** TD Cowen changes PT on U.S.-based oilfield services company, following capture of Nicolás Maduro and as investors anticipate increased oilfield investment in Venezuela
** Brokerage says increased investment in Venezuela will take time and need strong U.S. government guarantees
** "The stock move seems overdone given Venezuela’s small revenue share, but OFS stocks remain attractively valued and Venezuela could still act as a catalyst," TD Cowen says
** However, brokerage cuts PT on Baker Hughes BKR.O and SLB SLB.N citing guidance risks and conservative outlook, with prior SLB revisions tempering upside
Brokerage changes PT on following companies:
Company | New PT | Old PT | Upside/Downside to stock's last close |
HalliburtonHAL.N | $39 | $38 | 26.5% |
Helmerich and PayneHP.N | $35 | $33 | 12.68% |
Liberty Energy LBRT.N | $19 | $15 | No change |
NOV INC NOV.N | $22 | $19 | 30.17% |
Baker Hughes BKR.O | $55 | $57 | 11.38% |
SLB SLB.N | $55 | $57 | 26.06% |
(Reporting by Varun Sahay in Bengaluru)
((Varun.sahay@thomsonreuters.com))
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