Gaztransport Et (GTT) | News Based Sentiment Analysis

• On September 9, 2025, GTT significantly expanded its presence in the FLNG market, securing a contract from Samsung Heavy Industries (SHI) to design the tank design for a new Floating Liquefied Natural Gas (FLNG) unit destined for Africa. This project, utilizing GTT’s Mark III technology with a 238,700 m³ capacity, demonstrates GTT’s expertise in major floating LNG developments.
• Just days earlier, on September 3, 2025, GTT received another order from Hanwha Ocean for the tank design of two new Liquefied Natural Gas Carriers (LNGCs) for Hanwha Shipping. Each vessel will have a capacity of 174,000 m³ and be equipped with the NO96 L03+ membrane containment system, with delivery scheduled for the first quarter of 2028.
• GTT continued to innovate through collaboration, as evidenced by the September 11, 2025 announcement regarding Hudong-Zhonghua’s approvals for a 25,000 cubic meter LNG bunkering vessel design. This design, jointly developed with GTT and incorporating the 1 barg technology, aims to improve operational efficiency.
• Following the strong Q2 results released on July 30, 2025, and highlighted in a report on September 4, 2025, GTT’s revenue increased by 32% in the first half of 2025 compared to the same period last year.
• UBS initiated coverage on GTT on September 12, 2025, with a "buy" rating and a €190 price target, indicating a potential 25% increase from the then-current share price. GTT’s shares rose by 2.5% to 3.58% on the day of the announcement.
• UBS projects a 60% revenue growth between 2024 and 2030, driven by a 42% surge in global LNG volumes, and forecasts 484 LNG carrier orders from 2025 to 2034, exceeding GTT’s guidance of over 450 orders.
• On September 10, 2025, GTT received a new order from Hyundai Heavy Industries for the design of LNG tanks, adding to the momentum from the other contract wins during the month.
• GTT launched its new GTT CUBIQ™ fuel tank design on September 11, 2025, which received Approval in Principle (AiP) from Bureau Veritas, aiming to enhance efficiency for LNG-fuelled container ships.

The Investment Story: September was a remarkably strong month for GTT, characterized by a flurry of new orders across FLNG units, LNG carriers, and bunkering vessels, coupled with a positive analyst initiation and the launch of innovative tank designs. This reinforces GTT’s position as a leader in the expanding LNG market.

What It Means for Investors: The consistent stream of new contracts and the optimistic outlook from UBS suggest continued growth potential for GTT. While market estimates provide a snapshot of current valuation, the underlying fundamentals and expanding order book support a positive long-term investment outlook.

Looking Ahead: Investors should closely monitor the Q3 2025 Activities Report scheduled for publication on October 31, 2025, for further insights into the company’s performance. Tracking the progress of the newly secured contracts and the adoption of the CUBIQ™ design will also be crucial.

The Bottom Line: GTT remains a compelling investment opportunity, demonstrating robust growth, securing key contracts, driving innovation, and receiving positive analyst attention. The company’s strong fundamentals and positive momentum suggest continued potential for long-term value creation.