Global Oil Trade Will Drive Fleet Renewal Amid Market Risks

Published
12 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$53.33
15.9% undervalued intrinsic discount
14 Aug
US$44.87
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1Y
-18.4%
7D
-1.3%

Author's Valuation

US$53.3

15.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Apr 25
Fair value Increased 16%

Shared on23 Apr 25
Fair value Decreased 0.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 8.56%

AnalystConsensusTarget has decreased revenue growth from -14.5% to -16.7% and decreased future PE multiple from 6.5x to 5.8x.

Shared on02 Apr 25
Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 5.97%

AnalystConsensusTarget has increased revenue growth from -12.6% to -14.5%, increased profit margin from 28.9% to 49.0% and decreased future PE multiple from 11.4x to 6.5x.