BWG（0QIX）株式概要投資持株会社であるBW LPGリミテッドは、世界中で船舶の所有と傭船活動を行っている。 詳細0QIX ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績6/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より24.3%で取引されている 過去1年間で収益は39.5%増加しました リスク分析今後3年間の収益は年平均20.5%減少すると予測されている。 不安定な配当実績 すべてのリスクチェックを見る0QIX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,349 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA485,349 investors already sharing narrativesYour Fair ValueNOK Current PriceNOK 210.6714.7k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-88m4b2016201920222025202620282031Revenue US$33.8mEarnings US$3.4mAdvancedSet Fair ValueView all narrativesBW LPG Limited 競合他社NWF GroupSymbol: AIM:NWFMarket cap: UK£69.9mIthaca EnergySymbol: LSE:ITHMarket cap: UK£4.3bSeplat EnergySymbol: LSE:SEPLMarket cap: UK£3.4bDCC EnergySymbol: LSE:DCCMarket cap: UK£5.4b価格と性能株価の高値、安値、推移の概要BWG過去の株価現在の株価NOK 210.6752週高値NOK 213.0052週安値NOK 117.90ベータ0.0781ヶ月の変化19.56%3ヶ月変化23.13%1年変化51.53%3年間の変化98.73%5年間の変化308.89%IPOからの変化210.81%最新ニュースBuy Or Sell Opportunity • Jul 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to kr157. The fair value is estimated to be kr208, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 155% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr220 per share.Buy Or Sell Opportunity • Jul 08Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 10.0% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr260 per share.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr231 per share.Buy Or Sell Opportunity • Jun 03Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.6% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 79% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jul 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to kr157. The fair value is estimated to be kr208, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 155% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr220 per share.Buy Or Sell Opportunity • Jul 08Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 10.0% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr260 per share.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr231 per share.Buy Or Sell Opportunity • Jun 03Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.6% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 79% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.Reported Earnings • Jun 02First quarter 2026 earnings released: EPS: US$1.08 (vs US$0.30 in 1Q 2025)First quarter 2026 results: EPS: US$1.08 (up from US$0.30 in 1Q 2025). Revenue: US$838.9m (down 2.7% from 1Q 2025). Net income: US$164.3m (up 257% from 1Q 2025). Profit margin: 20% (up from 5.3% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is expected to decline by 67% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 1.9%. 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 23% per year, which means it is well ahead of earnings.お知らせ • Jun 02BW LPG Limited Approves Dividend for First Quarter of 2026, Payable on or About June 23, 2026The board of BW LPG Limited has approved cash dividend of USD 0.67 per share for the first quarter of 2026. For shares registered with Euronext VPS, dividend per share is NOK 6.1960. The record date is June 12, 2026, Ex-date: June 11, 2026 and June 12, 2026. The Dividend payment date is On or about June 23, 2026.お知らせ • May 29BW LPG Limited Announces Appointment of Kevin James Mackay as Board MemberBW LPG Limited had appointed Kevin James Mackay as a Member of the Board of Directors. Mr. Mackay brought with him more than 35 years of extensive global leadership and management experience across the maritime and energy industries. Over the course of his career, he had held a number of senior executive positions at leading international organisations, including ConocoPhillips, Phillips 66 and AET Inc. Most recently, he served as President and Chief Executive Officer of NYSE-listed Teekay Tankers Ltd. for a decade, where he successfully led the company through a period of significant transformational growth.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 166% over the past three years.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 229% over the past three years.Reported Earnings • Apr 06Full year 2025 earnings released: EPS: US$1.60 (vs US$2.65 in FY 2024)Full year 2025 results: EPS: US$1.60 (down from US$2.65 in FY 2024). Revenue: US$3.58b (flat on FY 2024). Net income: US$242.3m (down 32% from FY 2024). Profit margin: 6.8% (down from 9.9% in FY 2024). Revenue is expected to decline by 72% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr137, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 183% over the past three years.Declared Dividend • Mar 05Fourth quarter dividend of kr5.43 announcedShareholders will receive a dividend of kr5.43. Ex-date: 12th March 2026 Payment date: 23rd March 2026 Dividend yield will be 9.2%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 5.2% 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 28% to bring the payout ratio under control. However, EPS is expected to decline by 40% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.New Risk • Mar 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 115% Cash payout ratio: 94% Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.8% net profit margin).Reported Earnings • Mar 04Full year 2025 earnings released: EPS: US$1.60 (vs US$2.65 in FY 2024)Full year 2025 results: EPS: US$1.60 (down from US$2.65 in FY 2024). Revenue: US$3.58b (flat on FY 2024). Net income: US$242.3m (down 32% from FY 2024). Profit margin: 6.8% (down from 9.9% in FY 2024). Revenue is expected to decline by 75% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.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.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr157, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 304% over the past three years.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 27%After last week's 27% share price gain to kr157, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 314% over the past three years.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 25%After last week's 25% share price gain to kr157, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 239% over the past three years.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, 2026Declared Dividend • Dec 04Third quarter dividend of kr4.05 announcedShareholders will receive a dividend of kr4.05. Ex-date: 11th December 2025 Payment date: 22nd December 2025 Dividend yield will be 8.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 2 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Dec 03Third quarter 2025 earnings released: EPS: US$0.38 (vs US$0.79 in 3Q 2024)Third quarter 2025 results: EPS: US$0.38 (down from US$0.79 in 3Q 2024). Revenue: US$943.8m (up 17% from 3Q 2024). Net income: US$57.1m (down 46% from 3Q 2024). Profit margin: 6.0% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 64% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.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.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 222% over the past three years.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr157, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 225% over the past three years.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 27%After last week's 27% share price gain to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 241% over the past three years.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 232% over the past three years.New Risk • Sep 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.4% 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 5.4% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.1% net profit margin).Declared Dividend • Aug 28Second quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 4th September 2025 Payment date: 18th September 2025 Dividend yield will be 7.8%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: US$0.23 (vs US$0.58 in 2Q 2024)Second quarter 2025 results: EPS: US$0.23 (down from US$0.58 in 2Q 2024). Revenue: US$1.04b (up 19% from 2Q 2024). Net income: US$34.9m (down 55% from 2Q 2024). Profit margin: 3.3% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 64% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 14%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.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.New Risk • Aug 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.6% net profit margin).New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.6% net profit margin).Declared Dividend • May 22First quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 28th May 2025 Payment date: 12th June 2025 Dividend yield will be 14%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (130% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% 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 45% to bring the payout ratio under control. However, EPS is expected to decline by 9.9% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • May 20First quarter 2025 earnings released: EPS: US$0.30 (vs US$1.08 in 1Q 2024)First quarter 2025 results: EPS: US$0.30 (down from US$1.08 in 1Q 2024). Revenue: US$862.1m (down 17% from 1Q 2024). Net income: US$46.1m (down 68% from 1Q 2024). Profit margin: 5.3% (down from 14% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 70% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.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.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr122, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 244% over the past three years.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.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to kr91.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 159% over the past three years.Reported Earnings • Apr 02Full year 2024 earnings released: EPS: US$2.65 (vs US$3.57 in FY 2023)Full year 2024 results: EPS: US$2.65 (down from US$3.57 in FY 2023). Revenue: US$3.56b (up 21% from FY 2023). Net income: US$354.3m (down 25% from FY 2023). Profit margin: 9.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 63% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 02Fourth quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 7th March 2025 Payment date: 24th March 2025 Dividend yield will be 17%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (357% 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. EPS is expected to decline by 35% over the next 3 years. Since a fall of 10% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: US$2.65 (vs US$3.53 in FY 2023)Full year 2024 results: EPS: US$2.65 (down from US$3.53 in FY 2023). Revenue: US$3.56b (up 21% from FY 2023). Net income: US$354.3m (down 25% from FY 2023). Profit margin: 9.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 73% p.a. on average during the next 3 years compared to a 1.3% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 37% per year.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, 2025New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% 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 23% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Significant insider selling over the past 3 months (kr4.1m sold).Reported Earnings • Dec 03Third quarter 2024 earnings released: EPS: US$0.79 (vs US$0.85 in 3Q 2023)Third quarter 2024 results: EPS: US$0.79 (down from US$0.85 in 3Q 2023). Revenue: US$805.0m (up 13% from 3Q 2023). Net income: US$104.7m (down 7.3% from 3Q 2023). Profit margin: 13% (down from 16% in 3Q 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 2.1% decline forecast for the Oil and Gas industry in the United Kingdom. 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 45% per year.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 kr4.1m worth of stockOn the 10th of October, Knut-Helge Knutsen sold around 25k shares on-market at roughly kr166 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 17%, which is higher than the industry average of 6.7%. 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 forecast to decline by 65% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.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.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 forecast to decline by 59% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. 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 57% 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 13%, which is higher than the industry average of 6.7%. 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.Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr217, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 3x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 539% over the past three years.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.New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 98% Cash payout ratio: 115% Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr125, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 1x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 322% 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 expected to fall by 71% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. 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 38% 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 fall by 56% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. 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 49% 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 16%After last week's 16% share price gain to kr168, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 551% 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). Shareholders have been diluted in the past year (6.0% increase in shares outstanding).Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: US$0.59 (vs US$0.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.59 (up from US$0.26 in 2Q 2022). Revenue: US$459.0m (up 127% from 2Q 2022). Net income: US$78.3m (up 119% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is expected to fall by 70% p.a. on average during the next 3 years compared to a 2.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.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.Recent Insider Transactions • Jun 27Head of Strategy & Deputy CEO recently bought kr402k worth of stockOn the 26th of June, Kristian Sorensen bought around 4k shares on-market at roughly kr106 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.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 24+ 1 more updateBW 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 fall by 35% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Oil and Gas industry in the United Kingdom. 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.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr102, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 386% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr185 per share.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 fall by 60% p.a. on average during the next 3 years compared to a 4.9% decline forecast for the Oil and Gas industry in the United Kingdom. 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 21% per year, which means it is well ahead of earnings.株主還元0QIXGB Oil and GasGB 市場7D7.9%3.1%1.2%1Y51.5%29.5%17.0%株主還元を見る業界別リターン: 0QIX過去 1 年間で29.5 % の収益を上げたUK Oil and Gas業界を上回りました。リターン対市場: 0QIX過去 1 年間で17 % の収益を上げたUK市場を上回りました。価格変動Is 0QIX's price volatile compared to industry and market?0QIX volatility0QIX Average Weekly Movement5.3%Oil and Gas Industry Average Movement6.2%Market Average Movement5.1%10% most volatile stocks in GB Market10.4%10% least volatile stocks in GB Market2.7%安定した株価: 0QIX 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0QIXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19351,444Kristian Sorensenwww.bwlpg.com投資持株会社であるBW LPG Limitedは、世界中で船舶の所有と傭船活動に従事している。海運部門と製品サービス部門を通じて事業を展開している。同社は液化石油ガス（LPG）の輸送、LPGの一貫配送サービスおよび管理サービスの提供、LPGの卸売・貿易、営利企業への投資を行っている。2025年12月31日現在、BW LPG India Pte Ltd.が所有する28隻の超大型ガスキャリア、7隻のプロダクトサービス用大型ガスキャリア、8隻のVLGCを含む54隻の船舶を所有・運航している。Ltd.が所有する8隻のVLGCを含む。BW LPG Limitedの前身はBW Gas LPG Holding Limitedで、2013年9月に社名をBW LPG Limitedに変更した。同社は1935年に設立され、シンガポールに本社を置いている。もっと見るBW LPG Limited 基礎のまとめBWG の収益と売上を時価総額と比較するとどうか。0QIX 基礎統計学時価総額NOK 31.97b収益（TTM）NOK 3.45b売上高(TTM)NOK 34.10b9.3xPER（株価収益率0.9xP/Sレシオ0QIX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0QIX 損益計算書（TTM）収益US$3.56b売上原価US$2.76b売上総利益US$799.76mその他の費用US$439.25m収益US$360.51m直近の収益報告Mar 31, 2026次回決算日Aug 28, 2026一株当たり利益（EPS）2.37グロス・マージン22.47%純利益率10.13%有利子負債／自己資本比率37.8%0QIX の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.7%現在の配当利回り78%配当性向View Valuation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2026/07/26 19:12終値2026/07/24 00:00収益2026/03/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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
Buy Or Sell Opportunity • Jul 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to kr157. The fair value is estimated to be kr208, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 155% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr220 per share.
Buy Or Sell Opportunity • Jul 08Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 10.0% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr260 per share.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr231 per share.
Buy Or Sell Opportunity • Jun 03Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.6% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 79% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.
Buy Or Sell Opportunity • Jul 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to kr157. The fair value is estimated to be kr208, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 155% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr220 per share.
Buy Or Sell Opportunity • Jul 08Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 10.0% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 78% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr260 per share.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr231 per share.
Buy Or Sell Opportunity • Jun 03Now 32% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.6% to kr157. The fair value is estimated to be kr230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 79% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.
Reported Earnings • Jun 02First quarter 2026 earnings released: EPS: US$1.08 (vs US$0.30 in 1Q 2025)First quarter 2026 results: EPS: US$1.08 (up from US$0.30 in 1Q 2025). Revenue: US$838.9m (down 2.7% from 1Q 2025). Net income: US$164.3m (up 257% from 1Q 2025). Profit margin: 20% (up from 5.3% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is expected to decline by 67% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 1.9%. 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 23% per year, which means it is well ahead of earnings.
お知らせ • Jun 02BW LPG Limited Approves Dividend for First Quarter of 2026, Payable on or About June 23, 2026The board of BW LPG Limited has approved cash dividend of USD 0.67 per share for the first quarter of 2026. For shares registered with Euronext VPS, dividend per share is NOK 6.1960. The record date is June 12, 2026, Ex-date: June 11, 2026 and June 12, 2026. The Dividend payment date is On or about June 23, 2026.
お知らせ • May 29BW LPG Limited Announces Appointment of Kevin James Mackay as Board MemberBW LPG Limited had appointed Kevin James Mackay as a Member of the Board of Directors. Mr. Mackay brought with him more than 35 years of extensive global leadership and management experience across the maritime and energy industries. Over the course of his career, he had held a number of senior executive positions at leading international organisations, including ConocoPhillips, Phillips 66 and AET Inc. Most recently, he served as President and Chief Executive Officer of NYSE-listed Teekay Tankers Ltd. for a decade, where he successfully led the company through a period of significant transformational growth.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 166% over the past three years.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 229% over the past three years.
Reported Earnings • Apr 06Full year 2025 earnings released: EPS: US$1.60 (vs US$2.65 in FY 2024)Full year 2025 results: EPS: US$1.60 (down from US$2.65 in FY 2024). Revenue: US$3.58b (flat on FY 2024). Net income: US$242.3m (down 32% from FY 2024). Profit margin: 6.8% (down from 9.9% in FY 2024). Revenue is expected to decline by 72% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr137, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 183% over the past three years.
Declared Dividend • Mar 05Fourth quarter dividend of kr5.43 announcedShareholders will receive a dividend of kr5.43. Ex-date: 12th March 2026 Payment date: 23rd March 2026 Dividend yield will be 9.2%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 5.2% 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 28% to bring the payout ratio under control. However, EPS is expected to decline by 40% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
New Risk • Mar 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 115% Cash payout ratio: 94% Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.8% net profit margin).
Reported Earnings • Mar 04Full year 2025 earnings released: EPS: US$1.60 (vs US$2.65 in FY 2024)Full year 2025 results: EPS: US$1.60 (down from US$2.65 in FY 2024). Revenue: US$3.58b (flat on FY 2024). Net income: US$242.3m (down 32% from FY 2024). Profit margin: 6.8% (down from 9.9% in FY 2024). Revenue is expected to decline by 75% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
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.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr157, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 304% over the past three years.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 27%After last week's 27% share price gain to kr157, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 314% over the past three years.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 25%After last week's 25% share price gain to kr157, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 239% over the past three years.
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
Declared Dividend • Dec 04Third quarter dividend of kr4.05 announcedShareholders will receive a dividend of kr4.05. Ex-date: 11th December 2025 Payment date: 22nd December 2025 Dividend yield will be 8.6%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 2 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Dec 03Third quarter 2025 earnings released: EPS: US$0.38 (vs US$0.79 in 3Q 2024)Third quarter 2025 results: EPS: US$0.38 (down from US$0.79 in 3Q 2024). Revenue: US$943.8m (up 17% from 3Q 2024). Net income: US$57.1m (down 46% from 3Q 2024). Profit margin: 6.0% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 64% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
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.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 222% over the past three years.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr157, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 225% over the past three years.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 27%After last week's 27% share price gain to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 241% over the past three years.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr157, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 232% over the past three years.
New Risk • Sep 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.4% 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 5.4% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.1% net profit margin).
Declared Dividend • Aug 28Second quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 4th September 2025 Payment date: 18th September 2025 Dividend yield will be 7.8%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: US$0.23 (vs US$0.58 in 2Q 2024)Second quarter 2025 results: EPS: US$0.23 (down from US$0.58 in 2Q 2024). Revenue: US$1.04b (up 19% from 2Q 2024). Net income: US$34.9m (down 55% from 2Q 2024). Profit margin: 3.3% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 64% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 14%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
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.
New Risk • Aug 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.6% net profit margin).
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.6% net profit margin).
Declared Dividend • May 22First quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 28th May 2025 Payment date: 12th June 2025 Dividend yield will be 14%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (130% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% 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 45% to bring the payout ratio under control. However, EPS is expected to decline by 9.9% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • May 20First quarter 2025 earnings released: EPS: US$0.30 (vs US$1.08 in 1Q 2024)First quarter 2025 results: EPS: US$0.30 (down from US$1.08 in 1Q 2024). Revenue: US$862.1m (down 17% from 1Q 2024). Net income: US$46.1m (down 68% from 1Q 2024). Profit margin: 5.3% (down from 14% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 70% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
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.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr122, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 244% over the past three years.
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.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to kr91.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 159% over the past three years.
Reported Earnings • Apr 02Full year 2024 earnings released: EPS: US$2.65 (vs US$3.57 in FY 2023)Full year 2024 results: EPS: US$2.65 (down from US$3.57 in FY 2023). Revenue: US$3.56b (up 21% from FY 2023). Net income: US$354.3m (down 25% from FY 2023). Profit margin: 9.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 63% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 02Fourth quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 7th March 2025 Payment date: 24th March 2025 Dividend yield will be 17%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (357% 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. EPS is expected to decline by 35% over the next 3 years. Since a fall of 10% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: US$2.65 (vs US$3.53 in FY 2023)Full year 2024 results: EPS: US$2.65 (down from US$3.53 in FY 2023). Revenue: US$3.56b (up 21% from FY 2023). Net income: US$354.3m (down 25% from FY 2023). Profit margin: 9.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 73% p.a. on average during the next 3 years compared to a 1.3% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 37% per year.
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
New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% 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 23% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Significant insider selling over the past 3 months (kr4.1m sold).
Reported Earnings • Dec 03Third quarter 2024 earnings released: EPS: US$0.79 (vs US$0.85 in 3Q 2023)Third quarter 2024 results: EPS: US$0.79 (down from US$0.85 in 3Q 2023). Revenue: US$805.0m (up 13% from 3Q 2023). Net income: US$104.7m (down 7.3% from 3Q 2023). Profit margin: 13% (down from 16% in 3Q 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 2.1% decline forecast for the Oil and Gas industry in the United Kingdom. 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 45% per year.
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 kr4.1m worth of stockOn the 10th of October, Knut-Helge Knutsen sold around 25k shares on-market at roughly kr166 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 17%, which is higher than the industry average of 6.7%. 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 forecast to decline by 65% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
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.
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 forecast to decline by 59% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. 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 57% 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 13%, which is higher than the industry average of 6.7%. 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.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr217, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 3x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 539% over the past three years.
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.
New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 98% Cash payout ratio: 115% Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr125, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 1x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 322% 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 expected to fall by 71% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. 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 38% 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 fall by 56% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. 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 49% 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 16%After last week's 16% share price gain to kr168, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 551% 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). Shareholders have been diluted in the past year (6.0% increase in shares outstanding).
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: US$0.59 (vs US$0.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.59 (up from US$0.26 in 2Q 2022). Revenue: US$459.0m (up 127% from 2Q 2022). Net income: US$78.3m (up 119% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is expected to fall by 70% p.a. on average during the next 3 years compared to a 2.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.
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.
Recent Insider Transactions • Jun 27Head of Strategy & Deputy CEO recently bought kr402k worth of stockOn the 26th of June, Kristian Sorensen bought around 4k shares on-market at roughly kr106 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
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 24+ 1 more updateBW 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 fall by 35% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Oil and Gas industry in the United Kingdom. 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.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr102, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 386% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr185 per share.
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 fall by 60% p.a. on average during the next 3 years compared to a 4.9% decline forecast for the Oil and Gas industry in the United Kingdom. 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 21% per year, which means it is well ahead of earnings.
