Odfjell SE

OB:ODF 주식 리포트

시가총액: NOK 9.0b

Odfjell 경영진

경영진 기준 점검 3/4

Odfjell CEO는 Harald Fotland, May2022 에 임명되었습니다 의 임기는 4.08 년입니다. 총 연간 보상은 $1.20M, 49.9% 급여 및 50.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 NOK13.76M 가치에 해당하는 회사 주식의 0.15% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.6 년과 8.6 년입니다.

핵심 정보

Harald Fotland

최고경영자

US$1.2m

총 보수

CEO 급여 비율49.87%
CEO 재임 기간4.1yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간6.6yrs
이사회 평균 재임 기간8.6yrs

최근 경영진 업데이트

분석 기사 May 01

It Looks Like Shareholders Would Probably Approve Odfjell SE's (OB:ODF) CEO Compensation Package

Key Insights Odfjell's Annual General Meeting to take place on 7th of May Total pay for CEO Harald Fotland includes...

Recent updates

내러티브 업데이트 Jun 10

ODF: Fleet Renewal And Higher Required Returns Will Likely Restrain Future P/E Multiple

Analysts have raised their price target on Odfjell to NOK 130. They frame the higher fair value around updated views on revenue growth, profit margins, discount rate and future P/E assumptions.
내러티브 업데이트 May 27

ODF: Hold Downgrade And Fleet Renewal Will Shape Future Return Potential

Analysts have reduced their price target on Odfjell to NOK 114, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following the recent downgrade to Hold. Analyst Commentary Analysts have shifted to a Hold view at a NOK 114 price target, which signals more balanced expectations around Odfjell’s risk and reward at current levels.
분석 기사 May 14

Newsflash: Odfjell SE (OB:ODF) Analysts Have Been Trimming Their Revenue Forecasts

The analysts covering Odfjell SE ( OB:ODF ) delivered a dose of negativity to shareholders today, by making a...
내러티브 업데이트 Apr 28

ODF: Hold Downgrades Will Set Up Future Re Rating Opportunity

Analysts have trimmed their stance on Odfjell, with recent downgrades contributing to a more cautious view that keeps the fair value assessment steady at NOK 128.74, while Street targets such as NOK 114 indicate reduced optimism compared with earlier expectations. Analyst Commentary Bullish Takeaways Bullish analysts still see upside versus recent Street targets, with the fair value estimate of NOK 128.74 sitting above the NOK 114 reference point, suggesting room for re rating if execution aligns with expectations.
내러티브 업데이트 Apr 12

ODF: Softer Fair Value And Hold Downgrades Will Shape A More Cautious Outlook

The analyst price target for Odfjell has been reset lower to NOK 114, with analysts pointing to slightly softer fair value estimates and modest tweaks to revenue growth, profit margin and forward P/E assumptions as key reasons for the adjustment. Analyst Commentary Recent research updates on Odfjell have shifted to a more neutral stance, with the latest moves pointing to a Hold view around the NOK 114 price target.
내러티브 업데이트 Mar 29

ODF: Revised Assumptions And Dividend Outlook Will Support Future Upside Potential

The analyst price target for Odfjell has been revised to NOK 114 from NOK 154, as analysts factor in slightly higher discount rates, somewhat softer revenue growth and profit margin assumptions, and a modestly lower future P/E multiple. Analyst Commentary Recent research points to a more cautious stance around Odfjell, with the consensus price target now aligned at NOK 114 and ratings moving to Hold.
내러티브 업데이트 Mar 15

ODF: Higher Future P/E Assumptions Will Support A More Constructive Outlook

The analyst price target for Odfjell has been reduced from about NOK 141 to around NOK 134, as analysts factor in lower revenue growth assumptions, slimmer profit margin expectations, a slightly higher discount rate, and a higher future P/E multiple. Analyst Commentary Recent research updates reflect a more cautious stance on Odfjell, with multiple analysts moving to neutral ratings and setting price targets around or below the current consensus level.
내러티브 업데이트 Mar 01

ODF: Execution Risks And Margin Pressure Will Likely Restrain Future P/E Multiple

We trim our Odfjell fair value estimate to NOK 104 from NOK 118, reflecting analysts' more cautious assumptions on growth, margins and a higher future P/E multiple following recent downgrades and price targets such as NOK 114. Analyst Commentary Recent Street commentary points to a more cautious stance on Odfjell, with several bearish analysts revisiting their ratings and price assumptions.
내러티브 업데이트 Feb 15

ODF: Joint Venture Expansion Will Support Earnings Quality And Future Upside Potential

Analysts have trimmed their Odfjell price target from NOK 167.78 to NOK 154.40, citing slightly lower assumptions for revenue growth and profit margins alongside a higher future P/E multiple. Analyst Commentary Even with the trimmed price target to NOK 154.40, some bullish analysts still highlight potential upside if Odfjell executes well on its current plans.
분석 기사 Feb 15

Odfjell SE (OB:ODF) Just Reported Earnings, And Analysts Cut Their Target Price

Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 7.6% to kr122 in...
내러티브 업데이트 Feb 01

ODF: Joint Venture And Fleet Expansion Will Shape A Balanced Outlook

Analysts have reduced their price target on Odfjell to reflect an updated fair value estimate of $140.57, down from $151.02, as they factor in slightly different assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News Odfjell SE and Nissen Kaiun Co. Ltd.
내러티브 업데이트 Jan 18

ODF: Future Fleet Expansion Will Likely Not Justify Current P/E Multiple

Analysts have trimmed their price target on Odfjell to about NOK 118 from roughly NOK 124. This reflects updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple.
분석 기사 Nov 09

Revenue Beat: Odfjell SE Beat Analyst Estimates By 29%

A week ago, Odfjell SE ( OB:ODF ) came out with a strong set of third-quarter numbers that could potentially lead to a...
분석 기사 Oct 30

Investors Will Want Odfjell's (OB:ODF) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Jul 04

Here's Why We Think Odfjell (OB:ODF) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 May 07

Improved Earnings Required Before Odfjell SE (OB:ODF) Stock's 30% Jump Looks Justified

Odfjell SE ( OB:ODF ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last month...
분석 기사 May 01

It Looks Like Shareholders Would Probably Approve Odfjell SE's (OB:ODF) CEO Compensation Package

Key Insights Odfjell's Annual General Meeting to take place on 7th of May Total pay for CEO Harald Fotland includes...
분석 기사 Mar 20

These 4 Measures Indicate That Odfjell (OB:ODF) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
새로운 내러티브 Feb 09

Fleet Renewal And Terminal Expansion Projects In Antwerp And Korea Will Offer Opportunities Amidst Rising Competition

Fleet expansion and vessel renewal could boost revenue and operational efficiency, while efficiency efforts enhance margins amid rising fuel costs.
분석 기사 Jan 14

Is Now The Time To Put Odfjell (OB:ODF) 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 Dec 25

The Trend Of High Returns At Odfjell (OB:ODF) Has Us Very Interested

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
분석 기사 Nov 13

Why Investors Shouldn't Be Surprised By Odfjell SE's (OB:ODF) 25% Share Price Plunge

To the annoyance of some shareholders, Odfjell SE ( OB:ODF ) shares are down a considerable 25% in the last month...
분석 기사 Nov 08

Earnings Miss: Odfjell SE Missed EPS By 11% And Analysts Are Revising Their Forecasts

Odfjell SE ( OB:ODF ) missed earnings with its latest third-quarter results, disappointing overly-optimistic...
분석 기사 Oct 17

Odfjell (OB:ODF) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 27

The Market Doesn't Like What It Sees From Odfjell SE's (OB:ODF) Earnings Yet

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 12x, you may consider...
분석 기사 Jul 31

If EPS Growth Is Important To You, Odfjell (OB:ODF) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Jun 28

Is Odfjell (OB:ODF) Using Too Much Debt?

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 Apr 20

Odfjell SE's (OB:ODF) Price Is Right But Growth Is Lacking After Shares Rocket 29%

Odfjell SE ( OB:ODF ) shareholders have had their patience rewarded with a 29% share price jump in the last month. The...
분석 기사 Apr 13

Odfjell (OB:ODF) Is Doing The Right Things To Multiply Its Share Price

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 Mar 28

Is Now The Time To Put Odfjell (OB:ODF) 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 Feb 12

Odfjell SE (OB:ODF) Released Earnings Last Week And Analysts Lifted Their Price Target To kr160

Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 5.8% to kr138 in...
분석 기사 Feb 02

Odfjell SE (OB:ODF) Surges 27% Yet Its Low P/E Is No Reason For Excitement

The Odfjell SE ( OB:ODF ) share price has done very well over the last month, posting an excellent gain of 27%. The...
분석 기사 Jan 19

We Think Odfjell (OB:ODF) Can Stay On Top Of Its Debt

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 Dec 21

Returns Are Gaining Momentum At Odfjell (OB:ODF)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
분석 기사 Oct 07

Does Odfjell (OB:ODF) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 Aug 25

We Think Odfjell (OB:ODF) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

CEO 보수 분석

Harald Fotland의 보수는 Odfjell의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$153m

Dec 31 2025US$1mUS$597k

US$155m

Sep 30 2025n/an/a

US$168m

Jun 30 2025n/an/a

US$196m

Mar 31 2025n/an/a

US$244m

Dec 31 2024US$1mUS$540k

US$278m

Sep 30 2024n/an/a

US$279m

Jun 30 2024n/an/a

US$260m

Mar 31 2024n/an/a

US$224m

Dec 31 2023US$1mUS$521k

US$203m

Sep 30 2023n/an/a

US$202m

Jun 30 2023n/an/a

US$200m

Mar 31 2023n/an/a

US$177m

Dec 31 2022US$1mUS$452k

US$142m

Sep 30 2022n/an/a

US$107m

Jun 30 2022n/an/a

US$31m

Mar 31 2022n/an/a

-US$7m

Dec 31 2021US$501kUS$356k

-US$33m

Sep 30 2021n/an/a

-US$51m

Jun 30 2021n/an/a

-US$22m

Mar 31 2021n/an/a

US$17m

Dec 31 2020US$461kUS$305k

US$28m

Sep 30 2020n/an/a

US$20m

Jun 30 2020n/an/a

US$15m

Mar 31 2020n/an/a

-US$26m

Dec 31 2019US$380kUS$320k

-US$37m

보상 대 시장: Harald의 총 보수(USD1.20M)는 Norwegian 시장에서 비슷한 규모 기업의 평균(USD767.46K)보다 높습니다.

보상과 수익: Harald의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Harald Fotland (62 yo)

4.1yrs
재임 기간
US$1,197,000
보수

Mr. Harald Fotland has been Chief Executive Officer of Odfjell SE since May 06, 2022. He had been Chief Operation Officer of Odfjell SE since January 5, 2018 until December 2022. Mr. Fotland served as Seni...


리더십 팀

이름직위재임 기간보수지분
Laurence Odfjell
Executive Chairman of the Board22.4yrsUS$107.00k42.66%
NOK 3.8b
Harald Fotland
Chief Executive Officer4.1yrsUS$1.20m0.15%
NOK 13.8m
Terje Iversen
Chief Financial Officer14.8yrsUS$597.00k0.096%
NOK 8.6m
Torger Trige
Chief Technical Officer3.5yrsUS$460.00k0.032%
NOK 2.9m
Øistein Jensen
Chief Sustainability Officer & Chief Compliance Officer of DPA5.8yrsUS$439.00k0.085%
NOK 7.6m
Bjørn Hammer
Chief Commercial Officer8.4yrsUS$629.00k0.054%
NOK 4.9m
Adrian Lenning
Managing Director of Terminals7.4yrsUS$554.00k0.027%
NOK 2.5m
Nils Selvik
Vice President of Finance & Investor Relationsno data데이터 없음0.0030%
NOK 274.0k
Anngun Dybsland
Head of Communicationsno data데이터 없음데이터 없음
Ingjerd Nettestad
Vice President of Corporate Human Resourcesno data데이터 없음데이터 없음
Erik Hjortland
VP of Technology at Odfjell Management ASno data데이터 없음데이터 없음
6.6yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: ODF의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.6 년).


이사회 구성원

이름직위재임 기간보수지분
Laurence Odfjell
Executive Chairman of the Board22.4yrsUS$107.00k42.66%
NOK 3.8b
Christine Rødsæther
Independent Director16.1yrsUS$57.00k데이터 없음
Jannicke Nilsson
Independent Director14.1yrsUS$58.00k데이터 없음
Erik Nyheim
Independent Director3.1yrsUS$46.00k데이터 없음
Tanja Jo Dalgaard
Independent Director3.1yrsUS$50.00k데이터 없음
Jan Kjærvik
Independent Director2.1yrsUS$46.00k데이터 없음
8.6yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: ODF의 이사회경험이 있음으로 간주됩니다(평균 재임 8.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/14 03:39
종가2026/06/12 00:00
수익2026/03/31
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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산업 및 섹터 지표

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분석가 소스

Odfjell SE는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Lars KalbakkenCarnegie Investment Bank AB
Anders-Redigh KarlsenDanske Bank
Jostein AschjemDNB Carnegie