Added to YB: 2025-02-26
Pitch date: 2025-02-24
ODF.OL [neutral]
Odfjell SE
+30.75%
current return
Author Info
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Company Info
Odfjell SE provides services for the transportation and storage of bulk liquid chemicals, acids, edible oils, and other specialty products in North America, South America, Norway, the Netherlands, rest of Europe, the Middle East, Asia, Africa, and Australasia.
Market Cap
NOK 707.7M
Pitch Price
NOK 95.76
Price Target
N/A
Dividend
19.31%
EV/EBITDA
3.23
P/E
2.55
EV/Sales
1.34
Sector
Marine Transportation
Category
dividend
Monday Delight: 24/02/25 - Odfjell SE
ODF.OL (overview): Chemical tanker co, 40% mkt share in specialty chem shipping. Highly profitable at current rates. P/E 2.7, P/B 0.8, 19.2% div yield. Caution: expanding fleet supply may pressure rates. Plan to revisit when rates decline for potential capital cycle opportunity.
Read full article (1 min)