Added to YB: 2026-09-02
Pitch date: 2026-08-28
GTT.PA [bullish]
Gaztransport & Technigaz SA
-0.66%
current return
Author Info
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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 7.9B
Pitch Price
EUR 212.20
Price Target
N/A
Dividend
4.66%
EV/EBITDA
14.01
P/E
17.74
EV/Sales
9.45
Sector
Oil, Gas and Consumable Fuels
Category
growth
GTT: Management Just Raised the Order Forecast by 100 Carriers
GTT.PA (hold): Continue holding Gaztransport & Technigaz: management now estimates 550 LNG carriers will be ordered by 2035, 100 more than previously expected, while the orderbook grew by a net 18 units. The investment case still assumes cycle-peak conditions and roughly flat or declining near-term carrier orders, but a reverse DCF implies only 1-3.1% growth at a 7.5-8.5% WACC, with recurring new orders and an expanding marine-services segment supporting positive returns.
Read full article (3 min)