This ASX 200 technology company is about 50% undervalued, the team at Shaw and Partners says

MotleyFool

03/17

Dug Technology Ltd (ASX: DUG) plays in a specialised niche in the technology market, providing software and compute as a service products to big players in the oil and gas sector. Shaw and Partners ...

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis ASX 200 technology company is about 50% undervalued, the team at Shaw and Partners says\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MotleyFool</strong><span class=\"h-time small\">2026-03-17 12:59</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Dug Technology Ltd (ASX: DUG) plays in a specialised niche in the technology market, providing software and compute as a service products to big players in the oil and gas sector. \nShaw and Partners ...</p>\n\n<a href=\"https://www.fool.com.au/2026/03/17/this-asx-200-technology-company-is-about-50-undervalued-the-team-at-shaw-and-partners-says/\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.fool.com.au/2026/03/17/this-asx-200-technology-company-is-about-50-undervalued-the-team-at-shaw-and-partners-says/\">MotleyFool</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DUG","symbol_name":"二倍沽空石油與天然氣ETF(ProShares)","start_time":0,"source_url":"https://www.fool.com.au/2026/03/17/this-asx-200-technology-company-is-about-50-undervalued-the-team-at-shaw-and-partners-says/","article_id":"2620448574","we_media_id":null,"thumbnails":[],"rights":{"source":"motleyfoolau_stock","url":"https://www.fool.com.au/2026/03/17/this-asx-200-technology-company-is-about-50-undervalued-the-team-at-shaw-and-partners-says/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2620448574","pubTimestamp":1773723540,"columns":[],"sourceInfo":{"source_id":"motleyfoolau_stock","name":"MotleyFool"},"weMediaInfo":null,"summary":"Dug Technology Ltd  plays in a specialised niche in the technology market, providing software and compute as a service products to big players in the oil and gas sector.Shaw and Partners recently ran the ruler over the company and believes they're deeply undervalued at the moment.More on that later. Let's have a look at the most recent statements from the company.Dug, in its first half profit statement to the ASX released in late February, said its total revenue came in at US$40.4 million, up 40%, while normalised EBITDA was up 161% to US$13.6 million.Dug was valued at $273.7 million at the close of trade on Monday.","collect":0,"end_time":0,"defaultTopTitle":"fool.com.au","property":[],"viewcount":null,"language":"en","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","BK4100":"有线和卫星","BK7016":"应用软件","SJR":"肖氏通信","DUG.AU":"DUG TECHNOLOGY LTD"},"translate_title":"Shaw and Partners团队表示，这家ASX 200科技公司的估值被低估了约50%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DUG":0.71,"DUG.AU":1,"SJR":1.5},"content_text":"Dug Technology Ltd (ASX: DUG) plays in a specialised niche in the technology market, providing software and compute as a service products to big players in the oil and gas sector. \nShaw and Partners recently ran the ruler over the company and believes they're deeply undervalued at the moment.\nMore on that later. Let's have a look at the most recent statements from the company.\nImage source: Getty Images\nStrong profit uplift\nDug, in its first half profit statement to the ASX released in late February, said its total revenue came in at US$40.4 million, up 40%, while normalised EBITDA was up 161% to US$13.6 million.\nThe company said regarding its results:\n\nDUG achieved record financial results in FY26-H1, characterised by significant revenue growth and margin expansion. These results were underpinned by growth in the Services business and the ramp up of the EPIC contract in Malaysia. Services growth was driven by strong performance in both established and emerging regions, and the continued adoption of MP-FWI Imaging technology.  DUG expanded its global multi-client portfolio by launching two new seismic reprocessing projects offshore Equatorial Guinea in partnership with Geoex MCG. Both projects are fully pre-funded by clients and cover extensive acreage in the highly prospective deep-water Douala and Rio Muni basins, ahead of upcoming exploration licensing rounds by the Ministry of Hydrocarbons and Mining Development.\n\nDug managing director Dr Matthew Lamont said the company entered the second half, \"with a high degree of confidence in our growth momentum''.\nShares looking cheap\nShaw and Partners said in a recent research note sent to its clients that Dug had sunk nearly $60 million into high-performance computing infrastructure over the past three years, which it could leverage for outsized gains now.\nShaw and Partners added:\n\nNew regions and a growing reputation support contract awards continuing to grow. Dug is favourably exposed to a rising oil price environment, has limited direct revenue exposure to the Middle East currently and has materially underperformed its oil and gas service peers … year to date, creating an opportunity for savvy investors.\n\nShaw said Dug  has only recently expanded into the Middle East, with the region accounting for less than 8% of total revenue.\nThis was despite the Middle East and Latin America accounting for about 22% of global upstream capex in the sector.\nShaw said Dug was also demonstrating an ability to grow its \"share of wallet\" with existing customers.\nShaw and Partners has a price target of $3 on Dug shares compared with $2.01 currently\nDug was valued at $273.7 million at the close of trade on Monday.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}