In a report published Wednesday, Wunderlich Securities analyst Todd P. Scholl initiated coverage on Seadrill Ltd. (NYSE: SDRL [FREE Stock Trend Analysis]) with a Buy rating and $54.00 price target.
In the report, Wunderlich Securities noted, “We are initiating coverage of Seadrill Limited (SDRL) with a Buy rating and a price target of $54, representing a 9x 2015 EV/EBITDA multiple. We believe Seadrill is well positioned to capitalize on the growth in offshore oil and gas spending. Seadrill's young, high-specification fleet should translate into lower maintenance costs, with fewer lost revenue days, and better customer acceptance than competitors with older fleets. Seadrill remains proactive in its approach to managing its portfolio and returning cash to shareholders highlighted by its M&A activity and adoption of an MLP as part of its capital structure. We believe continued improvement in dayrates for high-specification jack-ups and a reacceleration of rates for deep-water rigs will result in long-term outperformance.”
Vad tror du om att gå in i Seadrill på dessa nivåer? Jag har småspanat på företaget ganska länge utan att kliva in. Utdelningen lockar, men jag upplever det som att branschen kan svänga snabbt..? Några idéer?
SvaraRaderaHar man en lång tidshorisont på sitt sparande är det inga problem att kliva på tåget. Kortsiktigt finns ju givetvis en viss risk för rekyl givet den relativt starka utvecklingen. För tillfället ökar jag inte själv, men det har mest med att göra att jag har över 40 % Seadrill i portföljen.
SvaraRadera