
Decmil expands board with two additions to propel
growth strategy
BLY
S&P Global has lowered Boart Longyear’s corporate credit
rating to “D” from “CC”
LLC
Lendlease appointed Simon Dixon as new Group
Chief Financial Officer
PPK
BNNT facilitates development of revolutionary lithium
Sulphur battery
Offshore & Oilfield Oil & Gas Services News – Australia & Abroad
• Veris (VRS.AX) fully owned subsidiary, Aqura Technologies, has been awarded the contract to deliver private 4G mobile network
to the Roy Hill Iron Ore Mine in the Pilbara region of Western Australia. This contract is estimated to provide a total of 10% of
Aqura’s FY21 revenue.
• Austin Engineering (ANG.AX) have announced that they will relocate its headquarters from Brisbane to Perth in recognition of
the profit contribution of Western Australian operations. The relocation will deliver cost savings and better servicing
opportunities for major customers. In conjunction with this decision, David Singleton will become the interim CEO replacing the
retiring Peter Forsyth and will lead a Strategic Review of the company.
• PPK Group (PPK.AX) announced that its 48% owned subsidiary, Li-S Energy, together with Deakin University has invented a new
lithium sulphur battery that utilises Boron Nitride Nanotube (BNNT) technology. Li-S Energy has lodged multiple patents and
anticipate this breakthrough technology to lead to applications such as an electric car that will only need charging every
1000kms and phones with a one-week battery life. Li-S Energy recently completed a A$20 million pre-IPO capital raise.
Mining, Equipment, Technology & Services Sector (METS) Updates
• Australia’s Woodside, Japanese IHI, and Marubeni have signed an agreement to investigate the production and export of green
ammonia produced from hydrogen in Tasmania. The capacity of the proposed plant could eventually be scaled up to 250MW to
produce green hydrogen as feedstock for green ammonia exports.
• Australian energy infrastructure company Jemena has awarded Queensland-based Wasco Australia the construction contract
for a $15 million expansion of the Roma North gas processing facility. As a result of this project, Jemena anticipate the capacity
of the facility to increase by ~50%.
3. LCC Australian Contractors & Service Providers Index®
(LCCACSPI)
WWW.LCCASIAPACIFIC.COM
The LCCACSPI Index is starting to show that “V”
shape recovery, with the iron ore price actually
driving value past pre-covid levels.
Market Data Since 2011 Rolling 1 Year Market Data
Market Data Since 2011 Rolling 1 Year Market Data
LCC index is continuing to strongly outperform vs
the ASX200, despite the continued uncertainty over
the economic environment.
All sectors changing track onto a positive path
again, with risks of second wave and stagnant
growth seemingly decreasing.
Mining Services continues to outperform many
other sectors, the industry seemingly weathering
the second wave of global virus outbreaks, and
negative global economic sentiment.
WINNER:
BOUTIQUE
INVESTMENT
BANKING FIRM
OF THE YEAR
LCC Asia Pacific Insights | Australian Engineering, Contractors & Services Report Sources: Thomson Reuters Eikon, LCC Research Page 3
(20%)
0%
20%
40%
60%
80%
100%
May-20
Jun-20
Jul-20
Aug-20
Sep-20
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
Apr-21
LCCASCPI ASX200
(100%)
0%
100%
200%
300%
400%
500%
600%
700%
800%
LCCASCPI ASX200
(50%)
0%
50%
100%
150%
200%
250%
May-20
Jun-20
Jul-20
Aug-20
Sep-20
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
Apr-21
LCCASCPI Engineering Services
Mining Services Others
(200%)
0%
200%
400%
600%
800%
1,000%
LCCACSPI Engineering Services
Mining Services Others