STX OSV 开盘大幅低开3.42%FY12 NET PROFIT DOWN 45%- Lower utilization in Norwegian yards- OSCV market remains robust- NOK 15b order-book as of end-2012STX OSV reported a weak set of results with FY12 net profit coming in at NOK902m, 13% below our expectations and 15% below consensus. 4Q revenue and net profit were NOK2.5b (-18.8%) and NOK124m (-80.6%), respectively. Lower-than-expected order intake resulted in temporarily lower utilizations in some yards in Norway. Its Niteroi shipyard in Brazil also impacted the group’s performance negatively. Meanwhile, the vessel market appears to be improving with STX OSV clinching three OSCV contracts worth NOK2-2.8b since the beginning of 2013. Assuming a stronger order intake in 2013 (compared to 2012’s NOK9.5b) and barring a serious deterioration in its Brazil operations, the group should see improved utilization and sustained level of performance across 2013-14. Maintain BUY with unchanged fair value estimate of S$1.52.每次评级都是BUY但股价就是上不去。不知等强制收购过期,会不会涨.评级不重要， 重要的是story.
Story 其实也不重要 ，关键看市场反应。这不就是燕子尾吹捧但被金某白眼的那支嘛。哎
不幸言中！哈哈！
燕子尾，你也被金某人看扁了！
散户啊！不要再被这些分析员忽悠了！haiz, 不敢不敢。 其实燕子尾还算可以。只是这支推荐理由太差。评级非常重要，当这些大机构说评级是BUY的时候
你看过大机构在低价是说BUY的吗？没有！哈哈！或许你说的是对的.看起来意大利人的强制收购不会成功了。它本来也没想收购，因为触发新交所的条例，不得不来个收购限义愿闻其详。强制收购失败了，明天将是美好的一天。偶正奇怪为啥list里多了一只Vard Holdings。原来改名了。以我多年经验来看“改名”多是“凶兆”！希望你的经验是错的，我有半仓在这里面，已经亏了很多。希望是错的！哈哈！