Stifel analyst Benjamin Nolan downgrades $Scorpio Tankers (STNG.US)$ to a hold rating, and adjusts the target price from $90 to $65.
According to TipRanks data, the analyst has a success rate of 60.4% and a total average return of 15.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Scorpio Tankers (STNG.US)$'s main analysts recently are as follows:
The adjustment of expectations for Scorpio Tankers' earnings is influenced by a combination of milder product tanker rates and a marginal increase in vessel operating costs. These factors have prompted a revision of the earnings per share forecasts for the third quarter, as well as for the years 2024 and 2025, by 32%, 7%, and 6% respectively.
In the past four years, the shipping industry has experienced considerable strength, a marked change following a period of prolonged weakness. This robustness in the market is largely due to a combination of increased demand and a constrained supply chain. These conditions have been further intensified by geopolitical events, such as sanctions on Russia and disruptions in the Red Sea. While these contributing factors remain steadfast, with a reasonable supply of ships, albeit a rising one, the expectation is that the current drivers of demand may have reached their peak, at least in the short term. This could lead to a stabilization of shipping rates and potentially lower asset values within the industry. Consequently, a reassessment of the market's trajectory for the upcoming year is suggested, leading to a more cautious stance on certain dry bulk and tanker stocks.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
斯迪富分析师Benjamin Nolan下调$Scorpio Tankers (STNG.US)$至持有评级，并将目标价从90美元下调至65美元。
根据TipRanks数据显示，该分析师近一年总胜率为60.4%，总平均回报率为15.1%。
此外，综合报道，$Scorpio Tankers (STNG.US)$近期主要分析师观点如下：
对Scorpio Tankers收益预期的调整受到成品油船费率较低和船舶运营成本略有增加的共同影响。这些因素促使第三季度以及2024年和2025年的每股收益预测分别上调了32％、7％和6％。
在过去的四年中，航运业经历了相当大的强劲势头，这是在长期疲软之后发生的显著变化。市场的这种稳健性在很大程度上是由于需求的增加和供应链的受限。地缘政治事件，例如对俄罗斯的制裁和红海的混乱，进一步加剧了这些状况。尽管这些促成因素仍然不变，船舶供应合理，尽管有所增加，但预计当前的需求驱动因素可能已达到顶峰，至少在短期内是如此。这可能会导致运费的稳定，并可能降低该行业的资产价值。因此，建议重新评估来年的市场走势，从而对某些干散货和油轮库存采取更加谨慎的立场。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
