【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】：34
        【目录或简介】：

Table of Contents
Investment Perspective Page 2
What Higher than Expected Rig Count Means for Large Caps 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 Oil Services Estimates vs. Consensus Page 19
Morgan Stanley Equipment Estimates vs. Consensus Page 21
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