Transocean
3.10
+0.06
+1.97%
RIG
08-25 16:10:00(美东时间)
高
3.13
开
3.08
量
1922.93万股
总市值
29.24亿
低
3.05
换
2.04%
额
5956.68万
市盈TTM
亏损
分时
5日
日K
周K
月K
季K
年K
MA
BOLL
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MACD
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家庭主夫的笔记
08-06 11:12
$Transocean(RIG)$
如果深水钻井景气度再往上抬一档,而 RIG 又不急着把闲置船复工、也暂缓大规模还债,看现金流股价理论上能翻倍
@家庭主夫的笔记 :
离岸钻井:供给断层后的景气重启
2014-2020年全球油气公司将资本开支削减至冰点,几乎无人订造新钻井船。结果是深水与超深水钻机的全球有效存量不足120艘,其中第7-8代顶规钻船大约 35 艘;大量债务缠身的承包商接连破产,幸存者通过破产重组或并购将船队重新集中在少数几家手中。
行业正呈现双轮驱动的上升态势:一方面,油价...
2讨论
·
7赞
松风明月
07-21 15:17
回复
@俯视浮世
: 你看下海洋钻探公司(Transocean)每季度公布的合同日费数据,作业的钻井船日费一般在50-60万美元/天,半潜式钻井平台日费一般在40-50万美元/天,加上闲置的平台,平均下来也有40多万美元/天。//
@俯视浮世
:回复
@杰飞特
:油服半潜式平台日费哪有40万美金?
@杰飞特 :
穿越资本周期的迷雾
前不久看了马拉松资本写的《资本回报》。
什么是资本周期?简单来说,当某个行业大量资本涌入,行业资本回报率降低。当资本退出,行业资本回报率升高。
毫无疑问,资本周期围绕着供给端运行。
今天我再详细讲一下海上钻井平台。
从上一个景气周期高点2014年到现在已经有11年了。
2赞
Transocean(RIG)
06-03 05:15
$Transocean(RIG)$
4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-015241 Size: 5 KB
网页链接
Transocean(RIG)
06-03 05:15
$Transocean(RIG)$
4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-015228 Size: 5 KB
网页链接
Transocean(RIG)
06-03 05:05
$Transocean(RIG)$
4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-015190 Size: 7 KB
网页链接
Transocean(RIG)
06-05 04:35
$Transocean(RIG)$
8-K Current report, items 7.01 and 9.01 Accession Number: 0001451505-25-000056 Act: 34 Size: 180 KB
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Transocean(RIG)
06-14 04:15
$Transocean(RIG)$
144 Report of proposed sale of securities Accession Number: 0001950047-25-004263 Act: 33 Size: 6 KB
网页链接
Transocean(RIG)
06-04 05:25
$Transocean(RIG)$
8-K Current report, items 2.06, 3.02, 5.02, 5.03, 5.07, and 9.01 Accession Number: 0001451505-25-000053 Act: 34 Size: 2 MB
网页链接
Transocean(RIG)
06-20 18:55
$Transocean(RIG)$
8-K Current report, items 3.02, 8.01, and 9.01 Accession Number: 0001451505-25-000059 Act: 34 Size: 159 KB
网页链接
Transocean(RIG)
06-03 05:05
$Transocean(RIG)$
4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-015193 Size: 6 KB
网页链接
Transocean(RIG)
06-03 05:15
$Transocean(RIG)$
3 Initial statement of beneficial ownership of securities Accession Number: 0001415889-25-015244 Size: 9 KB
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Transocean(RIG)
08-15 01:15
$Transocean(RIG)$
SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001085146-25-005188 Act: 34 Size: 6 KB
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Transocean(RIG)
08-20 04:25
$Transocean(RIG)$
8-K Current report, items 3.02, 8.01, and 9.01 Accession Number: 0001451505-25-000087 Act: 34 Size: 156 KB
网页链接
Transocean(RIG)
06-17 04:25
$Transocean(RIG)$
4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-017397 Size: 4 KB
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Transocean(RIG)
07-07 19:05
$Transocean(RIG)$
8-K Current report, items 3.02, 8.01, and 9.01 Accession Number: 0001451505-25-000064 Act: 34 Size: 155 KB
网页链接
Transocean(RIG)
08-06 04:25
$Transocean(RIG)$
10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001451505-25-000079 Act: 34 Size: 7 MB
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Transocean(RIG)
08-06 05:35
$Transocean(RIG)$
S-8 Securities to be offered to employees in employee benefit plans Accession Number: 0001558370-25-010332 Act: 33 Size: 266 KB
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Transocean(RIG)
08-11 19:45
$Transocean(RIG)$
8-K Current report, items 3.02, 8.01, and 9.01 Accession Number: 0001451505-25-000084 Act: 34 Size: 159 KB
网页链接
Transocean(RIG)
07-23 04:35
$Transocean(RIG)$
8-K Current report, items 3.02, 8.01, and 9.01 Accession Number: 0001451505-25-000070 Act: 34 Size: 156 KB
网页链接
Transocean(RIG)
06-03 05:05
$Transocean(RIG)$
4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-015222 Size: 5 KB
网页链接