【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】：37
        【目录或简介】：

Table of Contents
Investment Perspective Page 2
Saudi Exploration & Gas Drilling Offsets Rig Count Decline Page 3
Production Expectations in Iraq Too Optimistic Page 4
Contract Drilling Markets Page 7
Jackup Dayrates: Historical and Forecast Page 10
Floater Dayrates: Historical and Forecast Page 11
Morgan Stanley Offshore Drilling Dayrates by Company Page 12
Expected Deliveries: Jackups and Floaters Page 13
US and International Rig Counts Page 14
Trading and Valuation Summary: Contract Drillers Page 15
Global Valuation and Ratings Summary Page 16
Trading and Valuation Summary: Oil Services and Drillers Page 17
Consensus Earnings Revisions and Short Interest Ratios Page 18
Morgan Stanley EPS Estimates vs. Consensus Page 19
Morgan Stanley Revenue Growth Projections by Area Page 20
Morgan Stanley EBIT Margins Projections by Area Page 21
Morgan Stanley Oil Services Estimates vs. Consensus Page 22
Morgan Stanley Equipment Estimates vs. Consensus Page 24
Consensus Outlook Page 25
Commodity data and Global Economic Forecast Page 26
Newbuild Orderbook: Jackups and Floaters Page 28
Stocks Performance Review Page 30
Valuation Methodologies and Investment Risks Page 32