【出版时间及名称】:2010年1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】:36
【目录或简介】:
Table of Contents
Investment Perspective Page 2
4Q09 Earnings Review: Comparing the Oil Services Majors Page 3
Contract Drilling Markets Page 4
Jackup Dayrates: Historical and Forecast Page 7
Floater Dayrates: Historical and Forecast Page 8
Morgan Stanley Offshore Drilling Dayrates by Company Page 9
Expected Deliveries: Jackups and Floaters Page 10
US and International Rig Counts Page 11
Trading and Valuation Summary: Contract Drillers Page 12
Global Valuation and Ratings Summary Page 13
Trading and Valuation Summary: Oil Services and Drillers Page 14
Consensus Earnings Revisions and Short Interest Ratios Page 15
Morgan Stanley EPS Estimates vs. Consensus Page 16
Morgan Stanley Revenue Growth Projections by Area Page 17
Morgan Stanley EBIT Margins Projections by Area Page 18
Morgan Stanley Revenue & EBIT Estimates vs. Consensus Page 19
Consensus Outlook Page 23
Commodity Data and Global Economic Forecast Page 24
Newbuild Orderbook: Jackups and Floaters Page 26
Stocks Performance Review Page 28
Valuation Methodologies and Investment Risks Page 30