BW LPG Limited

OB:BWLPG Rapport sur les actions

Capitalisation boursière : NOK 30.9b

BWG Gestion

Gestion contrôle des critères 2/4

Le PDG BWG est Kristian Sorensen, nommé en Jan2023, a un mandat de 3.33 ans. détient directement 0.013% des actions de la société, d'une valeur de NOK 4.07M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.7 ans et 6 ans.

Informations clés

Kristian Sorensen

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur général3.3yrs
Propriété du PDG0.01%
Durée moyenne d'occupation des postes de direction2.7yrs
Durée moyenne du mandat des membres du conseil d'administration6yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 18

BWLPG: Future Dividends And Margin Resilience Will Temper Softer Shipping Sentiment

Analysts have lifted the BWG price target to NOK 199 from NOK 156, pointing to a higher fair value estimate of NOK 193.62, a lower assumed future P/E multiple and stronger projected profit margins, while still reflecting a slightly higher discount rate and expectations for revenue to decline at a slower pace. Analyst Commentary Recent research shows a mixed but improving stance toward BW LPG, with some analysts moving from more negative views toward a neutral position as their valuation work is updated.
Mise à jour du récit May 03

BWLPG: Future Dividends And Charter Coverage Will Balance Softer Shipping Sentiment

BWG's updated analyst price target rises from NOK 162 to NOK 177, reflecting analysts' slightly higher fair value, a small improvement in expected revenue trends and margins, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on BWG shows a mixed stance, with some analysts raising their fair value estimates while others turn more cautious on the shipping cycle and demand outlook.
Mise à jour du récit Apr 18

BWLPG: Future Dividends And Charter Coverage Will Offset Softer Shipping Sentiment

Analysts have reduced their price target for BWG to around NOK 162 from roughly NOK 188. This reflects a softer shipping outlook, lower expected profit margins and a more conservative future P/E assumption following recent downgrades to Hold and Sell.
Mise à jour du récit Mar 05

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Analysts now set their price target for BWG at about NOK188, up from roughly NOK167. This reflects updated views on fair value, discount rate, revenue trends, profit margins and future P/E assumptions.
Mise à jour du récit Feb 11

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Narrative Update on BWG The analyst price target for BWG has shifted from NOK160 to roughly NOK167. Analysts point to refreshed fair value estimates, a slightly higher discount rate, modestly adjusted revenue expectations, and a marginally lower assumed profit margin and future P/E as the main drivers of the change.
Nouveau récit Feb 06

Longer Trade Routes And Firm LPG Exports Will Support Stronger Earnings Potential

Catalysts About BWG BW LPG operates a global fleet of VLGC vessels that transport liquefied petroleum gas such as propane and butane from export hubs to demand centers worldwide. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Jan 27

BWLPG: 2025 Cash Dividend And Higher Multiple Assumptions Will Support Returns

Analysts have raised their price target on BWG from US$146.07 to US$159.75, citing updated assumptions for discount rates, revenue trends, profit margins, and a slightly higher future P/E multiple. What's in the News BWG has approved a cash dividend of US$0.40 per share for the third quarter of 2025, with an equivalent dividend of NOK 4.0474 per share for shares registered with Euronext VPS (Key Developments).
Mise à jour du récit Jan 12

BWLPG: Upcoming 2025 Dividend Payouts Will Support Steady Future Returns

Analysts have made a small upward adjustment to their price target for BWG to reflect a slightly higher fair value estimate of $146.07. This is underpinned by a modestly lower discount rate and a marginally higher assumed future P/E of 17.10, while revenue growth and profit margin assumptions remain effectively unchanged.
Article d’analyse Jan 01

Investors Could Be Concerned With BWG's (OB:BWLPG) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Mise à jour du récit Dec 14

BWLPG: Dividend Payouts Will Drive Attractive Future Shareholder Returns

Analysts have reduced their price target for BWG by approximately $18 per share. This reflects slightly higher discount rate assumptions, a more cautious view on revenue growth, and meaningfully lower long term profit margin expectations, partly offset by a higher anticipated future P/E multiple.
Mise à jour du récit Nov 28

BWLPG: Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Analysts have slightly lowered their price target for BWG, revising it from $164.21 to $163.88 based on updated forecasts and valuation metrics. Valuation Changes Fair Value: Decreased marginally from NOK 164.21 to NOK 163.88.
Mise à jour du récit Nov 14

BWLPG Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Narrative Update on BWG: Analyst Price Target Adjustment Analysts have raised their price target for BWG from NOK 163.62 to NOK 164.21. This change reflects updated risk and reward assessments in light of recent market developments.
Mise à jour du récit Oct 30

BWLPG: Earnings Stability And Dividend Will Support Shares In Coming Months

The analyst price target for BWG has increased slightly from NOK 163.39 to NOK 163.62. This reflects analysts' view that the risk and reward are now balanced at current share prices.
Article d’analyse Oct 26

These 4 Measures Indicate That BWG (OB:BWLPG) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Mise à jour du récit Oct 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

Narrative Update: BWG Analyst Price Target Revised Analysts have lowered their price target for BWG from NOK 171.23 to NOK 163.39, citing a more balanced risk/reward outlook at current share levels. Analyst Commentary Recent street research offers a balanced view on BWG, with both positive and cautious perspectives factoring into updated valuations and recommendations.
Article d’analyse Sep 23

BWG (OB:BWLPG) Could Be Struggling To Allocate Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Mise à jour du récit Sep 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

BWG's consensus price target has increased modestly, despite a sharp rise in its Future P/E ratio and a decline in net profit margin, suggesting higher growth expectations are offsetting profitability concerns; the new fair value is NOK171.23. What's in the News BW LPG Limited Board approved a cash dividend of USD 0.22 per share for Q2 2025, representing a decrease in dividend.
Article d’analyse Sep 06

BWG's (OB:BWLPG) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from BW LPG Limited ( OB:BWLPG ) last week didn't sink the stock price. We think...
Article d’analyse Aug 22

Lacklustre Performance Is Driving BW LPG Limited's (OB:BWLPG) Low P/E

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 14x, you may consider BW...
Article d’analyse Jul 23

Is BWG (OB:BWLPG) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Jun 21

BWG's (OB:BWLPG) Returns On Capital Tell Us There Is Reason To Feel Uneasy

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Article d’analyse May 13

Benign Growth For BW LPG Limited (OB:BWLPG) Underpins Its Share Price

BW LPG Limited's ( OB:BWLPG ) price-to-earnings (or "P/E") ratio of 4.7x might make it look like a strong buy right now...
Nouveau récit Apr 26

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 stigerQ4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt
Article d’analyse Apr 09

Is BWG (OB:BWLPG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Mar 07

BWG's (OB:BWLPG) Weak Earnings May Only Reveal A Part Of The Whole Picture

BW LPG Limited's ( OB:BWLPG ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...
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Nouveau récit Feb 12

Acquisition Of Avance Gas Ships Will Expand Fleet But Leverage Increase May Pressure Margins

Fleet expansion and refinancing boost financial flexibility, enabling growth opportunities and improved financial management.
Article d’analyse Jan 17

There's No Escaping BW LPG Limited's (OB:BWLPG) Muted Earnings Despite A 28% Share Price Rise

Those holding BW LPG Limited ( OB:BWLPG ) shares would be relieved that the share price has rebounded 28% in the last...
Article d’analyse Jan 10

BWG (OB:BWLPG) Is Very Good At Capital Allocation

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Article d’analyse Jun 13

BWG (OB:BWLPG) Is Achieving High Returns On Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Article d’analyse May 28

We Think BWG (OB:BWLPG) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse May 10

Does BWG (OB:BWLPG) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Apr 25

BW LPG Limited's (OB:BWLPG) Share Price Boosted 28% But Its Business Prospects Need A Lift Too

BW LPG Limited ( OB:BWLPG ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Article d’analyse Mar 01

Investors Shouldn't Overlook BWG's (OB:BWLPG) Impressive Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Jan 30

Why Investors Shouldn't Be Surprised By BW LPG Limited's (OB:BWLPG) Low P/E

With a price-to-earnings (or "P/E") ratio of 4.4x BW LPG Limited ( OB:BWLPG ) may be sending very bullish signals at...

PDG

Kristian Sorensen (48 yo)

3.3yrs
Titularisation

Mr. Kristian Sørensen serves as Chief Executive Officer of BW LPG Limited since October 01, 2023 and has been its Interim Head of Commercial since January 2024 and also served as its Head of Strategy and D...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Kristian Sorensen
CEO & Interim Head of Commercial3.3yrspas de données0.013%
NOK 4.1m
Samantha Xu
Chief Financial Officer2.7yrspas de données0.0013%
NOK 408.4k
Prodyut Banerjee
Chief Operations Officerno datapas de donnéespas de données
Knut-Helge Knutsen
Chief Technical Officerno datapas de donnéespas de données
Aline Anliker
Head of Corporate Communicationsno datapas de donnéespas de données
Leona Leo
Chief People Officer1.7yrspas de donnéespas de données
Glenn Lodden
Head of Researchno datapas de donnéespas de données
Susan Barit
Acting Secretaryno datapas de donnéespas de données
2.7yrs
Durée moyenne de l'emploi
48yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BWLPG est considérée comme expérimentée (ancienneté moyenne 2.7 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Andreas Sohmen-Pao
Chairman of the Board12.5yrsUS$110.00kpas de données
Anne Dalane
Independent Director12.5yrsUS$105.00kpas de données
Sanjiv Misra
Independent Director2.3yrsUS$100.00kpas de données
Sonali Asit Chandmal
Independent Director6yrsUS$100.00kpas de données
Luc Bernard Marie Gillet
Independent Director3yrsUS$95.00kpas de données
6.0yrs
Durée moyenne de l'emploi
65yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BWLPG sont considérés comme expérimentés (ancienneté moyenne 6 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 08:14
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

BW LPG Limited est couverte par 9 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullABG Sundal Collier
Mark Andrew Falzon ManducaBofA Global Research
Anders-Redigh KarlsenDanske Bank