2026 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧43 min
8,9839 DKK/osake
Irtoamispäivä 17.11.
11,27%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 1 | ||
| 11 | ||
| 10 | ||
| 44 | ||
| 70 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
2,13%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 4.11. | ||
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 - tulosraportti 26.2. |
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
·1 t sitten1 week ago the share price of Torm was at its highest. Since then the price has fallen approx. 20%, while rates are still all time high. The question is then, whether the expectations for future rates have changed? I do not think so. Trust in AI has changed, and the prices of high tech have fallen dramatically. When a sector falls, many investors will react by selling other shares which have risen sharply, and on which they have gains, and there have been large increases in e.g. tanker and defense stocks. In my view, that is the reaction we are seeing now.
·4 t sittenWith the closing prices in the USA yesterday, it has been a huge blow to tankers - where the market value of both crude and clean tankers has fallen 20% this week (Hafnia is though seemingly "only" fallen 15%). It is violent - even in the ultra volatile tanker market. If we do not look company-specific but solely at index level, Baltic has fallen nearly 10% - but the subs and final fixtures I have seen are still extremely high. So why this panic? If it "just" had been the 10% that NASDAQ had fallen, I would probably consider it collateral damage. But I believe there is something else behind it. Tank equity normally follows a) the freight rate level and especially b) expectations for future rates. Since a is still extremely high, the answer must be found in b. In other words, will rates fall? Undoubtedly at some point - since tank is cyclical - but right now it is probably mostly about whether there will be a normalization in Hormuz. The argument for this is that oil companies have taken a similar beating as tankers. Are we then close to a normalization? As I have written the last few weeks - "who nows".....but I do not assess it as the most likely, since the situation is complex. Bloomberg Economics has made this model of options for Trump (see attached model) - and it does not look good in relation to a solution :
I think we need to separate today's earnings, the expectations for upcoming quarters, and the general market turbulence. TORMs Q3 report continues to provide support for a strong Q4. As of October 28, 53 % of the quarter's earnings days were covered at an average of USD 78 419 per day. For the MR fleet, coverage was 49 % at USD 59 722. At the same time, the company raised the lower end of its annual guidance. Nevertheless, the stock could fall if the market downgrades how long the extraordinary earnings will last. That is also a signal we should take seriously when good reports and strong guiding do not lift share prices. I share the skepticism towards an early and lasting solution in Iran. But for the tanker market, we also need to consider a limited agreement that makes transportation easier. Less waiting, transshipment, and shuttle traffic can free up ship capacity before the political conflict is resolved. The Bloomberg figure, shared by Leffe, illustrates several difficult paths forward, but provides no probabilities we can use as a given truth. At the same time, the picture differs between segments. Ed Finley-Richardson highlights in the "Crossroads" piece he shared on substack, dated November 4, continued strong MR rates in Asia, whereas freight futures and several crude tanker rates have weakened. A drop in Suezmax futures can therefore not be straightforwardly translated into the same drop in TORM's earnings. Ed also writes that he will become more defensive and is considering reducing recent purchases, even with minor losses. His point about dividends is relevant: Large expected payouts do not necessarily protect against price drops when the market changes expectations. For my part, I am now following developments in MR rates, period rates, and new fixtures particularly closely. I will also see if the stocks start holding onto gains when the sector gets good news. The broad sell-off in the US makes this more than just a question of Hormuz alone. Disclosure: I closed my TORM swing today after the initial stop level was breached. I still follow the company and the CPP market closely, but want a clearer basis before any potential new entry. [TORMs Q3-rapport](https://www.torm.com/news/company-announcements/company-announcements-details/2026/TORM-plc-Q3-2026-Results-Dividend-Distribution-and-Financial-Outlook-2026/default.aspx) · [Ed: Crossroads](https://edfin.substack.com/p/crossroads)
·20 t sittenNow we hit the lowest price today 243,80 😡
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 | 179 744 | 179 744 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 179 744 | 179 744 | 0 | 0 |
2026 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧43 min
8,9839 DKK/osake
Irtoamispäivä 17.11.
11,27%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
- ·1 t sitten1 week ago the share price of Torm was at its highest. Since then the price has fallen approx. 20%, while rates are still all time high. The question is then, whether the expectations for future rates have changed? I do not think so. Trust in AI has changed, and the prices of high tech have fallen dramatically. When a sector falls, many investors will react by selling other shares which have risen sharply, and on which they have gains, and there have been large increases in e.g. tanker and defense stocks. In my view, that is the reaction we are seeing now.
- ·4 t sittenWith the closing prices in the USA yesterday, it has been a huge blow to tankers - where the market value of both crude and clean tankers has fallen 20% this week (Hafnia is though seemingly "only" fallen 15%). It is violent - even in the ultra volatile tanker market. If we do not look company-specific but solely at index level, Baltic has fallen nearly 10% - but the subs and final fixtures I have seen are still extremely high. So why this panic? If it "just" had been the 10% that NASDAQ had fallen, I would probably consider it collateral damage. But I believe there is something else behind it. Tank equity normally follows a) the freight rate level and especially b) expectations for future rates. Since a is still extremely high, the answer must be found in b. In other words, will rates fall? Undoubtedly at some point - since tank is cyclical - but right now it is probably mostly about whether there will be a normalization in Hormuz. The argument for this is that oil companies have taken a similar beating as tankers. Are we then close to a normalization? As I have written the last few weeks - "who nows".....but I do not assess it as the most likely, since the situation is complex. Bloomberg Economics has made this model of options for Trump (see attached model) - and it does not look good in relation to a solution :I think we need to separate today's earnings, the expectations for upcoming quarters, and the general market turbulence. TORMs Q3 report continues to provide support for a strong Q4. As of October 28, 53 % of the quarter's earnings days were covered at an average of USD 78 419 per day. For the MR fleet, coverage was 49 % at USD 59 722. At the same time, the company raised the lower end of its annual guidance. Nevertheless, the stock could fall if the market downgrades how long the extraordinary earnings will last. That is also a signal we should take seriously when good reports and strong guiding do not lift share prices. I share the skepticism towards an early and lasting solution in Iran. But for the tanker market, we also need to consider a limited agreement that makes transportation easier. Less waiting, transshipment, and shuttle traffic can free up ship capacity before the political conflict is resolved. The Bloomberg figure, shared by Leffe, illustrates several difficult paths forward, but provides no probabilities we can use as a given truth. At the same time, the picture differs between segments. Ed Finley-Richardson highlights in the "Crossroads" piece he shared on substack, dated November 4, continued strong MR rates in Asia, whereas freight futures and several crude tanker rates have weakened. A drop in Suezmax futures can therefore not be straightforwardly translated into the same drop in TORM's earnings. Ed also writes that he will become more defensive and is considering reducing recent purchases, even with minor losses. His point about dividends is relevant: Large expected payouts do not necessarily protect against price drops when the market changes expectations. For my part, I am now following developments in MR rates, period rates, and new fixtures particularly closely. I will also see if the stocks start holding onto gains when the sector gets good news. The broad sell-off in the US makes this more than just a question of Hormuz alone. Disclosure: I closed my TORM swing today after the initial stop level was breached. I still follow the company and the CPP market closely, but want a clearer basis before any potential new entry. [TORMs Q3-rapport](https://www.torm.com/news/company-announcements/company-announcements-details/2026/TORM-plc-Q3-2026-Results-Dividend-Distribution-and-Financial-Outlook-2026/default.aspx) · [Ed: Crossroads](https://edfin.substack.com/p/crossroads)
- ·20 t sittenNow we hit the lowest price today 243,80 😡
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 |
|---|---|---|
| 1 | ||
| 11 | ||
| 10 | ||
| 44 | ||
| 70 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
2,13%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 4.11. | ||
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 - tulosraportti 26.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 179 744 | 179 744 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 179 744 | 179 744 | 0 | 0 |
2026 Q3 - tulosraportti
UUTTA
2 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 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 4.11. | ||
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 - tulosraportti 26.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
8,9839 DKK/osake
Irtoamispäivä 17.11.
11,27%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sitten1 week ago the share price of Torm was at its highest. Since then the price has fallen approx. 20%, while rates are still all time high. The question is then, whether the expectations for future rates have changed? I do not think so. Trust in AI has changed, and the prices of high tech have fallen dramatically. When a sector falls, many investors will react by selling other shares which have risen sharply, and on which they have gains, and there have been large increases in e.g. tanker and defense stocks. In my view, that is the reaction we are seeing now.
- ·4 t sittenWith the closing prices in the USA yesterday, it has been a huge blow to tankers - where the market value of both crude and clean tankers has fallen 20% this week (Hafnia is though seemingly "only" fallen 15%). It is violent - even in the ultra volatile tanker market. If we do not look company-specific but solely at index level, Baltic has fallen nearly 10% - but the subs and final fixtures I have seen are still extremely high. So why this panic? If it "just" had been the 10% that NASDAQ had fallen, I would probably consider it collateral damage. But I believe there is something else behind it. Tank equity normally follows a) the freight rate level and especially b) expectations for future rates. Since a is still extremely high, the answer must be found in b. In other words, will rates fall? Undoubtedly at some point - since tank is cyclical - but right now it is probably mostly about whether there will be a normalization in Hormuz. The argument for this is that oil companies have taken a similar beating as tankers. Are we then close to a normalization? As I have written the last few weeks - "who nows".....but I do not assess it as the most likely, since the situation is complex. Bloomberg Economics has made this model of options for Trump (see attached model) - and it does not look good in relation to a solution :I think we need to separate today's earnings, the expectations for upcoming quarters, and the general market turbulence. TORMs Q3 report continues to provide support for a strong Q4. As of October 28, 53 % of the quarter's earnings days were covered at an average of USD 78 419 per day. For the MR fleet, coverage was 49 % at USD 59 722. At the same time, the company raised the lower end of its annual guidance. Nevertheless, the stock could fall if the market downgrades how long the extraordinary earnings will last. That is also a signal we should take seriously when good reports and strong guiding do not lift share prices. I share the skepticism towards an early and lasting solution in Iran. But for the tanker market, we also need to consider a limited agreement that makes transportation easier. Less waiting, transshipment, and shuttle traffic can free up ship capacity before the political conflict is resolved. The Bloomberg figure, shared by Leffe, illustrates several difficult paths forward, but provides no probabilities we can use as a given truth. At the same time, the picture differs between segments. Ed Finley-Richardson highlights in the "Crossroads" piece he shared on substack, dated November 4, continued strong MR rates in Asia, whereas freight futures and several crude tanker rates have weakened. A drop in Suezmax futures can therefore not be straightforwardly translated into the same drop in TORM's earnings. Ed also writes that he will become more defensive and is considering reducing recent purchases, even with minor losses. His point about dividends is relevant: Large expected payouts do not necessarily protect against price drops when the market changes expectations. For my part, I am now following developments in MR rates, period rates, and new fixtures particularly closely. I will also see if the stocks start holding onto gains when the sector gets good news. The broad sell-off in the US makes this more than just a question of Hormuz alone. Disclosure: I closed my TORM swing today after the initial stop level was breached. I still follow the company and the CPP market closely, but want a clearer basis before any potential new entry. [TORMs Q3-rapport](https://www.torm.com/news/company-announcements/company-announcements-details/2026/TORM-plc-Q3-2026-Results-Dividend-Distribution-and-Financial-Outlook-2026/default.aspx) · [Ed: Crossroads](https://edfin.substack.com/p/crossroads)
- ·20 t sittenNow we hit the lowest price today 243,80 😡
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 |
|---|---|---|
| 1 | ||
| 11 | ||
| 10 | ||
| 44 | ||
| 70 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
2,13%Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 179 744 | 179 744 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 179 744 | 179 744 | 0 | 0 |