BW LPG: Tactical Mid-Term Long If Hormuz Disruption Tightens LPG Flows
BW LPG (BWLP) is structurally positioned to gain from a closure or prolonged disruption of the Strait of Hormuz because of its increased VLGC capacity and a collectible dividend yield. The stock trades at a market cap of roughly $3.18B, a P/E of 8.3 and a dividend yield above 9%. For traders looking to play a rates-driven spike in LPG freight, BWLP…