sembcopr marine没拿到巴西合同。。。SP: O&M Sector: Petrobras rig tender - SembMarine is out, but Keppel still has a chance Analysts: Nancy Wei/Stella Tan UOB KayHian Tel: (65) 6590-6628/6590-6629 Local Brazilian shipyard EAS has submitted the lowest bid in the two shipyard packages (total: 9 rigs) of the Petrobras' 28-rig tender. Bid results are as below. Sembcorp Marine (SMM) appears to be out of the game while Keppel still has a good chance in rig contractor package as three different rig contractors - Etesco, Petroserv and Queiroz Galvao - intend to use Keppel's Brazilian shipyard to fabricate a total of 6 rigs. Our earnings forecasts (with sizeable contract wins from the rig tender) and stock recommendations are under review. Petrobras Rig-Tender Results 1st Package: 7 drillships 1) Estaleiro Atlantico Sul (EAS) consortium (includes Samsung Heavy Industries) - US$4.65b (US$664.3m/drillship) 2) Alusa-Galvao Engenharia consortium - US$4.678b (US$668.3m/drillship) 3) Keppel FELS - US$5.172b (US$738. (more...)