Seatrium（5E2）株式概要
シートリウム・リミテッドは、オフショア、海洋、エネルギー産業にエンジニアリング・ソリューションを提供している。 詳細
5E2 Community Fair Values
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Analyst Price Targets
Seatrium Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | S$2.12 |
| 52週高値 | S$2.51 |
| 52週安値 | S$1.99 |
| ベータ | 0.28 |
| 1ヶ月の変化 | -9.79% |
| 3ヶ月変化 | -9.01% |
| 1年変化 | 3.41% |
| 3年間の変化 | -12.40% |
| 5年間の変化 | -47.00% |
| IPOからの変化 | -92.93% |
最新ニュース
ナラティブの更新 • May 27
5E2: Offshore Projects And Share Buybacks Will Support Future Upside Potential
Analysts have kept their SGD fair value estimate for Seatrium steady at SGD2.78, with only slight tweaks to inputs such as the discount rate and future P/E assumptions. This guides their unchanged SGD price target view.ナラティブの更新 • May 12
5E2: FSRU Conversions And Newbuild Deliveries Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Seatrium slightly to about SGD2.78, reflecting small adjustments to the discount rate, revenue and margin assumptions, as well as a modest change in expected future P/E levels. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, with a financial penalty of US$110.0 million, of which up to US$53.0 million already paid to Brazilian authorities can be credited, leaving US$57.0 million (about SGD73.3 million) payable to Singapore authorities, with provisions already made in FY2025 accounts and no stated material impact on net earnings or net tangible asset per share for FY2026 (Regulatory authority announcement).ナラティブの更新 • Apr 26
5E2: FSRU Contract Wins And Deliveries Will Support Future Upside Potential
Analysts have slightly increased their price target for Seatrium to reflect a marginally adjusted fair value estimate of SGD 2.78, along with a small change in the assumed future P/E multiple and discount rate. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with regasification of up to 600 million standard cubic feet per day, and bringing Seatrium’s FSRU and FSU conversion track record to 23 completed projects (Key Developments).ナラティブの更新 • Apr 11
5E2: FSRU Expansion And Offshore Wind Deliveries Will Support Future Upside Potential
Analysts have inched up their Seatrium price target from SGD2.73 to SGD2.78, reflecting refreshed assumptions around discount rate, revenue growth, profit margin and future P/E, without a clear consensus shift in one single driver. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with planned regasification of up to 600 million standard cubic feet per day, with work scheduled to start in the third quarter of 2026 (Client announcement).Recent updates
ナラティブの更新 • May 27
5E2: Offshore Projects And Share Buybacks Will Support Future Upside Potential
Analysts have kept their SGD fair value estimate for Seatrium steady at SGD2.78, with only slight tweaks to inputs such as the discount rate and future P/E assumptions. This guides their unchanged SGD price target view.ナラティブの更新 • May 12
5E2: FSRU Conversions And Newbuild Deliveries Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Seatrium slightly to about SGD2.78, reflecting small adjustments to the discount rate, revenue and margin assumptions, as well as a modest change in expected future P/E levels. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, with a financial penalty of US$110.0 million, of which up to US$53.0 million already paid to Brazilian authorities can be credited, leaving US$57.0 million (about SGD73.3 million) payable to Singapore authorities, with provisions already made in FY2025 accounts and no stated material impact on net earnings or net tangible asset per share for FY2026 (Regulatory authority announcement).ナラティブの更新 • Apr 26
5E2: FSRU Contract Wins And Deliveries Will Support Future Upside Potential
Analysts have slightly increased their price target for Seatrium to reflect a marginally adjusted fair value estimate of SGD 2.78, along with a small change in the assumed future P/E multiple and discount rate. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with regasification of up to 600 million standard cubic feet per day, and bringing Seatrium’s FSRU and FSU conversion track record to 23 completed projects (Key Developments).ナラティブの更新 • Apr 11
5E2: FSRU Expansion And Offshore Wind Deliveries Will Support Future Upside Potential
Analysts have inched up their Seatrium price target from SGD2.73 to SGD2.78, reflecting refreshed assumptions around discount rate, revenue growth, profit margin and future P/E, without a clear consensus shift in one single driver. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with planned regasification of up to 600 million standard cubic feet per day, with work scheduled to start in the third quarter of 2026 (Client announcement).分析記事 • Mar 30
We Think That There Are Issues Underlying Seatrium's (SGX:5E2) Earnings
Seatrium Limited's ( SGX:5E2 ) robust earnings report didn't manage to move the market for its stock. Our analysis...ナラティブの更新 • Mar 28
5E2: FSRU Conversions And Offshore Wind Vessel Deliveries Will Support Earnings Resilience
Analysts have slightly raised their fair value estimate for Seatrium from SGD2.69 to SGD2.73, citing updated assumptions on revenue contraction, profit margins, and future P/E that result in a modestly higher price target. What's in the News New contract from Karpowership for conversion of a Floating Storage Regasification Unit, building on an earlier letter of intent covering multiple LNG carriers and Powership integrations and marking the eighth FSRU conversion project for this customer (Client announcement) Completion and delivery of the FSRU LNGT Powership Oceania, bringing Seatrium's total FSRU and FSU conversion track record to 23 projects (Client announcement) Successful delivery of a next generation Wind Turbine Installation Vessel for Maersk Offshore Wind, equipped with a 1,900 tonne main crane and feeder based installation design, targeting 15+ MW class turbines and US Jones Act compliant deployment (Client announcement) The Wind Turbine Installation Vessel is scheduled to sail in March 2026 for its first assignment at the Empire Wind project offshore New York, with Seatrium reporting zero Lost Time Injuries during construction (Client announcement) Announcement of an annual dividend of SGD0.0300 per share, payable on May 18, 2026, with ex date on May 5, 2026 and record date on May 6, 2026 (Dividend announcement) Valuation Changes Fair Value: revised from SGD2.69 to SGD2.73, a slight increase in the modelled estimate.ナラティブの更新 • Mar 13
5E2: FSRU Conversions And Offshore Wind Deliveries Will Support Long-Term Earnings Resilience
Analysts have made a small upward adjustment to their Seatrium fair value estimate, with the price target moving from about SGD2.69 to roughly SGD2.69 as they factor in a slightly lower discount rate and fine tune assumptions on revenue growth, profit margins and future P/E. What's in the News Seatrium secured a new contract from Karpowership to convert a Floating Storage Regasification Unit, progressing an earlier letter of intent and adding to the company’s track record in FSRU and FSU conversion projects (Client Announcements).ナラティブの更新 • Feb 27
5E2: German Offshore Grid Contract Will Support Long-Term Earnings Resilience
Analysts have inched up their SGD fair value estimate for Seatrium from SGD2.66 to SGD2.69 as they factor in slightly lower discount rates, along with more cautious assumptions on revenue trends, profit margins and future P/E levels. What's in the News GE Vernova and Seatrium consortium awarded a contract by TenneT for BalWin5, a 2.2-gigawatt offshore HVDC grid connection linking German North Sea wind farms to the onshore grid (Key Developments).
新しいナラティブ • Feb 26
Series Build Dependence And Order Risk Will Weigh On Long Term Earnings Visibility
Catalysts About Seatrium Seatrium is an engineering group focused on large offshore energy infrastructure, including FPSOs, offshore wind platforms and related conversion projects. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 13
5E2: Offshore Mega Projects Will Support Long-Term Earnings Resilience
Analysts have reduced their fair value estimate for Seatrium from SGD2.73 to SGD2.66, reflecting updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. What's in the News GE Vernova and Seatrium consortium secured a contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit power from offshore wind farms to the onshore grid and support Germany's energy transition goals.ナラティブの更新 • Jan 30
5E2: Offshore Energy Contracts Will Support Long-Term Earnings Resilience
Analysts have modestly adjusted their price target on Seatrium, reflecting slight tweaks to the discount rate, revenue growth expectations, profit margin outlook and forward P/E assumptions, while keeping their fair value estimate broadly unchanged at about $2.73. What's in the News GE Vernova and Seatrium secured a consortium contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit electricity from offshore wind farms to Germany's onshore network and support the country's energy transition goals (Key Developments).ナラティブの更新 • Jan 16
5E2: Offshore Contracts Will Support Long-Term Earnings Resilience
Analysts have trimmed their price target for Seatrium, citing slightly higher required returns and softer assumptions for revenue and margins. Together, these factors point to a fair value revision from about S$2.82 to roughly S$2.73 per share.分析記事 • Nov 14
Seatrium (SGX:5E2) Might Have The Makings Of A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Oct 28
What Seatrium Limited's (SGX:5E2) P/S Is Not Telling You
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Machinery industry in Singapore, you could be...ナラティブの更新 • Sep 25
Offshore Wind And Decarbonization Will Elevate Clean Energy
Despite a notable downgrade in revenue growth forecasts and a higher future P/E multiple, analysts have modestly raised Seatrium’s fair value target from SGD2.76 to SGD2.82. What's in the News Seatrium's appeal for an injunction to restrain payment under a USD 126.6 million standby letter of credit was dismissed; payment will be made, but no adverse financial impact is expected as provisions were already made.分析記事 • Aug 04
These 4 Measures Indicate That Seatrium (SGX:5E2) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 16
Returns At Seatrium (SGX:5E2) Are On The Way Up
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jun 25
Revenues Not Telling The Story For Seatrium Limited (SGX:5E2)
With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Machinery industry in Singapore, you could be...
新しいナラティブ • Feb 23
Operational Excellence And Green Initiatives Will Drive Future Success
Seatrium's diversification into green technologies positions it to benefit from the energy transition and boost revenue from new markets.株主還元
| 5E2 | SG Machinery | SG 市場 | |
|---|---|---|---|
| 7D | -4.9% | -2.8% | -0.6% |
| 1Y | 3.4% | 55.0% | 28.5% |
業界別リターン: 5E2過去 1 年間で55 % の収益を上げたSG Machinery業界を下回りました。
リターン対市場: 5E2は、過去 1 年間で28.5 % のリターンを上げたSG市場を下回りました。
価格変動
| 5E2 volatility | |
|---|---|
| 5E2 Average Weekly Movement | 3.7% |
| Machinery Industry Average Movement | 8.0% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in SG Market | 15.0% |
| 10% least volatile stocks in SG Market | 2.7% |
安定した株価: 5E2 、 SG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: 5E2の 週次ボラティリティ ( 4% ) 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 |
|---|---|---|---|
| 1963 | 24,000 | Chris Ong | www.seatrium.com |
シートリウム・リミテッドは、オフショア、海洋、エネルギー産業にエンジニアリング・ソリューションを提供している。同社は、オフショアの新造船や改造船、FSO、FPSO、FDPSO、FPU、MOPU、ガスターミナル、FLNG、FSRU、グラビフロート、ジャッキアップ、セミサブマーシブル、ドリルシップ、TLP、SPAR、SSPソリューションのターンキーデザイン、エンジニアリング、調達、建造、試運転に従事している。また、オフショアおよび海洋船舶・構造物の乾ドック、修理、改修、改造、延命、アップグレード、改造、ガス運搬船、クルーズ船、フェリー、ヨット、浮体式生産船、重量物運搬船、移動式海洋掘削ユニット、タンカー、コンテナ、貨物船、およびジャンボ化・デジャンボ化を含む特殊プロジェクトの引き受けにも携わっている。さらに、エンジニアリング、調達、建設、輸送、据付、オフショア・フックアップ、試運転、ブラウンフィールド・ソリューション、高圧直流（HVDC）コンバーター・ステーション、高圧交流（HVAC）変電所、風力タービン基礎、風力タービン据付船、浮体式洋上風力タービン、浮体式風力HVDCステーション、HVACステーションをターンキーで提供している。さらに、フェリー、RoPax、クルーズ、再生可能エネルギー支援、オフショア支援、海軍支援・警備、研究・科学調査船などの特殊船とソリューションも提供している。さらに、海洋工学関連製品のバルク取引、港湾利用者への管理・港湾タグサービスの提供、使用済み銅スラグの回収・処理、銅スラグの処理・流通にも従事している。前身はセムブコープ・マリン・リミテッドで、2023年4月にシートリウム・リミテッドに社名変更した。シートリウム・リミテッドは1963年に設立され、シンガポールに本社を置く。
Seatrium Limited 基礎のまとめ
| 5E2 基礎統計学 | |
|---|---|
| 時価総額 | S$7.16b |
| 収益（TTM） | S$323.62m |
| 売上高(TTM) | S$11.47b |
22.1x
PER（株価収益率0.6x
P/Sレシオ5E2 は割高か？
公正価値と評価分析を参照収益と収入
| 5E2 損益計算書（TTM） | |
|---|---|
| 収益 | S$11.47b |
| 売上原価 | S$10.62b |
| 売上総利益 | S$847.60m |
| その他の費用 | S$523.98m |
| 収益 | S$323.62m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.096 |
| グロス・マージン | 7.39% |
| 純利益率 | 2.82% |
| 有利子負債／自己資本比率 | 36.2% |
5E2 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
1.4%
現在の配当利回り31%
配当性向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 | 2026/05/31 09:35 |
| 終値 | 2026/05/29 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Seatrium Limited 10 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。24
| アナリスト | 機関 |
|---|---|
| Khir Goh | AmInvestment Bank Berhad |
| Clement Chen | Barclays |
| Nathan Gee | BofA Global Research |