Seatrium (5E2) Aandelenoverzicht
Seatrium Limited levert technische oplossingen voor de offshore, marine en energie-industrie. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 1/6 |
Beloningen
Risicoanalyse
5E2 Community Fair Values
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Analyst Price Targets
Seatrium Limited Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | S$1.94 |
| 52 Week Hoogtepunt | S$2.51 |
| 52 Week Laag | S$1.92 |
| Bèta | 0.27 |
| 1 maand verandering | -15.28% |
| 3 maanden verandering | -18.14% |
| 1 Jaar Verandering | -5.83% |
| 3 jaar verandering | -25.95% |
| 5 jaar verandering | -50.00% |
| Verandering sinds IPO | -93.53% |
Recent nieuws en updates
Narratiefupdate • Jun 10
5E2: Operation Car Wash Resolution Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Seatrium slightly lower from SGD 2.78 to SGD 2.75, citing updated assumptions for discount rates, revenue growth, profit margins, and forward P/E multiples. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, following an earlier signing on July 30, 2025.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Recent updates
Narratiefupdate • Jun 10
5E2: Operation Car Wash Resolution Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Seatrium slightly lower from SGD 2.78 to SGD 2.75, citing updated assumptions for discount rates, revenue growth, profit margins, and forward P/E multiples. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, following an earlier signing on July 30, 2025.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Rendement voor aandeelhouders
| 5E2 | SG Machinery | SG Markt | |
|---|---|---|---|
| 7D | -4.0% | -3.1% | -0.3% |
| 1Y | -5.8% | 38.1% | 26.0% |
Rendement versus industrie: 5E2 presteerde slechter dan de SG Machinery -sector, die het afgelopen jaar een rendement van 38.1 % opleverde.
Rendement versus markt: 5E2 presteerde slechter dan SG Market, dat het afgelopen jaar een rendement van 26 % opleverde.
Prijsvolatiliteit
| 5E2 volatility | |
|---|---|
| 5E2 Average Weekly Movement | 3.6% |
| Machinery Industry Average Movement | 7.7% |
| Market Average Movement | 5.8% |
| 10% most volatile stocks in SG Market | 14.4% |
| 10% least volatile stocks in SG Market | 2.5% |
Stabiele aandelenkoers: 5E2 heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de SG markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van 5E2 is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1963 | 24,000 | Chris Ong | www.seatrium.com |
Seatrium Limited levert technische oplossingen aan de offshore-, marine- en energie-industrie. Het bedrijf houdt zich bezig met turnkey ontwerp, engineering, inkoop, constructie en inbedrijfstelling van offshore nieuwbouw en conversies; FSO's, FPSO's, FDPSO's, FPU's en MOPU's; gasterminals, FLNG's, FSRU's en Gravifloat; jack-ups, semi-submersibles en boorschepen; en TLP's, SPAR's en SSP-oplossingen. Het bedrijf is ook betrokken bij het droogdokken, repareren, opknappen, retrofitten, verlengen van de levensduur, upgraden en ombouwen van offshore- en marineschepen en -constructies; en gastankers, cruiseschepen, veerboten, jachten, drijvende productieschepen, zware-ladingschepen, mobiele offshore booreenheden, tankers, containers en vrachtschepen, evenals het uitvoeren van gespecialiseerde projecten, waaronder jumboïsering en dejumboïsering.
Seatrium Limited Samenvatting
| 5E2 fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | S$6.57b |
| Inkomsten(TTM) | S$323.62m |
| Inkomsten(TTM) | S$11.47b |
20.3x
Koers/Winstverhouding0.6x
P/S-verhoudingIs 5E2 overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| 5E2 resultatenrekening (TTM) | |
|---|---|
| Inkomsten | S$11.47b |
| Kosten van inkomsten | S$10.62b |
| Brutowinst | S$847.60m |
| Overige uitgaven | S$523.98m |
| Inkomsten | S$323.62m |
Laatst gerapporteerde inkomsten
Dec 31, 2025
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.096 |
| Brutomarge | 7.39% |
| Nettowinstmarge | 2.82% |
| Schuld/Eigen Vermogen Verhouding | 36.2% |
Hoe presteerde 5E2 op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.5%
Huidig dividendrendement31%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/13 21:25 |
| Aandelenkoers aan het einde van de dag | 2026/06/12 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Seatrium Limited wordt gevolgd door 25 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Khir Goh | AmInvestment Bank Berhad |
| Clement Chen | Barclays |
| Nathan Gee | BofA Global Research |