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International Seaways Community
NYSE:INSW Community
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International Seaways
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International Seaways
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Fleet Renewal And Asian Demand Will Boost Trade Despite Volatility
Key Takeaways Aggressive fleet modernization and strategic commercial partnerships position the company for higher margins, improved revenue stability, and resilience amid tightening environmental regulations. Underestimated industry demand drivers and early adoption of alternative-fuel capabilities enable long-term structural advantages and sustained outperformance versus peers.
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US$64
FV
25.6% undervalued
intrinsic discount
6.09%
Revenue growth p.a.
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11 days ago
author updated this narrative
International Seaways
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Extended Shipping Routes And Renewed Fleets Will Support Market Demand
Key Takeaways Expanding trade routes and tightening global vessel supply are set to boost tanker utilization, charter rates, and long-term earnings potential. Fleet modernization and strong financial flexibility position the company to capitalize on environmental regulation shifts and market opportunities.
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US$53.5
FV
11.0% undervalued
intrinsic discount
2.01%
Revenue growth p.a.
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0
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38
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11 days ago
author updated this narrative
International Seaways
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Global Decarbonization Will Crush Oil Transport Margins
Key Takeaways Shifting energy demand, regulatory costs, and fleet modernization needs are likely to erode profitability and constrain returns to shareholders. Market oversupply and reliance on volatile spot rates threaten revenue stability and long-term margin preservation.
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US$47
FV
1.3% overvalued
intrinsic discount
-0.99%
Revenue growth p.a.
Set Fair Value
0
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11 days ago
author updated this narrative