企業プロフィール

Saipem S.p.A.

SPM · MI
取引所
MI
現在値
4.4
2026年7月4日 終値
妥当買付価格
≤ €3.9
安全マージンの起点
ベイリー成長スコア
39/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 €4.4 · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 €3.5–€3.9 / 妥当 €4.2–€4.9 / 楽観的 €5.4–€6。€4.4 時点で 妥当な本源的価値レンジ内。

2026年7月2日 Contract Confirmed

Saipem JV wins A8 Motorway Lot 4 contract in Romania

A JV including Saipem won Romania's A8 Motorway Lot 4 contract worth about €700 million; Saipem's share is about €245 million.

Possible impact:May affect infrastructure backlog visibility and expectations for non-oil-and-gas activities.

2026年6月24日 M&A Confirmed

Saipem agrees to sell Saudi shallow-water drilling business to ADES

Saipem signed a $285 million agreement to sell its Saudi shallow-water drilling activities to ADES, with closing expected in Q3 2026.

Possible impact:May affect cash proceeds, portfolio mix and expectations for focus on higher-value offshore drilling.

2026年6月22日 Contract Confirmed

Saipem wins $1 billion Greater PAJ offshore contract in Angola

Saipem won a Greater PAJ offshore Angola contract from Azule Energy, with a duration of about 40 months and value of $1 billion.

Possible impact:May affect offshore backlog, revenue visibility and expectations for deepwater activity in Angola.

2026年6月10日 Contract Confirmed

Saipem awarded €900 million Saudi onshore EPC contract share

Saipem was awarded an onshore EPC contract for Saudi Arabia's Uthmaniyah Gas Compression Plant; its share is about €900 million.

Possible impact:May affect Middle East onshore EPC backlog and multi-year revenue recognition expectations.

2026年4月21日 Contract Confirmed

Saipem receives ExxonMobil Guyana limited notice to proceed for Longtail project

Saipem received a roughly $150 million LNTP from ExxonMobil Guyana for Longtail; the full contract could be worth $750 million to $1.5 billion if approved.

Possible impact:May affect expectations for Guyana offshore order pipeline and a future large EPCI contract.

Automatically summarized from public sources; for context only, not investment advice.

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