2010年3月美国油田服务设备行业研究报告

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【出版时间及名称】：2010年3月美国油田服务行业研究报告
        【作者】：STERNE AGEE
        【文件格式】：pdf
        【页数】：38
        【目录或简介】：
OFFSHORE DRILLING STATISTICAL
Among the offshore drilling related equities, our highest
asset allocation preference is toward the jackup levered
names, specifically Ensco International, followed by Rowan
as the degree of certainty improves. We are encouraged that
the customer landscape for jackups has expanded to include a
greater participation among the state-owned national oil
companies. Second, there is a political element to the
absorption of jackups by the state-owned nationals that
reaches beyond simple well economics, i.e., energy security.
Ease of calculation and certainty are desirable properties
and two of the key attributes that differentiated the
deepwater levered equities (RIG and DO) in 2009. What
has recently mitigated these attributes was an unrealistic
assignment of probability for the bear case scenario in
deepwater dayrates, which has recently gotten more airtime,
thus scrambling investor outlooks and encouraging negative
earnings revisions. We are among those adjusting our
earnings expectations for Transocean and Diamond Offshore
downward, maintaining a preference for Transocean among
the deepwater names.

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关键词：行业研究报告 油田服务 研究报告 行业研究 Expectations 美国 研究报告 行业 设备 油田

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