花旗：Transocean(RIG.US)-Seadrill(SDRL.US)合并可能性较高有望缔造最大海上钻井运营商

智通财经10-25

智通财经APP获悉，据外媒报道称，海上钻井公司Seadrill(SDRL.US)正与规模更大的同行Transocean(RIG.US)进行合并谈判，花旗分析师认为这一交易发生的可能性相当高。Transocean目前拥有24台活跃的深水钻井平台，Seadrill拥有11台活跃的深水钻井平台，两家公司的合并预计将创造出最大的海上运营商。在上个经济周期中，Transocean是唯一一家没有破产的公共海上...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2478767176?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-25 15:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2478767176","market":"sh","top_or_hot":-1,"title":"花旗：Transocean(RIG.US)-Seadrill(SDRL.US)合并可能性较高 有望缔造最大海上钻井运营商","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，据外媒报道称，海上钻井公司Seadrill(SDRL.US)正与规模更大的同行Transocean(RIG.US)进行合并谈判，花旗分析师认为这一交易发生的可能性相当高。Transocean目前拥有24台活跃的深水钻井平台，Seadrill拥有11台活跃的深水钻井平台，两家公司的合并预计将创造出最大的海上运营商。在上个经济周期中，Transocean是唯一一家没有破产的公共海上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1199637.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>花旗：Transocean(RIG.US)-Seadrill(SDRL.US)合并可能性较高 有望缔造最大海上钻井运营商</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n花旗：Transocean(RIG.US)-Seadrill(SDRL.US)合并可能性较高 有望缔造最大海上钻井运营商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 15:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1199637.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据外媒报道称，海上钻井公司Seadrill(SDRL.US)正与规模更大的同行Transocean(RIG.US)进行合并谈判，花旗分析师认为这一交易发生的可能性相当高。Transocean目前拥有24台活跃的深水钻井平台，Seadrill拥有11台活跃的深水钻井平台，两家公司的合并预计将创造出最大的海上运营商。在上个经济周期中，Transocean是唯一一家没有破产的公共海上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1199637.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0162691827.USD","symbol_name":"BGF US BASIC VALUE \"A4\" INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1199637.html","article_id":"2478767176","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2478767176","pubTimestamp":1729841355,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"Transocean目前拥有24台活跃的深水钻井平台，Seadrill拥有11台活跃的深水钻井平台，两家公司的合并预计将创造出最大的海上运营商。花旗认为，Transocean需要利用其溢价估值以购买现金流并加速其去杠杆化，Seadrill似乎是一个不错的选择，其现代深水钻井平台组合与Transocean相匹配，而且规模足够大，预计到2025年可将RIG的杠杆率降低近30%。花旗表示，如果合并最终实现，预计Seadrill的股价将达到55美元左右，而Transocean 的股价将继续上涨。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4588":"碎股","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4207":"综合性银行","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4504":"桥水持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","RIG":"Transocean Ltd.","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4092":"石油与天然气钻井","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4566":"资本集团","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","SDRL":"SeaDrill Ltd","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H"},"translate_title":"Citi: Transocean (RIG.US)-Seadrill (SDRL.US) merger is more likely to create the largest offshore drilling operator","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SDRL":1,"RIG":1},"content_text":"智通财经APP获悉，据外媒报道称，海上钻井公司Seadrill(SDRL.US)正与规模更大的同行Transocean(RIG.US)进行合并谈判，花旗分析师认为这一交易发生的可能性相当高。Transocean目前拥有24台活跃的深水钻井平台，Seadrill拥有11台活跃的深水钻井平台，两家公司的合并预计将创造出最大的海上运营商。在上个经济周期中，Transocean是唯一一家没有破产的公共海上钻井平台公司，因此背负了大量遗留债务，花旗分析师认为，如进行合并，对Transocean而言将是一个去杠杆事件，且合并后公司或将具备更稳健的财务基础。花旗认为，Transocean需要利用其溢价估值以购买现金流并加速其去杠杆化，Seadrill似乎是一个不错的选择，其现代深水钻井平台组合与Transocean相匹配，而且规模足够大，预计到2025年可将RIG的杠杆率降低近30%。花旗表示，虽然目前日费率较为合理，但人们对明年的原油价格感到担忧，这表明现在或是达成交易的好时机。花旗表示，如果合并最终实现，预计Seadrill的股价将达到55美元左右，而Transocean 的股价将继续上涨。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2478767176"}

花旗：Transocean(RIG.US)-Seadrill(SDRL.US)合并可能性较高 有望缔造最大海上钻井运营商

精彩评论

花旗：Transocean(RIG.US)-Seadrill(SDRL.US)合并可能性较高有望缔造最大海上钻井运营商