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ENSCO (ESV)
Ça me semble une belle entreprise en croissance dans une industrie cyclique qui n'est pas aimée des investisseurs actuels. Le P/E est assez bas.
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Je commence mon analyse je vous reviendrai!
Pour Peter Lynch, c'était déjà un bon signe...
;-)
D'ailleurs Rifco redevient intéressant depuis sa correction de 7.20$. Il s'enligne pour 0.28$ BPA pour l'année au 31 mars 2014.
Par osmose, ces perspectives sur Rifco font probablement de Ensco un achat.
Coca-Cola – derived from the coca leaves and kola nuts used as flavoring. Coca-Cola creator John S. Pemberton changed the 'K' of kola to 'C' to make the name look better.
Coleco – began as the Connecticut Leather Company.
Colgate-Palmolive – formed from a merger of soap manufacturers Colgate & Company and Palmolive-Peet. Peet was dropped in 1953. Colgate was named after William Colgate, an English immigrant, who set up a starch, soap and candle business in New York City in 1806. Palmolive was named for the two oils (Palm and Olive) used in its manufacture.
COLT – from City Of London Telecom
Comcast – from communications and broadcast.
Compaq – from computer and "pack" to denote a small integral object; or: Compatibility And Quality; or: from the company's first product, the very compact Compaq Portable.
COMSAT – a contraction of communications satellites. This American digital telecommunications and satellite company was founded during the era of U.S. President John F. Kennedy era to develop the technology.
ConocoPhillips – formed from the merger of Conoco (from Continental Oil Company) and the Phillips Petroleum Company.
Copersucar – Brazilian production cooperative in sugar and alcohol, its name is a contraction of Cooperativa de Açucar e Álcool.
Corel – from Cowpland Research Laboratory, after the name of the company's founder, Dr. Michael Cowpland.[39]
Cosworth – automotive engineering company named after company founders Mike Costin and Keith Duckworth.
BULL
http://www.fool.com/investing/general/2014/04/02/others-are-fearful-about-ensco-plc-you-should-be-g.aspx
http://seekingalpha.com/article/2123363-ensco-is-well-positioned-to-prosper-in-offshore-drilling-industry
BEAR
http://www.istreetwire.com/oil-dripping-down-as-exxon-mobil-corporation-nysexom-and-transocean-nyserig-stock-runs-out-of-gas-with-seadrill-nysesdrl-ensco-nyseesv-and-statoil-asas-nysesto-3/145779/
Bulls Say
Despite low price tags, Ensco's new rigs are obtaining high day rates. We think the firm is earning some of the highest aftertax returns in the industry on its new rigs. We estimate the net asset value of Ensco's fleet to be about $10.7 billion, or $46 per share. Ensco's move to acquire Pride and order new rigs in 2011 is paying off. The firm now has a large collection of new rigs and more rigs under construction that will benefit from higher day rates in a tight deep-water market.
Bears Say
A decline in day rates can have a substantial impact on Ensco. Semisubmersible day rates declined 21% from 2002 to 2004 and 70% from 1998 to 1999. Jackup day rates declined 70% from 1997 to 1999.
About 50% of the jackup market spending is controlled by 10 companies. This means that a decrease in spending by one of these companies can have a significant effect on Ensco.
There are many jackups under construction, and most of them do not have a contract. The large order book could push the premium jackup market into oversupply.