1341 ET——Melius Research的分析师指出,他们依然认为斯伦贝谢是油服行业中最有望从即将到来的勘探与生产支出回暖中获益的企业。分析师詹姆斯·韦斯特和梵希卡·雷迪在一份报告中强调了斯伦贝谢的多项优势:其国际业务版图广阔、技术实力雄厚、数字化产品丰富,同时在海上市场(尤其是深水领域)占据着相当大的份额。
更引人注目的是,斯伦贝谢在数据中心解决方案领域的合同积压,已直接支撑起其2027年的目标。分析师们透露,这一目标已从原先的“年底前达到20亿美元”,调整为“年化退出运行率超过20亿美元”。这一上调后的预测,“表明需求已超出先前的规划预期”。两位分析师如此总结道。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.