w*k
2 楼
吓尿了
I*a
3 楼
楼主现在应该在地中海豪华游轮上发帖吧??
r*s
5 楼
Summary
SDRL bears a striking resemblance to FRO, another Fredriksen company that
expanded rapidly, paid out most of its cash flow as a generous dividend and
relied heavily on leverage.
Investors in FRO took a huge hit when overzealous ordering created a
persistent supply overhang in the tanker market.
We don't expect rig market to collapse like tankers, but supply-demand
balance in floaters and jack-ups has shifted in favor of customers, putting
SDRL's cash flow under pressure.
Don't try to catch this falling knife.
【在 I***a 的大作中提到】
: 楼主现在应该在地中海豪华游轮上发帖吧??
SDRL bears a striking resemblance to FRO, another Fredriksen company that
expanded rapidly, paid out most of its cash flow as a generous dividend and
relied heavily on leverage.
Investors in FRO took a huge hit when overzealous ordering created a
persistent supply overhang in the tanker market.
We don't expect rig market to collapse like tankers, but supply-demand
balance in floaters and jack-ups has shifted in favor of customers, putting
SDRL's cash flow under pressure.
Don't try to catch this falling knife.
【在 I***a 的大作中提到】
: 楼主现在应该在地中海豪华游轮上发帖吧??
K*N
9 楼
不如割了买老李的FLML。
N*d
11 楼
被股版活活搞死了。
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