Velesto, Top Pick For Oil Sector
Velesto, Top Pick For Oil Sector
Analysts remain optimistic about Velesto's growth prospects, forecasting a significant 53% increase in EPS for FY25 and affirming the stock's favourable risk-to-reward ratio.Velesto Energy Berhad has been maintaining a steady course despite market fluctuations. Following a recent visit to the Naga 2 jack-up drilling rig, analysts have revised their earnings projections slightly, adjusting FY24-26 estimates by 0% and -5% respectively due to anticipated softness in the rig market.
儘管市場波動，但Velesto Energy Berhad一直保持穩定的發展方向。在最近訪問了Naga 2自升式鑽機之後，由於預計鑽機市場疲軟，分析師略微修改了收益預期，將 FY24-26 的預期分別調整了0％和-5％。
The updated target price of RM0.32 reflects a marginal decrease of 1 cent, maintaining a 13x mid-FY25E EPS valuation. Analysts retain a BUY call on the stock, highlighting Velesto as a top pick within the sector.
更新後的目標價格爲0.32令吉，略有下降1美分，維持了25財年中期每股收益估值的13倍。分析師保留對該股的買入看漲期權，強調Velesto是該行業的首選。
The Naga 2 rig, operational since 2009 and currently undergoing its third Special Periodical Survey at Seatrium's yard, has demonstrated solid performance across Indonesia, Vietnam, and Malaysia. It remains a robust asset, capable of drilling in water depths up to 350 feet and up to 30,000 feet deep. With its strong contract portfolio, including long-term agreements for several rigs through early 2026 and potential new contracts on the horizon, Velesto is well-positioned to weather any client capex deferment impacts.
Naga 2 鑽機自 2009 年開始運營，目前在 Seatrium 船廠進行第三次特別定期調查，在印度尼西亞、越南和馬來西亞均表現出穩健的表現。它仍然是一項強大的資產，能夠在水深可達 350 英尺、深達 30,000 英尺的水中鑽探。憑藉其強大的合同組合，包括到2026年初簽訂的多臺鑽機的長期協議以及即將簽訂的新合同，Velesto完全有能力抵禦任何客戶資本支出延期的影響。
Analysts remain optimistic about Velesto's growth prospects, forecasting a significant 53% increase in EPS for FY25 and affirming the stock's favourable risk-to-reward ratio.
分析師對Velesto的增長前景仍然持樂觀態度，預計25財年每股收益將大幅增長53％，並確認了該股良好的風險回報率。