2026 Q2 -tulosraportti
13 päivää sitten
‧54 min
2,2322 NOK/osake
Irtoamispäivä 26.8.
7,87%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenFurther down in the Shareville threads here, there was some incomplete information/brainstorming. It is true that there is a capacity shortage at many shipyards, but that is because the RoRo industry foresaw this delivery development. In the market in 2026, an average of 5 new RoRo ships will be launched per month, with much higher freight capacity than old ships have. And the peak of new ships this year will come in autumn 2026. Due to the undercapacity, 3-4 cars per container are also being sent with regular cargo ships, and dry bulk ships with specially built "shelf systems" for cars are also being used. So, the supply of new RoRo ships will initially ease the pressure in the container and dry bulk market. Dry bulk ships, as you know, have little to do as the grain is stuck in Russia and Ukraine. WAWI has signed long-term contracts for the next three years for its ships and is therefore well secured on the revenue front even if the market becomes more saturated (see text from Gemini further down). As I understand it, the main reason for the decrease in dividends from the peak years is, among other things, a 3-6 month lag in the financing of fuel price increases. Ultimately, that cost falls on the car companies. But since the outbreak of war, WAWI has covered this itself. We must remember that WAWI employs approximately 12,000 workers and that internationally they are also big in logistics from land to sea. I asked Gemini many questions to get a precise and adequate answer and summary of the outlook for WAWI. Here is the answer: "Wallenius Wilhelmsen (WAWI) has implemented a strategic change in its contract portfolio which makes the underlying earnings and cash flow development significantly more robust and predictable for the next three years (2026–2028) than what the short-term dividend adjustment in Q2 2026 might suggest. 1. Contract Portfolio and Earnings Outlook (2026–2028): During the historical upturn in the car freight market, WAWI actively seized the opportunity to shift from short-term spot contracts to long-term agreements with car manufacturers and equipment manufacturers (High & Heavy). High contract coverage: WAWI has ensured that approximately 80–85 % of its shipping capacity is locked into multi-year contracts extending through 2027 and 2028. Adjusted rates: Contracts renewed in the period 2024–2026 were entered into at rate levels 50–100 % higher than historical average levels before 2022. This means WAWI has built in a high "revenue floor" for the next three years. Earnings guidance (EBITDA): The company itself has guided an EBITDA for the full year 2026 of approximately 1.6 billion USD. In comparison, the annual EBITDA in the peak year 2023/2024 was around 1.8 billion USD. Even with newbuilds entering the global fleet and some moderation in spot rates, the locked contract volume provides an estimated EBITDA level of 1.3–1.5 billion USD annually in 2027 and 2028. 2. Why was the dividend reduced/halved? You are absolutely right that the dividend paid out in Q2 2026 was lower than the peak years 2024 and 2025. This is mainly due to three circumstances: 1. Massive capital requirement for newbuilds (Shaping Excellence program): WAWI is in the midst of its largest investment program in decades. They have signed contracts for up to 12–14 new PCTC ships (Shaper class) of 9,300–11,700 CEU with delivery from late 2026 through 2028. Although the ships are partially loan-financed, the installment payments during the construction period (pre-delivery payments) require a significant portion of free cash flow. 2. Short-term "working capital squeeze" (Red Sea effect): Rerouting around Africa ties up more fuel and more capital in operations. Fuel expenses are mainly covered by car manufacturers via BAF clauses (Bunker Adjustment Factor), but with a lag of 3 to 6 months. This has had a temporary negative effect on free cash flow in the first half of 2026. 3. Change in dividend policy (Tighter balance sheet management): WAWI's dividend policy is to pay out 50 % of annual net profit, distributed in two semi-annual payments. Since the net reported result in Q2 2026 fell to 138 million USD (down from record levels of over 250–300 million USD per quarter in 2024/2025 due to higher depreciations and financial costs), the dividend automatically falls with the result. 3. Summary: What can shareholders expect through 2028? Stable and predictable underlying operations: Multi-year contracts protect WAWI against potential market downturns when global car freight capacity increases beyond 2027. Debt ratio and investments: The years 2026 and 2027 will be investment-heavy. Cash flow will increasingly go towards financing new, more environmentally friendly ships that will replace older tonnage. Dividend level going forward: The dividend is unlikely to return to "extraordinary" 2024 records in the short term, but with guidance of $1.6 billion in EBITDA, the stock will still provide a direct yield of 7–10 % at today's share price, which is strong in a cyclical transport market." End of quote.My thoughts: I probably have too little experience in the stock market to speak too confidently, but to me, this looks a bit like a «perfect storm». Everything aligns and only now has the market opened its eyes to WAWI's solidity. Many private investors like «safe» investments and now they also want to get into the dividend machine. In addition, USD is falling in value and many American investors are moving capital out of the USA and into other stock markets.
·4 t sitten5 % direct yield is absolutely suuuuperb.. That's awesome.. If you owned the share on 25.08, you saw a good dividend paid on 13.09 of kr 6 per share. I topped up here on Friday. Furthermore, WAWI is trending tremendously. Rates are up 65% last year. There aren't enough car carriers to transport the gigantic export from Chinese car manufacturers.. Just load up here. 💰💰💰- ·2 päivää sitten · MuokattuNice to see almost 4% gain today. Kr 165.50. WAWI is trending up and pays good dividends.
·3 päivää sittenIt is not the market outlook that has pulled down HAUTO. My explanation is the great disappointment related to the low dividend. Therefore, I don't think WAWI will be particularly affected. Both companies are well-positioned in the market they operate in. Therefore, I believe HAUTO will partially recover when the disappointment has settled, even though the share price development over the last 3 months has been astronomical.
For shareholders who are focused on dividends, it should from a professional standpoint be a great advantage if the share price remains low, with a view to reinvesting the dividend in as many shares as possible. When the share price rises and the dividend remains stable or falls, investors' dividend in percentage will decrease, at times dramatically. It is then no advantage for dividend investors to tie up as much capital as possible for the lowest possible return, or am I wrong?
·3 päivää sittenLower capacity in Panama going forward was not good news given the number of passages per month. Expect lower profit next year given the El Nino outlook.
I would think that longer shipping routes took capacity out of the market and that a bottleneck in Panama in the long run is only positive for the shipping companies.
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.
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.
2026 Q2 -tulosraportti
13 päivää sitten
‧54 min
2,2322 NOK/osake
Irtoamispäivä 26.8.
7,87%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
- ·3 t sittenFurther down in the Shareville threads here, there was some incomplete information/brainstorming. It is true that there is a capacity shortage at many shipyards, but that is because the RoRo industry foresaw this delivery development. In the market in 2026, an average of 5 new RoRo ships will be launched per month, with much higher freight capacity than old ships have. And the peak of new ships this year will come in autumn 2026. Due to the undercapacity, 3-4 cars per container are also being sent with regular cargo ships, and dry bulk ships with specially built "shelf systems" for cars are also being used. So, the supply of new RoRo ships will initially ease the pressure in the container and dry bulk market. Dry bulk ships, as you know, have little to do as the grain is stuck in Russia and Ukraine. WAWI has signed long-term contracts for the next three years for its ships and is therefore well secured on the revenue front even if the market becomes more saturated (see text from Gemini further down). As I understand it, the main reason for the decrease in dividends from the peak years is, among other things, a 3-6 month lag in the financing of fuel price increases. Ultimately, that cost falls on the car companies. But since the outbreak of war, WAWI has covered this itself. We must remember that WAWI employs approximately 12,000 workers and that internationally they are also big in logistics from land to sea. I asked Gemini many questions to get a precise and adequate answer and summary of the outlook for WAWI. Here is the answer: "Wallenius Wilhelmsen (WAWI) has implemented a strategic change in its contract portfolio which makes the underlying earnings and cash flow development significantly more robust and predictable for the next three years (2026–2028) than what the short-term dividend adjustment in Q2 2026 might suggest. 1. Contract Portfolio and Earnings Outlook (2026–2028): During the historical upturn in the car freight market, WAWI actively seized the opportunity to shift from short-term spot contracts to long-term agreements with car manufacturers and equipment manufacturers (High & Heavy). High contract coverage: WAWI has ensured that approximately 80–85 % of its shipping capacity is locked into multi-year contracts extending through 2027 and 2028. Adjusted rates: Contracts renewed in the period 2024–2026 were entered into at rate levels 50–100 % higher than historical average levels before 2022. This means WAWI has built in a high "revenue floor" for the next three years. Earnings guidance (EBITDA): The company itself has guided an EBITDA for the full year 2026 of approximately 1.6 billion USD. In comparison, the annual EBITDA in the peak year 2023/2024 was around 1.8 billion USD. Even with newbuilds entering the global fleet and some moderation in spot rates, the locked contract volume provides an estimated EBITDA level of 1.3–1.5 billion USD annually in 2027 and 2028. 2. Why was the dividend reduced/halved? You are absolutely right that the dividend paid out in Q2 2026 was lower than the peak years 2024 and 2025. This is mainly due to three circumstances: 1. Massive capital requirement for newbuilds (Shaping Excellence program): WAWI is in the midst of its largest investment program in decades. They have signed contracts for up to 12–14 new PCTC ships (Shaper class) of 9,300–11,700 CEU with delivery from late 2026 through 2028. Although the ships are partially loan-financed, the installment payments during the construction period (pre-delivery payments) require a significant portion of free cash flow. 2. Short-term "working capital squeeze" (Red Sea effect): Rerouting around Africa ties up more fuel and more capital in operations. Fuel expenses are mainly covered by car manufacturers via BAF clauses (Bunker Adjustment Factor), but with a lag of 3 to 6 months. This has had a temporary negative effect on free cash flow in the first half of 2026. 3. Change in dividend policy (Tighter balance sheet management): WAWI's dividend policy is to pay out 50 % of annual net profit, distributed in two semi-annual payments. Since the net reported result in Q2 2026 fell to 138 million USD (down from record levels of over 250–300 million USD per quarter in 2024/2025 due to higher depreciations and financial costs), the dividend automatically falls with the result. 3. Summary: What can shareholders expect through 2028? Stable and predictable underlying operations: Multi-year contracts protect WAWI against potential market downturns when global car freight capacity increases beyond 2027. Debt ratio and investments: The years 2026 and 2027 will be investment-heavy. Cash flow will increasingly go towards financing new, more environmentally friendly ships that will replace older tonnage. Dividend level going forward: The dividend is unlikely to return to "extraordinary" 2024 records in the short term, but with guidance of $1.6 billion in EBITDA, the stock will still provide a direct yield of 7–10 % at today's share price, which is strong in a cyclical transport market." End of quote.My thoughts: I probably have too little experience in the stock market to speak too confidently, but to me, this looks a bit like a «perfect storm». Everything aligns and only now has the market opened its eyes to WAWI's solidity. Many private investors like «safe» investments and now they also want to get into the dividend machine. In addition, USD is falling in value and many American investors are moving capital out of the USA and into other stock markets.
- ·4 t sitten5 % direct yield is absolutely suuuuperb.. That's awesome.. If you owned the share on 25.08, you saw a good dividend paid on 13.09 of kr 6 per share. I topped up here on Friday. Furthermore, WAWI is trending tremendously. Rates are up 65% last year. There aren't enough car carriers to transport the gigantic export from Chinese car manufacturers.. Just load up here. 💰💰💰
- ·2 päivää sitten · MuokattuNice to see almost 4% gain today. Kr 165.50. WAWI is trending up and pays good dividends.
- ·3 päivää sittenIt is not the market outlook that has pulled down HAUTO. My explanation is the great disappointment related to the low dividend. Therefore, I don't think WAWI will be particularly affected. Both companies are well-positioned in the market they operate in. Therefore, I believe HAUTO will partially recover when the disappointment has settled, even though the share price development over the last 3 months has been astronomical.For shareholders who are focused on dividends, it should from a professional standpoint be a great advantage if the share price remains low, with a view to reinvesting the dividend in as many shares as possible. When the share price rises and the dividend remains stable or falls, investors' dividend in percentage will decrease, at times dramatically. It is then no advantage for dividend investors to tie up as much capital as possible for the lowest possible return, or am I wrong?
- ·3 päivää sittenLower capacity in Panama going forward was not good news given the number of passages per month. Expect lower profit next year given the El Nino outlook.I would think that longer shipping routes took capacity out of the market and that a bottleneck in Panama in the long run is only positive for the shipping companies.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
2026 Q2 -tulosraportti
13 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 |
2,2322 NOK/osake
Irtoamispäivä 26.8.
7,87%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenFurther down in the Shareville threads here, there was some incomplete information/brainstorming. It is true that there is a capacity shortage at many shipyards, but that is because the RoRo industry foresaw this delivery development. In the market in 2026, an average of 5 new RoRo ships will be launched per month, with much higher freight capacity than old ships have. And the peak of new ships this year will come in autumn 2026. Due to the undercapacity, 3-4 cars per container are also being sent with regular cargo ships, and dry bulk ships with specially built "shelf systems" for cars are also being used. So, the supply of new RoRo ships will initially ease the pressure in the container and dry bulk market. Dry bulk ships, as you know, have little to do as the grain is stuck in Russia and Ukraine. WAWI has signed long-term contracts for the next three years for its ships and is therefore well secured on the revenue front even if the market becomes more saturated (see text from Gemini further down). As I understand it, the main reason for the decrease in dividends from the peak years is, among other things, a 3-6 month lag in the financing of fuel price increases. Ultimately, that cost falls on the car companies. But since the outbreak of war, WAWI has covered this itself. We must remember that WAWI employs approximately 12,000 workers and that internationally they are also big in logistics from land to sea. I asked Gemini many questions to get a precise and adequate answer and summary of the outlook for WAWI. Here is the answer: "Wallenius Wilhelmsen (WAWI) has implemented a strategic change in its contract portfolio which makes the underlying earnings and cash flow development significantly more robust and predictable for the next three years (2026–2028) than what the short-term dividend adjustment in Q2 2026 might suggest. 1. Contract Portfolio and Earnings Outlook (2026–2028): During the historical upturn in the car freight market, WAWI actively seized the opportunity to shift from short-term spot contracts to long-term agreements with car manufacturers and equipment manufacturers (High & Heavy). High contract coverage: WAWI has ensured that approximately 80–85 % of its shipping capacity is locked into multi-year contracts extending through 2027 and 2028. Adjusted rates: Contracts renewed in the period 2024–2026 were entered into at rate levels 50–100 % higher than historical average levels before 2022. This means WAWI has built in a high "revenue floor" for the next three years. Earnings guidance (EBITDA): The company itself has guided an EBITDA for the full year 2026 of approximately 1.6 billion USD. In comparison, the annual EBITDA in the peak year 2023/2024 was around 1.8 billion USD. Even with newbuilds entering the global fleet and some moderation in spot rates, the locked contract volume provides an estimated EBITDA level of 1.3–1.5 billion USD annually in 2027 and 2028. 2. Why was the dividend reduced/halved? You are absolutely right that the dividend paid out in Q2 2026 was lower than the peak years 2024 and 2025. This is mainly due to three circumstances: 1. Massive capital requirement for newbuilds (Shaping Excellence program): WAWI is in the midst of its largest investment program in decades. They have signed contracts for up to 12–14 new PCTC ships (Shaper class) of 9,300–11,700 CEU with delivery from late 2026 through 2028. Although the ships are partially loan-financed, the installment payments during the construction period (pre-delivery payments) require a significant portion of free cash flow. 2. Short-term "working capital squeeze" (Red Sea effect): Rerouting around Africa ties up more fuel and more capital in operations. Fuel expenses are mainly covered by car manufacturers via BAF clauses (Bunker Adjustment Factor), but with a lag of 3 to 6 months. This has had a temporary negative effect on free cash flow in the first half of 2026. 3. Change in dividend policy (Tighter balance sheet management): WAWI's dividend policy is to pay out 50 % of annual net profit, distributed in two semi-annual payments. Since the net reported result in Q2 2026 fell to 138 million USD (down from record levels of over 250–300 million USD per quarter in 2024/2025 due to higher depreciations and financial costs), the dividend automatically falls with the result. 3. Summary: What can shareholders expect through 2028? Stable and predictable underlying operations: Multi-year contracts protect WAWI against potential market downturns when global car freight capacity increases beyond 2027. Debt ratio and investments: The years 2026 and 2027 will be investment-heavy. Cash flow will increasingly go towards financing new, more environmentally friendly ships that will replace older tonnage. Dividend level going forward: The dividend is unlikely to return to "extraordinary" 2024 records in the short term, but with guidance of $1.6 billion in EBITDA, the stock will still provide a direct yield of 7–10 % at today's share price, which is strong in a cyclical transport market." End of quote.My thoughts: I probably have too little experience in the stock market to speak too confidently, but to me, this looks a bit like a «perfect storm». Everything aligns and only now has the market opened its eyes to WAWI's solidity. Many private investors like «safe» investments and now they also want to get into the dividend machine. In addition, USD is falling in value and many American investors are moving capital out of the USA and into other stock markets.
- ·4 t sitten5 % direct yield is absolutely suuuuperb.. That's awesome.. If you owned the share on 25.08, you saw a good dividend paid on 13.09 of kr 6 per share. I topped up here on Friday. Furthermore, WAWI is trending tremendously. Rates are up 65% last year. There aren't enough car carriers to transport the gigantic export from Chinese car manufacturers.. Just load up here. 💰💰💰
- ·2 päivää sitten · MuokattuNice to see almost 4% gain today. Kr 165.50. WAWI is trending up and pays good dividends.
- ·3 päivää sittenIt is not the market outlook that has pulled down HAUTO. My explanation is the great disappointment related to the low dividend. Therefore, I don't think WAWI will be particularly affected. Both companies are well-positioned in the market they operate in. Therefore, I believe HAUTO will partially recover when the disappointment has settled, even though the share price development over the last 3 months has been astronomical.For shareholders who are focused on dividends, it should from a professional standpoint be a great advantage if the share price remains low, with a view to reinvesting the dividend in as many shares as possible. When the share price rises and the dividend remains stable or falls, investors' dividend in percentage will decrease, at times dramatically. It is then no advantage for dividend investors to tie up as much capital as possible for the lowest possible return, or am I wrong?
- ·3 päivää sittenLower capacity in Panama going forward was not good news given the number of passages per month. Expect lower profit next year given the El Nino outlook.I would think that longer shipping routes took capacity out of the market and that a bottleneck in Panama in the long run is only positive for the shipping companies.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt