2026 Q1 -tulosraportti
UUTTA
Tänään
‧43 min
0,70 USD/osake
Viimeisin osinko
6,27%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 381 | - | - | ||
| 244 | - | - | ||
| 708 | - | - | ||
| 653 | - | - | ||
| 753 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, 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
·10 min sitten · MuokattuWell, now I've had time to dive into the report. Here's my take on it: Torm has chosen a strategy of increasing the fleet by 8 vessels (two 2015 already from q2). They have done this because they must believe in the future market (alternatively, they could have simply maintained the number, or done "a DNORD" and sold vessels during the 25% increase in NAV that has occurred). The consequence of this choice means that the q1 pay out ratio was only 58% instead of Torm's expected modus of 82% - which in cold cash means that we get $0.7 instead of the expected $1 (I should just mention my expectations). Regarding the outlook, Torm guides for 2026 EBITDA of between $800 million to $1.1 billion - which is quite good for the owners of the 101 million shares. How Torm lands naturally depends on how the remaining 20,000 spot days of the year are sold. Right now it looks wildly good with historically high rates, mex currently average of almost $72k per day. This is driven by an already good rate level, which has been accelerated by the Iran crisis, sending product tankers on "long haul" voyages, which then increases ton-miles, which in turn drives demand. Why this drop today then? I think it was a combination of these factors: 1. A previously seen "sell the news" effect and profit taking. 2. Now there are again rumors that the Iran conflict will be over soon. This again meant a macro shift away from energy and tankers, as all the other times this narrative has spread in the Market. 3. Rates generally on tankers have fallen from fantasy rates to "just really high rates". 4. For Torm specifically, the strategy of fleet expansion has meant that Torm shareholders will receive less dividend this year (I have now re-evaluated my own estimate from $6-7 down to around $5) Am I still keen on Torm then? Yes, I have increased by 33% today at approx 208, as overall I like what I was presented with. And I expect that management believes in the future with lots of good voyages after an opening of Hormuz (otherwise they would not have increased the fleet).
·7 t sittenToday we once again truly saw what AI-controlled algorithmic trading can do to a stock, which after a good earnings report reached a price increase of 10 kr. only to subsequently fall with a price decrease of 7.2 kr. It is also a very clear example of why Novo and many other stocks have had it extra difficult and are not allowed to move much. Some will surely stubbornly maintain that it's just profit-taking. So be it.·6 t sittenAlright, my planned-economy friend. I agree - especially when it's followed by the "lemming effect". Now you can call me a grumpy old boomer - but 4 weeks ago I went through the same thing with Petronor. There was the same sudden incomprehensible dynamic, and it was knocked down to 12.5 NOK.......4 weeks later - as of today - it trades at 17.64 NOK. I have learned to sit calmly when these things happen, without there being a reason for massive price drops. In my view, today's result is completely silly.....but that's just my opinion!
·8 t sittenWhy is it diving now when the press has highlighted it. Maybe that's why ?
·8 t sittenpeople over at Frontline write that there is massive robot trading from USA at their opening, that triggers a lot of auto stop loos 🤔
8 t sitten8 t sittenIsn't the predicted 800-1 100 million USD EBITDA insane for Torm. Why isn't the stock value skyrocketing?- ·9 t sittenI think it's a bit of a mix of sell the news, profit taking and "that 30 cents are missing in dividend for q1". That's what can happen in the volatile tank, where many trade with the movement. I am completely calm for now. Otherwise, I really don't see why it should suddenly drop on the q1 report and guidance (which I haven't read in all details yet). Anyway, I have now increased by 33% total to 208.80 - I think that will probably be good in the long run.·8 t sittenWe have seen that before when NASDAQ opens - so that fits quite well. Generally, "we tend to believe more in what the US thinks about a stock" - than we do ourselves. Have previously "bitched" about this, but have now accepted it as a condition. Anyway, I am still long in Torm, until there might be a negative change in the case.
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.
Uutiset
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
UUTTA
Tänään
‧43 min
0,70 USD/osake
Viimeisin osinko
6,27%Tuotto/v
Uutiset
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
- ·10 min sitten · MuokattuWell, now I've had time to dive into the report. Here's my take on it: Torm has chosen a strategy of increasing the fleet by 8 vessels (two 2015 already from q2). They have done this because they must believe in the future market (alternatively, they could have simply maintained the number, or done "a DNORD" and sold vessels during the 25% increase in NAV that has occurred). The consequence of this choice means that the q1 pay out ratio was only 58% instead of Torm's expected modus of 82% - which in cold cash means that we get $0.7 instead of the expected $1 (I should just mention my expectations). Regarding the outlook, Torm guides for 2026 EBITDA of between $800 million to $1.1 billion - which is quite good for the owners of the 101 million shares. How Torm lands naturally depends on how the remaining 20,000 spot days of the year are sold. Right now it looks wildly good with historically high rates, mex currently average of almost $72k per day. This is driven by an already good rate level, which has been accelerated by the Iran crisis, sending product tankers on "long haul" voyages, which then increases ton-miles, which in turn drives demand. Why this drop today then? I think it was a combination of these factors: 1. A previously seen "sell the news" effect and profit taking. 2. Now there are again rumors that the Iran conflict will be over soon. This again meant a macro shift away from energy and tankers, as all the other times this narrative has spread in the Market. 3. Rates generally on tankers have fallen from fantasy rates to "just really high rates". 4. For Torm specifically, the strategy of fleet expansion has meant that Torm shareholders will receive less dividend this year (I have now re-evaluated my own estimate from $6-7 down to around $5) Am I still keen on Torm then? Yes, I have increased by 33% today at approx 208, as overall I like what I was presented with. And I expect that management believes in the future with lots of good voyages after an opening of Hormuz (otherwise they would not have increased the fleet).
- ·7 t sittenToday we once again truly saw what AI-controlled algorithmic trading can do to a stock, which after a good earnings report reached a price increase of 10 kr. only to subsequently fall with a price decrease of 7.2 kr. It is also a very clear example of why Novo and many other stocks have had it extra difficult and are not allowed to move much. Some will surely stubbornly maintain that it's just profit-taking. So be it.·6 t sittenAlright, my planned-economy friend. I agree - especially when it's followed by the "lemming effect". Now you can call me a grumpy old boomer - but 4 weeks ago I went through the same thing with Petronor. There was the same sudden incomprehensible dynamic, and it was knocked down to 12.5 NOK.......4 weeks later - as of today - it trades at 17.64 NOK. I have learned to sit calmly when these things happen, without there being a reason for massive price drops. In my view, today's result is completely silly.....but that's just my opinion!
- ·8 t sittenWhy is it diving now when the press has highlighted it. Maybe that's why ?·8 t sittenpeople over at Frontline write that there is massive robot trading from USA at their opening, that triggers a lot of auto stop loos 🤔
- 8 t sitten8 t sittenIsn't the predicted 800-1 100 million USD EBITDA insane for Torm. Why isn't the stock value skyrocketing?
- ·9 t sittenI think it's a bit of a mix of sell the news, profit taking and "that 30 cents are missing in dividend for q1". That's what can happen in the volatile tank, where many trade with the movement. I am completely calm for now. Otherwise, I really don't see why it should suddenly drop on the q1 report and guidance (which I haven't read in all details yet). Anyway, I have now increased by 33% total to 208.80 - I think that will probably be good in the long run.·8 t sittenWe have seen that before when NASDAQ opens - so that fits quite well. Generally, "we tend to believe more in what the US thinks about a stock" - than we do ourselves. Have previously "bitched" about this, but have now accepted it as a condition. Anyway, I am still long in Torm, until there might be a negative change in the case.
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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 381 | - | - | ||
| 244 | - | - | ||
| 708 | - | - | ||
| 653 | - | - | ||
| 753 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, 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
UUTTA
Tänään
‧43 min
Uutiset
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: FactSet, 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
6,27%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10 min sitten · MuokattuWell, now I've had time to dive into the report. Here's my take on it: Torm has chosen a strategy of increasing the fleet by 8 vessels (two 2015 already from q2). They have done this because they must believe in the future market (alternatively, they could have simply maintained the number, or done "a DNORD" and sold vessels during the 25% increase in NAV that has occurred). The consequence of this choice means that the q1 pay out ratio was only 58% instead of Torm's expected modus of 82% - which in cold cash means that we get $0.7 instead of the expected $1 (I should just mention my expectations). Regarding the outlook, Torm guides for 2026 EBITDA of between $800 million to $1.1 billion - which is quite good for the owners of the 101 million shares. How Torm lands naturally depends on how the remaining 20,000 spot days of the year are sold. Right now it looks wildly good with historically high rates, mex currently average of almost $72k per day. This is driven by an already good rate level, which has been accelerated by the Iran crisis, sending product tankers on "long haul" voyages, which then increases ton-miles, which in turn drives demand. Why this drop today then? I think it was a combination of these factors: 1. A previously seen "sell the news" effect and profit taking. 2. Now there are again rumors that the Iran conflict will be over soon. This again meant a macro shift away from energy and tankers, as all the other times this narrative has spread in the Market. 3. Rates generally on tankers have fallen from fantasy rates to "just really high rates". 4. For Torm specifically, the strategy of fleet expansion has meant that Torm shareholders will receive less dividend this year (I have now re-evaluated my own estimate from $6-7 down to around $5) Am I still keen on Torm then? Yes, I have increased by 33% today at approx 208, as overall I like what I was presented with. And I expect that management believes in the future with lots of good voyages after an opening of Hormuz (otherwise they would not have increased the fleet).
- ·7 t sittenToday we once again truly saw what AI-controlled algorithmic trading can do to a stock, which after a good earnings report reached a price increase of 10 kr. only to subsequently fall with a price decrease of 7.2 kr. It is also a very clear example of why Novo and many other stocks have had it extra difficult and are not allowed to move much. Some will surely stubbornly maintain that it's just profit-taking. So be it.·6 t sittenAlright, my planned-economy friend. I agree - especially when it's followed by the "lemming effect". Now you can call me a grumpy old boomer - but 4 weeks ago I went through the same thing with Petronor. There was the same sudden incomprehensible dynamic, and it was knocked down to 12.5 NOK.......4 weeks later - as of today - it trades at 17.64 NOK. I have learned to sit calmly when these things happen, without there being a reason for massive price drops. In my view, today's result is completely silly.....but that's just my opinion!
- ·8 t sittenWhy is it diving now when the press has highlighted it. Maybe that's why ?·8 t sittenpeople over at Frontline write that there is massive robot trading from USA at their opening, that triggers a lot of auto stop loos 🤔
- 8 t sitten8 t sittenIsn't the predicted 800-1 100 million USD EBITDA insane for Torm. Why isn't the stock value skyrocketing?
- ·9 t sittenI think it's a bit of a mix of sell the news, profit taking and "that 30 cents are missing in dividend for q1". That's what can happen in the volatile tank, where many trade with the movement. I am completely calm for now. Otherwise, I really don't see why it should suddenly drop on the q1 report and guidance (which I haven't read in all details yet). Anyway, I have now increased by 33% total to 208.80 - I think that will probably be good in the long run.·8 t sittenWe have seen that before when NASDAQ opens - so that fits quite well. Generally, "we tend to believe more in what the US thinks about a stock" - than we do ourselves. Have previously "bitched" about this, but have now accepted it as a condition. Anyway, I am still long in Torm, until there might be a negative change in the case.
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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 381 | - | - | ||
| 244 | - | - | ||
| 708 | - | - | ||
| 653 | - | - | ||
| 753 | - | - |
Välittäjätilasto
Dataa ei löytynyt