Offshore Drillers: These Six Companies Will Lead in a Recovery…Just Not Yet

KeyBanc’s Robin Shoemaker and Brandon Cheatham contend that six companies–Diamond Offshore Drilling (DO), Ensco (ESV), Noble (NE), Transocean (RIG), Rowan (RDC) and Hornbeck Offshore Services (HOS)–”should be well positioned and ready to lead in an industry recovery.” They explain why: Agence France-Presse To state the obvious, the markets served by the six companies we have […]
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