TechnipFMC Part 1: Margin Improvement Ushers In The Propsect Of Repurchase And Dividend
FTI's Subsea order backlog can increase to $9 billion by Q1 2024 from $7 billion in FY2022. Its Subsea EBITDA...
Patterson-UTI Energy Part 2: Estimates And Relative Valuation
Our regression model suggests that the revenue growth estimates are sharp in the next two years. EBITDA can increase sharply...
TechnipFMC Part 2: Estimates And Relative Valuation Analysis
Our linear regression model suggests a revenue stagnation in the next two years. FTI’s EBITDA, however, can rise sharply in...
Patterson-UTI Energy P1: Dividend Hike, Shareholders’ Returns Hog The Limelight
Patterson-UTI Energy plans to add nine rigs from Q3 to early 2023 and reactivate a frac fleet in Q4. Average...
Nabors Industries Part 2: Estimates And Relative Valuation
Our regression model suggests that NBR's revenue would increase sharply in NTM 2023 but may decelerate later. EBITDA estimates are...
Nabors Industries Part 1: Automation And ESG To Set The Next Stage
Nabors' US rig count can increase modestly in Q4, while it plans to deploy the entire high-spec rig fleet in...
Halliburton Part 2: Estimates And Relative Valuation
Our regression model suggests an increase in revenues in NTM 2023 and a deceleration in NTM 2024. EBITDA can increase...
Halliburton Part 1: HAL Rides On International Market Growth And A Cash Flow Recovery
Halliburton expects much of its upside potential to arise in the Middle East and some parts of Latin America in...
Schlumberger Part 2: Estimates And Relative Valuation
Our regression model suggests Schlumberger's revenue estimate is upward trending in NTM 2023 but may slow down considerably after that....
Schlumberger Part 1: International Activities And Clean Energy Will Chart The Way Forward
The international energy markets will be Schlumberger's primary short-term driver, driven by capacity expansion projects in the Middle East and...
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