2026 Q2 - tulosraportti
43 päivää sitten
‧54 min
2,2453 NOK/osake
Viimeisin osinko
4,76%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 423 | - | - | ||
| 432 | - | - | ||
| 299 | - | - | ||
| 1 166 | - | - | ||
| 420 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 11.8. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sittenExport growth is very strong The latest figures show that Chinese car manufacturers are increasing exports much faster than previously expected: August 2026: 894,000 passenger cars exported, +77.5% from August 2025. Electric cars and plug-in hybrids: exports increased by a full 154.7%. July 2026: export growth was +88.2%, with 923,000 cars. CPCA now estimates around 12 million cars exported in 2026, and 18–20 million annually by 2030. In comparison, China exported approximately 5.7 million passenger cars in 2025 according to Wallenius Wilhelmsen's market basis. This means that 2026 is set to be another strong record year. BYD leads the export wave BYD's overseas sales in August were: 189,466 cars +134.5% from the previous year International markets generated more revenue than China for the first time in the first half of 2026. Europe, Southeast Asia, and Brazil are the most important growth areas. Europe is particularly important Growth continues despite European additional tariffs on Chinese electric cars. Manufacturers respond by: exporting more plug-in hybrids, which so far have not been affected by the same additional tariff building or planning factories in Europe using multiple brands and European distribution networks pressing prices to gain market share The EU is now discussing measures against hybrid imports, including a possible export restriction of around 15% of the market. China opposes this. Significance for Wallenius Wilhelmsen This is initially clearly positive for Wallenius Wilhelmsen: 🟢 Large new sea transport volumes: Production and exports from China are growing much faster than the available RoRo capacity. 🟢 High capacity utilization: Growth can keep ships full and supports high freight rates. 🟢 Europe is a natural Wallenius route: China–Europe fits the company's global network and terminal operations. But three risk factors are important: 🟡 Chinese manufacturers buy their own ships: BYD, SAIC and others are building their own car carriers. This reduces how much of the export growth benefits Wallenius. 🟡 Production is moving closer to customers: European factories result in fewer cars needing to be transported by sea directly from China. 🔴 Political restrictions: New EU regulations, tariffs, or export quotas could slow down China–Europe traffic. China–USA is already very small. My assessment before the meeting The enormous export growth makes the market situation stronger than it appeared earlier in the year. For Wallenius, the most important question is not whether Chinese exports are growing – they are growing very rapidly – but: How much of the growth has Wallenius actually secured through long-term contracts with Chinese car manufacturers, and at what freight rates? If management confirms more Chinese customers, high contract coverage, and continued capacity shortage tomorrow, it will be a clear positive signal for the stock.
17.9.Can you people please take some profit so I can buy more?
I sold out at just over 140. Of course I regret it, but I believe the downside is greater than the upside eventually.
·16.9.Considering buying more. ..🤔🤔 what do others think?? Wait.?now?
No one can know. High demand in the market for the ships, but new ships are also constantly coming from the shipyards. Dividend twice per year. Next is approximately in February. Wawi has fixed agreements for the majority of the fleet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
43 päivää sitten
‧54 min
2,2453 NOK/osake
Viimeisin osinko
4,76%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenExport growth is very strong The latest figures show that Chinese car manufacturers are increasing exports much faster than previously expected: August 2026: 894,000 passenger cars exported, +77.5% from August 2025. Electric cars and plug-in hybrids: exports increased by a full 154.7%. July 2026: export growth was +88.2%, with 923,000 cars. CPCA now estimates around 12 million cars exported in 2026, and 18–20 million annually by 2030. In comparison, China exported approximately 5.7 million passenger cars in 2025 according to Wallenius Wilhelmsen's market basis. This means that 2026 is set to be another strong record year. BYD leads the export wave BYD's overseas sales in August were: 189,466 cars +134.5% from the previous year International markets generated more revenue than China for the first time in the first half of 2026. Europe, Southeast Asia, and Brazil are the most important growth areas. Europe is particularly important Growth continues despite European additional tariffs on Chinese electric cars. Manufacturers respond by: exporting more plug-in hybrids, which so far have not been affected by the same additional tariff building or planning factories in Europe using multiple brands and European distribution networks pressing prices to gain market share The EU is now discussing measures against hybrid imports, including a possible export restriction of around 15% of the market. China opposes this. Significance for Wallenius Wilhelmsen This is initially clearly positive for Wallenius Wilhelmsen: 🟢 Large new sea transport volumes: Production and exports from China are growing much faster than the available RoRo capacity. 🟢 High capacity utilization: Growth can keep ships full and supports high freight rates. 🟢 Europe is a natural Wallenius route: China–Europe fits the company's global network and terminal operations. But three risk factors are important: 🟡 Chinese manufacturers buy their own ships: BYD, SAIC and others are building their own car carriers. This reduces how much of the export growth benefits Wallenius. 🟡 Production is moving closer to customers: European factories result in fewer cars needing to be transported by sea directly from China. 🔴 Political restrictions: New EU regulations, tariffs, or export quotas could slow down China–Europe traffic. China–USA is already very small. My assessment before the meeting The enormous export growth makes the market situation stronger than it appeared earlier in the year. For Wallenius, the most important question is not whether Chinese exports are growing – they are growing very rapidly – but: How much of the growth has Wallenius actually secured through long-term contracts with Chinese car manufacturers, and at what freight rates? If management confirms more Chinese customers, high contract coverage, and continued capacity shortage tomorrow, it will be a clear positive signal for the stock.
- 17.9.Can you people please take some profit so I can buy more?I sold out at just over 140. Of course I regret it, but I believe the downside is greater than the upside eventually.
- ·16.9.Considering buying more. ..🤔🤔 what do others think?? Wait.?now?No one can know. High demand in the market for the ships, but new ships are also constantly coming from the shipyards. Dividend twice per year. Next is approximately in February. Wawi has fixed agreements for the majority of the fleet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 423 | - | - | ||
| 432 | - | - | ||
| 299 | - | - | ||
| 1 166 | - | - | ||
| 420 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 11.8. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
43 päivää sitten
‧54 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 11.8. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
2,2453 NOK/osake
Viimeisin osinko
4,76%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenExport growth is very strong The latest figures show that Chinese car manufacturers are increasing exports much faster than previously expected: August 2026: 894,000 passenger cars exported, +77.5% from August 2025. Electric cars and plug-in hybrids: exports increased by a full 154.7%. July 2026: export growth was +88.2%, with 923,000 cars. CPCA now estimates around 12 million cars exported in 2026, and 18–20 million annually by 2030. In comparison, China exported approximately 5.7 million passenger cars in 2025 according to Wallenius Wilhelmsen's market basis. This means that 2026 is set to be another strong record year. BYD leads the export wave BYD's overseas sales in August were: 189,466 cars +134.5% from the previous year International markets generated more revenue than China for the first time in the first half of 2026. Europe, Southeast Asia, and Brazil are the most important growth areas. Europe is particularly important Growth continues despite European additional tariffs on Chinese electric cars. Manufacturers respond by: exporting more plug-in hybrids, which so far have not been affected by the same additional tariff building or planning factories in Europe using multiple brands and European distribution networks pressing prices to gain market share The EU is now discussing measures against hybrid imports, including a possible export restriction of around 15% of the market. China opposes this. Significance for Wallenius Wilhelmsen This is initially clearly positive for Wallenius Wilhelmsen: 🟢 Large new sea transport volumes: Production and exports from China are growing much faster than the available RoRo capacity. 🟢 High capacity utilization: Growth can keep ships full and supports high freight rates. 🟢 Europe is a natural Wallenius route: China–Europe fits the company's global network and terminal operations. But three risk factors are important: 🟡 Chinese manufacturers buy their own ships: BYD, SAIC and others are building their own car carriers. This reduces how much of the export growth benefits Wallenius. 🟡 Production is moving closer to customers: European factories result in fewer cars needing to be transported by sea directly from China. 🔴 Political restrictions: New EU regulations, tariffs, or export quotas could slow down China–Europe traffic. China–USA is already very small. My assessment before the meeting The enormous export growth makes the market situation stronger than it appeared earlier in the year. For Wallenius, the most important question is not whether Chinese exports are growing – they are growing very rapidly – but: How much of the growth has Wallenius actually secured through long-term contracts with Chinese car manufacturers, and at what freight rates? If management confirms more Chinese customers, high contract coverage, and continued capacity shortage tomorrow, it will be a clear positive signal for the stock.
- 17.9.Can you people please take some profit so I can buy more?I sold out at just over 140. Of course I regret it, but I believe the downside is greater than the upside eventually.
- ·16.9.Considering buying more. ..🤔🤔 what do others think?? Wait.?now?No one can know. High demand in the market for the ships, but new ships are also constantly coming from the shipyards. Dividend twice per year. Next is approximately in February. Wawi has fixed agreements for the majority of the fleet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 423 | - | - | ||
| 432 | - | - | ||
| 299 | - | - | ||
| 1 166 | - | - | ||
| 420 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt