Cmb.Tech NV

NYSE:CMBT Stok Raporu

Piyasa değeri: US$4.3b

Cmb.Tech Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Alexander Saverys

İcra Kurulu Başkanı

US$367.1k

Toplam tazminat

CEO maaş yüzdesi70.54%
CEO görev süresi2.5yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi2.5yrs
Yönetim Kurulu ortalama görev süresi2.5yrs

Son yönetim güncellemeleri

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

CEO Tazminat Analizi

Alexander Saverys'un ücretlendirmesi Cmb.Tech'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025US$367kn/a

US$161m

Sep 30 2025n/an/a

US$165m

Jun 30 2025n/an/a

US$243m

Mar 31 2025n/an/a

US$420m

Dec 31 2024US$345kUS$259k

US$871m

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$212kUS$23k

US$858m

Tazminat ve Piyasa: Alexander 'nin toplam tazminatı ($USD 367.12K ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.18M ).

Tazminat ve Kazançlar: Alexander 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Alexander Saverys (47 yo)

2.5yrs
Görev süresi
US$367,123
Tazminat

Mr. Alexander Saverys is Member of Management Board as Chief Executive Officer at Cmb Tech NV (formerly known as Euronav NV) since November 22, 2023. He served as Chief Executive Officer and Director of Hu...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Alexander Saverys
CEO & Member of Management Board2.5yrsUS$367.12kVeri yok
Ludovic Saverys
CFO & Member of Management Board2.5yrsUS$367.12kVeri yok
Michael Saverys
Chief Chartering Officer & Member of Management Board2.5yrsUS$367.12kVeri yok
Maxime Van Eecke
Chief Commercial Officer & Member of Management Board2.5yrsUS$367.12kVeri yok
Benoit Louis Timmermans
Chief Strategy Officer & Member of Management Board2.5yrsUS$367.12kVeri yok
Joris Daman
Head of Investor Relationsno dataVeri yokVeri yok
Katrien Hennin
Head of Marketing & Communicationsno dataVeri yokVeri yok
Veronique Raes
Chief People Officer6.7yrsVeri yokVeri yok
Hugo De Stoop
Senior Advisor3yrsUS$3.09mVeri yok
Sofie Lemlijn
Senior Legal Counsel & Secretary General7.3yrsUS$240.96kVeri yok
Enya Derkinderen
Brand Managerno dataVeri yokVeri yok
2.5yrs
Ortalama Görev Süresi
43yo
Ortalama Yaş

Deneyimli Yönetim: CMBT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.5 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Patrick De Brabandere
Non-Independent Chairman of the Supervisory Board3.2yrsUS$236.92kVeri yok
Carl Steen
Independent Member of the Supervisory Boardless than a yearUS$48.61kVeri yok
Bjarte Boe
Non Independent Member of Supervisory Board2.5yrsUS$158.60kVeri yok
Catharina Scheers
Independent Member of Supervisory Board2.5yrsUS$196.78kVeri yok
Gudrun Janssens
Independent Member of the Supervisory Boardless than a yearUS$86.64kVeri yok
2.5yrs
Ortalama Görev Süresi
66.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CMBT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.5 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 21:29
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Cmb.Tech NV 19 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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