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BWG Community

OB:BWLPG Community

2 Narratives written by author
0 Comments on narratives written by author
90 Fair Values set on narratives written by author

MR

MrMoneyMan

Community Contributor

BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports

Tillväxten i flottan sjunker, tillväxten i handeln stiger Q4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt på 5,5 procent per år under 2025-26 (genomsnitt 2014-24: 7 procent per år), stärkt av export-tillväxten i USA och Mellanöstern.

NOK 170.00

FV

11.2% undervalued

37.90%

Revenue growth p.a.

0

0

6

4 months ago

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

Key Takeaways Anticipated U.S. export volume increase and terminal expansions could drive revenue growth and improve margins by the end of 2026. Fleet enhancements and LPG dual fuel technology may reduce costs and stabilize earnings amid rising Asian LPG demand.

NOK 167.80

FV

10.0% undervalued

-56.25%

Revenue growth p.a.

1

0

31

about 4 hours ago