Petrobras achieved a massive fourth-quarter profit turnaround driven by surging oil and gas production that offset falling global prices. This impressive operational efficiency creates a strong outlook for companies involved in offshore drilling, production equipment, and energy infrastructure.
Published on March 6
Petrobras flipped a major loss into a $2.96 billion profit in a single quarter — purely by producing more. That kind of operational resilience is exactly what investors look for when commodity prices are uncertain.
When the world's largest energy producers ramp up production, they need rigs, vessels, pipelines, and equipment — fast. The companies in this group are the ones getting those contracts, and the capital is already starting to flow.
South America's energy sector is gaining serious momentum, with multiple countries expanding offshore and onshore production. Analysts are watching this space closely — and this group gives you targeted exposure to that growth story.
When one of the world's largest state-owned energy producers turns a massive loss into a $2.96 billion profit — driven purely by producing more oil and gas — it sends a clear signal to the whole sector. This group is built around that signal: that high-volume, operationally efficient deepwater energy production is creating a wave of opportunity across the entire supply chain, from drilling contractors to pipeline operators.
This is a cyclical, thematic group of stocks, meaning its performance is closely tied to the energy sector's capital investment cycles. The companies here operate across offshore drilling, subsea equipment, and midstream logistics. While energy markets can be volatile, the focus here is on businesses that benefit from volume growth and infrastructure build-out rather than just commodity prices.
Each stock in this group was handpicked by professional analysts because it plays a specific role in the deepwater energy supply chain. From drill ship operators and subsea robotics firms to LNG infrastructure providers and South American pipeline companies, these businesses are the industrial backbone that makes large-scale offshore production possible — and they stand to benefit as capital expenditure in the sector rises.
This basket's total market capitalisation is $230.79B and is dominated by large-cap constituents that anchor most of its value. That concentration tends to produce a more stable, lower-volatility profile compared with small-cap-heavy baskets.
PBR: $104.27B
RIG: $6.76B
NE: $7.21B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+245.94%
On average, analysts expect assets in this group to grow 245.94% over the next year.
11 of 17 assets in this group are rated Buy by professional analysts.
