2010年2月美国石油开采设备行业研究报告

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【出版时间及名称】：2010年2月美国石油开采设备行业研究报告
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：42
        【目录或简介】：

Table of Contents
Investment Debates Summary............................................................................................................................................................3
Key Debates:
Debate 1: Will the jackup market tighten? ................................................................................................................................4
Debate 2: Will drilling contractors with uncontracted deepwater newbuilds give in? ..................................................................7
Debate 3: What role do dividends play on valuation and who is most likely to benefit? .............................................................9
Updating Our Estimates, Rate Assumptions, NAVs and Targets .......................................................................................................11
Overweights
ENSCO (ESV): Most Upside to Price Target, Leverage to Jackup Recovery ...........................................................................14
Noble Corp (NE): Operational Excellence, Strong Returns, Attractive Valuation ......................................................................16
Transocean (RIG): Best in Class Cash Generation, Compelling Bull Case Scenario................................................................18
Equal-weights/Not-Rated
Hercules Offshore (HERO): Uncertainty over Angola Contract & Covenant Reinstatement in 3Q10........................................22
Rowan Companies (RDC): Most Levered to Jackup Recovery, but Not the Cheapest .............................................................24
Seadrill (SDRL.OL): Dividend Story Suggests Upside ..............................................................................................................26
Underweights
Atwood Oceanics (ATW): Similar P/E, Less Cash Flow; Limited Leverage to Recovery...........................................................30
Diamond Offshore (DO): More Defensive, Less Upside; Dividend Increase in 2010 Unlikely ...................................................32
Pride International (PDE): Most Expensive, Lowest Cash Flow................................................................................................34
Global Valuation Summary and MS vs. Consensus..........................................................................................................................36

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