Summary
OCW Chart
Buy CMBT: Shipping Poised To Outperform Into 2026
Maritime shipping remains an unpopular sector, yet it has delivered exceptional long-term outperformance versus the S&P 500 and broader market indices. Despite macro headwinds and negative sentiment, shipping stocks are set up for strong returns into 2026, with relative valuations at multi-year lows. Key bullish drivers include shifting tariff dynamics, a robust tanker cycle, the Simandou iron ore mine launch, and potential rotation from tech to value assets.
Cmb.Tech: Still Some Juice Left
Cmb.Tech NV trades at a significant discount to NAV, offering an attractive entry point for investors. Recent Golden Ocean acquisition and messy financials obscure strong Q3/Q4 earnings potential, with consensus estimates likely to be beaten. CMBT benefits from a young, diversified fleet, high time-charter coverage, and exposure to strong dry bulk and tanker markets.
Why I'm Watching CMB Tech Heading Into Earnings - Preview
CMB Tech is transforming from a traditional shipping company to a green-fuel leader, aggressively investing in ammonia and hydrogen-powered vessels. The merger with Golden Ocean massively scales CMB Tech's fleet, diversifies revenue, and accelerates deployment of green ships across key trade routes. Strong contract backlog, long-term charters, and regulatory tailwinds provide revenue visibility and position CMB Tech as a first-mover in maritime decarbonization.
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CMB.Tech NV Profile
| Marine Transportation Industry | Industrials Sector | Alexander Saverys CEO | XSTU Exchange | BE0003816338 ISIN |
| BE Country | 2,752 Employees | 6 Jan 2026 Last Dividend | - Last Split | - IPO Date |
Overview
Euronav NV, established in 2003, is a prominent player in the global crude oil transportation and storage industry. With its base of operations located in Antwerp, Belgium, the company has carved a niche for itself by offering comprehensive maritime services aimed at the efficient and safe conveyance of crude oil worldwide. Euronav NV has evolved to command a significant presence in the sector, showcasing a fleet of vessels dedicated to fulfilling the diverse needs of its clientele. As of March 15, 2024, the company marks a new chapter in its storied history as it operates under the auspices of CMB NV, representing a strategic move to bolster its market position and enhance its service offerings.
Products and Services
- Floating, Storage, and Offloading (FSO) Services
Euronav NV specializes in FSO services, providing an essential solution for the storage of crude oil. These services are pivotal for clients seeking flexible storage solutions that are not bound by geographic constraints, enabling the strategic positioning of oil reserves closer to potential markets or refining facilities.
- Vessel Operations
The core of Euronav NV's offerings is its ownership and operation of a diverse fleet of vessels. This fleet is meticulously maintained and operated, ensuring the safe, efficient, and reliable transportation of crude oil across the globe. The company's extensive fleet includes a variety of vessel types, designed to meet the varied requirements of its clients, showcasing Euronav's commitment to excellence and flexibility in crude oil logistics.
Contact Information
