2024年10月31日,海洋钻探服务巨头Transocean Ltd.(RIG)盘中股价大涨10.55%,引发市场高度关注。据报道,RIG大涨主因是该公司正在与竞争对手Seadrill就合并一事进行谈判。
虽然双方尚未透露具体细节,但一旦合并落实,将形成一家海洋钻探服务航母级公司,在全球市场份额和议价能力方面将大幅提升。消息人士称,如果合并达成,新公司的市值预计将超过200亿美元。
业内分析指出,全球油气行业此前遭遇新冠疫情和油价暴跌的双重打击,Transocean和Seadrill均遭受重创。如今随着油价回升和市场复苏,整合资源有利于双方降本增效、提升盈利能力。因此,一旦合并谈判成功,对新公司的长期发展前景将产生积极影响,投资者看好这一可能性导致了RIG股价的大涨。
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