Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Published September 17, 2025, at 08:26
Analyst Kristoffer Barth Skeie at Arctic Securities:
Predicts tanker fever on the stock exchange – here are the favorites
Rates have skyrocketed before the high season has even begun. Several analysts are confident that even more is in the works. These are the stocks with the most upside.
Tanker stocks have risen sharply so far this year. Analysts at Arctic Securities believe this is just the beginning, before we enter the best quarter in history for tanker shipping companies.
– We are seeing a shift now, with an upturn in the tanker market due to volume growth from OPEC+, says tanker analyst Kristoffer Barth Skeie at Arctic.
Last week ended with rates for the large VLCC ships at well over 80,000 dollars per day. According to Skeie at Arctic, September is normally a seasonally low period for rates.
He explains that rates through the third quarter have been far above what has been normal over the past five years. The fourth quarter is normally the best time of year for tanker companies, with rates rising an average of 130 percent from September to December.
Skeie believes several factors point to higher rates this fall as well, to the benefit of shareholders in tanker companies:
The tanker fleet is now the oldest since 2000, and the lack of new construction is causing a shortage of tankers.
Increased demand for oil towards winter is increasing the need for transportation.
OPEC+ is increasing oil production.
Sanctions on oil and gas from Russia and Iran. The sanctions are likely to be tightened throughout the fall.
The sanctions affect around eight percent of the tanker fleet, measured in deadweight tons, and approximately 19 percent of the world's potential oil production. Much of the oil from Russia and Iran is transported by a "shadow fleet," often older tankers that do not meet classification requirements and that sail without insurance.
Skeie sees a shift ahead where the tanker fleet is put to work with "legal oil" due to volume growth from OPEC+ countries, especially from the Middle East.
Upside for tanker stocks
Arctic and Skeie see significant upside, both for oil tankers and product tankers.
- We do not differentiate between crude oil and product tankers, says Skeie.
On average, he believes the nine tanker companies Arctic analyzes will rise 25 percent until the new year.
John Fredriksen's tanker company has already risen over 56 percent so far this year. Arctic believes the Frontline share still has an upside of 19 percent.
Product tanker company Hafnia, which is up only six percent since the new year, has an upside of 22 percent according to Arctic.
Odfjell, which has risen 19 percent this year, has the largest upside of 30 percent according to Skeie and his colleagues.
Arctic has recently added Okeanis Eco Tankers to its analysis. The stock is up over 36 percent since the new year, but according to Arctic, it still has an upside of 29 percent.
But for the stocks the analyst sees the most upside in, we have to look primarily outside the Oslo Stock Exchange. To New York-listed International Seaways and Scorpio Tankers, but then followed by Odfjell.
Pareto highlights Hafnia
Eirik Haavaldsen at Pareto agrees with his colleague at Arctic.
– We are starting the autumn at a very good rate level. There is very good earnings for the tanker shipping companies, and things will go even better going forward, says Haavaldsen.
He has previously, in Finansavisen among other places, recommended Frontline, Odfjell, Himalaya Shipping and Hafnia. The Pareto analyst particularly highlights the latter, where the stock has not risen much.
– Hafnia is trading at a fair discount today, and that stock will rise, says Haavaldsen
Besides A having voting rights, it might be good to buy B if it has a higher daily turnover. It depends a bit on what you want with the stock; if it's meant to lie in a drawer, I would buy A, otherwise it's sometimes good to get out in time, and then B is often best.
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
Uutiset ja lehdistötiedotteet
Analyysit
21 marras 07.54
∙
Flash
Clarksons Platou Securities höjer riktkursen för Odfjell till 130 norska kronor (125), upprepar neutral - BN
20 marras 10.15
∙
Lehdistötiedote
Odfjell SE og Nissen Kaiun Co., Ltd etablerer felles selskap for drift av kjemikalietankere fra Bergen
20 marras 10.15
∙
Lehdistötiedote
Odfjell SE and Nissen Kaiun Co., Ltd establish joint venture for operation of chemical tankers out of Bergen, Norway
7 marras 07.54
∙
Flash
Kepler Cheuvreux sänker riktkursen för Odfjell till 118 norska kronor (120), upprepar behåll
5 marras 19.00
∙
Lehdistötiedote
Odfjell SE 3Q25: Et robust finansielt resultat på linje med forrige kvartal
5 marras 19.00
∙
Lehdistötiedote
Odfjell SE 3Q25: A robust financial result in line with the previous quarter
29 loka 15.00
∙
Lehdistötiedote
Odfjell SE: Presentation of third quarter 2025 results
29 loka 15.00
∙
Lehdistötiedote
Odfjell SE: Presentasjon av resultater for tredje kvartal 2025
29 syys 15.40
∙
Flash
SEB höjer riktkursen för Odfjell till 155 norska kronor (130), upprepar köp
15 syys 06.35
∙
Flash
Arctic höjer Odfjell till köp (behåll), riktkurs 152 norska kronor - BN
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
2025 Q3 -tulosraportti
30 päivää sitten34 min
4,93 NOK/osake
Viimeisin osinko
10,88 %Tuotto/v
Näytä
Uutiset ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
21 marras 07.54
∙
Flash
Clarksons Platou Securities höjer riktkursen för Odfjell till 130 norska kronor (125), upprepar neutral - BN
20 marras 10.15
∙
Lehdistötiedote
Odfjell SE og Nissen Kaiun Co., Ltd etablerer felles selskap for drift av kjemikalietankere fra Bergen
20 marras 10.15
∙
Lehdistötiedote
Odfjell SE and Nissen Kaiun Co., Ltd establish joint venture for operation of chemical tankers out of Bergen, Norway
7 marras 07.54
∙
Flash
Kepler Cheuvreux sänker riktkursen för Odfjell till 118 norska kronor (120), upprepar behåll
5 marras 19.00
∙
Lehdistötiedote
Odfjell SE 3Q25: Et robust finansielt resultat på linje med forrige kvartal
5 marras 19.00
∙
Lehdistötiedote
Odfjell SE 3Q25: A robust financial result in line with the previous quarter
29 loka 15.00
∙
Lehdistötiedote
Odfjell SE: Presentation of third quarter 2025 results
29 loka 15.00
∙
Lehdistötiedote
Odfjell SE: Presentasjon av resultater for tredje kvartal 2025
29 syys 15.40
∙
Flash
SEB höjer riktkursen för Odfjell till 155 norska kronor (130), upprepar köp
15 syys 06.35
∙
Flash
Arctic höjer Odfjell till köp (behåll), riktkurs 152 norska kronor - BN
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.
Published September 17, 2025, at 08:26
Analyst Kristoffer Barth Skeie at Arctic Securities:
Predicts tanker fever on the stock exchange – here are the favorites
Rates have skyrocketed before the high season has even begun. Several analysts are confident that even more is in the works. These are the stocks with the most upside.
Tanker stocks have risen sharply so far this year. Analysts at Arctic Securities believe this is just the beginning, before we enter the best quarter in history for tanker shipping companies.
– We are seeing a shift now, with an upturn in the tanker market due to volume growth from OPEC+, says tanker analyst Kristoffer Barth Skeie at Arctic.
Last week ended with rates for the large VLCC ships at well over 80,000 dollars per day. According to Skeie at Arctic, September is normally a seasonally low period for rates.
He explains that rates through the third quarter have been far above what has been normal over the past five years. The fourth quarter is normally the best time of year for tanker companies, with rates rising an average of 130 percent from September to December.
Skeie believes several factors point to higher rates this fall as well, to the benefit of shareholders in tanker companies:
The tanker fleet is now the oldest since 2000, and the lack of new construction is causing a shortage of tankers.
Increased demand for oil towards winter is increasing the need for transportation.
OPEC+ is increasing oil production.
Sanctions on oil and gas from Russia and Iran. The sanctions are likely to be tightened throughout the fall.
The sanctions affect around eight percent of the tanker fleet, measured in deadweight tons, and approximately 19 percent of the world's potential oil production. Much of the oil from Russia and Iran is transported by a "shadow fleet," often older tankers that do not meet classification requirements and that sail without insurance.
Skeie sees a shift ahead where the tanker fleet is put to work with "legal oil" due to volume growth from OPEC+ countries, especially from the Middle East.
Upside for tanker stocks
Arctic and Skeie see significant upside, both for oil tankers and product tankers.
- We do not differentiate between crude oil and product tankers, says Skeie.
On average, he believes the nine tanker companies Arctic analyzes will rise 25 percent until the new year.
John Fredriksen's tanker company has already risen over 56 percent so far this year. Arctic believes the Frontline share still has an upside of 19 percent.
Product tanker company Hafnia, which is up only six percent since the new year, has an upside of 22 percent according to Arctic.
Odfjell, which has risen 19 percent this year, has the largest upside of 30 percent according to Skeie and his colleagues.
Arctic has recently added Okeanis Eco Tankers to its analysis. The stock is up over 36 percent since the new year, but according to Arctic, it still has an upside of 29 percent.
But for the stocks the analyst sees the most upside in, we have to look primarily outside the Oslo Stock Exchange. To New York-listed International Seaways and Scorpio Tankers, but then followed by Odfjell.
Pareto highlights Hafnia
Eirik Haavaldsen at Pareto agrees with his colleague at Arctic.
– We are starting the autumn at a very good rate level. There is very good earnings for the tanker shipping companies, and things will go even better going forward, says Haavaldsen.
He has previously, in Finansavisen among other places, recommended Frontline, Odfjell, Himalaya Shipping and Hafnia. The Pareto analyst particularly highlights the latter, where the stock has not risen much.
– Hafnia is trading at a fair discount today, and that stock will rise, says Haavaldsen
Besides A having voting rights, it might be good to buy B if it has a higher daily turnover. It depends a bit on what you want with the stock; if it's meant to lie in a drawer, I would buy A, otherwise it's sometimes good to get out in time, and then B is often best.
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
1
107
Myynti
Määrä
131
170
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
124,4
1
-
-
124,4
9
-
-
124,4
29
-
-
124,4
54
-
-
124,4
32
-
-
Ylin
126,8
VWAP
-
Alin
124,4
VaihtoMäärä
0,6 5 070
VWAP
-
Ylin
126,8
Alin
124,4
VaihtoMäärä
0,6 5 070
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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
Näytä kaikki
Seuraava tapahtuma
2025 Q4 -tulosraportti
5.2.2026
Menneet tapahtumat
2025 Q3 -tulosraportti
6.11.
2025 Q3 -tulosraportti
5.11.
2025 Q2 -tulosraportti
20.8.
2025 Q2 -tulosraportti
19.8.
2025 Q1 -tulosraportti
8.5.
Datan lähde: FactSet, Quartr
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
4,93 NOK/osake
Viimeisin osinko
10,88 %Tuotto/v
Näytä
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Published September 17, 2025, at 08:26
Analyst Kristoffer Barth Skeie at Arctic Securities:
Predicts tanker fever on the stock exchange – here are the favorites
Rates have skyrocketed before the high season has even begun. Several analysts are confident that even more is in the works. These are the stocks with the most upside.
Tanker stocks have risen sharply so far this year. Analysts at Arctic Securities believe this is just the beginning, before we enter the best quarter in history for tanker shipping companies.
– We are seeing a shift now, with an upturn in the tanker market due to volume growth from OPEC+, says tanker analyst Kristoffer Barth Skeie at Arctic.
Last week ended with rates for the large VLCC ships at well over 80,000 dollars per day. According to Skeie at Arctic, September is normally a seasonally low period for rates.
He explains that rates through the third quarter have been far above what has been normal over the past five years. The fourth quarter is normally the best time of year for tanker companies, with rates rising an average of 130 percent from September to December.
Skeie believes several factors point to higher rates this fall as well, to the benefit of shareholders in tanker companies:
The tanker fleet is now the oldest since 2000, and the lack of new construction is causing a shortage of tankers.
Increased demand for oil towards winter is increasing the need for transportation.
OPEC+ is increasing oil production.
Sanctions on oil and gas from Russia and Iran. The sanctions are likely to be tightened throughout the fall.
The sanctions affect around eight percent of the tanker fleet, measured in deadweight tons, and approximately 19 percent of the world's potential oil production. Much of the oil from Russia and Iran is transported by a "shadow fleet," often older tankers that do not meet classification requirements and that sail without insurance.
Skeie sees a shift ahead where the tanker fleet is put to work with "legal oil" due to volume growth from OPEC+ countries, especially from the Middle East.
Upside for tanker stocks
Arctic and Skeie see significant upside, both for oil tankers and product tankers.
- We do not differentiate between crude oil and product tankers, says Skeie.
On average, he believes the nine tanker companies Arctic analyzes will rise 25 percent until the new year.
John Fredriksen's tanker company has already risen over 56 percent so far this year. Arctic believes the Frontline share still has an upside of 19 percent.
Product tanker company Hafnia, which is up only six percent since the new year, has an upside of 22 percent according to Arctic.
Odfjell, which has risen 19 percent this year, has the largest upside of 30 percent according to Skeie and his colleagues.
Arctic has recently added Okeanis Eco Tankers to its analysis. The stock is up over 36 percent since the new year, but according to Arctic, it still has an upside of 29 percent.
But for the stocks the analyst sees the most upside in, we have to look primarily outside the Oslo Stock Exchange. To New York-listed International Seaways and Scorpio Tankers, but then followed by Odfjell.
Pareto highlights Hafnia
Eirik Haavaldsen at Pareto agrees with his colleague at Arctic.
– We are starting the autumn at a very good rate level. There is very good earnings for the tanker shipping companies, and things will go even better going forward, says Haavaldsen.
He has previously, in Finansavisen among other places, recommended Frontline, Odfjell, Himalaya Shipping and Hafnia. The Pareto analyst particularly highlights the latter, where the stock has not risen much.
– Hafnia is trading at a fair discount today, and that stock will rise, says Haavaldsen
Besides A having voting rights, it might be good to buy B if it has a higher daily turnover. It depends a bit on what you want with the stock; if it's meant to lie in a drawer, I would buy A, otherwise it's sometimes good to get out in time, and then B is often best.
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
1
107
Myynti
Määrä
131
170
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
124,4
1
-
-
124,4
9
-
-
124,4
29
-
-
124,4
54
-
-
124,4
32
-
-
Ylin
126,8
VWAP
-
Alin
124,4
VaihtoMäärä
0,6 5 070
VWAP
-
Ylin
126,8
Alin
124,4
VaihtoMäärä
0,6 5 070
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.