HSBC Global Research - Yield of Dreams
Date: 29 November 2011
Language: English
Pages: 246

詳細內容如下:

Yield of Dreams – What’s in this report 4
Section 1: OFS themes 9
Reinvestment & growth 10
To yield or not to yield: the reinvestment challenge 11
Growth drivers – megatrends 27
Section 2: Industry overviews and company analyses 37
Industry & companies 38
CGGVeritas (GA FP) 47
PGS (PGS NO) 49
Seadrill (SDRL NO, SDRL US) 59
Transocean (RIG US, RIGN VX) 60
China Oilfield Services Ltd (2883 HK) 62
Aker Solutions (AKSO NO) 81
Cameron (CAM US) 83
FMC Technologies (FTI US) 85
Subsea 7 (SUBC NO) 86
Subsea 7 explained 89
Amec (AMEC LN) 106
Kentz (KENZ LN) 108
Lamprell (LAM LN) 109
Petrofac (PFC LN) 110
Saipem (SPM IM) 121
Technip (TEC FP) 122
Wood Group (WG/ LN) 124
Bourbon (GBB FP) 141
BW Offshore (BWO NO) 148
OSX (OSXB3 BZ) 149
SBM Offshore 151
Fugro (FUR NA) 160
Hunting Plc 161
Lupatech (LUPA 173
Schlumberger (SLB US) 175
Schoeller Bleckmann (SBO AV) 176
Section 3: Financials,
valuations & risks 183
Company financials,
valuations & risks 184
Full company financials 211
Disclosure appendix 241
Disclaimer 244

20111129 Yield of Dreams.pdf
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