2026 Q1 -tulosraportti
89 päivää sitten
‧43 min
0,70 USD/osake
Viimeisin osinko
8,28%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 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sitten · MuokattuSo INSW is out with a strong financial report. As for the MR vessels, they earned USD 60,342 per day for those that were on spot! Their outlook for Q3 has 43% MR at USD 34,700, which is good, but not the same massive earnings as Q2, but almost 25% better than Scorpio tankers.- ·2 päivää sitten · MuokattuAnother post from EFR - this time about Torm: “🇩🇰 LR2 Torm Herdis (115,000 dwt, scrubber, built 2018 at GSI) reported fixed to Petrochina for 12 months at $51,500/day. What does China know?” That's a good bit over cash breakeven - so that's probably 80 million DKK straight to the bottom line for that vessel.......not bad for a company that's only worth 19 billion according to Mr. Market...Hmm……I still have higher expectations for Torm than the current price reflects - otherwise I wouldn't have 14% of my portfolio in the shipping company. Unfortunately, the product tanker doesn't have a performance on the same scale as cousin crude's large increases (fair enough, as the rate level has developed differently). I estimate that Torm will deliver its best Q result ever for q2 2026. But the decisive factor for the share price will be the guidance for q3 - and how upset Mr Market will be if Torm has to pay the first installment for the order of the 6 new MRs with scrubbers in China (delivery within the next 2-4 years, which is merely normal fleet renewal). My outlook is that the oil market is still tight, and there is a lack of refinery capacity, which should argue for the rate level to be high (ton/mil effect). As the above fix shows - admittedly on an LR2 - Torm can earn 80 mio dkk on one vessel in a year on the bottom line ….what can one realistically earn with 100 vessels on the water? However, we haven't seen rate levels above 70k since May. For Torm's important routes in the Atlantic basin, rates have fluctuated between 35k to 68k per day (other routes have been lower), which is 3-5 times cash break even - and historical data - at approx 13k (where the business just breaks even). For example, if you recall January this year, Torm management thought it was super good business to fix a number of vessels for TC at 35k - but Mr Market has become speed blind, I think, and demands….has towering expectations. Soh….therefore, management's guidance for the full year 2026 is realistic and a good guideline as I see it, and then one must assess for oneself whether one thinks it's a good business or not 🧐
- ·2 päivää sittenToday's rate stipulations have not improved the week's somewhat sluggish rates. Triangulated TC2-TC14 including two days of ballast for MR is today at 37,5k (but still approx 3 x cash break even).
·3 päivää sittenWhat should one make of the news that Oaktree is out of Torm? Is it irrelevant when the position has just been taken over by someone else? Or does it mean less uncertainty in the stock, as Oaktree, to my knowledge, had announced that they would leave the stock?Well, either it's status quo, or in the best case, the new owner will keep the remaining approx 20% in Torm. This I consider most likely. And if I am right about that, the constant selling pressure of the last couple of years will disappear - which, in isolation, will be positive for the share price development.- ·3 päivää sittenAhhh, we are going through a “maybe-peace-deal-cheap-oil-Friday” - strange that one doesn't see it as an advantage for tank (in case an agreement should come after 117 attempts).
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 Q1 -tulosraportti
89 päivää sitten
‧43 min
0,70 USD/osake
Viimeisin osinko
8,28%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
- ·2 t sitten · MuokattuSo INSW is out with a strong financial report. As for the MR vessels, they earned USD 60,342 per day for those that were on spot! Their outlook for Q3 has 43% MR at USD 34,700, which is good, but not the same massive earnings as Q2, but almost 25% better than Scorpio tankers.
- ·2 päivää sitten · MuokattuAnother post from EFR - this time about Torm: “🇩🇰 LR2 Torm Herdis (115,000 dwt, scrubber, built 2018 at GSI) reported fixed to Petrochina for 12 months at $51,500/day. What does China know?” That's a good bit over cash breakeven - so that's probably 80 million DKK straight to the bottom line for that vessel.......not bad for a company that's only worth 19 billion according to Mr. Market...Hmm……I still have higher expectations for Torm than the current price reflects - otherwise I wouldn't have 14% of my portfolio in the shipping company. Unfortunately, the product tanker doesn't have a performance on the same scale as cousin crude's large increases (fair enough, as the rate level has developed differently). I estimate that Torm will deliver its best Q result ever for q2 2026. But the decisive factor for the share price will be the guidance for q3 - and how upset Mr Market will be if Torm has to pay the first installment for the order of the 6 new MRs with scrubbers in China (delivery within the next 2-4 years, which is merely normal fleet renewal). My outlook is that the oil market is still tight, and there is a lack of refinery capacity, which should argue for the rate level to be high (ton/mil effect). As the above fix shows - admittedly on an LR2 - Torm can earn 80 mio dkk on one vessel in a year on the bottom line ….what can one realistically earn with 100 vessels on the water? However, we haven't seen rate levels above 70k since May. For Torm's important routes in the Atlantic basin, rates have fluctuated between 35k to 68k per day (other routes have been lower), which is 3-5 times cash break even - and historical data - at approx 13k (where the business just breaks even). For example, if you recall January this year, Torm management thought it was super good business to fix a number of vessels for TC at 35k - but Mr Market has become speed blind, I think, and demands….has towering expectations. Soh….therefore, management's guidance for the full year 2026 is realistic and a good guideline as I see it, and then one must assess for oneself whether one thinks it's a good business or not 🧐
- ·2 päivää sittenToday's rate stipulations have not improved the week's somewhat sluggish rates. Triangulated TC2-TC14 including two days of ballast for MR is today at 37,5k (but still approx 3 x cash break even).
- ·3 päivää sittenWhat should one make of the news that Oaktree is out of Torm? Is it irrelevant when the position has just been taken over by someone else? Or does it mean less uncertainty in the stock, as Oaktree, to my knowledge, had announced that they would leave the stock?Well, either it's status quo, or in the best case, the new owner will keep the remaining approx 20% in Torm. This I consider most likely. And if I am right about that, the constant selling pressure of the last couple of years will disappear - which, in isolation, will be positive for the share price development.
- ·3 päivää sittenAhhh, we are going through a “maybe-peace-deal-cheap-oil-Friday” - strange that one doesn't see it as an advantage for tank (in case an agreement should come after 117 attempts).
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 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
2026 Q1 -tulosraportti
89 päivää sitten
‧43 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 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
0,70 USD/osake
Viimeisin osinko
8,28%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sitten · MuokattuSo INSW is out with a strong financial report. As for the MR vessels, they earned USD 60,342 per day for those that were on spot! Their outlook for Q3 has 43% MR at USD 34,700, which is good, but not the same massive earnings as Q2, but almost 25% better than Scorpio tankers.
- ·2 päivää sitten · MuokattuAnother post from EFR - this time about Torm: “🇩🇰 LR2 Torm Herdis (115,000 dwt, scrubber, built 2018 at GSI) reported fixed to Petrochina for 12 months at $51,500/day. What does China know?” That's a good bit over cash breakeven - so that's probably 80 million DKK straight to the bottom line for that vessel.......not bad for a company that's only worth 19 billion according to Mr. Market...Hmm……I still have higher expectations for Torm than the current price reflects - otherwise I wouldn't have 14% of my portfolio in the shipping company. Unfortunately, the product tanker doesn't have a performance on the same scale as cousin crude's large increases (fair enough, as the rate level has developed differently). I estimate that Torm will deliver its best Q result ever for q2 2026. But the decisive factor for the share price will be the guidance for q3 - and how upset Mr Market will be if Torm has to pay the first installment for the order of the 6 new MRs with scrubbers in China (delivery within the next 2-4 years, which is merely normal fleet renewal). My outlook is that the oil market is still tight, and there is a lack of refinery capacity, which should argue for the rate level to be high (ton/mil effect). As the above fix shows - admittedly on an LR2 - Torm can earn 80 mio dkk on one vessel in a year on the bottom line ….what can one realistically earn with 100 vessels on the water? However, we haven't seen rate levels above 70k since May. For Torm's important routes in the Atlantic basin, rates have fluctuated between 35k to 68k per day (other routes have been lower), which is 3-5 times cash break even - and historical data - at approx 13k (where the business just breaks even). For example, if you recall January this year, Torm management thought it was super good business to fix a number of vessels for TC at 35k - but Mr Market has become speed blind, I think, and demands….has towering expectations. Soh….therefore, management's guidance for the full year 2026 is realistic and a good guideline as I see it, and then one must assess for oneself whether one thinks it's a good business or not 🧐
- ·2 päivää sittenToday's rate stipulations have not improved the week's somewhat sluggish rates. Triangulated TC2-TC14 including two days of ballast for MR is today at 37,5k (but still approx 3 x cash break even).
- ·3 päivää sittenWhat should one make of the news that Oaktree is out of Torm? Is it irrelevant when the position has just been taken over by someone else? Or does it mean less uncertainty in the stock, as Oaktree, to my knowledge, had announced that they would leave the stock?Well, either it's status quo, or in the best case, the new owner will keep the remaining approx 20% in Torm. This I consider most likely. And if I am right about that, the constant selling pressure of the last couple of years will disappear - which, in isolation, will be positive for the share price development.
- ·3 päivää sittenAhhh, we are going through a “maybe-peace-deal-cheap-oil-Friday” - strange that one doesn't see it as an advantage for tank (in case an agreement should come after 117 attempts).
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