2025 Q3 -tulosraportti
8 päivää sitten28 min
0,3065 NOK/osake
Viimeisin osinko
5,32 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
20 250
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 119 | - | - | ||
| 92 | - | - | ||
| 210 | - | - | ||
| 772 | - | - |
Ylin
5,92VWAP
Alin
5,76VaihtoMäärä
0,1 12 967
VWAP
Ylin
5,92Alin
5,76VaihtoMäärä
0,1 12 967
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11. | |
| 2025 Q3 -tulosraportti | 27.11. | |
| 2025 Q2 -tulosraportti | 26.8. | |
| 2025 Q1 -tulosraportti | 26.5. | |
| 2024 Q4 -tulosraportti | 28.2. |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenThe dry bulk index is strong. The situation in Asia is particularly interesting.
·17 t sittenWhich route is it that has the greatest significance for jin for what fearnpulse reports, is it the South China - Indonesia route? It has risen nicely recently, but was higher in August
·1 päivä sittenIF ONE BELIEVES IN TECHNICAL ANALYSIS Jinhui Shipping and Transportation has broken up through the ceiling of a falling trend channel in the medium term. This initially indicates a weaker falling pace, or the initiation of a more horizontal development. The stock gave a buy signal from an inverse head and shoulders formation with the break up through the resistance at 5.99. Further increase to 6.51 or more is signaled. The stock is testing the support at approximately 6.00 kroner. This should give an upward reaction. A break down through 6.00 kroner will trigger a sell signal.
·2 päivää sittenFor the Ng family, the highest priority is to maintain control over the company and to survive regardless of market conditions. They bring with them the experiences from when Genco tried to buy control, the market downturn in 2014-16 when they had to sell almost half the fleet, and the covid pandemic in 20-21 which dramatically reduced activity. Therefore, they prioritize a strong balance sheet, good liquidity, and a competitive fleet above all else. External investors will decide the share price. The family will not use the company's funds to secure us external extraordinary gains. I myself see the case as a "deep value low risk" example. The current discount is more than large enough to provide a satisfactory dividend yield given the upside.·2 päivää sittenYou must distinguish between the words defend and explain. Now rather explain why you are a shareholder in a company where you do not trust the management's decisions.
·1 päivä sittenAs I have said before: With today's knowledge, I would not have bought shares. You have repeatedly shown great understanding for the management's actions, while seemingly indifferent to the fact that the company is traded at a ridiculously large discount. The discount is the market's valuation of the management. The market values the management negatively equivalent to 80 % of nav. Absolutely insane. If the price goes up a bit, you shouldn't rule out that I will disappear, as I believe many others think. Why are you comfortable with a management that destroys shareholder value? Because with such a price / book, there is no other way to describe this.
·2 päivää sittenJinhui (JIN) has just announced the sale of Jin Bi (Dec 2), and combined with the Q3 financial report, an extreme picture of the valuation emerges. Here are the numbers boiled down to the essentials: 1. The new sale (Jin Bi): Sold for 14.4 mio. USD. This is significantly higher than the sister vessel Jin Mao (13.2 mio. USD) sold in October. Jinhui acts as a bank and provides "Vendor Financing" (buyer pays 51% now, the rest over 4 years at 6.9% interest). This shows that management can squeeze extra value out of old ships. 2. Cash is King (Pro-forma liquidity): After Q3 (94 mio. USD in cash) and the last three sales (Jin Mao, Jin Sui, Jin Bi), the calculation looks approximately like this: Market value (share price 5.80): ~60 mio. USD Estimated Liquidity (Cash + sales proceeds): >100 mio. USD Conclusion: The market currently values Jinhui at approx. half the value of their cash holdings. You are effectively buying a 10-kroner for 5.80 kr., and get a fleet of approx. 20 ships and properties in Hong Kong/Shanghai for free with the deal. What is the Upside? NAV (Intrinsic value): Estimated at 38-40 NOK per share. Cash per share: Approx. 10-11 NOK. The Downside: Is theoretically non-existent, as the company is debt-free (net) and trades below cash level. Why isn't everyone buying? (The Risk) The Q3 financial report did not offer a dividend. Management (the Ng family) chooses to "hoard" cash for new builds in 2028 instead of paying out to shareholders. This is the classic "Holding discount". My verdict: This is an extreme "Deep Value" case. If one has the patience to wait for the market (or a liquidation) to close the gap between the share price 5.80 and the values of 38+, the potential is enormous. The sale of Jin Bi confirms that the recorded values are real.·2 päivää sittenHi Gmmmt, that is not correct. Jinhui then paid a nice dividend of 5-6%. That is quite good.
·1 päivä sittenHere I disagree with the wording about the downside: Shipping is extremely cyclical. A fall in rates can: (1) Eat up earnings (2) Push down the value of ships Then both NAV and the market's willingness to price the case up towards NAV will fall.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset ja analyysit
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.
2025 Q3 -tulosraportti
8 päivää sitten28 min
0,3065 NOK/osake
Viimeisin osinko
5,32 %Tuotto/v
Uutiset ja analyysit
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThe dry bulk index is strong. The situation in Asia is particularly interesting.·17 t sittenWhich route is it that has the greatest significance for jin for what fearnpulse reports, is it the South China - Indonesia route? It has risen nicely recently, but was higher in August
- ·1 päivä sittenIF ONE BELIEVES IN TECHNICAL ANALYSIS Jinhui Shipping and Transportation has broken up through the ceiling of a falling trend channel in the medium term. This initially indicates a weaker falling pace, or the initiation of a more horizontal development. The stock gave a buy signal from an inverse head and shoulders formation with the break up through the resistance at 5.99. Further increase to 6.51 or more is signaled. The stock is testing the support at approximately 6.00 kroner. This should give an upward reaction. A break down through 6.00 kroner will trigger a sell signal.
- ·2 päivää sittenFor the Ng family, the highest priority is to maintain control over the company and to survive regardless of market conditions. They bring with them the experiences from when Genco tried to buy control, the market downturn in 2014-16 when they had to sell almost half the fleet, and the covid pandemic in 20-21 which dramatically reduced activity. Therefore, they prioritize a strong balance sheet, good liquidity, and a competitive fleet above all else. External investors will decide the share price. The family will not use the company's funds to secure us external extraordinary gains. I myself see the case as a "deep value low risk" example. The current discount is more than large enough to provide a satisfactory dividend yield given the upside.·2 päivää sittenYou must distinguish between the words defend and explain. Now rather explain why you are a shareholder in a company where you do not trust the management's decisions.·1 päivä sittenAs I have said before: With today's knowledge, I would not have bought shares. You have repeatedly shown great understanding for the management's actions, while seemingly indifferent to the fact that the company is traded at a ridiculously large discount. The discount is the market's valuation of the management. The market values the management negatively equivalent to 80 % of nav. Absolutely insane. If the price goes up a bit, you shouldn't rule out that I will disappear, as I believe many others think. Why are you comfortable with a management that destroys shareholder value? Because with such a price / book, there is no other way to describe this.
- ·2 päivää sittenJinhui (JIN) has just announced the sale of Jin Bi (Dec 2), and combined with the Q3 financial report, an extreme picture of the valuation emerges. Here are the numbers boiled down to the essentials: 1. The new sale (Jin Bi): Sold for 14.4 mio. USD. This is significantly higher than the sister vessel Jin Mao (13.2 mio. USD) sold in October. Jinhui acts as a bank and provides "Vendor Financing" (buyer pays 51% now, the rest over 4 years at 6.9% interest). This shows that management can squeeze extra value out of old ships. 2. Cash is King (Pro-forma liquidity): After Q3 (94 mio. USD in cash) and the last three sales (Jin Mao, Jin Sui, Jin Bi), the calculation looks approximately like this: Market value (share price 5.80): ~60 mio. USD Estimated Liquidity (Cash + sales proceeds): >100 mio. USD Conclusion: The market currently values Jinhui at approx. half the value of their cash holdings. You are effectively buying a 10-kroner for 5.80 kr., and get a fleet of approx. 20 ships and properties in Hong Kong/Shanghai for free with the deal. What is the Upside? NAV (Intrinsic value): Estimated at 38-40 NOK per share. Cash per share: Approx. 10-11 NOK. The Downside: Is theoretically non-existent, as the company is debt-free (net) and trades below cash level. Why isn't everyone buying? (The Risk) The Q3 financial report did not offer a dividend. Management (the Ng family) chooses to "hoard" cash for new builds in 2028 instead of paying out to shareholders. This is the classic "Holding discount". My verdict: This is an extreme "Deep Value" case. If one has the patience to wait for the market (or a liquidation) to close the gap between the share price 5.80 and the values of 38+, the potential is enormous. The sale of Jin Bi confirms that the recorded values are real.·2 päivää sittenHi Gmmmt, that is not correct. Jinhui then paid a nice dividend of 5-6%. That is quite good.·1 päivä sittenHere I disagree with the wording about the downside: Shipping is extremely cyclical. A fall in rates can: (1) Eat up earnings (2) Push down the value of ships Then both NAV and the market's willingness to price the case up towards NAV will fall.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
20 250
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 119 | - | - | ||
| 92 | - | - | ||
| 210 | - | - | ||
| 772 | - | - |
Ylin
5,92VWAP
Alin
5,76VaihtoMäärä
0,1 12 967
VWAP
Ylin
5,92Alin
5,76VaihtoMäärä
0,1 12 967
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11. | |
| 2025 Q3 -tulosraportti | 27.11. | |
| 2025 Q2 -tulosraportti | 26.8. | |
| 2025 Q1 -tulosraportti | 26.5. | |
| 2024 Q4 -tulosraportti | 28.2. |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
8 päivää sitten28 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11. | |
| 2025 Q3 -tulosraportti | 27.11. | |
| 2025 Q2 -tulosraportti | 26.8. | |
| 2025 Q1 -tulosraportti | 26.5. | |
| 2024 Q4 -tulosraportti | 28.2. |
Datan lähde: FactSet, Quartr
0,3065 NOK/osake
Viimeisin osinko
5,32 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThe dry bulk index is strong. The situation in Asia is particularly interesting.·17 t sittenWhich route is it that has the greatest significance for jin for what fearnpulse reports, is it the South China - Indonesia route? It has risen nicely recently, but was higher in August
- ·1 päivä sittenIF ONE BELIEVES IN TECHNICAL ANALYSIS Jinhui Shipping and Transportation has broken up through the ceiling of a falling trend channel in the medium term. This initially indicates a weaker falling pace, or the initiation of a more horizontal development. The stock gave a buy signal from an inverse head and shoulders formation with the break up through the resistance at 5.99. Further increase to 6.51 or more is signaled. The stock is testing the support at approximately 6.00 kroner. This should give an upward reaction. A break down through 6.00 kroner will trigger a sell signal.
- ·2 päivää sittenFor the Ng family, the highest priority is to maintain control over the company and to survive regardless of market conditions. They bring with them the experiences from when Genco tried to buy control, the market downturn in 2014-16 when they had to sell almost half the fleet, and the covid pandemic in 20-21 which dramatically reduced activity. Therefore, they prioritize a strong balance sheet, good liquidity, and a competitive fleet above all else. External investors will decide the share price. The family will not use the company's funds to secure us external extraordinary gains. I myself see the case as a "deep value low risk" example. The current discount is more than large enough to provide a satisfactory dividend yield given the upside.·2 päivää sittenYou must distinguish between the words defend and explain. Now rather explain why you are a shareholder in a company where you do not trust the management's decisions.·1 päivä sittenAs I have said before: With today's knowledge, I would not have bought shares. You have repeatedly shown great understanding for the management's actions, while seemingly indifferent to the fact that the company is traded at a ridiculously large discount. The discount is the market's valuation of the management. The market values the management negatively equivalent to 80 % of nav. Absolutely insane. If the price goes up a bit, you shouldn't rule out that I will disappear, as I believe many others think. Why are you comfortable with a management that destroys shareholder value? Because with such a price / book, there is no other way to describe this.
- ·2 päivää sittenJinhui (JIN) has just announced the sale of Jin Bi (Dec 2), and combined with the Q3 financial report, an extreme picture of the valuation emerges. Here are the numbers boiled down to the essentials: 1. The new sale (Jin Bi): Sold for 14.4 mio. USD. This is significantly higher than the sister vessel Jin Mao (13.2 mio. USD) sold in October. Jinhui acts as a bank and provides "Vendor Financing" (buyer pays 51% now, the rest over 4 years at 6.9% interest). This shows that management can squeeze extra value out of old ships. 2. Cash is King (Pro-forma liquidity): After Q3 (94 mio. USD in cash) and the last three sales (Jin Mao, Jin Sui, Jin Bi), the calculation looks approximately like this: Market value (share price 5.80): ~60 mio. USD Estimated Liquidity (Cash + sales proceeds): >100 mio. USD Conclusion: The market currently values Jinhui at approx. half the value of their cash holdings. You are effectively buying a 10-kroner for 5.80 kr., and get a fleet of approx. 20 ships and properties in Hong Kong/Shanghai for free with the deal. What is the Upside? NAV (Intrinsic value): Estimated at 38-40 NOK per share. Cash per share: Approx. 10-11 NOK. The Downside: Is theoretically non-existent, as the company is debt-free (net) and trades below cash level. Why isn't everyone buying? (The Risk) The Q3 financial report did not offer a dividend. Management (the Ng family) chooses to "hoard" cash for new builds in 2028 instead of paying out to shareholders. This is the classic "Holding discount". My verdict: This is an extreme "Deep Value" case. If one has the patience to wait for the market (or a liquidation) to close the gap between the share price 5.80 and the values of 38+, the potential is enormous. The sale of Jin Bi confirms that the recorded values are real.·2 päivää sittenHi Gmmmt, that is not correct. Jinhui then paid a nice dividend of 5-6%. That is quite good.·1 päivä sittenHere I disagree with the wording about the downside: Shipping is extremely cyclical. A fall in rates can: (1) Eat up earnings (2) Push down the value of ships Then both NAV and the market's willingness to price the case up towards NAV will fall.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
20 250
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 119 | - | - | ||
| 92 | - | - | ||
| 210 | - | - | ||
| 772 | - | - |
Ylin
5,92VWAP
Alin
5,76VaihtoMäärä
0,1 12 967
VWAP
Ylin
5,92Alin
5,76VaihtoMäärä
0,1 12 967
Välittäjätilasto
Dataa ei löytynyt