Seatrium (5E2) Resumen de Acciones
Seatrium Limited ofrece soluciones de ingeniería a las industrias de alta mar, marina y energética. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 1/6 |
Recompensas
Análisis de riesgos
5E2 Community Fair Values
Create NarrativeSee what 80 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Seatrium Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | S$2.02 |
| Máximo en las últimas 52 semanas | S$2.51 |
| Mínimo de 52 semanas | S$2.00 |
| Beta | 0.27 |
| Cambio en 1 mes | -14.04% |
| Variación en 3 meses | -13.30% |
| Cambio de 1 año | -3.81% |
| Variación en 3 años | -17.21% |
| Variación en 5 años | -49.50% |
| Variación desde la OPV | -93.27% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 27
5E2: Offshore Projects And Share Buybacks Will Support Future Upside Potential
Analysts have kept their SGD fair value estimate for Seatrium steady at SGD2.78, with only slight tweaks to inputs such as the discount rate and future P/E assumptions. This guides their unchanged SGD price target view.Actualización de narrativa • May 12
5E2: FSRU Conversions And Newbuild Deliveries Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Seatrium slightly to about SGD2.78, reflecting small adjustments to the discount rate, revenue and margin assumptions, as well as a modest change in expected future P/E levels. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, with a financial penalty of US$110.0 million, of which up to US$53.0 million already paid to Brazilian authorities can be credited, leaving US$57.0 million (about SGD73.3 million) payable to Singapore authorities, with provisions already made in FY2025 accounts and no stated material impact on net earnings or net tangible asset per share for FY2026 (Regulatory authority announcement).Actualización de narrativa • Apr 26
5E2: FSRU Contract Wins And Deliveries Will Support Future Upside Potential
Analysts have slightly increased their price target for Seatrium to reflect a marginally adjusted fair value estimate of SGD 2.78, along with a small change in the assumed future P/E multiple and discount rate. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with regasification of up to 600 million standard cubic feet per day, and bringing Seatrium’s FSRU and FSU conversion track record to 23 completed projects (Key Developments).Actualización de narrativa • Apr 11
5E2: FSRU Expansion And Offshore Wind Deliveries Will Support Future Upside Potential
Analysts have inched up their Seatrium price target from SGD2.73 to SGD2.78, reflecting refreshed assumptions around discount rate, revenue growth, profit margin and future P/E, without a clear consensus shift in one single driver. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with planned regasification of up to 600 million standard cubic feet per day, with work scheduled to start in the third quarter of 2026 (Client announcement).Recent updates
Actualización de narrativa • May 27
5E2: Offshore Projects And Share Buybacks Will Support Future Upside Potential
Analysts have kept their SGD fair value estimate for Seatrium steady at SGD2.78, with only slight tweaks to inputs such as the discount rate and future P/E assumptions. This guides their unchanged SGD price target view.Actualización de narrativa • May 12
5E2: FSRU Conversions And Newbuild Deliveries Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Seatrium slightly to about SGD2.78, reflecting small adjustments to the discount rate, revenue and margin assumptions, as well as a modest change in expected future P/E levels. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, with a financial penalty of US$110.0 million, of which up to US$53.0 million already paid to Brazilian authorities can be credited, leaving US$57.0 million (about SGD73.3 million) payable to Singapore authorities, with provisions already made in FY2025 accounts and no stated material impact on net earnings or net tangible asset per share for FY2026 (Regulatory authority announcement).Actualización de narrativa • Apr 26
5E2: FSRU Contract Wins And Deliveries Will Support Future Upside Potential
Analysts have slightly increased their price target for Seatrium to reflect a marginally adjusted fair value estimate of SGD 2.78, along with a small change in the assumed future P/E multiple and discount rate. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with regasification of up to 600 million standard cubic feet per day, and bringing Seatrium’s FSRU and FSU conversion track record to 23 completed projects (Key Developments).Actualización de narrativa • Apr 11
5E2: FSRU Expansion And Offshore Wind Deliveries Will Support Future Upside Potential
Analysts have inched up their Seatrium price target from SGD2.73 to SGD2.78, reflecting refreshed assumptions around discount rate, revenue growth, profit margin and future P/E, without a clear consensus shift in one single driver. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with planned regasification of up to 600 million standard cubic feet per day, with work scheduled to start in the third quarter of 2026 (Client announcement).Artículo de análisis • Mar 30
We Think That There Are Issues Underlying Seatrium's (SGX:5E2) Earnings
Seatrium Limited's ( SGX:5E2 ) robust earnings report didn't manage to move the market for its stock. Our analysis...Actualización de narrativa • Mar 28
5E2: FSRU Conversions And Offshore Wind Vessel Deliveries Will Support Earnings Resilience
Analysts have slightly raised their fair value estimate for Seatrium from SGD2.69 to SGD2.73, citing updated assumptions on revenue contraction, profit margins, and future P/E that result in a modestly higher price target. What's in the News New contract from Karpowership for conversion of a Floating Storage Regasification Unit, building on an earlier letter of intent covering multiple LNG carriers and Powership integrations and marking the eighth FSRU conversion project for this customer (Client announcement) Completion and delivery of the FSRU LNGT Powership Oceania, bringing Seatrium's total FSRU and FSU conversion track record to 23 projects (Client announcement) Successful delivery of a next generation Wind Turbine Installation Vessel for Maersk Offshore Wind, equipped with a 1,900 tonne main crane and feeder based installation design, targeting 15+ MW class turbines and US Jones Act compliant deployment (Client announcement) The Wind Turbine Installation Vessel is scheduled to sail in March 2026 for its first assignment at the Empire Wind project offshore New York, with Seatrium reporting zero Lost Time Injuries during construction (Client announcement) Announcement of an annual dividend of SGD0.0300 per share, payable on May 18, 2026, with ex date on May 5, 2026 and record date on May 6, 2026 (Dividend announcement) Valuation Changes Fair Value: revised from SGD2.69 to SGD2.73, a slight increase in the modelled estimate.Actualización de narrativa • Mar 13
5E2: FSRU Conversions And Offshore Wind Deliveries Will Support Long-Term Earnings Resilience
Analysts have made a small upward adjustment to their Seatrium fair value estimate, with the price target moving from about SGD2.69 to roughly SGD2.69 as they factor in a slightly lower discount rate and fine tune assumptions on revenue growth, profit margins and future P/E. What's in the News Seatrium secured a new contract from Karpowership to convert a Floating Storage Regasification Unit, progressing an earlier letter of intent and adding to the company’s track record in FSRU and FSU conversion projects (Client Announcements).Actualización de narrativa • Feb 27
5E2: German Offshore Grid Contract Will Support Long-Term Earnings Resilience
Analysts have inched up their SGD fair value estimate for Seatrium from SGD2.66 to SGD2.69 as they factor in slightly lower discount rates, along with more cautious assumptions on revenue trends, profit margins and future P/E levels. What's in the News GE Vernova and Seatrium consortium awarded a contract by TenneT for BalWin5, a 2.2-gigawatt offshore HVDC grid connection linking German North Sea wind farms to the onshore grid (Key Developments).
Nueva narrativa • Feb 26
Series Build Dependence And Order Risk Will Weigh On Long Term Earnings Visibility
Catalysts About Seatrium Seatrium is an engineering group focused on large offshore energy infrastructure, including FPSOs, offshore wind platforms and related conversion projects. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 13
5E2: Offshore Mega Projects Will Support Long-Term Earnings Resilience
Analysts have reduced their fair value estimate for Seatrium from SGD2.73 to SGD2.66, reflecting updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. What's in the News GE Vernova and Seatrium consortium secured a contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit power from offshore wind farms to the onshore grid and support Germany's energy transition goals.Actualización de narrativa • Jan 30
5E2: Offshore Energy Contracts Will Support Long-Term Earnings Resilience
Analysts have modestly adjusted their price target on Seatrium, reflecting slight tweaks to the discount rate, revenue growth expectations, profit margin outlook and forward P/E assumptions, while keeping their fair value estimate broadly unchanged at about $2.73. What's in the News GE Vernova and Seatrium secured a consortium contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit electricity from offshore wind farms to Germany's onshore network and support the country's energy transition goals (Key Developments).Actualización de narrativa • Jan 16
5E2: Offshore Contracts Will Support Long-Term Earnings Resilience
Analysts have trimmed their price target for Seatrium, citing slightly higher required returns and softer assumptions for revenue and margins. Together, these factors point to a fair value revision from about S$2.82 to roughly S$2.73 per share.Artículo de análisis • Nov 14
Seatrium (SGX:5E2) Might Have The Makings Of A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Artículo de análisis • Oct 28
What Seatrium Limited's (SGX:5E2) P/S Is Not Telling You
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Machinery industry in Singapore, you could be...Actualización de narrativa • Sep 25
Offshore Wind And Decarbonization Will Elevate Clean Energy
Despite a notable downgrade in revenue growth forecasts and a higher future P/E multiple, analysts have modestly raised Seatrium’s fair value target from SGD2.76 to SGD2.82. What's in the News Seatrium's appeal for an injunction to restrain payment under a USD 126.6 million standby letter of credit was dismissed; payment will be made, but no adverse financial impact is expected as provisions were already made.Artículo de análisis • Aug 04
These 4 Measures Indicate That Seatrium (SGX:5E2) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Jul 16
Returns At Seatrium (SGX:5E2) Are On The Way Up
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Jun 25
Revenues Not Telling The Story For Seatrium Limited (SGX:5E2)
With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Machinery industry in Singapore, you could be...
Nueva narrativa • Feb 23
Operational Excellence And Green Initiatives Will Drive Future Success
Seatrium's diversification into green technologies positions it to benefit from the energy transition and boost revenue from new markets.Rentabilidad de los accionistas
| 5E2 | SG Machinery | Mercado SG | |
|---|---|---|---|
| 7D | -4.7% | -4.8% | -0.7% |
| 1Y | -3.8% | 40.3% | 26.0% |
Rentabilidad vs. Industria: Los resultados de 5E2 fueron inferiores a los de la industria SG Machinery, que obtuvo un rendimiento del 40.3% el año pasado.
Rentabilidad vs. Mercado: 5E2 obtuvo unos resultados inferiores a los del mercado SG, que fueron del 26% el año pasado.
Volatilidad de los precios
| 5E2 volatility | |
|---|---|
| 5E2 Average Weekly Movement | 3.8% |
| Machinery Industry Average Movement | 7.9% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in SG Market | 14.5% |
| 10% least volatile stocks in SG Market | 2.6% |
Precio estable de las acciones: 5E2 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado SG.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 5E2 (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1963 | 24,000 | Chris Ong | www.seatrium.com |
Seatrium Limited ofrece soluciones de ingeniería a las industrias offshore, marina y energética. La empresa se dedica al diseño llave en mano, ingeniería, adquisición, construcción y puesta en marcha de nuevas construcciones y conversiones en alta mar; FSOs, FPSOs, FDPSOs, FPUs y MOPUs; terminales de gas, FLNGs, FSRUs y Gravifloat; jack-ups, semisumergibles y buques de perforación; y soluciones TLPs, SPARs y SSP. También se dedica a la puesta en dique seco, reparación, reacondicionamiento, retroadaptación, prolongación de la vida útil, modernización y reconversión de buques y estructuras marinos y de alta mar; y buques gaseros, cruceros, transbordadores, yates, buques de producción flotantes, buques de carga pesada, unidades móviles de perforación mar adentro, petroleros, contenedores y cargueros, así como a la realización de proyectos especializados, como la jumboización y la desumboización.
Resumen de fundamentos de Seatrium Limited
| Estadísticas fundamentales de 5E2 | |
|---|---|
| Capitalización bursátil | S$6.84b |
| Beneficios(TTM) | S$323.62m |
| Ingresos (TTM) | S$11.47b |
21.2x
Ratio precio-beneficio (PE)0.6x
Ratio precio-ventas (PS)¿Está 5E2 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 5E2 | |
|---|---|
| Ingresos | S$11.47b |
| Coste de los ingresos | S$10.62b |
| Beneficio bruto | S$847.60m |
| Otros gastos | S$523.98m |
| Beneficios | S$323.62m |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.096 |
| Margen bruto | 7.39% |
| Margen de beneficio neto | 2.82% |
| Ratio deuda/patrimonio | 36.2% |
¿Cómo se ha desempeñado 5E2 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.5%
Rentabilidad actual por dividendo31%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/06 14:00 |
| Precio de las acciones al final del día | 2026/06/05 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Seatrium Limited está cubierta por 24 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Khir Goh | AmInvestment Bank Berhad |
| Clement Chen | Barclays |
| Nathan Gee | BofA Global Research |