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Rising Tariffs And Overcapacity Will Erode Future Shipping Margins

Published
09 Feb 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
NOK 94.21
21.0% overvalued intrinsic discount
04 Sep
NOK 114.00
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1Y
-18.3%
7D
2.7%

Author's Valuation

NOK 94.2

21.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 4.50%

The upward revision in fair value for Höegh Autoliners is primarily driven by a sharp increase in its future P/E multiple, partially offset by a modest improvement in expected revenue growth trends, resulting in a new consensus analyst price target of NOK94.93. Valuation Changes Summary of Valuation Changes for Höegh Autoliners The Consensus Analyst Price Target has risen from NOK90.16 to NOK94.93.

Shared on01 May 25
Fair value Decreased 6.75%

Shared on17 Apr 25
Fair value Increased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 6.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 24%

AnalystConsensusTarget has increased revenue growth from -4.0% to -3.0%, increased profit margin from 23.5% to 33.2% and decreased future PE multiple from 6.5x to 5.2x.

Shared on12 Mar 25
Fair value Increased 607%

AnalystConsensusTarget has decreased revenue growth from 1.0% to -4.0% and decreased profit margin from 29.7% to 23.5%.