文章核心观点 - 个股在短期内可能非常波动,但作为价值投资者,公司相信它们最终会找到公允价值 [1] - 公司提供一个专注于石油和天然气的投资服务和社区,关注现金流和产生现金流的公司,这将带来真正的价值和增长前景 [1] - 订阅者可以使用一个包含50多只股票的模型账户,获得勘探和生产公司的深入现金流分析,以及对该行业的实时聊天讨论 [1] 行业概况 - 公司专注于石油和天然气行业,关注现金流和产生现金流的公司 [1] - 公司提供包括50多只股票的模型账户、对勘探和生产公司的深入现金流分析,以及对该行业的实时聊天讨论 [1] 公司概况 - 公司提供一个专注于石油和天然气的投资服务和社区 [1] - 公司相信个股最终会找到公允价值,尽管短期内可能非常波动 [1]

STEINHAUSEN, Switzerland, Oct. 22, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the third quarter 2024 on Wednesday, October 30, 2024. The company will conduct a teleconference to discuss the results starting at 9 a.m. EDT, 2 p.m. CET, on Thursday, October 31, 2024. Individuals who wish to participate should dial +1 785-424-1226 approximately 15 minutes prior to the scheduled start time and refer to conference code 827284. The teleconference will be s ...

Offshore driller Transocean Ltd. (RIG) has achieved another significant milestone by signing a one-year contract for its ultra-deepwater drillship, Deepwater Conqueror. The new operator remains undisclosed, but it is currently engaged with US energy giant Chevron in the Gulf of Mexico. The contract, which is scheduled to begin by October 2025, is valued at about $193 million and is also expected to grow the company’s backlog substantially. As of July 2024, Transocean had a backlog of $8.64 billion.RIG’s Adv ...

STEINHAUSEN, Switzerland, Oct. 17, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) (“Transocean”) today announced a one-year contract for the Deepwater Conqueror with an undisclosed operator in the U.S. Gulf of Mexico. The contract is expected to commence in October 2025 and contribute approximately $193 million in backlog, including additional services. About Transocean Transocean is a leading international provider of offshore contract drilling services for oil and gas wells. The company specializes ...

文章核心观点 - 当前股市处于牛市状态,S&P 500指数创新高,但并非所有股票都受益 [1] - 投资者需要关注那些与大盘走势存在较大差距的股票,这些股票可能存在潜在的投资机会 [1] - 文章重点分析了3只具有较大上涨潜力的股票:SQM、RIG和SOFI [2] SQM - SQM是一家基础材料公司,主营锂业务,受益于电动车和新技术对锂需求的增长 [3][5] - 相比52周高点,SQM股价仅为65%,存在较大的上涨空间 [3][5] - 分析师给出的目标价位为50美元,较当前价格上涨14.6%,但也有分析师给出65美元的目标价,上涨空间高达49% [5] RIG - RIG是一家钻井设备租赁公司,其业绩与油价走势直接相关 [7][8] - 随着美联储降息,可能会带动新的商业活动和需求,从而利好RIG的业绩 [8] - 分析师给出的目标价位为9美元,较当前价格上涨超过100% [8] SOFI - SOFI是一家金融科技公司,主要从事贷款和抵押贷款业务 [9][10] - 随着利率下降,抵押贷款需求有望增加,从而提升SOFI的手续费收入和利润 [9][10] - 分析师预计SOFI未来12个月的每股收益将达到0.10美元,较当前的0.01美元大幅增长 [10] - 分析师给出的目标价位为10美元,较当前价格上涨15% [10]

文章核心观点 - 尽管面临一些风险和投资者的担忧,以及公司盈利能力不佳和可能出现经济衰退,但Transocean目前的股价接近52周低点,可能是一个不错的买入时机 [17][18] - 公司最近获得了多个新的合同,显示了海上钻探行业并未陷入困境 [5][6] - 公司高管近期大量购买公司股票,表明他们对公司前景持乐观态度 [8][9][10] 公司概况 - Transocean是一家拥有10年投资银行从业经验的资深研究分析师,专门负责行业和公司研究 [1] - 公司擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] 公司业务表现 - 公司最近宣布了一笔6.45亿美元的非现金减值损失,导致股价下跌,但同时也获得了新的合同订单,但市场却忽视了这一积极消息 [3][4][5][6] - 公司毛利率和EBITDA利润率表现良好,优于同行 [11][12] - 但公司债务水平较高,是公司面临的主要风险因素 [13][14] 行业环境 - 近期油价大幅下跌,主要原因是中国需求下降,但长期来看,海上钻探行业仍有较好前景 [7] - 公司获得的新合同显示,行业并未陷入困境 [5][6] 股价表现 - 公司股价在过去一年内大幅下跌,跌幅超过同行,主要是由于债务负担较重 [15] - 但公司估值指标中,部分指标优于同行,且作为行业龙头,应该享有溢价 [16]

Transocean Ltd. (RIG) has secured a new assignment with the British oil major, BP plc (BP) , in the U.S. Gulf of Mexico. The company’s Deepwater Atlas ultra-deepwater drillship has been contracted for the assignment. The contract, valued at $232 million, has a duration of 365 days, with a 365-day option. Work related to the assignment is expected to begin in the second quarter of 2028. The Deepwater Atlas drillship is one of the two eighth-generation drillships to join Transocean’s fleet in 2022.  Notably, ...

STEINHAUSEN, Switzerland, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) (“Transocean”) today announced a 365-day contract for the Deepwater Atlas with bp in the U.S. Gulf of Mexico. The contract also provides for a 365-day option. The program is expected to commence in the second quarter of 2028 and contribute approximately $232 million in backlog, excluding a mobilization fee. There are no additional services provided under the contract. About Transocean Transocean is a leading internation ...

The sliding price of oil was a huge headwind for energy stocks.The biggest news of the week in energy was that Brent crude oil prices fell by 7% to $71.32 per barrel, which sent most energy stocks into a tailspin. The price drop was largely driven by the release of relatively weak U.S. economic data. The ISM manufacturing reading was just 47.2%, indicating a contraction in manufacturing orders. On Friday, we learned just 142,000 jobs were added in the U.S. in August, well below the 161,000 expected, and rev ...

NEW YORK, Sept. 6, 2024 /PRNewswire/ -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Transocean Ltd. ("Transocean" or "the Company") (NYSE: RIG). Investors who purchased Transocean securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/RIG.Investigation DetailsOn September 3, 2024, Transocean announced that it had it agreed to sell the Development Driller III dr ...