2026 Q2 - tulosraportti
23 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
6,55%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
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.
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
·35 min sitten · MuokattuWow, the Torm forum has been active lately. It's also "deserved" as it's a well-managed company. During a deadly boring wait at the airport, I've had time to read all comments from the past week. And many scenarios are being presented. REMEMBER rates though - there are only a few here focusing on this - probably due to this exciting development. But rates are the essential driver for tank. Right now, one should keep an eye on the development of rates for the high season, which traditionally starts very soon. Fortunately, the point of departure is very good (the coated LR2s have long since anticipated the season, while MRs on the important routes for Torm are currently "splashing around" somewhere between 2.5-3 x cash break even). It's the open days in Q4 and Q1/27 that are in play - as Q3 is closed (probably very similar to guidance, I think, as much was "locked in" already). Regarding a future scenario, I also find it likely that Hafnia will go for the whole business, and in my opinion, Hafnia has made a really good deal. I have previously argued that Hafnia's wet dream must be to "do a Sinokor" - of course, just in product tank. The positive effect of the Sonokor maneuver for crude was evident even before the conflict in Iran. So, in my opinion, it will only mean increased earnings (as long as they keep Torm's sales team - because they are 20-40% better than the others). What happens now? Hmm...it might be that Torm just takes "a breather" after this week's big share price surge. But in my opinion, the rate level will most likely send the share price further up during the autumn (but remember it's tank). If a merger materializes, my immediate assessment is that it will be positive for Torm's share price.
Good morning Leffe and thank you for many informative posts. In November we will find out if Trump loses one or perhaps both chambers. What significance could that have for Torm? I myself think that the USA will withdraw from the conflict with Iran as quickly as possible. But I cannot fully grasp what will happen in connection with a normalization of oil transport from countries that must sail through the hormouz strait. That could mean that it will take a very long time before the strait is normalized. What do you think?
·14 t sittenThe merger will unite two massive fleets of product tankers, providing a stronger market position. Better utilization of the vessels on a global wave and route network, as the two shipping companies have closely related businesses Administrative costs, procurement, and operations can be streamlined and made cheaper per vessel A larger combined shipping company will have better opportunities to negotiate freight rates with large oil companies and customers. Greater geographical and operational coverage makes it easier to adapt to fluctuating markets. Analysts estimate that the merger rumors and Hafnia's acquisition at a fixed price of 32.25 dollar per share create a supportive floor and upward pressure on the Torm share, with expectations that the price could move towards 250-300 kr. That a strong industrial competitor positions itself so heavily shows great belief in the value of Torm's fleet and earnings, which increases investor interest. A full merger (fusion) will create one large, dominant giant-stock in the product tanker market, which will significantly differentiate itself from the two current, independent stocks. The new, merged stock will have a significantly larger market value (market cap). Many large, global funds have rules that they may only invest in companies above a certain size. A large stock will attract billions in foreign capital that Torm and Hafnia could not capture individually. With more shares in circulation, it becomes easier for both private and professional investors to buy and sell large blocks without significantly moving the price. The product tanker market is cyclical and characterized by violent fluctuations in freight rates. The enormous fleet in the new company can spread its risks better geographically The synergies and cost savings achieved by the merger will, all else being equal, increase the profit margin. This can ensure more robust and predictable dividends for shareholders, even in periods when the market generally lags.- ·16 t sittenIt will be exciting if it once again takes a strong rise around 15:30 - I think it has done that often lately :)
- ·21 t sittenFinancial houses like SEB and maritime media like TradeWinds point out that Hafnia's aggressive acquisitions this week "keep the merger fire burning". A consolidation would create a completely unrivaled global market leader in product tankers. For the over 70,000 private shareholders who have invested in TORM or Hafnia Limited, the heightened merger rumors open up an extremely exciting financial situation. When Hafnia bought into TORM this week at a fixed price ($32.25), it immediately sent the TORM share up by over 5% on the stock exchange. Financial analysts estimate that if a definite merger is rolled out based on the companies' underlying values (NAV), it could trigger a further solid capital gain for TORM shares.But, if Financial analysts assess that if a full-fledged merger is carried out based on the companies' underlying values (NAV), it could trigger a further solid capital gain for TORM shares, then it must be because the (NAV) data is not up to date, and it will only be determined at the merger.
·22 t sittenThe increase in bond yield in the USA caused the stocks there to fall significantly. But that apparently doesn't bother Torm, which is rising 0.5 % this morning. Not so bad after all.
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
23 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
6,55%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
- ·35 min sitten · MuokattuWow, the Torm forum has been active lately. It's also "deserved" as it's a well-managed company. During a deadly boring wait at the airport, I've had time to read all comments from the past week. And many scenarios are being presented. REMEMBER rates though - there are only a few here focusing on this - probably due to this exciting development. But rates are the essential driver for tank. Right now, one should keep an eye on the development of rates for the high season, which traditionally starts very soon. Fortunately, the point of departure is very good (the coated LR2s have long since anticipated the season, while MRs on the important routes for Torm are currently "splashing around" somewhere between 2.5-3 x cash break even). It's the open days in Q4 and Q1/27 that are in play - as Q3 is closed (probably very similar to guidance, I think, as much was "locked in" already). Regarding a future scenario, I also find it likely that Hafnia will go for the whole business, and in my opinion, Hafnia has made a really good deal. I have previously argued that Hafnia's wet dream must be to "do a Sinokor" - of course, just in product tank. The positive effect of the Sonokor maneuver for crude was evident even before the conflict in Iran. So, in my opinion, it will only mean increased earnings (as long as they keep Torm's sales team - because they are 20-40% better than the others). What happens now? Hmm...it might be that Torm just takes "a breather" after this week's big share price surge. But in my opinion, the rate level will most likely send the share price further up during the autumn (but remember it's tank). If a merger materializes, my immediate assessment is that it will be positive for Torm's share price.Good morning Leffe and thank you for many informative posts. In November we will find out if Trump loses one or perhaps both chambers. What significance could that have for Torm? I myself think that the USA will withdraw from the conflict with Iran as quickly as possible. But I cannot fully grasp what will happen in connection with a normalization of oil transport from countries that must sail through the hormouz strait. That could mean that it will take a very long time before the strait is normalized. What do you think?
- ·14 t sittenThe merger will unite two massive fleets of product tankers, providing a stronger market position. Better utilization of the vessels on a global wave and route network, as the two shipping companies have closely related businesses Administrative costs, procurement, and operations can be streamlined and made cheaper per vessel A larger combined shipping company will have better opportunities to negotiate freight rates with large oil companies and customers. Greater geographical and operational coverage makes it easier to adapt to fluctuating markets. Analysts estimate that the merger rumors and Hafnia's acquisition at a fixed price of 32.25 dollar per share create a supportive floor and upward pressure on the Torm share, with expectations that the price could move towards 250-300 kr. That a strong industrial competitor positions itself so heavily shows great belief in the value of Torm's fleet and earnings, which increases investor interest. A full merger (fusion) will create one large, dominant giant-stock in the product tanker market, which will significantly differentiate itself from the two current, independent stocks. The new, merged stock will have a significantly larger market value (market cap). Many large, global funds have rules that they may only invest in companies above a certain size. A large stock will attract billions in foreign capital that Torm and Hafnia could not capture individually. With more shares in circulation, it becomes easier for both private and professional investors to buy and sell large blocks without significantly moving the price. The product tanker market is cyclical and characterized by violent fluctuations in freight rates. The enormous fleet in the new company can spread its risks better geographically The synergies and cost savings achieved by the merger will, all else being equal, increase the profit margin. This can ensure more robust and predictable dividends for shareholders, even in periods when the market generally lags.
- ·16 t sittenIt will be exciting if it once again takes a strong rise around 15:30 - I think it has done that often lately :)
- ·21 t sittenFinancial houses like SEB and maritime media like TradeWinds point out that Hafnia's aggressive acquisitions this week "keep the merger fire burning". A consolidation would create a completely unrivaled global market leader in product tankers. For the over 70,000 private shareholders who have invested in TORM or Hafnia Limited, the heightened merger rumors open up an extremely exciting financial situation. When Hafnia bought into TORM this week at a fixed price ($32.25), it immediately sent the TORM share up by over 5% on the stock exchange. Financial analysts estimate that if a definite merger is rolled out based on the companies' underlying values (NAV), it could trigger a further solid capital gain for TORM shares.But, if Financial analysts assess that if a full-fledged merger is carried out based on the companies' underlying values (NAV), it could trigger a further solid capital gain for TORM shares, then it must be because the (NAV) data is not up to date, and it will only be determined at the merger.
- ·22 t sittenThe increase in bond yield in the USA caused the stocks there to fall significantly. But that apparently doesn't bother Torm, which is rising 0.5 % this morning. Not so bad after all.
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 |
|---|---|---|---|---|
| - | - | - | - |
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
23 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
6,55%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·35 min sitten · MuokattuWow, the Torm forum has been active lately. It's also "deserved" as it's a well-managed company. During a deadly boring wait at the airport, I've had time to read all comments from the past week. And many scenarios are being presented. REMEMBER rates though - there are only a few here focusing on this - probably due to this exciting development. But rates are the essential driver for tank. Right now, one should keep an eye on the development of rates for the high season, which traditionally starts very soon. Fortunately, the point of departure is very good (the coated LR2s have long since anticipated the season, while MRs on the important routes for Torm are currently "splashing around" somewhere between 2.5-3 x cash break even). It's the open days in Q4 and Q1/27 that are in play - as Q3 is closed (probably very similar to guidance, I think, as much was "locked in" already). Regarding a future scenario, I also find it likely that Hafnia will go for the whole business, and in my opinion, Hafnia has made a really good deal. I have previously argued that Hafnia's wet dream must be to "do a Sinokor" - of course, just in product tank. The positive effect of the Sonokor maneuver for crude was evident even before the conflict in Iran. So, in my opinion, it will only mean increased earnings (as long as they keep Torm's sales team - because they are 20-40% better than the others). What happens now? Hmm...it might be that Torm just takes "a breather" after this week's big share price surge. But in my opinion, the rate level will most likely send the share price further up during the autumn (but remember it's tank). If a merger materializes, my immediate assessment is that it will be positive for Torm's share price.Good morning Leffe and thank you for many informative posts. In November we will find out if Trump loses one or perhaps both chambers. What significance could that have for Torm? I myself think that the USA will withdraw from the conflict with Iran as quickly as possible. But I cannot fully grasp what will happen in connection with a normalization of oil transport from countries that must sail through the hormouz strait. That could mean that it will take a very long time before the strait is normalized. What do you think?
- ·14 t sittenThe merger will unite two massive fleets of product tankers, providing a stronger market position. Better utilization of the vessels on a global wave and route network, as the two shipping companies have closely related businesses Administrative costs, procurement, and operations can be streamlined and made cheaper per vessel A larger combined shipping company will have better opportunities to negotiate freight rates with large oil companies and customers. Greater geographical and operational coverage makes it easier to adapt to fluctuating markets. Analysts estimate that the merger rumors and Hafnia's acquisition at a fixed price of 32.25 dollar per share create a supportive floor and upward pressure on the Torm share, with expectations that the price could move towards 250-300 kr. That a strong industrial competitor positions itself so heavily shows great belief in the value of Torm's fleet and earnings, which increases investor interest. A full merger (fusion) will create one large, dominant giant-stock in the product tanker market, which will significantly differentiate itself from the two current, independent stocks. The new, merged stock will have a significantly larger market value (market cap). Many large, global funds have rules that they may only invest in companies above a certain size. A large stock will attract billions in foreign capital that Torm and Hafnia could not capture individually. With more shares in circulation, it becomes easier for both private and professional investors to buy and sell large blocks without significantly moving the price. The product tanker market is cyclical and characterized by violent fluctuations in freight rates. The enormous fleet in the new company can spread its risks better geographically The synergies and cost savings achieved by the merger will, all else being equal, increase the profit margin. This can ensure more robust and predictable dividends for shareholders, even in periods when the market generally lags.
- ·16 t sittenIt will be exciting if it once again takes a strong rise around 15:30 - I think it has done that often lately :)
- ·21 t sittenFinancial houses like SEB and maritime media like TradeWinds point out that Hafnia's aggressive acquisitions this week "keep the merger fire burning". A consolidation would create a completely unrivaled global market leader in product tankers. For the over 70,000 private shareholders who have invested in TORM or Hafnia Limited, the heightened merger rumors open up an extremely exciting financial situation. When Hafnia bought into TORM this week at a fixed price ($32.25), it immediately sent the TORM share up by over 5% on the stock exchange. Financial analysts estimate that if a definite merger is rolled out based on the companies' underlying values (NAV), it could trigger a further solid capital gain for TORM shares.But, if Financial analysts assess that if a full-fledged merger is carried out based on the companies' underlying values (NAV), it could trigger a further solid capital gain for TORM shares, then it must be because the (NAV) data is not up to date, and it will only be determined at the merger.
- ·22 t sittenThe increase in bond yield in the USA caused the stocks there to fall significantly. But that apparently doesn't bother Torm, which is rising 0.5 % this morning. Not so bad after all.
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 |
|---|---|---|---|---|
| - | - | - | - |
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