Seatrium Limited

SGX:5E2 주식 리포트

시가총액: S$7.2b

Seatrium 향후 성장

Future 기준 점검 2/6

Seatrium 의 수익은 연간 5.3% 감소할 것으로 예상되는 반면, 연간 수익은 15.9% 로 증가할 것으로 예상됩니다. EPS는 연간 16.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.5% 로 예상됩니다.

핵심 정보

15.9%

이익 성장률

16.13%

EPS 성장률

Machinery 이익 성장12.2%
매출 성장률-5.3%
향후 자기자본이익률7.49%
애널리스트 커버리지

Good

마지막 업데이트29 May 2026

최근 향후 성장 업데이트

Recent updates

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

이익 및 매출 성장 예측

SGX:5E2 - 애널리스트 향후 추정치 및 과거 재무 데이터 (SGD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20289,7026088679167
12/31/202710,22757797091910
12/31/202610,46551879393510
12/31/202511,47232420142N/A
9/30/202511,027294543637N/A
6/30/202510,5832651,0671,132N/A
3/31/20259,907211531615N/A
12/31/20249,231157-497N/A
9/30/20248,826-780-220-102N/A
6/30/20248,421-1,716-435-301N/A
3/31/20247,856-1,86725150N/A
12/31/20237,291-2,017484601N/A
9/30/20235,515-1,200507600N/A
6/30/20233,738-383530599N/A
3/31/20232,842-322770819N/A
12/31/20221,947-2611,0101,039N/A
9/30/20222,030-464348379N/A
6/30/20222,113-666-314-281N/A
3/31/20221,988-918-476-435N/A
12/31/20211,862-1,171-637-589N/A
9/30/20211,655-1,104-663-609N/A
6/30/20211,448-1,038-689-630N/A
3/31/20211,479-810-765-690N/A
12/31/20201,510-583-842-750N/A
9/30/20201,832-465-833-715N/A
6/30/20202,247-322-860-691N/A
3/31/20202,525-235-626-357N/A
12/31/20192,883-137-612-296N/A
9/30/20193,172-54N/A-33N/A
6/30/20193,622-31N/A179N/A
3/31/20194,518-78N/A-177N/A
12/31/20184,888-74N/A-170N/A
9/30/20184,88637N/A385N/A
6/30/20184,448168N/A308N/A
3/31/20183,470228N/A143N/A
12/31/20173,035260N/A50N/A
9/30/20172,953177N/A-643N/A
6/30/20173,11255N/A277N/A
3/31/20173,37261N/A554N/A
12/31/20163,54579N/A569N/A
9/30/20164,042-492N/A141N/A
6/30/20164,284-438N/A-624N/A
3/31/20164,583-341N/A-1,012N/A
12/31/20154,968-290N/A-989N/A
9/30/20155,086421N/A-772N/A
6/30/20155,668521N/A-1,381N/A

애널리스트 향후 성장 전망

수입 대 저축률: 5E2 의 연간 예상 수익 증가율(15.9%)이 saving rate(2.6%)보다 높습니다.

수익 vs 시장: 5E2 의 연간 수익(15.9%)이 SG 시장(6.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 5E2 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 5E2 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.3%).

고성장 매출: 5E2 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -5.3%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 5E2의 자본 수익률은 3년 후 7.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 21:29
종가2026/05/29 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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

Seatrium Limited는 24명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Khir GohAmInvestment Bank Berhad
Clement ChenBarclays
Nathan GeeBofA Global Research