Professional
Added to YB: 2026-06-29
Pitch date: 2026-03-31
WDS [bullish]
Woodside Energy Group Ltd
Author Info
No bio for this author
Company Info
Woodside Energy Group Ltd engages in the exploration, evaluation, development, production, marketing, and sale of hydrocarbons in the Asia Pacific, Africa, the Americas, and the Europe.
Market Cap
AUD 36.3B
Pitch Price
N/A
Price Target
N/A
Dividend
5.87%
EV/EBITDA
5.98
P/E
13.44
EV/Sales
3.70
Sector
Oil, Gas and Consumable Fuels
Category
value
Antipodes Global Fund New Position: Woodside Energy Group Ltd
WDS (new position): Market misprices Woodside as mature income stock, anchoring on capex trough & LNG oversupply fears. Scarborough gas project 94% complete, first LNG Q4 2026. ~75% LNG volumes contracted 2026-28; CMD targets >20% FCF yield once capex rolls off by 2032. Re-rating opportunity; high oil prices add near-term tailwind.
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