Noble

$Noble(NE)$ $Transocean(RIG)$ $华仕伯(VAL)$
Nobel 在2026年1月26日的公告里披露，9座钻井平台新增合计约13亿美元在手订单，并强调这是深水需求强劲且广泛、以多年为周期的信号。同时公司宣布将有4座当前闲置的深水平台重新部署，使得24座可营销浮式平台的签约率从75%提升到92%。

$华仕伯(VAL)$ $Noble(NE)$ $Transocean(RIG)$
读今天的新闻——帮助开启美国页岩油革命的石油大亨Harold Hamm（私有化大陆能源，其家族财富在 160 亿美元以上）表示，由于原油价格低迷，他即将关闭北达科他州巴肯页岩油田的钻探活动，这将是几十年来首次。
越来越确信几年后的油价会让人...

为方便厘清当前持仓”老登“股的估值水平，简单记录下：
注：其中市值截取自2026.1.19日，经营现金流采用当前滚动4个季度，资本开支选取投资性现金流进行汇总。
美股：
$Noble(NE)$
EV（市值）：52 + 15 = 67亿
FCF（自由现金流）：9 - 3.88 = 5.12亿
PE：22.9倍
EV/F...

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000012  Size: 8 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000086  Size: 6 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000094  Size: 5 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000040  Size: 5 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000034  Size: 5 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000038  Size: 5 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001628280-26-004753  Size: 5 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000061  Size: 9 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000059  Size: 13 KB 网页链接

$Noble(NE)$ DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material Accession Number: 0001140361-26-009588  Act: 34  Size: 238 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000103  Size: 7 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000102  Size: 7 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000011  Size: 8 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000015  Size: 8 KB 网页链接

$Noble(NE)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000102909-26-000170  Act: 34  Size: 7 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000068  Size: 13 KB 网页链接

$Noble(NE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895262-26-000062  Size: 13 KB 网页链接