Added to YB: 2024-06-25
Pitch date: 2024-06-24
GTT.PA [bullish]
Gaztransport & Technigaz SA
+37.31%
current return
Author Info
No bio for this author
Company Info
Gaztransport & Technigaz SA, a technology and engineering company, provides cryogenic membrane containment systems for the maritime transportation and storage of liquefied gases in South Korea, China, and internationally.
Market Cap
EUR 6.9B
Pitch Price
EUR 116.74
Price Target
N/A
Dividend
4.29%
EV/EBITDA
16.40
P/E
19.40
EV/Sales
8.94
Sector
Oil, Gas and Consumable Fuels
Category
growth
GTT.PA: Resilient LNG Leader with Strong Management and Dividend Potential
GTT.PA: LNG membrane tech leader, 81% Q1'24 growth, 40%+ ROIC, 15x fwd P/E, dividend. High barriers, minimal France exposure, AI-resistant. Strong mgmt, but limited reinvestment options may lead to dividend increases. Buying on CAC volatility due to political shocks.
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