南洋行家论股
【行家论股】Velesto能源 订单前景光明
分析：马银行投行研究
目标价：22仙
最新进展：
在原油价格走高、能源安全问题浮现、油气领域资本开销上涨，以及过去多年供应持续下降的环境下，全球自升式（JU）钻井平台的需求正快速走高。
目前，全球的JU使用率已经超过90%；东南亚的使用率也超过了80%。
行家建议：
随着自升式钻井平台需求快速增加，提供此服务的Velesto能源（VELESTO，5243，主板能源股）前景也开始看俏。
JU需求吃紧，也让每日租金率（DCR）也连带提高；目前的每日租金上限已经提高至12万美元，这是2015年以来，首次突破10万美元。
在我国，随着国家石油加强钻探工作，JU订单前景也明显增加。
根据Velesto能源的钻机规划，2023年的生产利用率有可能超过80%。
生产利用率和每日租金率双双提升，支持着我们调高Velesto能源未来2年盈利预测20%至35%。
同时，调高目标价至22仙，给予“买入”评级。
https://www.enanyang.my/行家论股/【行家论股】velesto能源-订单前景光明
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