Somewhat less than three years ago, I wrote two articles on Behemoth stocks which I define as stocks with over $100 Billion of market cap. Today I want to revisit those stocks, and those that have joined them.

The best scoring ADRs from one year ago (7/22/2013) returned 2,180 bps more than the EFA in the past year. Returns have been led by SHPG up 150%, YPF up 126%, NOK up 106%, and BIDU up 74%

In news certain to delight the Chinese government, Sinopec announced the discovery of a massive 440.4 billion cubic meters natural gas deposit in the country’s Sichuan Basin.