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SDRL - Offshore Drilling: Semi-Sub Fundamentals May 2019 Edition
Seadrill Limited
At times of real panic in offshore drilling stocks, it is very important to keep an eye on actual fundamentals and whether they are different from market sentiment. In a recent article, we have discussed current drillship fundamentals. Now, we turn our attention to the semi-sub segment, which should be monitored closely by traders and investors in companies that have semi-subs - Diamond Offshore (DO), Ensco Rowan (RDC), Noble Corp. (NE), Transocean (RIG), Seadrill (SDRL), Seadrill Partners (SDLP), and Awilco Drilling (