View ValuationBWG 将来の成長Future 基準チェック /06BWGの収益と利益は、それぞれ年間65.2%と12%減少すると予測されています。EPS は年間13.3%で 減少すると予想されています。自己資本利益率は 3 年後に8.8%になると予測されています。主要情報-12.0%収益成長率-13.29%EPS成長率Oil and Gas 収益成長44.8%収益成長率-65.2%将来の株主資本利益率8.83%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 03Bw Lpg Limited Declares Dividend for Fourth Quarter of 2025, March 23, 2026The board of BW LPG Limited declared cash dividend of USD 0.57 per share for the fourth quarter of 2025. For shares registered with Euronext VPS, dividend per share is NOK 5.4297. The record date is March 13, 2026, Ex-date: March 12, 2026 and March 13, 2026. The Dividend payment date is On or about 23 March 2026.お知らせ • Dec 13BW LPG Limited, Annual General Meeting, May 28, 2026BW LPG Limited, Annual General Meeting, May 28, 2026.お知らせ • Dec 12+ 4 more updatesBW LPG Limited to Report Fiscal Year 2025 Results on Mar 31, 2026BW LPG Limited announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Dec 02BW LPG Limited Announces Cash Dividend for the Third Quarter of 2025, Payable on or About 22 December 2025BW LPG Limited has approved a Cash dividend of USD 0.40 per share on 1 December 2025 for the third quarter of 2025. For shares registered with Euronext VPS, dividend per share is NOK 4.0474. Record date: 12 December 2025. Ex-date for Shares registered with Euronext VPS: 11 December 2025. Dividend payment date: On or about 22 December 2025. Last trading day including the right to receive this dividend for Shares registered with Euronext VPS: 10 December 2025.お知らせ • Aug 26BW LPG Limited Declares Cash Dividend for the Second Quarter of 2025, Payable on or About 18 September 2025BW LPG Limited Board has approved a cash dividend of USD 0.22 per share on 25 August 2025 for the second quarter of 2025 . Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date: 5 September 2025. Last trading day including the right to receive this dividend: 3 September 2025. Ex-date: 4 September 2025. Dividend payment date: On or about 18 September 2025. Last trading day including the right to receive this dividend: 4 September 2025. Ex-date: 5 September 2025. Dividend payment date: On or about 15 September 2025.お知らせ • May 20BW LPG Limited Declares Cash Dividend for the First Quarter of 2025BW LPG Limited declared cash dividend of USD 0.28 per share for the first quarter of 2025.お知らせ • May 16BW LPG Limited Approves Appointment of Nomination CommitteeBW LPG Limited announced at annual general meeting held on May 15, 2025, approved to appoint the following persons to the Nomination Committee: Ms. Alicia Yik Jie Ting as a member of the Nomination Committee and Ms. Elaine Yew Wen Suen as Chair of the Nomination Committee.お知らせ • Apr 08BW LPG Limited (OB:BWLPG) announces an Equity Buyback for 3,000,000 shares, for $20 million.BW LPG Limited (OB:BWLPG) announces a share repurchase program. Under the program the company will repurchase 3,000,000 shares, for $20 million. The shares purchased will be held as treasury stock. The program is valid till April 17, 2025.お知らせ • Feb 27BW LPG Limited Approves Dividend, Payable on or About 19 March 2025 and 24 March 2025 RespectivelyBW LPG Limited's Board has approved a dividend of USD 0.42 per share on 26 February 2025. Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date: 10 March 2025. Ex-date: 7 March 2025. Dividend payment date: On or about 24 March 2025. Ex-date: 10 March 2025. Dividend payment date: On or about 19 March 2025.お知らせ • Dec 13+ 1 more updateBW LPG Limited to Report Q3, 2025 Results on Dec 02, 2025BW LPG Limited announced that they will report Q3, 2025 results on Dec 02, 2025お知らせ • Dec 12+ 4 more updatesBW LPG Limited to Report Q4, 2024 Results on Feb 27, 2025BW LPG Limited announced that they will report Q4, 2024 results on Feb 27, 2025お知らせ • Dec 02BW LPG Limited Declares Cash Dividend for the Third Quarter of 2024, Payable on or About 27 December 2024The Board of BW LPG Limited has declared a cash dividend of USD 0.42 per share, representing 100% payout ratio of Shipping NPAT and an annualised dividend yield of 14%. Total Third Quarter dividend amount to USD 61.6 million based on 146.7 million shares outstanding. The Board has approved a dividend of USD 0.42 per share on 1 December 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date: 12 December 2024. Shares registered with Euronext VPS Oslo Stock Exchange: Last trading day including the right to receive this dividend: 10 December 2024. Ex-date: 11 December 2024. Dividend payment date is On or about 27 December 2024. Shares registered with Depository Trust Company - NYSE: Last trading day including the right to receive this dividend: 11 December 2024. Ex-date: 12 December 2024. Dividend payment date: On or about 19 December 2024.Recent Insider Transactions • Oct 16VP & Head of Technical recently sold €352k worth of stockOn the 10th of October, Knut-Helge Knutsen sold around 25k shares on-market at roughly €14.18 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Declared Dividend • Aug 25Second quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 9th September 2024 Payment date: 30th September 2024 Dividend yield will be 21%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 5.5% to bring the payout ratio under control. However, EPS is expected to decline by 66% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: US$0.58 (vs US$0.59 in 2Q 2023)Second quarter 2024 results: EPS: US$0.58 (down from US$0.59 in 2Q 2023). Revenue: US$876.5m (up 91% from 2Q 2023). Net income: US$76.8m (down 1.9% from 2Q 2023). Profit margin: 8.8% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 63% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 44% per year.お知らせ • Aug 22BW LPG Limited Approves Second Quarter 2024 Dividend, Payable on or About 30 September 2024The Board of BW LPG Limited has approved second quarter 2024 dividend of USD 0.58 per share on 21 August 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date is 10 September 2024. Ex-date is 9 September 2024. Dividend payment date is On or about 30 September 2024. Last trading day including the right to receive this dividend is 6 September 2024.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €14.32, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 456% over the past three years.Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: US$1.07 (vs US$0.95 in 1Q 2023)First quarter 2024 results: EPS: US$1.07 (up from US$0.95 in 1Q 2023). Revenue: US$1.04b (up 16% from 1Q 2023). Net income: US$141.9m (up 12% from 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is expected to decline by 59% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.2%. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 02Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 17%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 8.8% to bring the payout ratio under control. However, EPS is expected to decline by 53% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • May 31BW LPG Limited Approves Cash Dividend for the First Quarter of 2024, Payable On or About 28 June 2024BW LPG Limited approved cash dividend of USD 1.00 per share for the first quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK. Date of approval is 29 May 2024. Record date is 10 June 2024. Last trading day including the right to receive this dividend is 6 June 2024 Ex-date is 7 June 2024 Dividend payment date is On or about 28 June 2024.Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €19.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 496% over the past three years.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €9.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 263% over the past three years.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$3.53 (vs US$1.68 in FY 2022)Full year 2023 results: EPS: US$3.53 (up from US$1.68 in FY 2022). Revenue: US$2.95b (up 89% from FY 2022). Net income: US$470.0m (up 107% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 77% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 29BW LPG Limited Approves Cash Dividend for the Fourth Quarter of 2023, Payable on 22 March 2024BW LPG Limited approved cash dividend of USD 0.90 or NOK 9.478 per share for the fourth quarter of 2023. Ex-date: 5 March 2024, Record date: 6 March 2024 and Dividend payment date: 22 March 2024.お知らせ • Feb 15Bw Lpg Limited Approves Appointment of Sanjiv Misra as DirectorBW LPG Limited announced that at the Special General Meeting held on 14 February 2024, approved Mr. Sanjiv Misra be and is hereby appointed as Director of the Company. Mr. Misra is currently Chairman and Non-Executive Director of several companies and Boards. Mr. Misra began his investment banking career with Goldman Sachs & Co in 1986 and joined Citigroup in 1997; and he has held leadership positions in both organizations over the years.お知らせ • Feb 14BW LPG Limited to Report Fiscal Year 2023 Results on Mar 27, 2024BW LPG Limited announced that they will report fiscal year 2023 results on Mar 27, 2024お知らせ • Feb 06BW LPG Limited, Annual General Meeting, May 20, 2024BW LPG Limited, Annual General Meeting, May 20, 2024.お知らせ • Jan 10BW LPG Limited Announces Executive ChangesBW LPG Limited announced that Niels Rigault, Executive Vice President (Commercial), is stepping down as Head of Commercial of BW LPG and will leave the Company after handing his portfolio over to Kristian Sørensen, Chief Executive Officer (CEO). The latter will manage the role of Head of Commercial in the interim and Mr. Rigault will be available for the company to ensure a proper handover during the transition.お知らせ • Dec 13+ 3 more updatesBW LPG Limited to Report Q1, 2024 Results on May 30, 2024BW LPG Limited announced that they will report Q1, 2024 results on May 30, 2024Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.85 (vs US$0.32 in 3Q 2022)Third quarter 2023 results: EPS: US$0.85 (up from US$0.32 in 3Q 2022). Revenue: US$713.5m (up 216% from 3Q 2022). Net income: US$113.0m (up 161% from 3Q 2022). Profit margin: 16% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 56% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 15BW LPG Limited Announces Cash Dividend for Third Quarter 2023, Payable on 15 December 2023BW LPG Limited announced cash dividend for third quarter 2023. Dividend amount: USD 0.80 or NOK 8.890 per share; Last day the stock is trading including the right to receive this dividend: 16 November 2023; Ex-date: 17 November 2023; Dividend payment date: 15 December 2023; Date of approval: 13 November 2023; Record date: 20 November 2023.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €14.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 531% over the past three years.New Risk • Oct 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 30% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (99% payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (6.0% increase in shares outstanding).Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.94, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 371% over the past three years.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 36% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Aug 30BW LPG Limited Announces Cash Dividend for the Second Quarter of 2023, Payable on 15 September 2023BW LPG Limited provided the following key information relating to its cash dividend for first quarter of 2023. Dividend amount: USD 0.81 or NOK 8.668 per share. Ex-date: 1 September 2023. Dividend payment date: 15 September 2023. Date of approval: 28 August 2023. Record date: 4 September 2023.お知らせ • Jul 07BW LPG Limited Announces Management ChangesBW LPG Limited announced that Anders Onarheim is stepping down as CEO with effect from 30th September 2023. The Board of Directors has appointed Kristian Sørensen, Deputy CEO and Head of Strategy, to succeed Anders as CEO. His experience and insights during his tenure as a non-executive director from 2010 to 2020, and as CEO from 2020 to 2023.お知らせ • Jun 01BW LPG Limited Appoints Ms Samantha Xu as Chief Financial Officer, Effective 1 September 2023BW LPG Limited announced that it has appointed Ms Samantha Xu as Chief Financial Officer (CFO), effective 1 September 2023. Ms Xu has over 20 years of international finance experience in shipping and energy. She has held various financial leadership roles for leading companies in Asia, Europe and the Middle East, where she was involved in board governance, investment and risk management, project financing, and M&A activities.お知らせ • May 26Bw Lpg Limited Announces Elaine Ong to Step Down as CFOBW LPG Limited announces hat Elaine Ong has decided to step down as CFO to pursue other interests, with ffect from today. Iver Baatvik, Head of Corporate Development and Investor elations, will act as interim CFO of BW LPG.お知らせ • May 24BW LPG Limited Announces Cash Dividend for the First Quarter of 2023, Payable on June 16, 2023BW LPG Limited provided the following key information relating to its cash dividend for first quarter of 2023. Dividend amount: USD 0.95 or NOK 10.328 per share. Ex-date: 26 May 2023. Dividend payment date: 16 June 2023. Date of approval: 12 May 2023. Record date: 30 May 2023.Reported Earnings • May 24First quarter 2023 earnings released: EPS: US$0.95 (vs US$0.42 in 1Q 2022)First quarter 2023 results: EPS: US$0.95 (up from US$0.42 in 1Q 2022). Revenue: US$893.1m (up 340% from 1Q 2022). Net income: US$127.2m (up 126% from 1Q 2022). Profit margin: 14% (down from 28% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 34% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings.お知らせ • May 24BW LPG Limited (OB:BWLPG) announces an Equity Buyback for $50 million worth of its shares.BW LPG Limited (OB:BWLPG) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares.お知らせ • May 17BW LPG Limited Approves Board ChangesBW LPG Limited announced that the AGM has elected Mr. Luc Gillet as a new member of the Company's board of directors. Mr. Gillet is a graduated engineer from Ecole Nationale Supérieure de Techniques avancées (1980) and holds an EMBA of HEC (1991). He currently serves as an independent director of Orion Global Transport France (OGTF), an owner and operator of LNG vessels. Prior to this, Mr. Gillet was Senior Vice President Shipping at TotalEnergies and President of the Chartering affiliate CSSA. Mr. Gillet’s bio is available at the following link: https://tinyurl.com/BWLPG-Luc-Gillet Ms Martha Kold Bakkevig, a member of the Company's board of directors since August 2017 and a member of the Company's remuneration committee since October 2018, has decided to step down as of 15 May 2023.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$1.68 (vs US$1.33 in FY 2021)Full year 2022 results: EPS: US$1.68 (up from US$1.33 in FY 2021). Revenue: US$1.56b (up 127% from FY 2021). Net income: US$227.4m (up 23% from FY 2021). Profit margin: 14% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 66% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.55, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.02 per share.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €6.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 27% over the past three years.お知らせ • Dec 14+ 3 more updatesBW LPG Limited to Report Q3, 2023 Results on Nov 14, 2023BW LPG Limited announced that they will report Q3, 2023 results on Nov 14, 2023Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: US$0.32 (vs US$0.21 in 3Q 2021)Third quarter 2022 results: EPS: US$0.32 (up from US$0.21 in 3Q 2021). Revenue: US$225.8m (up 44% from 3Q 2021). Net income: US$43.4m (up 52% from 3Q 2021). Profit margin: 19% (up from 18% in 3Q 2021). Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €6.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 94% over the past three years.Reported Earnings • Aug 30Second quarter 2022 earnings released: EPS: US$0.26 (vs US$0.16 in 2Q 2021)Second quarter 2022 results: EPS: US$0.26 (up from US$0.16 in 2Q 2021). Revenue: US$202.3m (up 42% from 2Q 2021). Net income: US$35.8m (up 58% from 2Q 2021). Profit margin: 18% (up from 16% in 2Q 2021). Over the next year, revenue is expected to shrink by 37% compared to a 53% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 20First quarter 2022 earnings released: EPS: US$0.41 (vs US$0.51 in 1Q 2021)First quarter 2022 results: EPS: US$0.41 (down from US$0.51 in 1Q 2021). Revenue: US$203.2m (down 1.1% from 1Q 2021). Net income: US$56.3m (down 21% from 1Q 2021). Profit margin: 28% (down from 35% in 1Q 2021). Over the next year, revenue is expected to shrink by 33% compared to a 46% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.Recent Insider Transactions • Mar 09Executive Vice President of Commercial recently sold €938k worth of stockOn the 7th of March, Niels Rigault sold around 185k shares on-market at roughly €5.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$1.33 (down from US$1.76 in FY 2020). Revenue: US$687.8m (down 15% from FY 2020). Net income: US$184.8m (down 24% from FY 2020). Profit margin: 27% (down from 30% in FY 2020). Revenue missed analyst estimates by 6.6%. Over the next year, revenue is expected to shrink by 27% compared to a 82% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.58, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 131% over the past three years.Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS US$0.21 (vs US$0.18 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$156.4m (up 3.1% from 3Q 2020). Net income: US$28.5m (up 16% from 3Q 2020). Profit margin: 18% (up from 16% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS US$0.16 (vs US$0.45 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$142.7m (down 35% from 2Q 2020). Net income: US$22.7m (down 63% from 2Q 2020). Profit margin: 16% (down from 28% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$5.56, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Oil and Gas industry in Europe. Total returns to shareholders of 122% over the past three years.Recent Insider Transactions • Mar 03Executive Vice President of Commercial recently sold €462k worth of stockOn the 1st of March, Niels Rigault sold around 96k shares on-market at roughly €4.81 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Mar 02Full year 2020 earnings released: EPS US$1.76 (vs US$1.97 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$811.7m (flat on FY 2019). Net income: US$243.9m (down 11% from FY 2019). Profit margin: 30% (down from 34% in FY 2019). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 26New 90-day low: €4.77The company is down 13% from its price of €5.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.32 per share.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$6.37, the stock is trading at a trailing P/E ratio of 3.4x, up from the previous P/E ratio of 2.9x. This compares to an average P/E of 13x in the Oil and Gas industry in Europe. Total returns to shareholders over the past three years are 104%.Is New 90 Day High Low • Jan 05New 90-day high: €6.11The company is up 73% from its price of €3.53 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.82 per share.Is New 90 Day High Low • Dec 15New 90-day high: €5.83The company is up 68% from its price of €3.47 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.42 per share.Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 20% share price gain to US$5.06, the stock is trading at a trailing P/E ratio of 2.6x, up from the previous P/E ratio of 2.2x. This compares to an average P/E of 12x in the Oil and Gas industry in Europe. Total returns to shareholders over the past three years are 104%.Is New 90 Day High Low • Nov 20New 90-day high: €4.37The company is up 32% from its price of €3.30 on 21 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.55 per share.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS US$0.18The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$151.6m (down 42% from 3Q 2019). Net income: US$24.6m (down 79% from 3Q 2019). Profit margin: 16% (down from 45% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測DB:1PE - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028664186390401312/31/2027754263467477512/31/20261,097566892903512/31/20253,582242385567N/A9/30/20253,693169-61626N/A6/30/20253,555217-206552N/A3/31/20253,387258-166510N/A12/31/20243,564354147749N/A9/30/20243,602475631675N/A6/30/20243,510483656698N/A3/31/20243,093485683794N/A12/31/20232,947470397513N/A9/30/20232,606410479645N/A6/30/20232,222341539629N/A3/31/20232,160298423466N/A12/31/20221,558227459505N/A9/30/20221,754198156232N/A6/30/20221,58118399233N/A3/31/20221,327170176315N/A12/31/20211,241185119307N/A9/30/2021694199144311N/A6/30/2021690195222337N/A3/31/2021767234293404N/A12/31/2020812244331398N/A9/30/2020883321450500N/A6/30/2020993414495546N/A3/31/2020950378413448N/A12/31/2019817274312334N/A9/30/201971186N/A232N/A6/30/2019591-34N/A124N/A3/31/2019522-88N/A87N/A12/31/2018522-71N/A89N/A9/30/2018489-57N/A71N/A6/30/2018448-81N/A73N/A3/31/2018473-60N/A125N/A12/31/2017492-43N/A72N/A9/30/201748757N/A75N/A6/30/201749123N/A111N/A3/31/2017481-25N/A125N/A12/31/201650624N/A242N/A9/30/201658126N/A360N/A6/30/2016700192N/A424N/A3/31/2016768326N/A459N/A12/31/2015773324N/A421N/A9/30/2015764307N/A423N/A6/30/2015751289N/A420N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1PEの収益は今後 3 年間で減少すると予測されています (年間-12% )。収益対市場: 1PEの収益は今後 3 年間で減少すると予測されています (年間-12% )。高成長収益: 1PEの収益は今後 3 年間で減少すると予測されています。収益対市場: 1PEの収益は今後 3 年間で減少すると予想されています (年間-65.2% )。高い収益成長: 1PEの収益は今後 3 年間で減少すると予測されています (年間-65.2% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1PEの 自己資本利益率 は、3年後には低くなると予測されています ( 8.8 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 01:52終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BW LPG Limited 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関null nullABG Sundal CollierMark Andrew Falzon ManducaBofA Global ResearchAnders-Redigh KarlsenDanske Bank6 その他のアナリストを表示
お知らせ • Mar 03Bw Lpg Limited Declares Dividend for Fourth Quarter of 2025, March 23, 2026The board of BW LPG Limited declared cash dividend of USD 0.57 per share for the fourth quarter of 2025. For shares registered with Euronext VPS, dividend per share is NOK 5.4297. The record date is March 13, 2026, Ex-date: March 12, 2026 and March 13, 2026. The Dividend payment date is On or about 23 March 2026.
お知らせ • Dec 13BW LPG Limited, Annual General Meeting, May 28, 2026BW LPG Limited, Annual General Meeting, May 28, 2026.
お知らせ • Dec 12+ 4 more updatesBW LPG Limited to Report Fiscal Year 2025 Results on Mar 31, 2026BW LPG Limited announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Dec 02BW LPG Limited Announces Cash Dividend for the Third Quarter of 2025, Payable on or About 22 December 2025BW LPG Limited has approved a Cash dividend of USD 0.40 per share on 1 December 2025 for the third quarter of 2025. For shares registered with Euronext VPS, dividend per share is NOK 4.0474. Record date: 12 December 2025. Ex-date for Shares registered with Euronext VPS: 11 December 2025. Dividend payment date: On or about 22 December 2025. Last trading day including the right to receive this dividend for Shares registered with Euronext VPS: 10 December 2025.
お知らせ • Aug 26BW LPG Limited Declares Cash Dividend for the Second Quarter of 2025, Payable on or About 18 September 2025BW LPG Limited Board has approved a cash dividend of USD 0.22 per share on 25 August 2025 for the second quarter of 2025 . Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date: 5 September 2025. Last trading day including the right to receive this dividend: 3 September 2025. Ex-date: 4 September 2025. Dividend payment date: On or about 18 September 2025. Last trading day including the right to receive this dividend: 4 September 2025. Ex-date: 5 September 2025. Dividend payment date: On or about 15 September 2025.
お知らせ • May 20BW LPG Limited Declares Cash Dividend for the First Quarter of 2025BW LPG Limited declared cash dividend of USD 0.28 per share for the first quarter of 2025.
お知らせ • May 16BW LPG Limited Approves Appointment of Nomination CommitteeBW LPG Limited announced at annual general meeting held on May 15, 2025, approved to appoint the following persons to the Nomination Committee: Ms. Alicia Yik Jie Ting as a member of the Nomination Committee and Ms. Elaine Yew Wen Suen as Chair of the Nomination Committee.
お知らせ • Apr 08BW LPG Limited (OB:BWLPG) announces an Equity Buyback for 3,000,000 shares, for $20 million.BW LPG Limited (OB:BWLPG) announces a share repurchase program. Under the program the company will repurchase 3,000,000 shares, for $20 million. The shares purchased will be held as treasury stock. The program is valid till April 17, 2025.
お知らせ • Feb 27BW LPG Limited Approves Dividend, Payable on or About 19 March 2025 and 24 March 2025 RespectivelyBW LPG Limited's Board has approved a dividend of USD 0.42 per share on 26 February 2025. Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date: 10 March 2025. Ex-date: 7 March 2025. Dividend payment date: On or about 24 March 2025. Ex-date: 10 March 2025. Dividend payment date: On or about 19 March 2025.
お知らせ • Dec 13+ 1 more updateBW LPG Limited to Report Q3, 2025 Results on Dec 02, 2025BW LPG Limited announced that they will report Q3, 2025 results on Dec 02, 2025
お知らせ • Dec 12+ 4 more updatesBW LPG Limited to Report Q4, 2024 Results on Feb 27, 2025BW LPG Limited announced that they will report Q4, 2024 results on Feb 27, 2025
お知らせ • Dec 02BW LPG Limited Declares Cash Dividend for the Third Quarter of 2024, Payable on or About 27 December 2024The Board of BW LPG Limited has declared a cash dividend of USD 0.42 per share, representing 100% payout ratio of Shipping NPAT and an annualised dividend yield of 14%. Total Third Quarter dividend amount to USD 61.6 million based on 146.7 million shares outstanding. The Board has approved a dividend of USD 0.42 per share on 1 December 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date: 12 December 2024. Shares registered with Euronext VPS Oslo Stock Exchange: Last trading day including the right to receive this dividend: 10 December 2024. Ex-date: 11 December 2024. Dividend payment date is On or about 27 December 2024. Shares registered with Depository Trust Company - NYSE: Last trading day including the right to receive this dividend: 11 December 2024. Ex-date: 12 December 2024. Dividend payment date: On or about 19 December 2024.
Recent Insider Transactions • Oct 16VP & Head of Technical recently sold €352k worth of stockOn the 10th of October, Knut-Helge Knutsen sold around 25k shares on-market at roughly €14.18 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Declared Dividend • Aug 25Second quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 9th September 2024 Payment date: 30th September 2024 Dividend yield will be 21%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 5.5% to bring the payout ratio under control. However, EPS is expected to decline by 66% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: US$0.58 (vs US$0.59 in 2Q 2023)Second quarter 2024 results: EPS: US$0.58 (down from US$0.59 in 2Q 2023). Revenue: US$876.5m (up 91% from 2Q 2023). Net income: US$76.8m (down 1.9% from 2Q 2023). Profit margin: 8.8% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 63% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 44% per year.
お知らせ • Aug 22BW LPG Limited Approves Second Quarter 2024 Dividend, Payable on or About 30 September 2024The Board of BW LPG Limited has approved second quarter 2024 dividend of USD 0.58 per share on 21 August 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK, with the exchange rate made available on the day of payment. Record date is 10 September 2024. Ex-date is 9 September 2024. Dividend payment date is On or about 30 September 2024. Last trading day including the right to receive this dividend is 6 September 2024.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €14.32, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 456% over the past three years.
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: US$1.07 (vs US$0.95 in 1Q 2023)First quarter 2024 results: EPS: US$1.07 (up from US$0.95 in 1Q 2023). Revenue: US$1.04b (up 16% from 1Q 2023). Net income: US$141.9m (up 12% from 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is expected to decline by 59% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.2%. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 02Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 17%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 8.8% to bring the payout ratio under control. However, EPS is expected to decline by 53% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • May 31BW LPG Limited Approves Cash Dividend for the First Quarter of 2024, Payable On or About 28 June 2024BW LPG Limited approved cash dividend of USD 1.00 per share for the first quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK. Date of approval is 29 May 2024. Record date is 10 June 2024. Last trading day including the right to receive this dividend is 6 June 2024 Ex-date is 7 June 2024 Dividend payment date is On or about 28 June 2024.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €19.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 496% over the past three years.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €9.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 263% over the past three years.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$3.53 (vs US$1.68 in FY 2022)Full year 2023 results: EPS: US$3.53 (up from US$1.68 in FY 2022). Revenue: US$2.95b (up 89% from FY 2022). Net income: US$470.0m (up 107% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 77% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 29BW LPG Limited Approves Cash Dividend for the Fourth Quarter of 2023, Payable on 22 March 2024BW LPG Limited approved cash dividend of USD 0.90 or NOK 9.478 per share for the fourth quarter of 2023. Ex-date: 5 March 2024, Record date: 6 March 2024 and Dividend payment date: 22 March 2024.
お知らせ • Feb 15Bw Lpg Limited Approves Appointment of Sanjiv Misra as DirectorBW LPG Limited announced that at the Special General Meeting held on 14 February 2024, approved Mr. Sanjiv Misra be and is hereby appointed as Director of the Company. Mr. Misra is currently Chairman and Non-Executive Director of several companies and Boards. Mr. Misra began his investment banking career with Goldman Sachs & Co in 1986 and joined Citigroup in 1997; and he has held leadership positions in both organizations over the years.
お知らせ • Feb 14BW LPG Limited to Report Fiscal Year 2023 Results on Mar 27, 2024BW LPG Limited announced that they will report fiscal year 2023 results on Mar 27, 2024
お知らせ • Feb 06BW LPG Limited, Annual General Meeting, May 20, 2024BW LPG Limited, Annual General Meeting, May 20, 2024.
お知らせ • Jan 10BW LPG Limited Announces Executive ChangesBW LPG Limited announced that Niels Rigault, Executive Vice President (Commercial), is stepping down as Head of Commercial of BW LPG and will leave the Company after handing his portfolio over to Kristian Sørensen, Chief Executive Officer (CEO). The latter will manage the role of Head of Commercial in the interim and Mr. Rigault will be available for the company to ensure a proper handover during the transition.
お知らせ • Dec 13+ 3 more updatesBW LPG Limited to Report Q1, 2024 Results on May 30, 2024BW LPG Limited announced that they will report Q1, 2024 results on May 30, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.85 (vs US$0.32 in 3Q 2022)Third quarter 2023 results: EPS: US$0.85 (up from US$0.32 in 3Q 2022). Revenue: US$713.5m (up 216% from 3Q 2022). Net income: US$113.0m (up 161% from 3Q 2022). Profit margin: 16% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 56% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 15BW LPG Limited Announces Cash Dividend for Third Quarter 2023, Payable on 15 December 2023BW LPG Limited announced cash dividend for third quarter 2023. Dividend amount: USD 0.80 or NOK 8.890 per share; Last day the stock is trading including the right to receive this dividend: 16 November 2023; Ex-date: 17 November 2023; Dividend payment date: 15 December 2023; Date of approval: 13 November 2023; Record date: 20 November 2023.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €14.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 531% over the past three years.
New Risk • Oct 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 30% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (99% payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (6.0% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.94, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 371% over the past three years.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 36% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Aug 30BW LPG Limited Announces Cash Dividend for the Second Quarter of 2023, Payable on 15 September 2023BW LPG Limited provided the following key information relating to its cash dividend for first quarter of 2023. Dividend amount: USD 0.81 or NOK 8.668 per share. Ex-date: 1 September 2023. Dividend payment date: 15 September 2023. Date of approval: 28 August 2023. Record date: 4 September 2023.
お知らせ • Jul 07BW LPG Limited Announces Management ChangesBW LPG Limited announced that Anders Onarheim is stepping down as CEO with effect from 30th September 2023. The Board of Directors has appointed Kristian Sørensen, Deputy CEO and Head of Strategy, to succeed Anders as CEO. His experience and insights during his tenure as a non-executive director from 2010 to 2020, and as CEO from 2020 to 2023.
お知らせ • Jun 01BW LPG Limited Appoints Ms Samantha Xu as Chief Financial Officer, Effective 1 September 2023BW LPG Limited announced that it has appointed Ms Samantha Xu as Chief Financial Officer (CFO), effective 1 September 2023. Ms Xu has over 20 years of international finance experience in shipping and energy. She has held various financial leadership roles for leading companies in Asia, Europe and the Middle East, where she was involved in board governance, investment and risk management, project financing, and M&A activities.
お知らせ • May 26Bw Lpg Limited Announces Elaine Ong to Step Down as CFOBW LPG Limited announces hat Elaine Ong has decided to step down as CFO to pursue other interests, with ffect from today. Iver Baatvik, Head of Corporate Development and Investor elations, will act as interim CFO of BW LPG.
お知らせ • May 24BW LPG Limited Announces Cash Dividend for the First Quarter of 2023, Payable on June 16, 2023BW LPG Limited provided the following key information relating to its cash dividend for first quarter of 2023. Dividend amount: USD 0.95 or NOK 10.328 per share. Ex-date: 26 May 2023. Dividend payment date: 16 June 2023. Date of approval: 12 May 2023. Record date: 30 May 2023.
Reported Earnings • May 24First quarter 2023 earnings released: EPS: US$0.95 (vs US$0.42 in 1Q 2022)First quarter 2023 results: EPS: US$0.95 (up from US$0.42 in 1Q 2022). Revenue: US$893.1m (up 340% from 1Q 2022). Net income: US$127.2m (up 126% from 1Q 2022). Profit margin: 14% (down from 28% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 34% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings.
お知らせ • May 24BW LPG Limited (OB:BWLPG) announces an Equity Buyback for $50 million worth of its shares.BW LPG Limited (OB:BWLPG) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares.
お知らせ • May 17BW LPG Limited Approves Board ChangesBW LPG Limited announced that the AGM has elected Mr. Luc Gillet as a new member of the Company's board of directors. Mr. Gillet is a graduated engineer from Ecole Nationale Supérieure de Techniques avancées (1980) and holds an EMBA of HEC (1991). He currently serves as an independent director of Orion Global Transport France (OGTF), an owner and operator of LNG vessels. Prior to this, Mr. Gillet was Senior Vice President Shipping at TotalEnergies and President of the Chartering affiliate CSSA. Mr. Gillet’s bio is available at the following link: https://tinyurl.com/BWLPG-Luc-Gillet Ms Martha Kold Bakkevig, a member of the Company's board of directors since August 2017 and a member of the Company's remuneration committee since October 2018, has decided to step down as of 15 May 2023.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$1.68 (vs US$1.33 in FY 2021)Full year 2022 results: EPS: US$1.68 (up from US$1.33 in FY 2021). Revenue: US$1.56b (up 127% from FY 2021). Net income: US$227.4m (up 23% from FY 2021). Profit margin: 14% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 66% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.55, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.02 per share.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €6.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 27% over the past three years.
お知らせ • Dec 14+ 3 more updatesBW LPG Limited to Report Q3, 2023 Results on Nov 14, 2023BW LPG Limited announced that they will report Q3, 2023 results on Nov 14, 2023
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: US$0.32 (vs US$0.21 in 3Q 2021)Third quarter 2022 results: EPS: US$0.32 (up from US$0.21 in 3Q 2021). Revenue: US$225.8m (up 44% from 3Q 2021). Net income: US$43.4m (up 52% from 3Q 2021). Profit margin: 19% (up from 18% in 3Q 2021). Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €6.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 94% over the past three years.
Reported Earnings • Aug 30Second quarter 2022 earnings released: EPS: US$0.26 (vs US$0.16 in 2Q 2021)Second quarter 2022 results: EPS: US$0.26 (up from US$0.16 in 2Q 2021). Revenue: US$202.3m (up 42% from 2Q 2021). Net income: US$35.8m (up 58% from 2Q 2021). Profit margin: 18% (up from 16% in 2Q 2021). Over the next year, revenue is expected to shrink by 37% compared to a 53% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 20First quarter 2022 earnings released: EPS: US$0.41 (vs US$0.51 in 1Q 2021)First quarter 2022 results: EPS: US$0.41 (down from US$0.51 in 1Q 2021). Revenue: US$203.2m (down 1.1% from 1Q 2021). Net income: US$56.3m (down 21% from 1Q 2021). Profit margin: 28% (down from 35% in 1Q 2021). Over the next year, revenue is expected to shrink by 33% compared to a 46% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.
Recent Insider Transactions • Mar 09Executive Vice President of Commercial recently sold €938k worth of stockOn the 7th of March, Niels Rigault sold around 185k shares on-market at roughly €5.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$1.33 (down from US$1.76 in FY 2020). Revenue: US$687.8m (down 15% from FY 2020). Net income: US$184.8m (down 24% from FY 2020). Profit margin: 27% (down from 30% in FY 2020). Revenue missed analyst estimates by 6.6%. Over the next year, revenue is expected to shrink by 27% compared to a 82% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.58, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 131% over the past three years.
Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS US$0.21 (vs US$0.18 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$156.4m (up 3.1% from 3Q 2020). Net income: US$28.5m (up 16% from 3Q 2020). Profit margin: 18% (up from 16% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS US$0.16 (vs US$0.45 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$142.7m (down 35% from 2Q 2020). Net income: US$22.7m (down 63% from 2Q 2020). Profit margin: 16% (down from 28% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$5.56, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Oil and Gas industry in Europe. Total returns to shareholders of 122% over the past three years.
Recent Insider Transactions • Mar 03Executive Vice President of Commercial recently sold €462k worth of stockOn the 1st of March, Niels Rigault sold around 96k shares on-market at roughly €4.81 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Mar 02Full year 2020 earnings released: EPS US$1.76 (vs US$1.97 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$811.7m (flat on FY 2019). Net income: US$243.9m (down 11% from FY 2019). Profit margin: 30% (down from 34% in FY 2019). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 26New 90-day low: €4.77The company is down 13% from its price of €5.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.32 per share.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$6.37, the stock is trading at a trailing P/E ratio of 3.4x, up from the previous P/E ratio of 2.9x. This compares to an average P/E of 13x in the Oil and Gas industry in Europe. Total returns to shareholders over the past three years are 104%.
Is New 90 Day High Low • Jan 05New 90-day high: €6.11The company is up 73% from its price of €3.53 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.82 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €5.83The company is up 68% from its price of €3.47 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.42 per share.
Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 20% share price gain to US$5.06, the stock is trading at a trailing P/E ratio of 2.6x, up from the previous P/E ratio of 2.2x. This compares to an average P/E of 12x in the Oil and Gas industry in Europe. Total returns to shareholders over the past three years are 104%.
Is New 90 Day High Low • Nov 20New 90-day high: €4.37The company is up 32% from its price of €3.30 on 21 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.55 per share.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS US$0.18The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$151.6m (down 42% from 3Q 2019). Net income: US$24.6m (down 79% from 3Q 2019). Profit margin: 16% (down from 45% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.