๐Ÿ‡บ๐Ÿ‡ธ US ์‹ค์ ์†๋ณด by TNBfolio
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Transocean Ltd. (RIG)
์‹œ๊ฐ€์ด์•ก: 5.28B
๊ตญ๊ฐ€: Switzerland
์‚ฐ์—…: #Oil_and_Gas_Production
์„นํ„ฐ: #Energy
ํ™ˆํŽ˜์ด์ง€: https://www.deepwater.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: 861M / 866.25M / -0.6% / 18.1% / 12.8%
2403: 763.0M / -- / -- / 17.6% / 3.0%
2312: 741.0M / -- / -- / -- / 3.9%
2309: 713.0M / -- / -- / -- / -2.2%
2306: 729.0M / -- / -- / -- / 12.3%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: -0.15 / -0.09 / -66.7% / 31.8% / -236.4%
2403: 0.11 / -- / -- / 117.2% / --
2312: -- / -- / -- / -- / --
2309: -0.28 / -- / -- / -- / -27.3%
2306: -0.22 / -- / -- / -- / 65.6%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 2.83B(10.0%) / -1.24(-39.3%)
2212: 2.58B(0.7%) / -0.89(4.3%)
2112: 2.56B(-18.9%) / -0.93(-1.1%)
2012: 3.15B(--) / -0.92(--)

#RIG

- ์‚ฌ์—…์š”์•ฝ: Transocean Ltd., together with its subsidiaries, provides offshore contract drilling services for oil and gas wells worldwide. It contracts mobile offshore drilling rigs, related equipment, and work crews to drill oil and gas wells. The company operates a fleet of mobile offsho...
Transocean Ltd. (RIG)
์‹œ๊ฐ€์ด์•ก: 3.48B
๊ตญ๊ฐ€: Switzerland
์‚ฐ์—…: #Oil_and_Gas_Production
์„นํ„ฐ: #Energy
ํ™ˆํŽ˜์ด์ง€: https://www.deepwater.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: 948M / 945.26M / 0.3% / 33.0% / 10.1%
2406: 861M / 866.25M / -0.6% / 18.1% / 12.8%
2403: 763.0M / -- / -- / 17.6% / 3.0%
2312: 741.0M / -- / -- / -- / 3.9%
2309: 713.0M / -- / -- / -- / -2.2%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: 0.0 / -0.04 / 100.0% / 100.0% / 100.0%
2406: -0.15 / -0.09 / -66.7% / 31.8% / -236.4%
2403: 0.11 / -- / -- / 117.2% / --
2312: -- / -- / -- / -- / --
2309: -0.28 / -- / -- / -- / -27.3%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 2.83B(10.0%) / -1.24(-39.3%)
2212: 2.58B(0.7%) / -0.89(4.3%)
2112: 2.56B(-18.9%) / -0.93(-1.1%)
2012: 3.15B(--) / -0.92(--)

#RIG

- ์‚ฌ์—…์š”์•ฝ: Transocean Ltd., together with its subsidiaries, provides offshore contract drilling services for oil and gas wells worldwide. It contracts mobile offshore drilling rigs, related equipment, and work crews to drill oil and gas wells. The company operates a flee...
12์›” 18์ผ ์™ธ์‚ฌ ๊ธฐ์—… ๋ฆฌํฌํŠธ

<๊ธฐ์—… ๋ฆฌํฌํŠธ>

1. Tesla (#TSLA)
- Baird
- ์ „๊ธฐ์ฐจ ๋ฐ ์—๋„ˆ์ง€ ์ œํ’ˆ ์„ ๋„ ๊ธฐ์—…์œผ๋กœ, ๊ทœ์ œ ์ˆ˜ํ˜œ์™€ ์‹ ๋ชจ๋ธ ์ถœ์‹œ๊ฐ€ ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ํ‰๊ฐ€๋จ

2. Marathon Digital Holdings (#MARA)
- Piper Sandler
- ๋น„ํŠธ์ฝ”์ธ ์ฑ„๊ตด ์„ ๋„ ๊ธฐ์—…์œผ๋กœ, ์—ฐ๊ฐ„ ์ฑ„๊ตด ์šฉ๋Ÿ‰ ํ™•์žฅ๊ณผ ์ž์‚ฐ ์„ฑ์žฅ ์ „๋ง

3. Riot Platforms (#RIOT)
- Piper Sandler
- ์•”ํ˜ธํ™”ํ ์ฑ„๊ตด ์ „๋ฌธ ๊ธฐ์—…์œผ๋กœ, ์ฑ„๊ตด ์šฉ๋Ÿ‰ ํ™•๋Œ€ ๋ฐ ์‹œ์„ค ๊ฐœ๋ฐœ์„ ํ†ตํ•œ ์„ฑ์žฅ ๊ณ„ํš

4. Dow Inc. (#DOW)
- Evercore ISI
- ํ™”ํ•™ ์ œํ’ˆ ์ œ์กฐ ๊ธฐ์—…์œผ๋กœ, ๊ฒฝ๊ธฐ ํšŒ๋ณต๊ณผ ์ˆ˜์š” ์ฆ๊ฐ€๋กœ ์ฃผ๊ฐ€ ์ƒ์Šน ๊ฐ€๋Šฅ์„ฑ

5. Intuitive Surgical (#ISRG)
- Truist Securities
- ํ˜์‹ ์  ์˜๋ฃŒ ๊ธฐ์ˆ  ๊ธฐ์—…์œผ๋กœ, ์‹ ์ œํ’ˆ ์‚ฌ์ดํด๊ณผ ์ˆ˜์ˆ  ์ ˆ์ฐจ ์ฆ๊ฐ€๋กœ ๋งค์ถœ ์„ฑ์žฅ ์ „๋ง

6. Celsius Holdings (#CELH)
- Morgan Stanley
- ์—๋„ˆ์ง€ ์Œ๋ฃŒ ๊ธฐ์—…์œผ๋กœ, ์‹œ์žฅ ์ ์œ ์œจ ์•ฝํ™”๋กœ ๋ชฉํ‘œ๊ฐ€ ํ•˜ํ–ฅ ์กฐ์ •

7. Shyft Group (#SHYF)
- DA Davidson
- ํŠธ๋Ÿญ ์žฅ๋น„ ์ œ์กฐ ๊ธฐ์—…์œผ๋กœ, ํ•ฉ๋ณ‘ ํšจ๊ณผ์™€ ์‹คํ–‰ ๋ฆฌ์Šคํฌ๊ฐ€ ๊ณต์กด

8. Ciena Corporation (#CIEN)
- Citi
- AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์—ฐ๊ฒฐ ์†”๋ฃจ์…˜์—์„œ ์„ฑ์žฅ์ด ๊ธฐ๋Œ€๋˜๋Š” ๋„คํŠธ์›Œํ‚น ๊ธฐ์ˆ  ๊ธฐ์—…

9. Uber Technologies (#UBER)
- Goldman Sachs
- ๊ธ€๋กœ๋ฒŒ ์šด์†ก ํ”Œ๋žซํผ ๊ธฐ์—…์œผ๋กœ, ์ž์œจ์ฃผํ–‰์ฐจ ํ”Œ๋žซํผ ๊ฐ•์  ๋ฐ ์„ฑ์žฅ ์ž ์žฌ๋ ฅ

10. Rivian Automotive (#RIVN)
- Baird
- ์ „๊ธฐ์ฐจ ์Šคํƒ€ํŠธ์—…์œผ๋กœ, ์‹œ์žฅ ๋ถˆํ™•์‹ค์„ฑ ์†์—์„œ๋„ ์žฅ๊ธฐ์  ๊ธฐํšŒ ์œ ์ง€

11. Walt Disney (#DIS)
- Morgan Stanley
- ํ…Œ๋งˆํŒŒํฌ ๋ฐ ํฌ๋ฃจ์ฆˆ ์‚ฌ์—…์—์„œ ์„ฑ์žฅ์ด ์˜ˆ์ƒ๋˜๋Š” ๊ธ€๋กœ๋ฒŒ ์—”ํ„ฐํ…Œ์ธ๋จผํŠธ ๊ธฐ์—…

12. Xometry Inc (#XMTR)
- JP Morgan
- AI ๊ธฐ๋ฐ˜ ์ฃผ๋ฌธํ˜• ๋ถ€ํ’ˆ ์ œ์กฐ ๊ธฐ์—…์œผ๋กœ, ์„ฑ์žฅ ์ด๋‹ˆ์…”ํ‹ฐ๋ธŒ์™€ ๋งค์ถœ ์ฆ๊ฐ€ ์ „๋ง


<๊ฒฝ์ œ & ์ „๋žต ๋ฆฌํฌํŠธ>

Savita Subramanian (BofA ๋ฏธ๊ตญ ์ฃผ์‹ ์ „๋žต ๋ฐ ๋ฏธ๊ตญ ์ •๋Ÿ‰ ์ „๋žต ์ฑ…์ž„์ž)
- S&P 500์˜ ์ƒ์œ„ ์ง€์ˆ˜๋Š” ๊ณ ๊ฐ€ ๊ธฐ์ˆ  ๊ธฐ์—…๋“ค๋กœ ๊ตฌ์„ฑ๋˜๊ณ , ๋‚˜๋จธ์ง€ ๊ธฐ์—…๋“ค์€ ์—ญ์‚ฌ์  ํ• ์ธ์œจ๋กœ ๊ฑฐ๋ž˜ ์ค‘์ด๋‹ค.
- 2025๋…„ ๋Œ€ํ˜• ๊ฐ€์น˜์ฃผ๊ฐ€ ๊ทœ์ œ ์™„ํ™” ํ˜œํƒ๊ณผ ํ•จ๊ป˜ ์‹œ์žฅ ์ฃผ๋„ ์˜ˆ์ƒ.


https://naver.me/5oEfsn6x

(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)


241217 US ๊ธฐ์—… TP ์ •๋ฆฌ

<Upgrades>

#BILL, #CFG, #DOW, #MSCI, #PKG, #PFG, #QTWO, #SNPS, #RIG, #WLK, #WK, #XMTR

<Downgrades >

#AM, #ANGI, #AXTA, #EMN, #EA, #EPD, #FLNC, #FLR, #GETY, #HAL, #MTCH, #M, #MYPS, #OII, #OKE, #PAA, #PAGP, #PBA, #PTVE, #RNR, #RIVN, #SBAC, #TSLA, #VAL


https://naver.me/xzxrRXY3

(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)
Transocean Ltd. (RIG)
์‹œ๊ฐ€์ด์•ก: 3.09B
๊ตญ๊ฐ€: Switzerland
์‚ฐ์—…: #Oil_and_Gas_Production
์„นํ„ฐ: #Energy
ํ™ˆํŽ˜์ด์ง€: https://www.deepwater.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: 952M / 961.51M / -1.0% / 28.5% / 0.4%
2409: 948M / 945.26M / 0.3% / 33.0% / 10.1%
2406: 861M / 866.25M / -0.6% / 18.1% / 12.8%
2403: 763.0M / -- / -- / 17.6% / 3.0%
2312: 741.0M / -- / -- / -- / 3.9%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: -0.09 / 0.0029 / -3203.4% / -- / --
2409: 0.0 / -0.04 / 100.0% / 100.0% / 100.0%
2406: -0.15 / -0.09 / -66.7% / 31.8% / -236.4%
2403: 0.11 / -- / -- / 117.2% / --
2312: -- / -- / -- / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 2.83B(10.0%) / -1.24(-39.3%)
2212: 2.58B(0.7%) / -0.89(4.3%)
2112: 2.56B(-18.9%) / -0.93(-1.1%)
2012: 3.15B(--) / -0.92(--)

#RIG

- ์‚ฌ์—…์š”์•ฝ: Transocean Ltd., together with its subsidiaries, provides offshore contract drilling services for oil and gas wells worldwide. It contracts mobile offshore drilling rigs, related equipment, and work crews to drill oil and gas wells. The company o...
Transocean Ltd. (RIG)
์‹œ๊ฐ€์ด์•ก: 2.08B
๊ตญ๊ฐ€: Switzerland
์‚ฐ์—…: #Oil_and_Gas_Production
์„นํ„ฐ: #Energy
ํ™ˆํŽ˜์ด์ง€: https://www.deepwater.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 906M / 884.8M / 2.4% / 18.7% / -4.8%
2412: 952M / 961.51M / -1.0% / 28.5% / 0.4%
2409: 948M / 945.26M / 0.3% / 33.0% / 10.1%
2406: 861M / 866.25M / -0.6% / 18.1% / 12.8%
2403: 763.0M / -- / -- / 17.6% / 3.0%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: -0.1 / -0.09 / -11.1% / -190.9% / -11.1%
2412: -0.09 / 0.0029 / -3203.4% / -- / --
2409: 0.0 / -0.04 / 100.0% / 100.0% / 100.0%
2406: -0.15 / -0.09 / -66.7% / 31.8% / -236.4%
2403: 0.11 / -- / -- / 117.2% / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 2.83B(10.0%) / -1.24(-39.3%)
2212: 2.58B(0.7%) / -0.89(4.3%)
2112: 2.56B(-18.9%) / -0.93(-1.1%)
2012: 3.15B(--) / -0.92(--)

#RIG

- ์‚ฌ์—…์š”์•ฝ: Transocean Ltd., together with its subsidiaries, provides offshore contract drilling services for oil and gas wells worldwide. It contracts mobile offshore drilling rigs, related equipment, and work crews to drill oil an...