View ValuationThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsGasLog Partners 将来の成長Future 基準チェック /06現在、 GasLog Partnersの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Oil and Gas 収益成長11.3%収益成長率-2.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日30 Apr 2023今後の成長に関する最新情報Price Target Changed • Oct 28Price target increased to US$7.75Up from US$5.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$7.78. Stock is up 39% over the past year. The company posted a net loss per share of US$0.47 last year.Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from US$1.06 to US$1.62. Revenue forecast steady at US$326.0m. Net income forecast to grow 16% next year vs 64% growth forecast for Oil and Gas industry in the US. Consensus price target of US$5.38 unchanged from last update. Share price was steady at US$4.86 over the past week.Price Target Changed • Jul 29Price target increased to US$4.00Up from US$3.63, the current price target is an average from 3 analysts. New target price is 7.8% below last closing price of US$4.34. Stock is up 9.6% over the past year.Price Target Changed • Nov 11Price target lowered to US$3.75Down from US$4.29, the current price target is an average from 5 analysts. The new target price is 58% above the current share price of US$2.38. As of last close, the stock is down 86% over the past year.すべての更新を表示Recent updatesお知らせ • Jul 10Gaslog Partners LP Approves and Declares Special Cash Distribution, Payable on July 12, 2023GasLog Partners LP announced that at a special meeting of the common unitholders of the Partnership (the “common unitholders”) held on July 7, 2023. Pursuant to the terms of the Agreement and Plan of Merger, dated as of April 6, 2023 (the “Merger Agreement”), by and among the Partnership, GasLog GP LLC, the general partner of the Partnership (the “General Partner”), Parent and Saturn Merger Sub LLC, a direct wholly owned subsidiary of Parent, on July 7, 2023, the board of directors of the Partnership approved and declared a special cash distribution of $3.28 per common unit (with a corresponding amount distributed in respect of each General Partner Unit (as defined in the Merger Agreement)) (the “Special Distribution”). The Special Distribution will be paid on July 12, 2023 (the “Special Distribution Payment Date”) to the General Partner and all common unitholders of record as of July 10, 2023 (the “Special Distribution Record Date”), subject to the applicability of due-bill trading. Due to the size of the Special Distribution, as required by the rules of the New York Stock Exchange (the “NYSE”), during the period beginning July 7, 2023, one business day prior to the Special Distribution Record Date, through the Special Distribution Payment Date, the common units will be traded with “due bills”, representing an assignment of the right to receive the Special Distribution (such period of time, the “Due-bill Period”).お知らせ • May 17Tourlite Capital Management Sends a Letter and Presentation to Board of GasLog Partners LPOn May 15, 2023, Tourlite Capital Management announced that it has sent a letter to board of GasLog Partners LP, stating that it has analyzed new proxy materials filed by the Company and an analysis performed by Evercore, disagree with several points that have a substantial impact on valuation and without a condition that requires a majority of the unaffiliated units, it allows the General Partner to exert significant power over minority shareholders. Further, Tourlite Capital stated that it considering the new materials, it estimates fair value of ~$12 per share, an ~39% premium to the current offer and urged the Company board of directors and the board’s Conflicts Committee to reconsider the current price offered for Company, which significantly underestimates the fair value of the assets. Further, Tourlite Capital stated that it plans to vote against the current bid and urges fellow shareholders to do the same.Reported Earnings • Mar 08Full year 2022 earnings released: EPS: US$1.77 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$1.77 (up from US$0.47 loss in FY 2021). Revenue: US$371.0m (up 14% from FY 2021). Net income: US$92.7m (up US$116.7m from FY 2021). Profit margin: 25% (up from net loss in FY 2021). Revenue is expected to fall by 7.5% p.a. on average during the next 3 years compared to a 6.4% decline forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28+ 1 more updateGasLog Partners LP Approves and Declares A Quarterly Cash Distribution for the Quarter Ended December 31, 2022, Payable on February 9, 2023On January 25, 2023, the board of directors of GasLog Partners LP approved and declared a quarterly cash distribution of $0.01 per common unit for the quarter ended December 31, 2022. The cash distribution is payable on February 9, 2023 to all unitholders of record as of February 6, 2023.Reported Earnings • Jan 26Full year 2022 earnings released: EPS: US$2.20 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$2.20 (up from US$0.47 loss in FY 2021). Revenue: US$371.0m (up 14% from FY 2021). Net income: US$119.0m (up US$143.0m from FY 2021). Profit margin: 32% (up from net loss in FY 2021). Revenue is expected to fall by 8.8% p.a. on average during the next 3 years compared to a 6.3% decline forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Seeking Alpha • Jan 26GasLog Partners declares $0.01 dividendGasLog Partners (NYSE:GLOP) declares $0.01/share quarterly dividend, in line with previous. Forward yield 0.5% Payable Feb. 9; for shareholders of record Feb. 6; ex-div Feb. 3. See GLOP Dividend Scorecard, Yield Chart, & Dividend Growth.お知らせ • Jan 18GasLog Partners LP to Report Q4, 2022 Results on Jan 26, 2023GasLog Partners LP announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Jan 26, 2023Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: US$0.69 (vs US$0.37 in 3Q 2021)Third quarter 2022 results: EPS: US$0.69 (up from US$0.37 in 3Q 2021). Revenue: US$95.7m (up 19% from 3Q 2021). Net income: US$36.2m (up 87% from 3Q 2021). Profit margin: 38% (up from 24% in 3Q 2021). Revenue is expected to fall by 4.1% p.a. on average during the next 3 years compared to a 5.7% decline forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 28Price target increased to US$7.75Up from US$5.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$7.78. Stock is up 39% over the past year. The company posted a net loss per share of US$0.47 last year.Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.Seeking Alpha • Aug 04GasLog Partners goes ex dividend tomorrowGasLog Partners (NYSE:GLOP) has declared $0.01/share quarterly dividend, in line with previous. Payable Aug. 11; for shareholders of record Aug. 8; ex-div Aug. 5. See GLOP Dividend Scorecard, Yield Chart, & Dividend Growth.Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.12 loss per share (vs US$0.14 profit in 2Q 2021)Second quarter 2022 results: US$0.12 loss per share (down from US$0.14 profit in 2Q 2021). Revenue: US$84.9m (up 21% from 2Q 2021). Net income: US$761.0k (down 89% from 2Q 2021). Profit margin: 0.9% (down from 10% in 2Q 2021). Over the next year, revenue is expected to shrink by 3.2% compared to a 25% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.Seeking Alpha • Jul 28GasLog Partners Non-GAAP EPS of $0.10 misses by $0.19, revenue of $84.92M beats by $6.04MGasLog Partners press release (NYSE:GLOP): Q2 Non-GAAP EPS of $0.10 misses by $0.19. Revenue of $84.92M (+20.7% Y/Y) beats by $6.04M. Repurchased $8.7 million of preference units in the open market in the second quarter of 2022 and a total of $18.7 million of repurchased preference units in the first six months of 2022 Repaid $19.9 million of debt and lease liabilities during the second quarter of 2022 and $56.9 million in the first six months of 2022 Quarterly Revenues, Profit, Adjusted Profit and Adjusted EBITDA of $84.9 million, $0.8 million, $26.3 million and $59.3 million, respectivelyReported Earnings • Apr 29First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: US$85.5m (down 1.9% from 1Q 2021). Net income: US$35.0m (up 26% from 1Q 2021). Profit margin: 41% (up from 32% in 1Q 2021). Revenue exceeded analyst estimates by 9.4%. Over the next year, revenue is expected to shrink by 2.1% compared to a 33% growth forecast for the industry in the US.Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • Mar 25GasLog Partners: Stronger Outlook Following The Russia-Ukraine WarGasLog Partners saw another decent quarter to end 2021 with their operating cash flow increasing slightly versus 2020. When combined with their divestitures, their net debt decreased by over 10% during the fourth quarter of 2021 but despite being positive, their leverage remains high. Looking into 2022, deleveraging remains the goal of management but this progress is encouraging. When looking further into the future, the Russia-Ukraine war stands to boost demand for their LNG vessels and thus financial performance as Europe seeks gas supplies outside of Russia. Even though war is nothing to celebrate, objectively speaking, they now see a stronger medium to long-term outlook and thus I believe that maintaining my buy rating is appropriate.Reported Earnings • Mar 04Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.47 loss per share (down from US$0.55 profit in FY 2020). Revenue: US$326.1m (down 2.3% from FY 2020). Net loss: US$24.0m (down 190% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the oil industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 47% per year, which means it is performing significantly worse than earnings.Reported Earnings • Jan 29Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.47 loss per share (down from US$0.55 profit in FY 2020). Revenue: US$326.1m (down 2.3% from FY 2020). Net income: US$5.73m (down 78% from FY 2020). Profit margin: 1.8% (down from 8.0% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 71% growth forecast for the oil industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.Board Change • Jan 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from US$1.06 to US$1.62. Revenue forecast steady at US$326.0m. Net income forecast to grow 16% next year vs 64% growth forecast for Oil and Gas industry in the US. Consensus price target of US$5.38 unchanged from last update. Share price was steady at US$4.86 over the past week.Board Change • Dec 03High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 03High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$0.37 (vs US$0.089 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$80.5m (up 11% from 3Q 2020). Net income: US$19.3m (up 350% from 3Q 2020). Profit margin: 24% (up from 5.9% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$5.48, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Oil and Gas industry in the US. Total loss to shareholders of 70% over the past three years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$4.83, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Oil and Gas industry in the US. Total loss to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$4.15, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 10x in the Oil and Gas industry in the US. Total loss to shareholders of 77% over the past three years.Executive Departure • Aug 05Director Paul Wogan has left the companyOn the 31st of July, Paul Wogan was replaced as CEO by Paolo Enoizi after less than a year in the role. We don't have any record of a personal shareholding under Paul's name. A total of 3 executives have left over the last 12 months. Under Paul's leadership, the company delivered a total shareholder return of 41%.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to US$3.89, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 10x in the Oil and Gas industry in the US. Total loss to shareholders of 78% over the past three years.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.14 (vs US$0.013 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$70.4m (down 17% from 2Q 2020). Net income: US$7.08m (up US$6.45m from 2Q 2020). Profit margin: 10% (up from 0.7% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.Price Target Changed • Jul 29Price target increased to US$4.00Up from US$3.63, the current price target is an average from 3 analysts. New target price is 7.8% below last closing price of US$4.34. Stock is up 9.6% over the past year.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 36% share price gain to US$5.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Oil and Gas industry in the US. Total loss to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 23% share price gain to US$3.86, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Oil and Gas industry in the US. Total loss to shareholders of 78% over the past three years.Seeking Alpha • Jun 21GasLog signs LNG time charter agreement with Chenierelyash01/iStock via Getty Images GasLog Partners (GLOP) +1.8% pre-market after announcing a new time charter agreement for the Methane Heather Sally with Cheniere Energy (LNG) for a minimum one-year duration. Cheniere has an option until late August to extend the charter for an additional one or two years. The Methane Heather Sally is a 145K cbm steam turbine liquefied natural gas carrier built in 2007 which previously operated in the spot market. GasLog Partners is a "coiled spring ready toReported Earnings • May 06First quarter 2021 earnings released: EPS US$0.57 (vs US$0.14 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$87.1m (down 4.7% from 1Q 2020). Net income: US$35.4m (up 437% from 1Q 2020). Profit margin: 41% (up from 7.2% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 15 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 23Full year 2020 earnings released: EPS US$1.12 (vs US$1.43 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$333.7m (down 12% from FY 2019). Net income: US$56.9m (up US$124.6m from FY 2019). Profit margin: 17% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 48% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 23Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 5.7% compared to a 26% growth forecast for the Oil and Gas industry in the US.Is New 90 Day High Low • Jan 15New 90-day high: US$3.82The company is up 11% from its price of US$3.44 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$10.42 per share.Price Target Changed • Nov 11Price target lowered to US$3.75Down from US$4.29, the current price target is an average from 5 analysts. The new target price is 58% above the current share price of US$2.38. As of last close, the stock is down 86% over the past year.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$72.8m (down 25% from 3Q 2019). Net income: US$11.9m (down 46% from 3Q 2019). Profit margin: 16% (down from 23% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has only fallen by 53% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 11Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 37%. Over the next year, revenue is expected to shrink by 8.6% compared to a 8.0% growth forecast for the Oil and Gas industry in the US.Is New 90 Day High Low • Oct 29New 90-day low: US$3.21The company is down 18% from its price of US$3.91 on 30 July 2020. The American market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Oil and Gas industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$9.45 per share.Is New 90 Day High Low • Oct 01New 90-day low: US$3.36The company is down 18% from its price of US$4.09 on 02 July 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$22.16 per share.業績と収益の成長予測NYSE:GLOP - 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12/31/2025362N/A178N/A112/31/2024362N/A190N/A112/31/2023390N/A249N/A13/31/202338594281286N/A12/31/202237193275278N/A9/30/2022354-20239245N/A6/30/2022339-37234243N/A3/31/2022325-24222237N/A12/31/2021326-24214233N/A9/30/202132369213233N/A6/30/202131554197221N/A3/31/202132948206229N/A12/31/202033427195218N/A9/30/2020345-102226250N/A6/30/2020369-85238257N/A3/31/2020377-74223240N/A12/31/2019380-68290304N/A9/30/201938160188203N/A6/30/201938360164181N/A3/31/201938166187206N/A12/31/201838777172197N/A9/30/201840487226247N/A6/30/201839287238256N/A3/31/201838688223236N/A1/1/201840283249254N/A9/30/201735281192198N/A6/30/20173327833200N/A3/31/201731177-145191N/A1/1/201731772N/A205N/A9/30/201626370N/A175N/A6/30/201624870N/A163N/A3/31/201623266N/A140N/A1/1/201624963N/A137N/A9/30/201519945N/A107N/A6/30/201519936N/A132N/A3/31/201518627N/A133N/A1/1/201518415N/A128N/A9/30/201412813N/A90N/A6/30/2014984N/A42N/A3/31/201474N/AN/A27N/A12/31/201364N/AN/A32N/A9/30/2013430N/A27N/A6/30/2013220N/A15N/A3/31/2013110N/A8N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GLOPの予測収益成長が 貯蓄率 ( 2.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: GLOPの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: GLOPの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: GLOP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-2.8% )。高い収益成長: GLOP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-2.8% )。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: GLOPの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/07/14 15:33終値2023/07/12 00:00収益2023/03/31年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GasLog Partners LP 1 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。16 アナリスト機関Richard GrossBarclaysDonald McLeeBerenbergLiam BurkeB. Riley Securities, Inc.13 その他のアナリストを表示
Price Target Changed • Oct 28Price target increased to US$7.75Up from US$5.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$7.78. Stock is up 39% over the past year. The company posted a net loss per share of US$0.47 last year.
Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.
Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.
Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from US$1.06 to US$1.62. Revenue forecast steady at US$326.0m. Net income forecast to grow 16% next year vs 64% growth forecast for Oil and Gas industry in the US. Consensus price target of US$5.38 unchanged from last update. Share price was steady at US$4.86 over the past week.
Price Target Changed • Jul 29Price target increased to US$4.00Up from US$3.63, the current price target is an average from 3 analysts. New target price is 7.8% below last closing price of US$4.34. Stock is up 9.6% over the past year.
Price Target Changed • Nov 11Price target lowered to US$3.75Down from US$4.29, the current price target is an average from 5 analysts. The new target price is 58% above the current share price of US$2.38. As of last close, the stock is down 86% over the past year.
お知らせ • Jul 10Gaslog Partners LP Approves and Declares Special Cash Distribution, Payable on July 12, 2023GasLog Partners LP announced that at a special meeting of the common unitholders of the Partnership (the “common unitholders”) held on July 7, 2023. Pursuant to the terms of the Agreement and Plan of Merger, dated as of April 6, 2023 (the “Merger Agreement”), by and among the Partnership, GasLog GP LLC, the general partner of the Partnership (the “General Partner”), Parent and Saturn Merger Sub LLC, a direct wholly owned subsidiary of Parent, on July 7, 2023, the board of directors of the Partnership approved and declared a special cash distribution of $3.28 per common unit (with a corresponding amount distributed in respect of each General Partner Unit (as defined in the Merger Agreement)) (the “Special Distribution”). The Special Distribution will be paid on July 12, 2023 (the “Special Distribution Payment Date”) to the General Partner and all common unitholders of record as of July 10, 2023 (the “Special Distribution Record Date”), subject to the applicability of due-bill trading. Due to the size of the Special Distribution, as required by the rules of the New York Stock Exchange (the “NYSE”), during the period beginning July 7, 2023, one business day prior to the Special Distribution Record Date, through the Special Distribution Payment Date, the common units will be traded with “due bills”, representing an assignment of the right to receive the Special Distribution (such period of time, the “Due-bill Period”).
お知らせ • May 17Tourlite Capital Management Sends a Letter and Presentation to Board of GasLog Partners LPOn May 15, 2023, Tourlite Capital Management announced that it has sent a letter to board of GasLog Partners LP, stating that it has analyzed new proxy materials filed by the Company and an analysis performed by Evercore, disagree with several points that have a substantial impact on valuation and without a condition that requires a majority of the unaffiliated units, it allows the General Partner to exert significant power over minority shareholders. Further, Tourlite Capital stated that it considering the new materials, it estimates fair value of ~$12 per share, an ~39% premium to the current offer and urged the Company board of directors and the board’s Conflicts Committee to reconsider the current price offered for Company, which significantly underestimates the fair value of the assets. Further, Tourlite Capital stated that it plans to vote against the current bid and urges fellow shareholders to do the same.
Reported Earnings • Mar 08Full year 2022 earnings released: EPS: US$1.77 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$1.77 (up from US$0.47 loss in FY 2021). Revenue: US$371.0m (up 14% from FY 2021). Net income: US$92.7m (up US$116.7m from FY 2021). Profit margin: 25% (up from net loss in FY 2021). Revenue is expected to fall by 7.5% p.a. on average during the next 3 years compared to a 6.4% decline forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28+ 1 more updateGasLog Partners LP Approves and Declares A Quarterly Cash Distribution for the Quarter Ended December 31, 2022, Payable on February 9, 2023On January 25, 2023, the board of directors of GasLog Partners LP approved and declared a quarterly cash distribution of $0.01 per common unit for the quarter ended December 31, 2022. The cash distribution is payable on February 9, 2023 to all unitholders of record as of February 6, 2023.
Reported Earnings • Jan 26Full year 2022 earnings released: EPS: US$2.20 (vs US$0.47 loss in FY 2021)Full year 2022 results: EPS: US$2.20 (up from US$0.47 loss in FY 2021). Revenue: US$371.0m (up 14% from FY 2021). Net income: US$119.0m (up US$143.0m from FY 2021). Profit margin: 32% (up from net loss in FY 2021). Revenue is expected to fall by 8.8% p.a. on average during the next 3 years compared to a 6.3% decline forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Seeking Alpha • Jan 26GasLog Partners declares $0.01 dividendGasLog Partners (NYSE:GLOP) declares $0.01/share quarterly dividend, in line with previous. Forward yield 0.5% Payable Feb. 9; for shareholders of record Feb. 6; ex-div Feb. 3. See GLOP Dividend Scorecard, Yield Chart, & Dividend Growth.
お知らせ • Jan 18GasLog Partners LP to Report Q4, 2022 Results on Jan 26, 2023GasLog Partners LP announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Jan 26, 2023
Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: US$0.69 (vs US$0.37 in 3Q 2021)Third quarter 2022 results: EPS: US$0.69 (up from US$0.37 in 3Q 2021). Revenue: US$95.7m (up 19% from 3Q 2021). Net income: US$36.2m (up 87% from 3Q 2021). Profit margin: 38% (up from 24% in 3Q 2021). Revenue is expected to fall by 4.1% p.a. on average during the next 3 years compared to a 5.7% decline forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 28Price target increased to US$7.75Up from US$5.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$7.78. Stock is up 39% over the past year. The company posted a net loss per share of US$0.47 last year.
Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.
Price Target Changed • Aug 10Price target increased to US$5.50Up from US$5.13, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.69. Stock is up 40% over the past year. The company posted a net loss per share of US$0.47 last year.
Seeking Alpha • Aug 04GasLog Partners goes ex dividend tomorrowGasLog Partners (NYSE:GLOP) has declared $0.01/share quarterly dividend, in line with previous. Payable Aug. 11; for shareholders of record Aug. 8; ex-div Aug. 5. See GLOP Dividend Scorecard, Yield Chart, & Dividend Growth.
Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.12 loss per share (vs US$0.14 profit in 2Q 2021)Second quarter 2022 results: US$0.12 loss per share (down from US$0.14 profit in 2Q 2021). Revenue: US$84.9m (up 21% from 2Q 2021). Net income: US$761.0k (down 89% from 2Q 2021). Profit margin: 0.9% (down from 10% in 2Q 2021). Over the next year, revenue is expected to shrink by 3.2% compared to a 25% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
Seeking Alpha • Jul 28GasLog Partners Non-GAAP EPS of $0.10 misses by $0.19, revenue of $84.92M beats by $6.04MGasLog Partners press release (NYSE:GLOP): Q2 Non-GAAP EPS of $0.10 misses by $0.19. Revenue of $84.92M (+20.7% Y/Y) beats by $6.04M. Repurchased $8.7 million of preference units in the open market in the second quarter of 2022 and a total of $18.7 million of repurchased preference units in the first six months of 2022 Repaid $19.9 million of debt and lease liabilities during the second quarter of 2022 and $56.9 million in the first six months of 2022 Quarterly Revenues, Profit, Adjusted Profit and Adjusted EBITDA of $84.9 million, $0.8 million, $26.3 million and $59.3 million, respectively
Reported Earnings • Apr 29First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: US$85.5m (down 1.9% from 1Q 2021). Net income: US$35.0m (up 26% from 1Q 2021). Profit margin: 41% (up from 32% in 1Q 2021). Revenue exceeded analyst estimates by 9.4%. Over the next year, revenue is expected to shrink by 2.1% compared to a 33% growth forecast for the industry in the US.
Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • Mar 25GasLog Partners: Stronger Outlook Following The Russia-Ukraine WarGasLog Partners saw another decent quarter to end 2021 with their operating cash flow increasing slightly versus 2020. When combined with their divestitures, their net debt decreased by over 10% during the fourth quarter of 2021 but despite being positive, their leverage remains high. Looking into 2022, deleveraging remains the goal of management but this progress is encouraging. When looking further into the future, the Russia-Ukraine war stands to boost demand for their LNG vessels and thus financial performance as Europe seeks gas supplies outside of Russia. Even though war is nothing to celebrate, objectively speaking, they now see a stronger medium to long-term outlook and thus I believe that maintaining my buy rating is appropriate.
Reported Earnings • Mar 04Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.47 loss per share (down from US$0.55 profit in FY 2020). Revenue: US$326.1m (down 2.3% from FY 2020). Net loss: US$24.0m (down 190% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the oil industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 47% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Jan 29Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.47 loss per share (down from US$0.55 profit in FY 2020). Revenue: US$326.1m (down 2.3% from FY 2020). Net income: US$5.73m (down 78% from FY 2020). Profit margin: 1.8% (down from 8.0% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 71% growth forecast for the oil industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.
Board Change • Jan 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from US$1.06 to US$1.62. Revenue forecast steady at US$326.0m. Net income forecast to grow 16% next year vs 64% growth forecast for Oil and Gas industry in the US. Consensus price target of US$5.38 unchanged from last update. Share price was steady at US$4.86 over the past week.
Board Change • Dec 03High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 03High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Curt Anastasio is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$0.37 (vs US$0.089 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$80.5m (up 11% from 3Q 2020). Net income: US$19.3m (up 350% from 3Q 2020). Profit margin: 24% (up from 5.9% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$5.48, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Oil and Gas industry in the US. Total loss to shareholders of 70% over the past three years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$4.83, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Oil and Gas industry in the US. Total loss to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$4.15, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 10x in the Oil and Gas industry in the US. Total loss to shareholders of 77% over the past three years.
Executive Departure • Aug 05Director Paul Wogan has left the companyOn the 31st of July, Paul Wogan was replaced as CEO by Paolo Enoizi after less than a year in the role. We don't have any record of a personal shareholding under Paul's name. A total of 3 executives have left over the last 12 months. Under Paul's leadership, the company delivered a total shareholder return of 41%.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to US$3.89, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 10x in the Oil and Gas industry in the US. Total loss to shareholders of 78% over the past three years.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.14 (vs US$0.013 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$70.4m (down 17% from 2Q 2020). Net income: US$7.08m (up US$6.45m from 2Q 2020). Profit margin: 10% (up from 0.7% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jul 29Price target increased to US$4.00Up from US$3.63, the current price target is an average from 3 analysts. New target price is 7.8% below last closing price of US$4.34. Stock is up 9.6% over the past year.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 36% share price gain to US$5.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Oil and Gas industry in the US. Total loss to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 23% share price gain to US$3.86, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Oil and Gas industry in the US. Total loss to shareholders of 78% over the past three years.
Seeking Alpha • Jun 21GasLog signs LNG time charter agreement with Chenierelyash01/iStock via Getty Images GasLog Partners (GLOP) +1.8% pre-market after announcing a new time charter agreement for the Methane Heather Sally with Cheniere Energy (LNG) for a minimum one-year duration. Cheniere has an option until late August to extend the charter for an additional one or two years. The Methane Heather Sally is a 145K cbm steam turbine liquefied natural gas carrier built in 2007 which previously operated in the spot market. GasLog Partners is a "coiled spring ready to
Reported Earnings • May 06First quarter 2021 earnings released: EPS US$0.57 (vs US$0.14 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$87.1m (down 4.7% from 1Q 2020). Net income: US$35.4m (up 437% from 1Q 2020). Profit margin: 41% (up from 7.2% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 15 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 23Full year 2020 earnings released: EPS US$1.12 (vs US$1.43 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$333.7m (down 12% from FY 2019). Net income: US$56.9m (up US$124.6m from FY 2019). Profit margin: 17% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 48% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 23Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 5.7% compared to a 26% growth forecast for the Oil and Gas industry in the US.
Is New 90 Day High Low • Jan 15New 90-day high: US$3.82The company is up 11% from its price of US$3.44 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$10.42 per share.
Price Target Changed • Nov 11Price target lowered to US$3.75Down from US$4.29, the current price target is an average from 5 analysts. The new target price is 58% above the current share price of US$2.38. As of last close, the stock is down 86% over the past year.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$72.8m (down 25% from 3Q 2019). Net income: US$11.9m (down 46% from 3Q 2019). Profit margin: 16% (down from 23% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has only fallen by 53% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 37%. Over the next year, revenue is expected to shrink by 8.6% compared to a 8.0% growth forecast for the Oil and Gas industry in the US.
Is New 90 Day High Low • Oct 29New 90-day low: US$3.21The company is down 18% from its price of US$3.91 on 30 July 2020. The American market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Oil and Gas industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$9.45 per share.
Is New 90 Day High Low • Oct 01New 90-day low: US$3.36The company is down 18% from its price of US$4.09 on 02 July 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$22.16 per share.