Fundamental Research
Oil Services & Equipment
L to R Back Row: David Wishnow, David Cheng
L to R Front Row: Daniel Cruise, Jud Bailey,
Cole Sullivan
Coverage Universe
ATW
BAS
BHI
CAM
DO
DRQ
ESV
FTI
GLF
HAL
HERO
HOS
HP
KEG
NBR
NE
NOV
OII
OIS
PACD
PES
PTEN
RDC
RIG
SDRL
SLB
SPN
TDW
WFT
ISI’s Oil Services & Equipment (OFS) Team, headed by Jud Bailey, provides fundamental investment research on Oil Service and Equipment companies. The team provides detailed industry and company research on the entire oil services industry, including key subsectors such as Large Cap Oil Service, Offshore and Onshore Drilling, Offshore Transportation and Small/Mid Cap Oil Service. The OFS team’s goal is to provide detailed, value added research with a solid macro view of each oilfield services sub-sector, insightful data points and channel checks from our industry contacts, as well as a full offering of customized industry data.
Utilizing extensive industry knowledge as well as leveraging corporate and industry contacts, the OFS team provides proprietary forecasts of industry demand drivers such as global offshore and onshore rig count forecasts and total offshore and onshore oilfield service spending. The team also does exhaustive bottoms-up net asset value (NAV) work for the offshore and onshore drilling industries.