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SBM Offshore
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SBM Offshore Community
ENXTAM:SBMO Community
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SBM Offshore
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SBM Offshore
AN
AnalystHighTarget
Community Contributor
Rising Global Demand Will Fuel Deepwater And Offshore Green Projects
Key Takeaways Industry-leading project delivery and innovation position SBM Offshore for greater revenue and margin growth than current forecasts anticipate. Early entry into new markets and regions, along with strong contract structures, enhances long-term diversification and earnings resilience.
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€34.77
FV
37.4% undervalued
intrinsic discount
12.56%
Revenue growth p.a.
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2
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20 days ago
author updated this narrative
SBM Offshore
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Modular Deepwater FPSO Solutions Will Unlock Offshore Opportunities
Key Takeaways Growing global offshore demand, technological innovation, and contract wins position SBM Offshore for enhanced profitability and stable cash flows. Diversification into renewables and ocean infrastructure opens high-growth opportunities beyond traditional oil and gas markets.
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€27.45
FV
20.7% undervalued
intrinsic discount
-1.19%
Revenue growth p.a.
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2
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14
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26 days ago
author updated this narrative
SBM Offshore
AN
AnalystLowTarget
Community Contributor
Deepwater FPSO Risks Will Hamper Outlook With Modest Diversification Gains
Key Takeaways Heavy reliance on offshore oil and gas projects and major clients exposes long-term revenue and earnings to energy transition and changing investment priorities. Rising project complexity, technical risks, and industry competition threaten margins, while diversification efforts face slow adoption and execution challenges.
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€23.83
FV
8.7% undervalued
intrinsic discount
1.52%
Revenue growth p.a.
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0
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27 days ago
author updated this narrative