【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】:34
【目录或简介】:
Table of Contents
Investment Perspective Page 2
Contract Drilling Markets Page 3
Jackup Dayrates: Historical and Forecast Page 6
Floater Dayrates: Historical and Forecast Page 7
Morgan Stanley Offshore Drilling Dayrates by Company Page 8
Expected Deliveries: Jackups and Floaters Page 9
US and International Rig Counts Page 10
Trading and Valuation Summary: Contract Drillers Page 11
Global Valuation and Ratings Summary Page 12
Trading and Valuation Summary: Oil Services and Drillers Page 13
Consensus Earnings Revisions and Short Interest Ratios Page 14
Morgan Stanley EPS Estimates vs. Consensus Page 15
Morgan Stanley Revenue Growth Projections by Area Page 16
Morgan Stanley EBIT Margins Projections by Area Page 17
Morgan Stanley Revenue & EBIT Estimates vs. Consensus Page 18
Consensus Outlook Page 22
Commodity Data and Global Economic Forecast Page 23
Newbuild Orderbook: Jackups and Floaters Page 25
Stocks Performance Review Page 27
Valuation Methodologies and Investment Risks Page 29