Oil Services & Equipment
Jud Bailey, CFA
Senior Managing Director
Head of Oil Services & Equipment
L to R Back Row: David Wishnow, David Cheng
L to R Front Row: Daniel Cruise, Jud Bailey,
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.