2026 Q2 - tulosraportti
42 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
10,85%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 168 | - | - | ||
| 662 | - | - | ||
| 81 | - | - | ||
| 140 | - | - | ||
| 82 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
1,87%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
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
·12 t sittenNot that it apparently means much in this strange "manic" market - but the following quote from Marhelm probably sums up my personal position on crude and clean tankers quite well right now: “MR rates are going vertical. Atlantic MR earnings: ~$64k/day, +63% WoW. Pacific: ~$87k/day, +24% WoW. Why? Cargo cascade. VLCC cargoes are splitting onto Suezmaxes/Aframaxes, while LR cargoes cascade onto MRs. The tanker ladder is tightening from top to bottom.”
·15 t sittenInteresting observations: https://jyllands-posten.dk/erhverv/ECE19698476/milliardhandel-kan-skabe-ny-rederigigant-med-danske-roedder-det-er-et-spoergsmaal-om-tid/?fp-exp=60300005&fp-alg=603000051
The costs, and the erosion of the Hafnia share will therefore "only" constitute the premium Hafnia offers the Torm shareholders, as well as the enriching of all of Torm's management, and board of directors. The costs for Hafnia will then hopefully come back in via synergies in the merger. Actually I am not at all interested in this merger happening, since Torm is a well-run company, which makes a killing, and, which pays good dividends, as well as being listed on the Danish stock exchange.
·1 päivä sittenI don't quite understand why Oaktree is selling all their shares in Torm, now that the industry is so good, and that Hafnia will presumably buy perhaps the entire shipping company, is there a friendly soul who can explain it to me?Now it is a couple of years since Oaktree announced that the private equity fund wanted to exit Torm (presumably to find a new distressed company that they can build up with huge profit) resulting in a margin). There have been several tranches on sale since this announcement in 2024. Also sales of positions below share price 200. There were also statements in here 3 weeks ago that now Oaktree had sold at the peak to Hafnia - first at ~216 and later -226. I do not think you can use Oaktree's exit as a benchmark for the peak price. This has been shown by, among other things, 3 different selling prices within three weeks. And in this fourth tranche, there have apparently been various institutional buyers at over 260kr - and I think that after all they have bought to achieve profit, and not just help Oaktree move on!!!! This will not affect the size of my position - as always I will "keep my nose to the grindstone" and look at the rate level and potential. And yes at some point those rates will fall - but right now it just looks like they are rising before that happens (despite e.g. Asia spot being at ATH etc) - and will likely remain at high levels until Q1 which is already being sold into now. But of course - no guarantees in tank. But I am not looking for an exit ramp right now.
·1 päivä sittenOaktree Capital Management has via OCM Njord Holdings sold all 6,329,874 shares in Torm, corresponding to an ownership stake of 6.2 pct., at a price of 40.05 dollar per share, yielding a total proceeds of 253.5 mio. dollar. This is the second time within a short period that Oaktree is selling out of Torm shares, as 9 mio. shares were also divested in mid-September at a discount of 8.7 pct. - and before the first sale Oaktree owned just under 19.9 pct. of the company.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 369 796 | 369 796 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 369 796 | 369 796 | 0 | 0 |
2026 Q2 - tulosraportti
42 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
10,85%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
- ·12 t sittenNot that it apparently means much in this strange "manic" market - but the following quote from Marhelm probably sums up my personal position on crude and clean tankers quite well right now: “MR rates are going vertical. Atlantic MR earnings: ~$64k/day, +63% WoW. Pacific: ~$87k/day, +24% WoW. Why? Cargo cascade. VLCC cargoes are splitting onto Suezmaxes/Aframaxes, while LR cargoes cascade onto MRs. The tanker ladder is tightening from top to bottom.”
- ·15 t sittenInteresting observations: https://jyllands-posten.dk/erhverv/ECE19698476/milliardhandel-kan-skabe-ny-rederigigant-med-danske-roedder-det-er-et-spoergsmaal-om-tid/?fp-exp=60300005&fp-alg=603000051The costs, and the erosion of the Hafnia share will therefore "only" constitute the premium Hafnia offers the Torm shareholders, as well as the enriching of all of Torm's management, and board of directors. The costs for Hafnia will then hopefully come back in via synergies in the merger. Actually I am not at all interested in this merger happening, since Torm is a well-run company, which makes a killing, and, which pays good dividends, as well as being listed on the Danish stock exchange.
- ·1 päivä sittenI don't quite understand why Oaktree is selling all their shares in Torm, now that the industry is so good, and that Hafnia will presumably buy perhaps the entire shipping company, is there a friendly soul who can explain it to me?Now it is a couple of years since Oaktree announced that the private equity fund wanted to exit Torm (presumably to find a new distressed company that they can build up with huge profit) resulting in a margin). There have been several tranches on sale since this announcement in 2024. Also sales of positions below share price 200. There were also statements in here 3 weeks ago that now Oaktree had sold at the peak to Hafnia - first at ~216 and later -226. I do not think you can use Oaktree's exit as a benchmark for the peak price. This has been shown by, among other things, 3 different selling prices within three weeks. And in this fourth tranche, there have apparently been various institutional buyers at over 260kr - and I think that after all they have bought to achieve profit, and not just help Oaktree move on!!!! This will not affect the size of my position - as always I will "keep my nose to the grindstone" and look at the rate level and potential. And yes at some point those rates will fall - but right now it just looks like they are rising before that happens (despite e.g. Asia spot being at ATH etc) - and will likely remain at high levels until Q1 which is already being sold into now. But of course - no guarantees in tank. But I am not looking for an exit ramp right now.
- ·1 päivä sittenOaktree Capital Management has via OCM Njord Holdings sold all 6,329,874 shares in Torm, corresponding to an ownership stake of 6.2 pct., at a price of 40.05 dollar per share, yielding a total proceeds of 253.5 mio. dollar. This is the second time within a short period that Oaktree is selling out of Torm shares, as 9 mio. shares were also divested in mid-September at a discount of 8.7 pct. - and before the first sale Oaktree owned just under 19.9 pct. of the company.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 168 | - | - | ||
| 662 | - | - | ||
| 81 | - | - | ||
| 140 | - | - | ||
| 82 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
1,87%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 369 796 | 369 796 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 369 796 | 369 796 | 0 | 0 |
2026 Q2 - tulosraportti
42 päivää sitten
‧47 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 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
15,4028 DKK/osake
Viimeisin osinko
10,85%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·12 t sittenNot that it apparently means much in this strange "manic" market - but the following quote from Marhelm probably sums up my personal position on crude and clean tankers quite well right now: “MR rates are going vertical. Atlantic MR earnings: ~$64k/day, +63% WoW. Pacific: ~$87k/day, +24% WoW. Why? Cargo cascade. VLCC cargoes are splitting onto Suezmaxes/Aframaxes, while LR cargoes cascade onto MRs. The tanker ladder is tightening from top to bottom.”
- ·15 t sittenInteresting observations: https://jyllands-posten.dk/erhverv/ECE19698476/milliardhandel-kan-skabe-ny-rederigigant-med-danske-roedder-det-er-et-spoergsmaal-om-tid/?fp-exp=60300005&fp-alg=603000051The costs, and the erosion of the Hafnia share will therefore "only" constitute the premium Hafnia offers the Torm shareholders, as well as the enriching of all of Torm's management, and board of directors. The costs for Hafnia will then hopefully come back in via synergies in the merger. Actually I am not at all interested in this merger happening, since Torm is a well-run company, which makes a killing, and, which pays good dividends, as well as being listed on the Danish stock exchange.
- ·1 päivä sittenI don't quite understand why Oaktree is selling all their shares in Torm, now that the industry is so good, and that Hafnia will presumably buy perhaps the entire shipping company, is there a friendly soul who can explain it to me?Now it is a couple of years since Oaktree announced that the private equity fund wanted to exit Torm (presumably to find a new distressed company that they can build up with huge profit) resulting in a margin). There have been several tranches on sale since this announcement in 2024. Also sales of positions below share price 200. There were also statements in here 3 weeks ago that now Oaktree had sold at the peak to Hafnia - first at ~216 and later -226. I do not think you can use Oaktree's exit as a benchmark for the peak price. This has been shown by, among other things, 3 different selling prices within three weeks. And in this fourth tranche, there have apparently been various institutional buyers at over 260kr - and I think that after all they have bought to achieve profit, and not just help Oaktree move on!!!! This will not affect the size of my position - as always I will "keep my nose to the grindstone" and look at the rate level and potential. And yes at some point those rates will fall - but right now it just looks like they are rising before that happens (despite e.g. Asia spot being at ATH etc) - and will likely remain at high levels until Q1 which is already being sold into now. But of course - no guarantees in tank. But I am not looking for an exit ramp right now.
- ·1 päivä sittenOaktree Capital Management has via OCM Njord Holdings sold all 6,329,874 shares in Torm, corresponding to an ownership stake of 6.2 pct., at a price of 40.05 dollar per share, yielding a total proceeds of 253.5 mio. dollar. This is the second time within a short period that Oaktree is selling out of Torm shares, as 9 mio. shares were also divested in mid-September at a discount of 8.7 pct. - and before the first sale Oaktree owned just under 19.9 pct. of the company.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 168 | - | - | ||
| 662 | - | - | ||
| 81 | - | - | ||
| 140 | - | - | ||
| 82 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
1,87%Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 369 796 | 369 796 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 369 796 | 369 796 | 0 | 0 |