2026 Q2 - tulosraportti
25 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
6,22%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 252 | - | - | ||
| 95 | - | - | ||
| 114 | - | - | ||
| 314 | - | - | ||
| 819 | - | - |
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
Kirjaudu
·1 päivä sitten · MuokattuAccording to data from Kepler Cheuvreux and Arctic Securities (posted by EFR): "The combined Aframax/LR2 fleet is 1,170 vessels. Only 13% of them (175) are now trading clean petroleum products, versus a peak of 282 in August 2024. Data via Kpler + Arctic" What could fill that vacuum in product tankers? Torm's MR vessels perhaps………..Torm's own LR2s cannot, as they are probably too busy earning big $ in dirty. In other words, yet another positive indicator for clean rates. And a bit of number crunching…..if Torm lands a 2026 result at the high end of their guidance - which according to their Q2 was $ 1.2 billion EBITDA - then their P/E will be around 4 with the current share price. In the current market, this is predominantly likely. This also suggests that the market value can increase further from the current level. What are we missing now? Fresh data on the development of clean tanker rates on the important routes (and from a credible source). If there is still the same uptrend from the last two I have seen (last time was from the Monday before last) - then things can move very fast.
The law contains one specific and crucial point regarding Iran The law extends the existing Iran Sanctions Act of 1996 by an additional 5 years, so it now runs all the way until 2031 instead of expiring at the end of 2026 The ISA makes it illegal for companies globally to make investments above a certain threshold amount (historically set at 20 million dollars annually) in the development of Iran's oil, natural gas, and petrochemical resources. The purpose is to prevent Iran from modernizing its oil fields, building new refineries, or maintaining its infrastructure The law grants the US president powers to freeze assets, deny banking licenses, and block transactions for companies that facilitate Iranian oil sales. The Iran Sanctions Act makes Iranian oil "toxic" on the global market by forcing international companies and countries to choose between trading with Iran's energy sector or maintaining access to the US's gigantic economy. The law thus strains the relationship between the US and China, as the US attempts to force Beijing to choose between cheap imported oil or access to the American market. China's independent, private refineries (the so-called teapot refineries) largely survive by buying Iranian and Russian oil at large discounts (often $8-$10 below market price). If the US truly manages to block this cheap flow with the threat of 100% punitive tariffs, these refineries will be forced onto the official market, which will push global prices up? The sanctions thus create a "risk premium" on the oil price, where traders worldwide account for the risk of sudden conflicts or harsh tariff wars between the US and China. Over 18% of the global supertanker fleet is now affected by Western sanctions. When these ships are taken out of the official, legal market, an acute shortage of approved tankers arises, which pushes the rates for the "legal" ships extremely high The demand for available transport capacity is so desperate that the market acts completely unusually: A 10-year-old used tanker currently costs more than ordering a brand new ship. Buyers want the ships now to profit from the soaring rates, rather than waiting for a ship to be completed at a shipyard. For international oil companies, this means that freight costs now account for up to 25% of the total price of crude oil. This is one of the direct reasons why the price of gasoline continues to be pushed upwards globally? When the sanctions in the Lindsey O. Graham Act and the unrest in the Middle East force ships around traditional routes, refined gasoline and diesel must be sailed over much longer distances (e.g., all the way south of Africa instead of through the Suez Canal). This takes longer, which means that TORM's fleet is fully booked, and customers must pay staggering prices to have their fuel transported.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
25 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
6,22%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 sitten · MuokattuAccording to data from Kepler Cheuvreux and Arctic Securities (posted by EFR): "The combined Aframax/LR2 fleet is 1,170 vessels. Only 13% of them (175) are now trading clean petroleum products, versus a peak of 282 in August 2024. Data via Kpler + Arctic" What could fill that vacuum in product tankers? Torm's MR vessels perhaps………..Torm's own LR2s cannot, as they are probably too busy earning big $ in dirty. In other words, yet another positive indicator for clean rates. And a bit of number crunching…..if Torm lands a 2026 result at the high end of their guidance - which according to their Q2 was $ 1.2 billion EBITDA - then their P/E will be around 4 with the current share price. In the current market, this is predominantly likely. This also suggests that the market value can increase further from the current level. What are we missing now? Fresh data on the development of clean tanker rates on the important routes (and from a credible source). If there is still the same uptrend from the last two I have seen (last time was from the Monday before last) - then things can move very fast.The law contains one specific and crucial point regarding Iran The law extends the existing Iran Sanctions Act of 1996 by an additional 5 years, so it now runs all the way until 2031 instead of expiring at the end of 2026 The ISA makes it illegal for companies globally to make investments above a certain threshold amount (historically set at 20 million dollars annually) in the development of Iran's oil, natural gas, and petrochemical resources. The purpose is to prevent Iran from modernizing its oil fields, building new refineries, or maintaining its infrastructure The law grants the US president powers to freeze assets, deny banking licenses, and block transactions for companies that facilitate Iranian oil sales. The Iran Sanctions Act makes Iranian oil "toxic" on the global market by forcing international companies and countries to choose between trading with Iran's energy sector or maintaining access to the US's gigantic economy. The law thus strains the relationship between the US and China, as the US attempts to force Beijing to choose between cheap imported oil or access to the American market. China's independent, private refineries (the so-called teapot refineries) largely survive by buying Iranian and Russian oil at large discounts (often $8-$10 below market price). If the US truly manages to block this cheap flow with the threat of 100% punitive tariffs, these refineries will be forced onto the official market, which will push global prices up? The sanctions thus create a "risk premium" on the oil price, where traders worldwide account for the risk of sudden conflicts or harsh tariff wars between the US and China. Over 18% of the global supertanker fleet is now affected by Western sanctions. When these ships are taken out of the official, legal market, an acute shortage of approved tankers arises, which pushes the rates for the "legal" ships extremely high The demand for available transport capacity is so desperate that the market acts completely unusually: A 10-year-old used tanker currently costs more than ordering a brand new ship. Buyers want the ships now to profit from the soaring rates, rather than waiting for a ship to be completed at a shipyard. For international oil companies, this means that freight costs now account for up to 25% of the total price of crude oil. This is one of the direct reasons why the price of gasoline continues to be pushed upwards globally? When the sanctions in the Lindsey O. Graham Act and the unrest in the Middle East force ships around traditional routes, refined gasoline and diesel must be sailed over much longer distances (e.g., all the way south of Africa instead of through the Suez Canal). This takes longer, which means that TORM's fleet is fully booked, and customers must pay staggering prices to have their fuel transported.
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 |
|---|---|---|---|---|
| 252 | - | - | ||
| 95 | - | - | ||
| 114 | - | - | ||
| 314 | - | - | ||
| 819 | - | - |
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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
25 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 |
15,4028 DKK/osake
Viimeisin osinko
6,22%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sitten · MuokattuAccording to data from Kepler Cheuvreux and Arctic Securities (posted by EFR): "The combined Aframax/LR2 fleet is 1,170 vessels. Only 13% of them (175) are now trading clean petroleum products, versus a peak of 282 in August 2024. Data via Kpler + Arctic" What could fill that vacuum in product tankers? Torm's MR vessels perhaps………..Torm's own LR2s cannot, as they are probably too busy earning big $ in dirty. In other words, yet another positive indicator for clean rates. And a bit of number crunching…..if Torm lands a 2026 result at the high end of their guidance - which according to their Q2 was $ 1.2 billion EBITDA - then their P/E will be around 4 with the current share price. In the current market, this is predominantly likely. This also suggests that the market value can increase further from the current level. What are we missing now? Fresh data on the development of clean tanker rates on the important routes (and from a credible source). If there is still the same uptrend from the last two I have seen (last time was from the Monday before last) - then things can move very fast.The law contains one specific and crucial point regarding Iran The law extends the existing Iran Sanctions Act of 1996 by an additional 5 years, so it now runs all the way until 2031 instead of expiring at the end of 2026 The ISA makes it illegal for companies globally to make investments above a certain threshold amount (historically set at 20 million dollars annually) in the development of Iran's oil, natural gas, and petrochemical resources. The purpose is to prevent Iran from modernizing its oil fields, building new refineries, or maintaining its infrastructure The law grants the US president powers to freeze assets, deny banking licenses, and block transactions for companies that facilitate Iranian oil sales. The Iran Sanctions Act makes Iranian oil "toxic" on the global market by forcing international companies and countries to choose between trading with Iran's energy sector or maintaining access to the US's gigantic economy. The law thus strains the relationship between the US and China, as the US attempts to force Beijing to choose between cheap imported oil or access to the American market. China's independent, private refineries (the so-called teapot refineries) largely survive by buying Iranian and Russian oil at large discounts (often $8-$10 below market price). If the US truly manages to block this cheap flow with the threat of 100% punitive tariffs, these refineries will be forced onto the official market, which will push global prices up? The sanctions thus create a "risk premium" on the oil price, where traders worldwide account for the risk of sudden conflicts or harsh tariff wars between the US and China. Over 18% of the global supertanker fleet is now affected by Western sanctions. When these ships are taken out of the official, legal market, an acute shortage of approved tankers arises, which pushes the rates for the "legal" ships extremely high The demand for available transport capacity is so desperate that the market acts completely unusually: A 10-year-old used tanker currently costs more than ordering a brand new ship. Buyers want the ships now to profit from the soaring rates, rather than waiting for a ship to be completed at a shipyard. For international oil companies, this means that freight costs now account for up to 25% of the total price of crude oil. This is one of the direct reasons why the price of gasoline continues to be pushed upwards globally? When the sanctions in the Lindsey O. Graham Act and the unrest in the Middle East force ships around traditional routes, refined gasoline and diesel must be sailed over much longer distances (e.g., all the way south of Africa instead of through the Suez Canal). This takes longer, which means that TORM's fleet is fully booked, and customers must pay staggering prices to have their fuel transported.
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 |
|---|---|---|---|---|
| 252 | - | - | ||
| 95 | - | - | ||
| 114 | - | - | ||
| 314 | - | - | ||
| 819 | - | - |
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
Dataa ei löytynyt