Seatrium Limited

Report azionario SGX:5E2

Capitalizzazione di mercato: S$7.5b

Seatrium Crescita futura

Criteri Future verificati 2/6

Si prevede che i ricavi di Seatrium diminuiranno a 5.2% all'anno, mentre si prevede che i suoi utili annuali cresceranno a 15.9% all'anno. Si prevede che l'EPS crescerà di 16% all'anno. Si prevede che il ritorno sul capitale proprio sarà 7.5% in 3 anni.

Informazioni chiave

15.9%

Tasso di crescita degli utili

15.97%

Tasso di crescita dell'EPS

Machinery crescita degli utili12.2%
Tasso di crescita dei ricavi-5.2%
Rendimento futuro del capitale proprio7.50%
Copertura analitica

Good

Ultimo aggiornamento15 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

SGX:5E2 - Stime future degli analisti e dati finanziari passati (SGD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20289,7286098509407
12/31/202710,28557995391410
12/31/202610,50251879393510
12/31/202511,47232420142N/A
9/30/202511,027294543637N/A
6/30/202510,5832651,0671,132N/A
3/31/20259,907211531615N/A
12/31/20249,231157-497N/A
9/30/20248,826-780-220-102N/A
6/30/20248,421-1,716-435-301N/A
3/31/20247,856-1,86725150N/A
12/31/20237,291-2,017484601N/A
9/30/20235,515-1,200507600N/A
6/30/20233,738-383530599N/A
3/31/20232,842-322770819N/A
12/31/20221,947-2611,0101,039N/A
9/30/20222,030-464348379N/A
6/30/20222,113-666-314-281N/A
3/31/20221,988-918-476-435N/A
12/31/20211,862-1,171-637-589N/A
9/30/20211,655-1,104-663-609N/A
6/30/20211,448-1,038-689-630N/A
3/31/20211,479-810-765-690N/A
12/31/20201,510-583-842-750N/A
9/30/20201,832-465-833-715N/A
6/30/20202,247-322-860-691N/A
3/31/20202,525-235-626-357N/A
12/31/20192,883-137-612-296N/A
9/30/20193,172-54N/A-33N/A
6/30/20193,622-31N/A179N/A
3/31/20194,518-78N/A-177N/A
12/31/20184,888-74N/A-170N/A
9/30/20184,88637N/A385N/A
6/30/20184,448168N/A308N/A
3/31/20183,470228N/A143N/A
12/31/20173,035260N/A50N/A
9/30/20172,953177N/A-643N/A
6/30/20173,11255N/A277N/A
3/31/20173,37261N/A554N/A
12/31/20163,54579N/A569N/A
9/30/20164,042-492N/A141N/A
6/30/20164,284-438N/A-624N/A
3/31/20164,583-341N/A-1,012N/A
12/31/20154,968-290N/A-989N/A
9/30/20155,086421N/A-772N/A
6/30/20155,668521N/A-1,381N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 5E2 ( 15.9% all'anno) è superiore al tasso di risparmio ( 2.6% ).

Guadagni vs Mercato: Si prevede che gli utili di 5E2 ( 15.9% all'anno) cresceranno più rapidamente del mercato SG ( 6.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 5E2 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che i ricavi di 5E2 diminuiranno nei prossimi 3 anni ( -5.2% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di 5E2 diminuiranno nei prossimi 3 anni ( -5.2% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 5E2 sarà basso tra 3 anni ( 7.5 %).

Scoprire le aziende in crescita

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7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/23 16:56
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
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

Seatrium Limited è coperta da 24 analisti. 10 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
Khir GohAmInvestment Bank Berhad
Clement ChenBarclays
Nathan GeeBofA Global Research