【出版时间及名称】:2010年2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】:60
【目录或简介】:
Table of Contents
Company ‘news flow radar’.............................................................. 3
Performance & valuation .................................................................. 5
The companies................................................................................... 7
Company drivers, strengths, catalysts and risks.......................................................................7
Company targets and outlook .................................................................................................12
Shareholder register analysis......................................................... 14
Potential M&A scenarios ................................................................ 26
Assumptions behind calculations............................................................................................26
Acergy and Subsea 7 ..............................................................................................................27
Amec and Petrofac .................................................................................................................28
Amec and Worley Parsons......................................................................................................29
Saipem and Acergy.................................................................................................................30
Saipem and Subsea 7 .............................................................................................................31
Seadrill and Pride ....................................................................................................................32
Transocean and Seadrill ..........................................................................................................33
Technip and Acergy ................................................................................................................34
Technip and Subsea 7.............................................................................................................35
Directors’ share dealings ................................................................ 36
Companies compared ..................................................................... 39
Contract strategy trends................................................................. 41
Asset overviews............................................................................... 42
Valuation and Risks......................................................................... 53
Appendix A: Directors’ share dealings .......................................... 54
Appendix B: DBe vs. consensus ..................................................... 56
附件列表