Odfjell SE

Report azionario OB:ODF

Capitalizzazione di mercato: NOK 8.6b

Odfjell Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Harald Fotland

Amministratore delegato

US$1.2m

Compenso totale

Percentuale dello stipendio del CEO49.87%
Mandato del CEO4yrs
Proprietà del CEO0.2%
Durata media del management6.5yrs
Durata media del Consiglio di amministrazione8.5yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi 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...

Recent updates

Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Harald Fotland rispetto agli utili di Odfjell?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$153m

Dec 31 2025US$1mUS$597k

US$155m

Sep 30 2025n/an/a

US$168m

Jun 30 2025n/an/a

US$196m

Mar 31 2025n/an/a

US$244m

Dec 31 2024US$1mUS$540k

US$278m

Sep 30 2024n/an/a

US$279m

Jun 30 2024n/an/a

US$260m

Mar 31 2024n/an/a

US$224m

Dec 31 2023US$1mUS$521k

US$203m

Sep 30 2023n/an/a

US$202m

Jun 30 2023n/an/a

US$200m

Mar 31 2023n/an/a

US$177m

Dec 31 2022US$1mUS$452k

US$142m

Sep 30 2022n/an/a

US$107m

Jun 30 2022n/an/a

US$31m

Mar 31 2022n/an/a

-US$7m

Dec 31 2021US$501kUS$356k

-US$33m

Sep 30 2021n/an/a

-US$51m

Jun 30 2021n/an/a

-US$22m

Mar 31 2021n/an/a

US$17m

Dec 31 2020US$461kUS$305k

US$28m

Sep 30 2020n/an/a

US$20m

Jun 30 2020n/an/a

US$15m

Mar 31 2020n/an/a

-US$26m

Dec 31 2019US$380kUS$320k

-US$37m

Compensazione vs Mercato: La retribuzione totale di Harald ($USD 1.20M ) è superiore alla media delle aziende di dimensioni simili nel mercato Norwegian ($USD 786.78K ).

Compensazione vs guadagni: La retribuzione di Harald è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Harald Fotland (61 yo)

4yrs
Mandato
US$1,197,000
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Laurence Odfjell
Executive Chairman of the Board22.3yrsUS$107.00k42.66%
NOK 3.7b
Harald Fotland
Chief Executive Officer4yrsUS$1.20m0.15%
NOK 13.2m
Terje Iversen
Chief Financial Officer14.7yrsUS$597.00k0.096%
NOK 8.3m
Torger Trige
Chief Technical Officer3.4yrsUS$460.00k0.032%
NOK 2.7m
Øistein Jensen
Chief Sustainability Officer & Chief Compliance Officer of DPA5.8yrsUS$439.00k0.085%
NOK 7.3m
Bjørn Hammer
Chief Commercial Officer8.3yrsUS$629.00k0.054%
NOK 4.7m
Adrian Lenning
Managing Director of Terminals7.3yrsUS$554.00k0.027%
NOK 2.4m
Nils Selvik
Vice President of Finance & Investor Relationsno dataNessun dato0.0030%
NOK 262.5k
Anngun Dybsland
Head of Communicationsno dataNessun datoNessun dato
Ingjerd Nettestad
Vice President of Corporate Human Resourcesno dataNessun datoNessun dato
Erik Hjortland
VP of Technology at Odfjell Management ASno dataNessun datoNessun dato
6.5yrs
Durata media
55yo
Età media

Gestione esperta: Il team dirigenziale di ODF è esperto e expertise (durata media dell'incarico 6.5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Laurence Odfjell
Executive Chairman of the Board22.3yrsUS$107.00k42.66%
NOK 3.7b
Christine Rødsæther
Independent Director16yrsUS$57.00kNessun dato
Jannicke Nilsson
Independent Director14yrsUS$58.00kNessun dato
Erik Nyheim
Independent Director3yrsUS$46.00kNessun dato
Tanja Jo Dalgaard
Independent Director3yrsUS$50.00kNessun dato
Jan Kjærvik
Independent Director2yrsUS$46.00kNessun dato
8.5yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ODF sono considerati esperti (durata media dell'incarico 8.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 04:00
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Odfjell SE è coperta da 8 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Lars KalbakkenCarnegie Investment Bank AB
Anders-Redigh KarlsenDanske Bank
Jostein AschjemDNB Carnegie