2026 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧42 min
1,00 USD/osake
Viimeisin osinko
7,21%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 120 | - | - | ||
| 74 | - | - | ||
| 123 | - | - | ||
| 77 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 9.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 9.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 2.10.2025 | ||
2025 Q2 -tulosraportti 3.7.2025 | ||
2025 Q1 -tulosraportti 3.4.2025 |
Asiakkaat katsoivat myös
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Kirjaudu
·41 min sittenOff topics - it's weekend - What is luck and how to use it in stocks to become wealthy? Luck is not something you have or get, it's something you acquire. Luck is necessary and obvious to become wealthy. Quote - "the more I train, the more luck I have - therefore I train" - said Ingemar Stenmark. I don't ski, but I put effort into stocks and expect to have more stock luck than those who use guessing games to buy/hold/sell. If nearly 90% do not utilize their potential (research shows it), I try to make an effort to create something I previously didn't have (noticeable wealth). An economic goal is good to have, mine is to be in the group of "Norwegian dollar millionaires", through effort. I lack an inherited position, but I am well satisfied with creating the values and trying not to squander the money. There are two ways to calculate a dollar millionaire (i.e., having a net worth over 1 mill usd), and I wish to be in the group that does not count the value of a primary residence. Mindset is a luck factor, which separates those who succeed from the rest, among other things it helps to understand the difference between growth mindset and fixed mindset. Growth mindset: - dare to go outside the comfort zone - see obstacles as something you should overcome. - tolerate receiving feedback, it's free development. - not be afraid to make mistakes (have money in an "it went to hell" account).
2 t sitten2 t sittenDNBs vurdering: "Down to HOLD – building risk tempers appetite We still believe the investment case for Stolt-Nielsen is fundamentally strong. However, elevated uncertainty over the duration of the Middle East conflict, which could pressure tanker rates and weigh on the global economy, leave us with a balanced risk/reward view. Thus, we downgrade to HOLD (Buy) and cut our target price to NOK360 (435). Avenir LNG sale and negative estimate revisions amid uncertainty. We have reduced our rate estimates for Chemical Tankers due to the highly uncertain outlook, deconsolidated Avenir LNG due to the 50% sale, and made changes to the other segments. Therefore, we reduce our 2026–28e adj. EBITDA by 6%. Q1e slightly above consensus. Ahead of the Q1 results (due before market open on 9 April), we forecast adj. EBITDA of USD182m (2% above Bloomberg consensus) and adj. EBIT of USD94m (USD57m from Stolt Tankers, USD26m from Stolt Terminals, USD5m from Stolt Tank Containers, USD10m from Stolt Sea Farm, and USD-3m from Corporate & Other), 3% above consensus. Into the report, we believe full-year 2026 guidance revisions following the Middle East conflict and its implications for the market will be the main focus point of the report. Solid case but a highly uncertain world. We still believe the underlying fundamentals for Stolt Tankers look attractive, with Stolt-Nielsen well placed for solid earnings going forward, also supported by its integrated liquid logistics platform. On our estimates, the stock is trading at a 2027e EV/EBITDA of 4.2x and P/E of 5.8x, which, in our view, screens as attractive. But the de facto closure of the Persian Gulf/Gulf of Oman, leaving 13% of seaborne chemical trade at risk (crude and products: 40% and 19%), is likely, if prolonged, to put detrimental downward pressure on rates as well as lead to negative macroeconomic effects from higher energy prices. Thus, we believe this warrants a cautious stance on the Stolt-Nielsen shares. Downgraded to HOLD and target price cut to NOK360, based on 0.65x (0.80x), our multiples- based SOTP/share, with the multiple cut due to risk related to the Middle East conflict."
·7 t sittenOslo (Infront TDN Direkt): ABG Sundal Collier upgrades its price target on Stolt-Nielsen, while SEB and DNB Carnegie downgrade and Pareto Securities maintains. All four brokerage firms reiterate a hold recommendation on the share. This is evident from updates on Friday. ABG Sundal Collier upgrades to 333 kroner from 328 kroner, DNB Carnegie and SEB downgrade to 350 kroner from 360 kroner, and to 327 kroner from 341 kroner respectively, while Pareto's price target is 315 kroner. "We consider the fundamental outlook for Stolt-Nielsen to be attractive, but the fragile two-week ceasefire in the Middle East still entails downside risk for the tanker market and the global economic outlook, which dampens short-term enthusiasm despite attractive multiples," writes DNB Carnegie. Pareto Securities points out that while the rest of the tanker market benefits from rerouting and cargo hoarding, Stolt-Nielsen faces operational challenges and rising bunker costs, which, according to the brokerage firm, are reflected in the figures.·6 t sittenDNB's analyses on SNI are the ones I trust least. They have misjudged the stock over a long period. I trust ABG and Pareto more. Personally, I am probably on my way out of SNI after many years of wandering in the wilderness.- ·1 päivä sitten · MuokattuDecent Q1 (QoQ) characterized by weak result in Tank Containers. - Updated multiples and valuation: EV 5.2 bn usd Ebitda LTM 757 million usd EV/ebitda LTM 6.9x - reasonable (increasing) Nibd/ebitda LTM 3.0x (2294/757) - decreasing, but a bit high (target <3x). P/E LTM 7.9x (1.97/0.25 bn usd) - increasing (5 yr average 6x). = Expect SNI nibd decreases by over 200 million usd (360/147) when "assets held for sale" are transferred to JV. Uncertain if 2026e ebitda lands around 675 million usd. Nibd/ebitda ratio is expected to decrease when JV completed. Tank container continues to develop weakly.
1 päivä sitten1 päivä sittenStolt-Nielsen Limited (Oslo Børs: SNI) announced today that the Company's Board of Directors recommended a final dividend for 2025 of $1.00 per Common Share, payable on May 6, 2026 to shareholders of record as of April 22, 2026. The shares will trade ex-dividend on and after April 21, 2026.
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
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 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧42 min
1,00 USD/osake
Viimeisin osinko
7,21%Tuotto/v
Uutiset
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
- ·41 min sittenOff topics - it's weekend - What is luck and how to use it in stocks to become wealthy? Luck is not something you have or get, it's something you acquire. Luck is necessary and obvious to become wealthy. Quote - "the more I train, the more luck I have - therefore I train" - said Ingemar Stenmark. I don't ski, but I put effort into stocks and expect to have more stock luck than those who use guessing games to buy/hold/sell. If nearly 90% do not utilize their potential (research shows it), I try to make an effort to create something I previously didn't have (noticeable wealth). An economic goal is good to have, mine is to be in the group of "Norwegian dollar millionaires", through effort. I lack an inherited position, but I am well satisfied with creating the values and trying not to squander the money. There are two ways to calculate a dollar millionaire (i.e., having a net worth over 1 mill usd), and I wish to be in the group that does not count the value of a primary residence. Mindset is a luck factor, which separates those who succeed from the rest, among other things it helps to understand the difference between growth mindset and fixed mindset. Growth mindset: - dare to go outside the comfort zone - see obstacles as something you should overcome. - tolerate receiving feedback, it's free development. - not be afraid to make mistakes (have money in an "it went to hell" account).
- 2 t sitten2 t sittenDNBs vurdering: "Down to HOLD – building risk tempers appetite We still believe the investment case for Stolt-Nielsen is fundamentally strong. However, elevated uncertainty over the duration of the Middle East conflict, which could pressure tanker rates and weigh on the global economy, leave us with a balanced risk/reward view. Thus, we downgrade to HOLD (Buy) and cut our target price to NOK360 (435). Avenir LNG sale and negative estimate revisions amid uncertainty. We have reduced our rate estimates for Chemical Tankers due to the highly uncertain outlook, deconsolidated Avenir LNG due to the 50% sale, and made changes to the other segments. Therefore, we reduce our 2026–28e adj. EBITDA by 6%. Q1e slightly above consensus. Ahead of the Q1 results (due before market open on 9 April), we forecast adj. EBITDA of USD182m (2% above Bloomberg consensus) and adj. EBIT of USD94m (USD57m from Stolt Tankers, USD26m from Stolt Terminals, USD5m from Stolt Tank Containers, USD10m from Stolt Sea Farm, and USD-3m from Corporate & Other), 3% above consensus. Into the report, we believe full-year 2026 guidance revisions following the Middle East conflict and its implications for the market will be the main focus point of the report. Solid case but a highly uncertain world. We still believe the underlying fundamentals for Stolt Tankers look attractive, with Stolt-Nielsen well placed for solid earnings going forward, also supported by its integrated liquid logistics platform. On our estimates, the stock is trading at a 2027e EV/EBITDA of 4.2x and P/E of 5.8x, which, in our view, screens as attractive. But the de facto closure of the Persian Gulf/Gulf of Oman, leaving 13% of seaborne chemical trade at risk (crude and products: 40% and 19%), is likely, if prolonged, to put detrimental downward pressure on rates as well as lead to negative macroeconomic effects from higher energy prices. Thus, we believe this warrants a cautious stance on the Stolt-Nielsen shares. Downgraded to HOLD and target price cut to NOK360, based on 0.65x (0.80x), our multiples- based SOTP/share, with the multiple cut due to risk related to the Middle East conflict."
- ·7 t sittenOslo (Infront TDN Direkt): ABG Sundal Collier upgrades its price target on Stolt-Nielsen, while SEB and DNB Carnegie downgrade and Pareto Securities maintains. All four brokerage firms reiterate a hold recommendation on the share. This is evident from updates on Friday. ABG Sundal Collier upgrades to 333 kroner from 328 kroner, DNB Carnegie and SEB downgrade to 350 kroner from 360 kroner, and to 327 kroner from 341 kroner respectively, while Pareto's price target is 315 kroner. "We consider the fundamental outlook for Stolt-Nielsen to be attractive, but the fragile two-week ceasefire in the Middle East still entails downside risk for the tanker market and the global economic outlook, which dampens short-term enthusiasm despite attractive multiples," writes DNB Carnegie. Pareto Securities points out that while the rest of the tanker market benefits from rerouting and cargo hoarding, Stolt-Nielsen faces operational challenges and rising bunker costs, which, according to the brokerage firm, are reflected in the figures.·6 t sittenDNB's analyses on SNI are the ones I trust least. They have misjudged the stock over a long period. I trust ABG and Pareto more. Personally, I am probably on my way out of SNI after many years of wandering in the wilderness.
- ·1 päivä sitten · MuokattuDecent Q1 (QoQ) characterized by weak result in Tank Containers. - Updated multiples and valuation: EV 5.2 bn usd Ebitda LTM 757 million usd EV/ebitda LTM 6.9x - reasonable (increasing) Nibd/ebitda LTM 3.0x (2294/757) - decreasing, but a bit high (target <3x). P/E LTM 7.9x (1.97/0.25 bn usd) - increasing (5 yr average 6x). = Expect SNI nibd decreases by over 200 million usd (360/147) when "assets held for sale" are transferred to JV. Uncertain if 2026e ebitda lands around 675 million usd. Nibd/ebitda ratio is expected to decrease when JV completed. Tank container continues to develop weakly.
- 1 päivä sitten1 päivä sittenStolt-Nielsen Limited (Oslo Børs: SNI) announced today that the Company's Board of Directors recommended a final dividend for 2025 of $1.00 per Common Share, payable on May 6, 2026 to shareholders of record as of April 22, 2026. The shares will trade ex-dividend on and after April 21, 2026.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 120 | - | - | ||
| 74 | - | - | ||
| 123 | - | - | ||
| 77 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 9.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 9.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 2.10.2025 | ||
2025 Q2 -tulosraportti 3.7.2025 | ||
2025 Q1 -tulosraportti 3.4.2025 |
2026 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧42 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 9.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 9.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 2.10.2025 | ||
2025 Q2 -tulosraportti 3.7.2025 | ||
2025 Q1 -tulosraportti 3.4.2025 |
1,00 USD/osake
Viimeisin osinko
7,21%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·41 min sittenOff topics - it's weekend - What is luck and how to use it in stocks to become wealthy? Luck is not something you have or get, it's something you acquire. Luck is necessary and obvious to become wealthy. Quote - "the more I train, the more luck I have - therefore I train" - said Ingemar Stenmark. I don't ski, but I put effort into stocks and expect to have more stock luck than those who use guessing games to buy/hold/sell. If nearly 90% do not utilize their potential (research shows it), I try to make an effort to create something I previously didn't have (noticeable wealth). An economic goal is good to have, mine is to be in the group of "Norwegian dollar millionaires", through effort. I lack an inherited position, but I am well satisfied with creating the values and trying not to squander the money. There are two ways to calculate a dollar millionaire (i.e., having a net worth over 1 mill usd), and I wish to be in the group that does not count the value of a primary residence. Mindset is a luck factor, which separates those who succeed from the rest, among other things it helps to understand the difference between growth mindset and fixed mindset. Growth mindset: - dare to go outside the comfort zone - see obstacles as something you should overcome. - tolerate receiving feedback, it's free development. - not be afraid to make mistakes (have money in an "it went to hell" account).
- 2 t sitten2 t sittenDNBs vurdering: "Down to HOLD – building risk tempers appetite We still believe the investment case for Stolt-Nielsen is fundamentally strong. However, elevated uncertainty over the duration of the Middle East conflict, which could pressure tanker rates and weigh on the global economy, leave us with a balanced risk/reward view. Thus, we downgrade to HOLD (Buy) and cut our target price to NOK360 (435). Avenir LNG sale and negative estimate revisions amid uncertainty. We have reduced our rate estimates for Chemical Tankers due to the highly uncertain outlook, deconsolidated Avenir LNG due to the 50% sale, and made changes to the other segments. Therefore, we reduce our 2026–28e adj. EBITDA by 6%. Q1e slightly above consensus. Ahead of the Q1 results (due before market open on 9 April), we forecast adj. EBITDA of USD182m (2% above Bloomberg consensus) and adj. EBIT of USD94m (USD57m from Stolt Tankers, USD26m from Stolt Terminals, USD5m from Stolt Tank Containers, USD10m from Stolt Sea Farm, and USD-3m from Corporate & Other), 3% above consensus. Into the report, we believe full-year 2026 guidance revisions following the Middle East conflict and its implications for the market will be the main focus point of the report. Solid case but a highly uncertain world. We still believe the underlying fundamentals for Stolt Tankers look attractive, with Stolt-Nielsen well placed for solid earnings going forward, also supported by its integrated liquid logistics platform. On our estimates, the stock is trading at a 2027e EV/EBITDA of 4.2x and P/E of 5.8x, which, in our view, screens as attractive. But the de facto closure of the Persian Gulf/Gulf of Oman, leaving 13% of seaborne chemical trade at risk (crude and products: 40% and 19%), is likely, if prolonged, to put detrimental downward pressure on rates as well as lead to negative macroeconomic effects from higher energy prices. Thus, we believe this warrants a cautious stance on the Stolt-Nielsen shares. Downgraded to HOLD and target price cut to NOK360, based on 0.65x (0.80x), our multiples- based SOTP/share, with the multiple cut due to risk related to the Middle East conflict."
- ·7 t sittenOslo (Infront TDN Direkt): ABG Sundal Collier upgrades its price target on Stolt-Nielsen, while SEB and DNB Carnegie downgrade and Pareto Securities maintains. All four brokerage firms reiterate a hold recommendation on the share. This is evident from updates on Friday. ABG Sundal Collier upgrades to 333 kroner from 328 kroner, DNB Carnegie and SEB downgrade to 350 kroner from 360 kroner, and to 327 kroner from 341 kroner respectively, while Pareto's price target is 315 kroner. "We consider the fundamental outlook for Stolt-Nielsen to be attractive, but the fragile two-week ceasefire in the Middle East still entails downside risk for the tanker market and the global economic outlook, which dampens short-term enthusiasm despite attractive multiples," writes DNB Carnegie. Pareto Securities points out that while the rest of the tanker market benefits from rerouting and cargo hoarding, Stolt-Nielsen faces operational challenges and rising bunker costs, which, according to the brokerage firm, are reflected in the figures.·6 t sittenDNB's analyses on SNI are the ones I trust least. They have misjudged the stock over a long period. I trust ABG and Pareto more. Personally, I am probably on my way out of SNI after many years of wandering in the wilderness.
- ·1 päivä sitten · MuokattuDecent Q1 (QoQ) characterized by weak result in Tank Containers. - Updated multiples and valuation: EV 5.2 bn usd Ebitda LTM 757 million usd EV/ebitda LTM 6.9x - reasonable (increasing) Nibd/ebitda LTM 3.0x (2294/757) - decreasing, but a bit high (target <3x). P/E LTM 7.9x (1.97/0.25 bn usd) - increasing (5 yr average 6x). = Expect SNI nibd decreases by over 200 million usd (360/147) when "assets held for sale" are transferred to JV. Uncertain if 2026e ebitda lands around 675 million usd. Nibd/ebitda ratio is expected to decrease when JV completed. Tank container continues to develop weakly.
- 1 päivä sitten1 päivä sittenStolt-Nielsen Limited (Oslo Børs: SNI) announced today that the Company's Board of Directors recommended a final dividend for 2025 of $1.00 per Common Share, payable on May 6, 2026 to shareholders of record as of April 22, 2026. The shares will trade ex-dividend on and after April 21, 2026.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 120 | - | - | ||
| 74 | - | - | ||
| 123 | - | - | ||
| 77 | - | - |
Välittäjätilasto
Dataa ei löytynyt