【出版时间及名称】:2010年1月欧洲石油开采设备行业研究报告
【作者】:德意志银行
【文件格式】:PDF
【页数】:52
【目录或简介】:
Table of Contents
Near term visibility mixed ................................................................ 3
Historic and relative backlog cover.................................................. 5
Performance & valuation .................................................................. 7
DBe vs. consensus............................................................................. 9
Acergy............................................................................................... 10
Aker Solutions ................................................................................. 12
Saipem.............................................................................................. 14
Seadrill.............................................................................................. 16
Subsea 7 ........................................................................................... 18
Technip............................................................................................. 20
Appendix A: financial matrix .......................................................... 22
Appendix B: Calculations behind backlog cover analysis............ 23
Appendix C: Company targets ....................................................... 25
Appendix D: Saipem rig schedule.................................................. 26
Appendix E: Seadrill rig schedule .................................................. 29
Appendix F: Seadrill DCF valuation and debt schedule............... 35
Appendix G: Company P&Ls .......................................................... 38
Appendix H: Contract synopses ..................................................... 44
Acergy....................................................................................................................................44
Aker Solutions........................................................................................................................45
Saipem...................................................................................................................................46
Subsea 7 ................................................................................................................................47
Technip ..................................................................................................................................48
Appendix I: Financial Calendar....................................................... 49
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