Aksjestrateg Peter Hermanrud has a comprehensive analysis looked at the relationship between the utilization of oljeserviceselskapenes fleets and stock prices. Now, he recommends buying and believe oljeserviceaksjer can quadruple itself, writes Dagens Næringsliv.
Hermanruds surveys show according to the newspaper that råvarerelaterte shares and the so-called cyclical stocks are starting to rise around 12 months before capacity utilisation when the bottom.
This is one of the most interesting ratio for all børsinteresserte and investors. We have seen in the last four of the disenchantment in the cyclical industries. The trend is quite obvious: Close to one year before the capacity utilisation bottoms out begins the shares to rise. Where are we now, ” says the strategist, who has one clear recommendation.
Now is the time to go bottom fishing in oil service stocks, says Hermanrud to the newspaper.
He believes however, is not that the industry goes good times in the face, and think it is easy to hang up in that it is many years, until it begins to lighten. He points out, however, that it is like the stock market, and that when one is inside on a track that is going to provide the balance before or since, so it’s good enough.
It sounds like madness, it is complete disaster and it will be worse, however: Buy shares now, says Hermanrud.
He recommends according to DN the purchase of riggaksjer as Odfjell Drilling, Fred Olsen Energy and Songa offshore.
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