Odfjell Gestion
Gestion contrôle des critères 3/4
Le PDG Odfjell est Harald Fotland, nommé en May2022, a un mandat de 4.08 ans. La rémunération annuelle totale est $ 1.20M, composée du salaire de 49.9% et des bonus 50.1%, y compris les actions et options de la société. détient directement 0.15% des actions de la société, d'une valeur de NOK 13.22M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.6 ans et 8.6 ans.
Informations clés
Harald Fotland
Directeur général
US$1.2m
Rémunération totale
| Pourcentage du salaire du PDG | 49.87% |
| Durée du mandat du directeur général | 4.1yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 6.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.6yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 10
ODF: Fleet Renewal And Higher Required Returns Will Likely Restrain Future P/E Multiple
Analysts have raised their price target on Odfjell to NOK 130. They frame the higher fair value around updated views on revenue growth, profit margins, discount rate and future P/E assumptions.
Mise à jour du récit • May 27
ODF: Hold Downgrade And Fleet Renewal Will Shape Future Return Potential
Analysts have reduced their price target on Odfjell to NOK 114, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following the recent downgrade to Hold. Analyst Commentary Analysts have shifted to a Hold view at a NOK 114 price target, which signals more balanced expectations around Odfjell’s risk and reward at current levels.Article d’analyse • May 14
Newsflash: Odfjell SE (OB:ODF) Analysts Have Been Trimming Their Revenue Forecasts
The analysts covering Odfjell SE ( OB:ODF ) delivered a dose of negativity to shareholders today, by making a...Mise à jour du récit • Apr 28
ODF: Hold Downgrades Will Set Up Future Re Rating Opportunity
Analysts have trimmed their stance on Odfjell, with recent downgrades contributing to a more cautious view that keeps the fair value assessment steady at NOK 128.74, while Street targets such as NOK 114 indicate reduced optimism compared with earlier expectations. Analyst Commentary Bullish Takeaways Bullish analysts still see upside versus recent Street targets, with the fair value estimate of NOK 128.74 sitting above the NOK 114 reference point, suggesting room for re rating if execution aligns with expectations.Mise à jour du récit • Apr 12
ODF: Softer Fair Value And Hold Downgrades Will Shape A More Cautious Outlook
The analyst price target for Odfjell has been reset lower to NOK 114, with analysts pointing to slightly softer fair value estimates and modest tweaks to revenue growth, profit margin and forward P/E assumptions as key reasons for the adjustment. Analyst Commentary Recent research updates on Odfjell have shifted to a more neutral stance, with the latest moves pointing to a Hold view around the NOK 114 price target.
Mise à jour du récit • Mar 29
ODF: Revised Assumptions And Dividend Outlook Will Support Future Upside Potential
The analyst price target for Odfjell has been revised to NOK 114 from NOK 154, as analysts factor in slightly higher discount rates, somewhat softer revenue growth and profit margin assumptions, and a modestly lower future P/E multiple. Analyst Commentary Recent research points to a more cautious stance around Odfjell, with the consensus price target now aligned at NOK 114 and ratings moving to Hold.Mise à jour du récit • Mar 15
ODF: Higher Future P/E Assumptions Will Support A More Constructive Outlook
The analyst price target for Odfjell has been reduced from about NOK 141 to around NOK 134, as analysts factor in lower revenue growth assumptions, slimmer profit margin expectations, a slightly higher discount rate, and a higher future P/E multiple. Analyst Commentary Recent research updates reflect a more cautious stance on Odfjell, with multiple analysts moving to neutral ratings and setting price targets around or below the current consensus level.Mise à jour du récit • Mar 01
ODF: Execution Risks And Margin Pressure Will Likely Restrain Future P/E Multiple
We trim our Odfjell fair value estimate to NOK 104 from NOK 118, reflecting analysts' more cautious assumptions on growth, margins and a higher future P/E multiple following recent downgrades and price targets such as NOK 114. Analyst Commentary Recent Street commentary points to a more cautious stance on Odfjell, with several bearish analysts revisiting their ratings and price assumptions.Mise à jour du récit • Feb 15
ODF: Joint Venture Expansion Will Support Earnings Quality And Future Upside Potential
Analysts have trimmed their Odfjell price target from NOK 167.78 to NOK 154.40, citing slightly lower assumptions for revenue growth and profit margins alongside a higher future P/E multiple. Analyst Commentary Even with the trimmed price target to NOK 154.40, some bullish analysts still highlight potential upside if Odfjell executes well on its current plans.Article d’analyse • Feb 15
Odfjell SE (OB:ODF) Just Reported Earnings, And Analysts Cut Their Target Price
Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 7.6% to kr122 in...Mise à jour du récit • Feb 01
ODF: Joint Venture And Fleet Expansion Will Shape A Balanced Outlook
Analysts have reduced their price target on Odfjell to reflect an updated fair value estimate of $140.57, down from $151.02, as they factor in slightly different assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News Odfjell SE and Nissen Kaiun Co. Ltd.Mise à jour du récit • Jan 18
ODF: Future Fleet Expansion Will Likely Not Justify Current P/E Multiple
Analysts have trimmed their price target on Odfjell to about NOK 118 from roughly NOK 124. This reflects updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple.Article d’analyse • Nov 09
Revenue Beat: Odfjell SE Beat Analyst Estimates By 29%
A week ago, Odfjell SE ( OB:ODF ) came out with a strong set of third-quarter numbers that could potentially lead to a...Article d’analyse • Oct 30
Investors Will Want Odfjell's (OB:ODF) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Article d’analyse • Jul 04
Here's Why We Think Odfjell (OB:ODF) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Article d’analyse • May 07
Improved Earnings Required Before Odfjell SE (OB:ODF) Stock's 30% Jump Looks Justified
Odfjell SE ( OB:ODF ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last month...Article d’analyse • May 01
It Looks Like Shareholders Would Probably Approve Odfjell SE's (OB:ODF) CEO Compensation Package
Key Insights Odfjell's Annual General Meeting to take place on 7th of May Total pay for CEO Harald Fotland includes...Article d’analyse • Mar 20
These 4 Measures Indicate That Odfjell (OB:ODF) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nouveau récit • Feb 09
Fleet Renewal And Terminal Expansion Projects In Antwerp And Korea Will Offer Opportunities Amidst Rising Competition
Fleet expansion and vessel renewal could boost revenue and operational efficiency, while efficiency efforts enhance margins amid rising fuel costs.Article d’analyse • Jan 14
Is Now The Time To Put Odfjell (OB:ODF) 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 • Dec 25
The Trend Of High Returns At Odfjell (OB:ODF) Has Us Very Interested
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Article d’analyse • Nov 13
Why Investors Shouldn't Be Surprised By Odfjell SE's (OB:ODF) 25% Share Price Plunge
To the annoyance of some shareholders, Odfjell SE ( OB:ODF ) shares are down a considerable 25% in the last month...Article d’analyse • Nov 08
Earnings Miss: Odfjell SE Missed EPS By 11% And Analysts Are Revising Their Forecasts
Odfjell SE ( OB:ODF ) missed earnings with its latest third-quarter results, disappointing overly-optimistic...Article d’analyse • Oct 17
Odfjell (OB:ODF) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Sep 27
The Market Doesn't Like What It Sees From Odfjell SE's (OB:ODF) Earnings Yet
When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 12x, you may consider...Article d’analyse • Jul 31
If EPS Growth Is Important To You, Odfjell (OB:ODF) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Article d’analyse • Jun 28
Is Odfjell (OB:ODF) Using Too Much Debt?
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 • Apr 20
Odfjell SE's (OB:ODF) Price Is Right But Growth Is Lacking After Shares Rocket 29%
Odfjell SE ( OB:ODF ) shareholders have had their patience rewarded with a 29% share price jump in the last month. The...Article d’analyse • Apr 13
Odfjell (OB:ODF) Is Doing The Right Things To Multiply Its Share Price
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Article d’analyse • Mar 28
Is Now The Time To Put Odfjell (OB:ODF) 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 • Feb 12
Odfjell SE (OB:ODF) Released Earnings Last Week And Analysts Lifted Their Price Target To kr160
Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 5.8% to kr138 in...Article d’analyse • Feb 02
Odfjell SE (OB:ODF) Surges 27% Yet Its Low P/E Is No Reason For Excitement
The Odfjell SE ( OB:ODF ) share price has done very well over the last month, posting an excellent gain of 27%. The...Article d’analyse • Jan 19
We Think Odfjell (OB:ODF) Can Stay On Top Of Its Debt
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 • Dec 21
Returns Are Gaining Momentum At Odfjell (OB:ODF)
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Article d’analyse • Oct 07
Does Odfjell (OB:ODF) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Article d’analyse • Aug 25
We Think Odfjell (OB:ODF) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$153m |
| Dec 31 2025 | US$1m | US$597k | US$155m |
| Sep 30 2025 | n/a | n/a | US$168m |
| Jun 30 2025 | n/a | n/a | US$196m |
| Mar 31 2025 | n/a | n/a | US$244m |
| Dec 31 2024 | US$1m | US$540k | US$278m |
| Sep 30 2024 | n/a | n/a | US$279m |
| Jun 30 2024 | n/a | n/a | US$260m |
| Mar 31 2024 | n/a | n/a | US$224m |
| Dec 31 2023 | US$1m | US$521k | US$203m |
| Sep 30 2023 | n/a | n/a | US$202m |
| Jun 30 2023 | n/a | n/a | US$200m |
| Mar 31 2023 | n/a | n/a | US$177m |
| Dec 31 2022 | US$1m | US$452k | US$142m |
| Sep 30 2022 | n/a | n/a | US$107m |
| Jun 30 2022 | n/a | n/a | US$31m |
| Mar 31 2022 | n/a | n/a | -US$7m |
| Dec 31 2021 | US$501k | US$356k | -US$33m |
| Sep 30 2021 | n/a | n/a | -US$51m |
| Jun 30 2021 | n/a | n/a | -US$22m |
| Mar 31 2021 | n/a | n/a | US$17m |
| Dec 31 2020 | US$461k | US$305k | US$28m |
| Sep 30 2020 | n/a | n/a | US$20m |
| Jun 30 2020 | n/a | n/a | US$15m |
| Mar 31 2020 | n/a | n/a | -US$26m |
| Dec 31 2019 | US$380k | US$320k | -US$37m |
Rémunération vs marché: La rémunération totale de Harald ($USD 1.20M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Norwegian ($USD 757.36K ).
Rémunération et revenus: La rémunération de Harald a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Harald Fotland (62 yo)
4.1yrs
Titularisation
US$1,197,000
Compensation
Mr. Harald Fotland has been Chief Executive Officer of Odfjell SE since May 06, 2022. He had been Chief Operation Officer of Odfjell SE since January 5, 2018 until December 2022. Mr. Fotland served as Seni...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman of the Board | 22.4yrs | US$107.00k | 42.66% NOK 3.7b | |
| Chief Executive Officer | 4.1yrs | US$1.20m | 0.15% NOK 13.2m | |
| Chief Financial Officer | 14.8yrs | US$597.00k | 0.096% NOK 8.3m | |
| Chief Technical Officer | 3.5yrs | US$460.00k | 0.032% NOK 2.8m | |
| Chief Sustainability Officer & Chief Compliance Officer of DPA | 5.8yrs | US$439.00k | 0.085% NOK 7.3m | |
| Chief Commercial Officer | 8.4yrs | US$629.00k | 0.054% NOK 4.7m | |
| Managing Director of Terminals | 7.4yrs | US$554.00k | 0.027% NOK 2.4m | |
| Vice President of Finance & Investor Relations | no data | pas de données | 0.0030% NOK 263.3k | |
| Head of Communications | no data | pas de données | pas de données | |
| Vice President of Corporate Human Resources | no data | pas de données | pas de données | |
| VP of Technology at Odfjell Management AS | no data | pas de données | pas de données |
6.6yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de ODF est chevronnée et expérimentée (6.6 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman of the Board | 22.4yrs | US$107.00k | 42.66% NOK 3.7b | |
| Independent Director | 16.1yrs | US$57.00k | pas de données | |
| Independent Director | 14.1yrs | US$58.00k | pas de données | |
| Independent Director | 3.1yrs | US$46.00k | pas de données | |
| Independent Director | 3.1yrs | US$50.00k | pas de données | |
| Independent Director | 2.1yrs | US$46.00k | pas de données |
8.6yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de ODF sont considérés comme expérimentés (ancienneté moyenne 8.6 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/17 14:56 |
| Cours de l'action en fin de journée | 2026/06/17 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
Odfjell SE est couverte par 8 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.
| Analyste | Institution |
|---|---|
| Lars Kalbakken | Carnegie Investment Bank AB |
| Anders-Redigh Karlsen | Danske Bank |
| Jostein Aschjem | DNB Carnegie |