2026 Q1 -tulosraportti
102 päivää sitten
‧43 min
4,4994 DKK/osake
Viimeisin osinko
7,54%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. | 3 päivää |
| 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
·1 päivä sittenFor Q2 2026, the consensus expectations for EBITDA according to S&P Capital IQ among 5 analysts are USD 430.2 million, compared to realized USD 201.0 million in Q1 2026 and USD 156.4 million in Q4 2025. TORM paid a dividend of USD 0.70 per share in Q1 2026. Consensus with input from 2 analysts expects, according to S&P Capital IQ, a dividend for Q2 2026 of USD 2.55 per share. In connection with the Q1 2026 report in mid-May, TORM adjusted its expectations upwards for the full year 2026. Thus, TORM now expects TCE Earnings of USD 1,150-1,450 million (previously USD 850-1,250 million). For EBITDA, TORM guides for a result of USD 800-1,100 million (from USD 500-900 million).
Well, there are sky-high expectations for Torm. I also see it as very likely for a record Q for Torm. But the question is whether Mr. Market will be satisfied or if there will be another round of "sell the news", as we have seen with both Scorpio and INSW. Even though earnings are what it's really about, the dividend size will matter, as many care about it. Here, however, there might be a partial payment on the ships they have ordered. What now? Personally, I assess it as risky to increase 3 days before q2 when we are now at price 207 (but I am also amply exposed), as a potential sell the news could send us down below 200 again. So, it's hold or reduce - and I think I'll just use the hold strategy as I have done with the others (but I also have a high pain threshold regarding risk). What will I look for in q2 and for q3(outlook)? We only know what Torm said about q2(outlook) with 57% fixed at $71.5k, and we know that rates took a big dive in June. But I will be disappointed if Torm has not achieved over $60k average (but that would also be wild and 20% better than Scorpio). Q3? I haven't seen updates from Ed Finley since what he posted Monday. In July, rates rose again on the important triangulated (yes Ed's rate stipulations from Infinity). It has swung from over 60k to mid-twenties on that specific triangle voyage. The only fix I have seen from Torm is the LR2 they sent to China for $51.5k/day for 12 months. This supports the Bull case. INSW, however, had "only" $34.7k in average bookings for q3 (I can't remember how many % that was of their product tankers), which is good, but not sky-high. It will be exciting and I am still Bull for now.
·3 päivää sittenShouldn't we be able to reach 220 before next Wednesday 🤔☝️ I definitely believe that.
·19.8.Is there a reasonable explanation for why Torm is not rising as much as the other tanker shipping companies?
I have previously pointed out that the rates Leffe mentions are fanciful or despite knowing better, e.g. now (and we are just 10% from the level at the Q2 report in May, where rates were over 70k). Furthermore, Torm's Q2 financial report will only be released on August 26th, and we know NOTHING about the spot rates that Torm has achieved/is achieving.- ·19.8.From an EFR post from Morgan Stanley - think Bull cycle is also seen after 2027:
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
102 päivää sitten
‧43 min
4,4994 DKK/osake
Viimeisin osinko
7,54%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
- ·1 päivä sittenFor Q2 2026, the consensus expectations for EBITDA according to S&P Capital IQ among 5 analysts are USD 430.2 million, compared to realized USD 201.0 million in Q1 2026 and USD 156.4 million in Q4 2025. TORM paid a dividend of USD 0.70 per share in Q1 2026. Consensus with input from 2 analysts expects, according to S&P Capital IQ, a dividend for Q2 2026 of USD 2.55 per share. In connection with the Q1 2026 report in mid-May, TORM adjusted its expectations upwards for the full year 2026. Thus, TORM now expects TCE Earnings of USD 1,150-1,450 million (previously USD 850-1,250 million). For EBITDA, TORM guides for a result of USD 800-1,100 million (from USD 500-900 million).Well, there are sky-high expectations for Torm. I also see it as very likely for a record Q for Torm. But the question is whether Mr. Market will be satisfied or if there will be another round of "sell the news", as we have seen with both Scorpio and INSW. Even though earnings are what it's really about, the dividend size will matter, as many care about it. Here, however, there might be a partial payment on the ships they have ordered. What now? Personally, I assess it as risky to increase 3 days before q2 when we are now at price 207 (but I am also amply exposed), as a potential sell the news could send us down below 200 again. So, it's hold or reduce - and I think I'll just use the hold strategy as I have done with the others (but I also have a high pain threshold regarding risk). What will I look for in q2 and for q3(outlook)? We only know what Torm said about q2(outlook) with 57% fixed at $71.5k, and we know that rates took a big dive in June. But I will be disappointed if Torm has not achieved over $60k average (but that would also be wild and 20% better than Scorpio). Q3? I haven't seen updates from Ed Finley since what he posted Monday. In July, rates rose again on the important triangulated (yes Ed's rate stipulations from Infinity). It has swung from over 60k to mid-twenties on that specific triangle voyage. The only fix I have seen from Torm is the LR2 they sent to China for $51.5k/day for 12 months. This supports the Bull case. INSW, however, had "only" $34.7k in average bookings for q3 (I can't remember how many % that was of their product tankers), which is good, but not sky-high. It will be exciting and I am still Bull for now.
- ·3 päivää sittenShouldn't we be able to reach 220 before next Wednesday 🤔☝️ I definitely believe that.
- ·19.8.Is there a reasonable explanation for why Torm is not rising as much as the other tanker shipping companies?I have previously pointed out that the rates Leffe mentions are fanciful or despite knowing better, e.g. now (and we are just 10% from the level at the Q2 report in May, where rates were over 70k). Furthermore, Torm's Q2 financial report will only be released on August 26th, and we know NOTHING about the spot rates that Torm has achieved/is achieving.
- ·19.8.From an EFR post from Morgan Stanley - think Bull cycle is also seen after 2027:
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. | 3 päivää |
| 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
102 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. | 3 päivää |
| 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 |
4,4994 DKK/osake
Viimeisin osinko
7,54%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenFor Q2 2026, the consensus expectations for EBITDA according to S&P Capital IQ among 5 analysts are USD 430.2 million, compared to realized USD 201.0 million in Q1 2026 and USD 156.4 million in Q4 2025. TORM paid a dividend of USD 0.70 per share in Q1 2026. Consensus with input from 2 analysts expects, according to S&P Capital IQ, a dividend for Q2 2026 of USD 2.55 per share. In connection with the Q1 2026 report in mid-May, TORM adjusted its expectations upwards for the full year 2026. Thus, TORM now expects TCE Earnings of USD 1,150-1,450 million (previously USD 850-1,250 million). For EBITDA, TORM guides for a result of USD 800-1,100 million (from USD 500-900 million).Well, there are sky-high expectations for Torm. I also see it as very likely for a record Q for Torm. But the question is whether Mr. Market will be satisfied or if there will be another round of "sell the news", as we have seen with both Scorpio and INSW. Even though earnings are what it's really about, the dividend size will matter, as many care about it. Here, however, there might be a partial payment on the ships they have ordered. What now? Personally, I assess it as risky to increase 3 days before q2 when we are now at price 207 (but I am also amply exposed), as a potential sell the news could send us down below 200 again. So, it's hold or reduce - and I think I'll just use the hold strategy as I have done with the others (but I also have a high pain threshold regarding risk). What will I look for in q2 and for q3(outlook)? We only know what Torm said about q2(outlook) with 57% fixed at $71.5k, and we know that rates took a big dive in June. But I will be disappointed if Torm has not achieved over $60k average (but that would also be wild and 20% better than Scorpio). Q3? I haven't seen updates from Ed Finley since what he posted Monday. In July, rates rose again on the important triangulated (yes Ed's rate stipulations from Infinity). It has swung from over 60k to mid-twenties on that specific triangle voyage. The only fix I have seen from Torm is the LR2 they sent to China for $51.5k/day for 12 months. This supports the Bull case. INSW, however, had "only" $34.7k in average bookings for q3 (I can't remember how many % that was of their product tankers), which is good, but not sky-high. It will be exciting and I am still Bull for now.
- ·3 päivää sittenShouldn't we be able to reach 220 before next Wednesday 🤔☝️ I definitely believe that.
- ·19.8.Is there a reasonable explanation for why Torm is not rising as much as the other tanker shipping companies?I have previously pointed out that the rates Leffe mentions are fanciful or despite knowing better, e.g. now (and we are just 10% from the level at the Q2 report in May, where rates were over 70k). Furthermore, Torm's Q2 financial report will only be released on August 26th, and we know NOTHING about the spot rates that Torm has achieved/is achieving.
- ·19.8.From an EFR post from Morgan Stanley - think Bull cycle is also seen after 2027:
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