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，Velesto Energy Berhad一直保持穩定。分析師最近訪問了Naga 2升降鑽機，由於預期鑽井市場疲軟，他們稍微調整了FY24-26年的盈利預測，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.
更新後的目標價爲0.32馬來西亞令吉，比原來降低了1分，維持13倍中期FY25E每股收益估值。分析師繼續對該股買入，強調Velesto是該板塊中的首選。
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.
自2009年開始運營的Naga 2升降鑽機目前正在海庭的場地進行第三次特別週期檢查，已在印度尼西亞、越南和馬來西亞展現出可靠的性能。它仍然是一項強大的資產，能夠在水深達350英尺，深度高達30,000英尺的地方進行鑽探。憑藉其強大的合同組合，包括通過2026年初的長期協議和即將到來的潛在新合同，Velesto處於良好的位置來應對任何客戶資本支出推遲產生的影響。
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，預測FY25年每股收益將顯著增長53%，並確認該股的風險收益比有利。
譯文內容由第三人軟體翻譯。
