Cmb.Tech NV

NYSE:CMBT Voorraadrapport

Marktkapitalisatie: US$4.3b

Cmb.Tech Dividenden en inkoop

Dividend criteriumcontroles 3/6

Cmb.Tech is een dividendbetalend bedrijf met een huidig rendement van 1.77% dat ruimschoots wordt gedekt door de winst.

Belangrijke informatie

1.8%

Dividendrendement

0%

Terugkoop Rendement

Totaal aandeelhoudersrendement1.8%
Toekomstig dividendrendement5.8%
Dividendgroei1.3%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio37%

Recente updates van dividend en inkoop

Recent updates

Seeking Alpha • Apr 04

CMB.TECH: Valuation Implies Mid-Cycle - Reality Looks Stronger

Summary CMB.TECH is now a highly leveraged play on freight rates, with over 80% spot exposure post-merger and tripled operating scale. Reported EPS is distorted by one-off Golden Ocean deal costs; normalized earnings and EBITDA provide a clearer view of CMBT's true earnings power. CMBT's valuation and investment case hinge on freight rate sensitivity, with current market cap implying mid-to-high cycle TCE rates ($35k–45k/day). Current geopolitical disruptions favor elevated freight rates, positioning CMBT for strong earnings and cash flow over the next 12–18 months. Read the full article on Seeking Alpha
Seeking Alpha • Apr 26

Cmb.Tech - Golden Ocean Merger Offers A Unique Long-Term Buy Opportunity

Summary The merger of CMB.Tech and Golden Ocean will create a leading diversified maritime company with over 250 vessels, enhancing competitiveness and decarbonization efforts. Golden Ocean shareholders receive 0.95 CMBT shares per GOGL share, with CMBT shareholders owning 70% of the combined entity, valued at $3.2 billion market cap. The merger offers significant cost savings, improved margins, and potential stock value growth, despite high financial leverage and market cycle risks. The combined company's focus on maritime decarbonization and ESG technologies positions it for long-term value and attractiveness to sustainability-focused investors. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

Cmb.Tech NV: The Short-Term Is Too Uncertain For Now

Summary Cmb.Tech NV's revenue declined by 22% in 2024 due to economic challenges and fleet transformation, impacting short-term performance. The company's transformation strategy involves selling older vessels and investing in new, efficient models, boosting long-term profitability. High debt levels are mitigated by a strong interest coverage ratio and gains from vessel disposals, maintaining financial stability. Uncertainty around tariffs and geopolitical tensions makes me hesitant to invest in CMBT stock now; awaiting Q4 earnings and management's outlook. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Cmb.Tech NV: Company Is Worth Watching After Name-Change

Summary I maintain my hold rating on Cmb.Tech (formerly Euronav) stock due to its ongoing decarbonization efforts, despite a 2.70% decline since March 2024. Key pillars for CMBT include shipbuilding innovations, future-proof builds, and new shipping routes, emphasizing hydrogen and ammonia-powered vessels. CMBT's revenue from asset disposal surged 2,200% YoY, contributing to a 42.5% increase in total shipping income, despite an overall earnings decline. The company’s forward P/E ratio of 4.18X suggests undervaluation, with potential upside into 2025 as it continues to innovate and expand maritime activities. Read the full article on Seeking Alpha
Seeking Alpha • Jun 20

Euronav: Growing Sustainably With The CMB.TECH Acquisition

Summary Euronav NV's drama including Frontline and CMB has recently ended, with a tanker sale to Frontline and CMB's takeover bid for $18.43 per share for voluntary sellers. The company recently acquired CMB.TECH in February, adding a growing fleet of mainly hydrogen and ammonia -powered vessels. FourWorld opposes CMB's control over Euronav, but with 2/3 of its requests have already been denied in the United States and Belgium. The company is looking to continue turbulent earnings as freight trends fluctuate. In Q1, revenues declined but still earnings stayed healthy, with Euronav anticipating healthy oil tanker and bulk-dry vessel demand. The current valuation seems to price Euronav stock fairly. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Euronav NV: Not Backing Down On The Decarbonization Agenda

Summary Euronav's acquisition of CMB.TECH will help diversify its maritime activities and focus on clean technology and sustainable shipping. The acquisition will be financed through the sale of VLCCs to Frontline, increasing Euronav's fleet numbers and aiding in decarbonization. EURN's transition to CMB.TECH and focus on clean energy align with global efforts to reduce carbon emissions in the shipping industry. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Frontline And Euronav Deal: Good Deal For Frontline, But Both Are Above Their Fair Value

Summary Frontline is set to become the largest publicly traded tanker company through the acquisition of 24 VLCC tankers from Euronav. The deal grants the Saverys family control over Euronav, which is viewed as a negative by shareholders. Both Euronav and Frontline are trading above their fair value and peers' valuation, suggesting better value in some peers. Read the full article on Seeking Alpha
Seeking Alpha • Nov 03

Euronav Saga Ends With Fireworks For Frontline

Summary A 2-year dispute between two tanker families over the future of Euronav ended with the breakup of Euronav. Frontline, a leading tanker company, has acquired 24 of 41 VLCC vessels from Euronav for a very reasonable price. Frontline has geared up for the future, betting on strong sector fundamentals and market uptake. Read the full article on Seeking Alpha
Seeking Alpha • Sep 14

Euronav's Solid Financials Coupled With Upside Potential Market Outlook Lead To A Bright Future

Summary Euronav is a leading company in the transportation of crude oil market with 100% payout ratio and 17% dividend yield. The company's financial outlook is robust, with a solid balance sheet and strong liquidity. The tanker market shows upside potential, with positive outlook for the short to medium term. Read the full article on Seeking Alpha
Seeking Alpha • Jun 30

Euronav NV: A Strong Oil Transporter Benefiting From Rising Spot Rates

Summary Euronav NV is experiencing significant revenue growth, with a 197% increase in its top line, largely due to hiked spot rates. Despite potential headwinds such as reduced supply from the Middle East, EURN is expected to continue to benefit from the high demand for crude oil, particularly from the Far East. A strong yield and appealing current price point make it a long-term buying opportunity. Read the full article on Seeking Alpha

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: De dividendbetalingen van CMBT zijn de afgelopen 10 jaar volatiel geweest.

Groeiend dividend: De dividendbetalingen van CMBT zijn de afgelopen 10 jaar gestegen.

Dividendrendement versus markt

Cmb.Tech Dividendrendement versus markt
Hoe verhoudt CMBT dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (CMBT)1.8%
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.2%
Gemiddelde industrie (Oil and Gas)3.4%
Analist prognose (CMBT) (tot 3 jaar)5.8%

Opmerkelijk dividend: Het dividend van CMBT ( 1.77% ) is hoger dan dat van de onderste 25% van de dividendbetalers op de US markt ( 1.39% ).

Hoog dividend: Het dividend CMBT ( 1.77% ) is laag vergeleken met de top 25% van dividendbetalers in de US markt ( 4.21% ).

Winstuitkering aan aandeelhouders

Verdiendekking: Met zijn redelijk lage payout ratio ( 37.1% ) worden de dividendbetalingen van CMBT ruimschoots gedekt door de winst.

Contante uitbetaling aan aandeelhouders

Kasstroomdekking: CMBT keert dividend uit, maar het bedrijf heeft geen vrije kasstromen.

Ontdek bedrijven met een sterk dividend

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/07 04:22
Aandelenkoers aan het einde van de dag2026/05/07 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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

Cmb.Tech NV wordt gevolgd door 19 analisten. 6 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.

AnalistInstelling
David VagmanBNP Paribas
Lars KalbakkenCarnegie Investment Bank AB
Christian WetherbeeCitigroup Inc