BW LPG Limited

OB:BWLPG 주식 리포트

시가총액: NOK 31.2b

BWG 향후 성장

Future 기준 점검 0/6

BWG 의 수익과 수익은 각각 연간 65.2% 및 12% 감소할 것으로 예상됩니다. EPS는 연간 13.3% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.8% 로 예상됩니다.

핵심 정보

-12.0%

이익 성장률

-13.29%

EPS 성장률

Oil and Gas 이익 성장3.7%
매출 성장률-65.2%
향후 자기자본이익률8.83%
애널리스트 커버리지

Low

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
새로운 내러티브 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
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

이익 및 매출 성장 예측

OB:BWLPG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286641863904013
12/31/20277542634674775
12/31/20261,0975668929035
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

애널리스트 향후 성장 전망

수입 대 저축률: BWLPG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12%).

수익 vs 시장: BWLPG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12%).

고성장 수익: BWLPG 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: BWLPG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -65.2%).

고성장 매출: BWLPG 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -65.2%).


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: BWLPG의 자본 수익률은 3년 후 8.8%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 19:20
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

BW LPG Limited는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullABG Sundal Collier
Mark Andrew Falzon ManducaBofA Global Research
Anders-Redigh KarlsenDanske Bank