公司业绩与会议 - 公司宣布2024年第二季度（截至2024年9月30日）的业绩和电话会议日期[4] 董事会变动 - 董事会将规模从七名董事增加到八名，并任命Mark Ross为新任董事[4] 股息政策 - 董事会宣布每股普通股派发1.00美元的股息，支付日期为2024年11月25日[7] - 未来股息的宣布将由董事会根据公司的运营结果、财务状况、债务水平、预期资本需求等因素决定[7] 个人背景 - Mark Ross在Chevron Corporation拥有34年的职业生涯，曾担任Chevron Shipping Company总裁[5]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-36437 Dorian LPG Ltd. (Exact name of registrant as specified in its charter) | --- | --- | |-- ...

In the latest trading session, Dorian LPG (LPG) closed at $30.37, marking a +0.5% move from the previous day. The stock's change was more than the S&P 500's daily gain of 0.22%. Meanwhile, the Dow experienced a drop of 0.33%, and the technology-dominated Nasdaq saw an increase of 0.76%.Shares of the liquified petroleum gas shipping company witnessed a loss of 8.56% over the previous month, trailing the performance of the Transportation sector with its loss of 0.81% and the S&P 500's gain of 1.47%.The invest ...

In the latest trading session, Dorian LPG (LPG) closed at $32.76, marking a -0.67% move from the previous day. This move lagged the S&P 500's daily gain of 0.4%. Elsewhere, the Dow saw an upswing of 0.09%, while the tech-heavy Nasdaq appreciated by 0.63%. Coming into today, shares of the liquified petroleum gas shipping company had lost 6.81% in the past month. In that same time, the Transportation sector gained 0.9%, while the S&P 500 gained 3.76%. Analysts and investors alike will be keeping a close eye o ...

文章核心观点 - 公司Dorian LPG的股价在最新交易日上涨1.85%,表现优于标普500指数[1] - 公司过去一个月的股价涨幅仅0.03%,低于运输行业3.02%和标普500指数5.36%的涨幅[1] - 公司即将公布的季度财报预计每股收益将同比下降71.89%,收入同比下降42.3%[1] 公司相关内容总结 - 全年预计每股收益和收入分别同比下降45.66%和24.96%[2] - 分析师对公司的预测数据近期有下调,反映了公司短期业务趋势的变化[2] - 公司当前的市盈率为8.39,略高于行业平均水平7.83[3] - 公司所在的运输行业在250多个行业中排名靠后,属于较差的行业[3]

Dorian LPG Limited (LPG) is currently mired in multiple headwinds, which, we believe, have made it an unimpressive investment option. Let's delve deeper. Southward Earnings Estimate Revision: The Zacks Consensus Estimate for third-quarter 2024 earnings has been revised 77.2% downward in the past 60 days. For 2024 and 2025, the consensus mark for earnings has moved 12.5% and 32.5% south, respectively, at the same time. The bearish alterations in estimate revisions underscore a notable decline in brokers' con ...

Dorian LPG (LPG) ended the recent trading session at $35.39, demonstrating a +0.48% swing from the preceding day's closing price. This move lagged the S&P 500's daily gain of 1.7%. On the other hand, the Dow registered a gain of 1.26%, and the technology-centric Nasdaq increased by 2.51%. Shares of the liquified petroleum gas shipping company witnessed a loss of 5.2% over the previous month, trailing the performance of the Transportation sector with its gain of 4.68% and the S&P 500's gain of 1.27%. The inv ...

文章核心观点 - Dorian LPG (LPG)的股价在最近的交易中下跌0.49%,低于标普500指数0.54%的涨幅 [1] - 过去一个月内,Dorian LPG的股价下跌7.87%,而同期运输板块和标普500指数分别上涨4.24%和4.86% [1] - 分析师预计Dorian LPG将在即将公布的财报中报告每股收益0.52美元,同比下降71.89%,收入8349万美元,同比下降42.3% [1] 公司情况总结 - 全年来看,分析师预计Dorian LPG的每股收益和收入分别为4.94美元和4.552亿美元,同比下降35%和18.82% [2] - 分析师对Dorian LPG的预测有所调整,这反映了公司近期业务趋势的变化 [2] - 目前Dorian LPG的股票评级为Zacks Rank 4 (Sell) [3] 行业情况总结 - Dorian LPG所在的运输-航运行业目前在250多个行业中排名第94位,位于前38% [3] - 研究显示,排名靠前的行业相比排名靠后的行业平均表现要好2倍 [3]

文章核心观点 - 公司拥有25艘平均船龄8年的VLGC船队,通过与MOL共同运营的Helios Pool实现规模效应 [1][2] - 公司的业务模式依赖于美亚LPG价差和LPG-石脑油价差两大套利机会 [3] - 公司的债务结构合理,无需大额到期偿还,且经营现金流可以覆盖未来几年的债务服务 [4][5][6] - 公司采取谨慎的舰队更新策略,专注于提升现有船舶的能效而非大规模新造 [7][8] - 公司最近的增发行为有利于保持合理的资本结构,避免未来承担更多利息支出 [9] 行业分析 - 美国是全球最大的LPG出口国,亚洲是最大的进口市场 [13][15] - 未来几年美国LPG产量有望持续增长,出口能力也将大幅提升 [13][14] - 中国和印度等亚洲主要进口国的需求也将持续增长 [15][16] - 未来两年新船交付量较低,但2027年可能迎来新一轮供给高峰 [17][18] 公司评估 - 公司资产负债表健康,净资产价值与当前股价基本一致 [10][11][12] - 公司业务模式和行业前景良好,预计未来几年表现可期 [19]

E L i # Suriyapong Thongsawang Dorian LPG Ltd. (NYSE:LPG) has seen a 30% decline in its share price since June this year. However, I believe there is an interesting opportunity for a long position in this stock at the moment. In this article, I will review the recent performance of the company, with an emphasis on the headwinds and pressures that the company is currently experiencing. In my view, the decrease in their fleet utilization rate has been driven by nonrecurring events, and I expect this rate to r ...