BW LPG Limited

OB:BWLPG 株式レポート

時価総額:NOK 31.2b

BWG 将来の成長

Future 基準チェック /06

BWGの収益と利益は、それぞれ年間66.2%と13.9%減少すると予測されています。EPS は年間15.4%で 減少すると予想されています。自己資本利益率は 3 年後に8.2%になると予測されています。

主要情報

-13.9%

収益成長率

-15.39%

EPS成長率

Oil and Gas 収益成長3.7%
収益成長率-66.2%
将来の株主資本利益率8.20%
アナリストカバレッジ

Low

最終更新日18 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 18

BWLPG: Future Dividends And Margin Resilience Will Temper Softer Shipping Sentiment

Analysts have lifted the BWG price target to NOK 199 from NOK 156, pointing to a higher fair value estimate of NOK 193.62, a lower assumed future P/E multiple and stronger projected profit margins, while still reflecting a slightly higher discount rate and expectations for revenue to decline at a slower pace. Analyst Commentary Recent research shows a mixed but improving stance toward BW LPG, with some analysts moving from more negative views toward a neutral position as their valuation work is updated.
ナラティブの更新 May 03

BWLPG: Future Dividends And Charter Coverage Will Balance Softer Shipping Sentiment

BWG's updated analyst price target rises from NOK 162 to NOK 177, reflecting analysts' slightly higher fair value, a small improvement in expected revenue trends and margins, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on BWG shows a mixed stance, with some analysts raising their fair value estimates while others turn more cautious on the shipping cycle and demand outlook.
ナラティブの更新 Apr 18

BWLPG: Future Dividends And Charter Coverage Will Offset Softer Shipping Sentiment

Analysts have reduced their price target for BWG to around NOK 162 from roughly NOK 188. This reflects a softer shipping outlook, lower expected profit margins and a more conservative future P/E assumption following recent downgrades to Hold and Sell.
ナラティブの更新 Mar 05

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Analysts now set their price target for BWG at about NOK188, up from roughly NOK167. This reflects updated views on fair value, discount rate, revenue trends, profit margins and future P/E assumptions.
ナラティブの更新 Feb 11

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Narrative Update on BWG The analyst price target for BWG has shifted from NOK160 to roughly NOK167. Analysts point to refreshed fair value estimates, a slightly higher discount rate, modestly adjusted revenue expectations, and a marginally lower assumed profit margin and future P/E as the main drivers of the change.
新しいナラティブ Feb 06

Longer Trade Routes And Firm LPG Exports Will Support Stronger Earnings Potential

Catalysts About BWG BW LPG operates a global fleet of VLGC vessels that transport liquefied petroleum gas such as propane and butane from export hubs to demand centers worldwide. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Jan 27

BWLPG: 2025 Cash Dividend And Higher Multiple Assumptions Will Support Returns

Analysts have raised their price target on BWG from US$146.07 to US$159.75, citing updated assumptions for discount rates, revenue trends, profit margins, and a slightly higher future P/E multiple. What's in the News BWG has approved a cash dividend of US$0.40 per share for the third quarter of 2025, with an equivalent dividend of NOK 4.0474 per share for shares registered with Euronext VPS (Key Developments).
ナラティブの更新 Jan 12

BWLPG: Upcoming 2025 Dividend Payouts Will Support Steady Future Returns

Analysts have made a small upward adjustment to their price target for BWG to reflect a slightly higher fair value estimate of $146.07. This is underpinned by a modestly lower discount rate and a marginally higher assumed future P/E of 17.10, while revenue growth and profit margin assumptions remain effectively unchanged.
分析記事 Jan 01

Investors Could Be Concerned With BWG's (OB:BWLPG) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
ナラティブの更新 Dec 14

BWLPG: Dividend Payouts Will Drive Attractive Future Shareholder Returns

Analysts have reduced their price target for BWG by approximately $18 per share. This reflects slightly higher discount rate assumptions, a more cautious view on revenue growth, and meaningfully lower long term profit margin expectations, partly offset by a higher anticipated future P/E multiple.
ナラティブの更新 Nov 28

BWLPG: Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Analysts have slightly lowered their price target for BWG, revising it from $164.21 to $163.88 based on updated forecasts and valuation metrics. Valuation Changes Fair Value: Decreased marginally from NOK 164.21 to NOK 163.88.
ナラティブの更新 Nov 14

BWLPG Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Narrative Update on BWG: Analyst Price Target Adjustment Analysts have raised their price target for BWG from NOK 163.62 to NOK 164.21. This change reflects updated risk and reward assessments in light of recent market developments.
ナラティブの更新 Oct 30

BWLPG: Earnings Stability And Dividend Will Support Shares In Coming Months

The analyst price target for BWG has increased slightly from NOK 163.39 to NOK 163.62. This reflects analysts' view that the risk and reward are now balanced at current share prices.
分析記事 Oct 26

These 4 Measures Indicate That BWG (OB:BWLPG) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Oct 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

Narrative Update: BWG Analyst Price Target Revised Analysts have lowered their price target for BWG from NOK 171.23 to NOK 163.39, citing a more balanced risk/reward outlook at current share levels. Analyst Commentary Recent street research offers a balanced view on BWG, with both positive and cautious perspectives factoring into updated valuations and recommendations.
分析記事 Sep 23

BWG (OB:BWLPG) Could Be Struggling To Allocate Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
ナラティブの更新 Sep 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

BWG's consensus price target has increased modestly, despite a sharp rise in its Future P/E ratio and a decline in net profit margin, suggesting higher growth expectations are offsetting profitability concerns; the new fair value is NOK171.23. What's in the News BW LPG Limited Board approved a cash dividend of USD 0.22 per share for Q2 2025, representing a decrease in dividend.
分析記事 Sep 06

BWG's (OB:BWLPG) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from BW LPG Limited ( OB:BWLPG ) last week didn't sink the stock price. We think...
分析記事 Aug 22

Lacklustre Performance Is Driving BW LPG Limited's (OB:BWLPG) Low P/E

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 14x, you may consider BW...
分析記事 Jul 23

Is BWG (OB:BWLPG) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 21

BWG's (OB:BWLPG) Returns On Capital Tell Us There Is Reason To Feel Uneasy

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 May 13

Benign Growth For BW LPG Limited (OB:BWLPG) Underpins Its Share Price

BW LPG Limited's ( OB:BWLPG ) price-to-earnings (or "P/E") ratio of 4.7x might make it look like a strong buy right now...
新しいナラティブ Apr 26

BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports

Tillväxten i flottan sjunker, tillväxten i handeln stigerQ4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt
分析記事 Apr 09

Is BWG (OB:BWLPG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Mar 07

BWG's (OB:BWLPG) Weak Earnings May Only Reveal A Part Of The Whole Picture

BW LPG Limited's ( OB:BWLPG ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...
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新しいナラティブ Feb 12

Acquisition Of Avance Gas Ships Will Expand Fleet But Leverage Increase May Pressure Margins

Fleet expansion and refinancing boost financial flexibility, enabling growth opportunities and improved financial management.
分析記事 Jan 17

There's No Escaping BW LPG Limited's (OB:BWLPG) Muted Earnings Despite A 28% Share Price Rise

Those holding BW LPG Limited ( OB:BWLPG ) shares would be relieved that the share price has rebounded 28% in the last...
分析記事 Jan 10

BWG (OB:BWLPG) Is Very Good At Capital Allocation

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Jun 13

BWG (OB:BWLPG) Is Achieving High Returns On Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 May 28

We Think BWG (OB:BWLPG) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 10

Does BWG (OB:BWLPG) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Apr 25

BW LPG Limited's (OB:BWLPG) Share Price Boosted 28% But Its Business Prospects Need A Lift Too

BW LPG Limited ( OB:BWLPG ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
分析記事 Mar 01

Investors Shouldn't Overlook BWG's (OB:BWLPG) Impressive Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jan 30

Why Investors Shouldn't Be Surprised By BW LPG Limited's (OB:BWLPG) Low P/E

With a price-to-earnings (or "P/E") ratio of 4.4x BW LPG Limited ( OB:BWLPG ) may be sending very bullish signals at...

業績と収益の成長予測

OB:BWLPG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20286421663904013
12/31/20277432534674775
12/31/20261,0675388929035
12/31/20253,582242385567N/A
9/30/20253,693169-61626N/A
6/30/20253,555217-206552N/A
3/31/20253,387258-166510N/A
12/31/20243,564354147749N/A
9/30/20243,602475631675N/A
6/30/20243,510483656698N/A
3/31/20243,093485683794N/A
12/31/20232,947470397513N/A
9/30/20232,606410479645N/A
6/30/20232,222341539629N/A
3/31/20232,160298423466N/A
12/31/20221,558227459505N/A
9/30/20221,754198156232N/A
6/30/20221,58118399233N/A
3/31/20221,327170176315N/A
12/31/20211,241185119307N/A
9/30/2021694199144311N/A
6/30/2021690195222337N/A
3/31/2021767234293404N/A
12/31/2020812244331398N/A
9/30/2020883321450500N/A
6/30/2020993414495546N/A
3/31/2020950378413448N/A
12/31/2019817274312334N/A
9/30/201971186N/A232N/A
6/30/2019591-34N/A124N/A
3/31/2019522-88N/A87N/A
12/31/2018522-71N/A89N/A
9/30/2018489-57N/A71N/A
6/30/2018448-81N/A73N/A
3/31/2018473-60N/A125N/A
12/31/2017492-43N/A72N/A
9/30/201748757N/A75N/A
6/30/201749123N/A111N/A
3/31/2017481-25N/A125N/A
12/31/201650624N/A242N/A
9/30/201658126N/A360N/A
6/30/2016700192N/A424N/A
3/31/2016768326N/A459N/A
12/31/2015773324N/A421N/A
9/30/2015764307N/A423N/A
6/30/2015751289N/A420N/A

アナリストによる今後の成長予測

収入対貯蓄率: BWLPGの収益は今後 3 年間で減少すると予測されています (年間-13.9% )。

収益対市場: BWLPGの収益は今後 3 年間で減少すると予測されています (年間-13.9% )。

高成長収益: BWLPGの収益は今後 3 年間で減少すると予測されています。

収益対市場: BWLPGの収益は今後 3 年間で減少すると予想されています (年間-66.2% )。

高い収益成長: BWLPGの収益は今後 3 年間で減少すると予測されています (年間-66.2% )。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: BWLPGの 自己資本利益率 は、3年後には低くなると予測されています ( 8.2 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 15:11
終値2026/05/20 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BW LPG Limited 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
null nullABG Sundal Collier
Mark Andrew Falzon ManducaBofA Global Research
Anders-Redigh KarlsenDanske Bank