2026 Q2 - tulosraportti
60 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
10,75%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 77 | - | - | ||
| 382 | - | - | ||
| 78 | - | - | ||
| 65 | - | - | ||
| 77 | - | - |
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
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
·14 t sittenTradeWinds reports new records in the product tanker market. The Baltic Clean Tanker Index reached 3,014 points on Friday, up 18.8 % in one week. According to the article, the calculated spot earnings on the routes from the Middle East to Japan reached USD 313,200 per day for LR2 and USD 232,000 for LR1. MR earnings in the Atlantic triangular trade rose to around USD 77,900 per day. For TORM, the breadth of the upturn is interesting. The company has exposure to all three segments. LR2 naturally gets the headlines, but strong MR and LR1 markets can also provide important contributions to quarterly earnings. In my view, this strengthens the outlook for Q4. If the strength persists, the entry into Q1 will also be very interesting. High earnings provide the potential for both a stronger balance sheet and good distributions to shareholders. Market rates are of course not the same as TORM's average realized earnings. Geographical location, previous fixtures and open ship days determine the impact. Therefore, the update on secured Q4 rates becomes particularly important. The stock market looks ahead. Rising expectations for winter earnings can affect the share price long before the Q4 result is available. For me, the winter case has gained stronger fundamental support, and I am paying special attention to whether the high rates translate into good bookings and higher earnings estimates. https://www.tradewindsnews.com/tankers/clean-tanker-market-reaches-new-record-as-lr2-spot-rate-crosses-300-000-per-day/2-1-2063645
·1 päivä sitten · MuokattuWell, my guess that Torm would rise this week wasn't entirely off with a rise of a flat Danish inflation-hit 10-krone coin (2,56%). Probably hoped for just a tiny bit more - but Mr. Market decides as is well known, and for the most part he apparently has more trust in Donald T - than in my analyses 🙄 Anyway, it as expected doesn't look like the US diesel deal with Russia gets any actual effect……trivia….the first cargo that is on its way (probably on a black MR) of 40k tons probably corresponds to 6% of US daily diesel consumption - and when the total amount of 4,8 mill is delivered over the next 3-4 months - then it will estimatedly cover approx. one week's diesel consumption in the US. Does anyone think - apart from DT and his proselytes - that this maneuver will lower the rate level and the oil price????? General re-integration of black hulls? My three arguments for it being of minor importance: First of all, there really aren't many of them that in my view can live up to "environmental requirements". Secondly, those that could come into question would be months away from being introduced. And thirdly - and lastly - then the biggest "cash cows" right now are TC1 (AG-UK/CONT) and TC20 (AG-Japan) - and here black hulls do not come into play, and at the same time the Atlantic basin has risen to $65k/day for MR. I have therefore reassessed - also with the 12 October announcement from Torm in mind - and now assess with overwhelming probability, that already in q4 we will see a new record Q from Torm. There is now so much forward coverage at psycho rates, that it's almost manifest (even though nothing is certain in tankers and rates can fall ultra fast 🤕) Just to take the question up front……the q3 financial statement will look a bit sluggish compared to q2 and the coming q4. Expected average earnings over $40k/dag (my estimate) is however quite good in a historical perspective. (and probably beats e.g. Hafnia with approx. 10-20%}. Dividend I would estimate at 7kr. Since the dividend doesn't just grow proportionally (cash break even is after all the same whether one sails at low or high rates) - then I assess the dividend in the q4 financial statement - when it once arrives in February - to over a round Danish twenty-krone coin…perhaps a few kroner more depending on whether one has to pay rates on newbuild MRs… That would in that case bring Torm's total 2026 dividend up to roughly a fifty-krone bill (which apparently was a dream scenario that I - and apparently Mr Falk - were scolded for talking about in the spring….let's see if we shouldn't be so lucky that it succeeds - no hubris here).
·2 päivää sittenIncredible that it is not rising more, know oil prices are not everything, but think they have great significance for Torms profit, and now brent is over 110 again
Yes it will probably rise further in the near future. The rates are insanely high now and I think we will move up towards 300 before long 🔮- ·2 päivää sittenTjah rates move cyclically and yesterday the Atlantic MR spot went up by 9% to $65,000/day. In other words, the very high earnings in clean are holding. There will already be fixes now going into q1/27.
Upcoming Q4 and upcoming Q1 could become new records. Wild how Torm is raking in money. It will be exciting to see the upcoming financial statements
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
Dataa ei löytynyt
2026 Q2 - tulosraportti
60 päivää sitten
‧47 min
15,4028 DKK/osake
Viimeisin osinko
10,75%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
- ·14 t sittenTradeWinds reports new records in the product tanker market. The Baltic Clean Tanker Index reached 3,014 points on Friday, up 18.8 % in one week. According to the article, the calculated spot earnings on the routes from the Middle East to Japan reached USD 313,200 per day for LR2 and USD 232,000 for LR1. MR earnings in the Atlantic triangular trade rose to around USD 77,900 per day. For TORM, the breadth of the upturn is interesting. The company has exposure to all three segments. LR2 naturally gets the headlines, but strong MR and LR1 markets can also provide important contributions to quarterly earnings. In my view, this strengthens the outlook for Q4. If the strength persists, the entry into Q1 will also be very interesting. High earnings provide the potential for both a stronger balance sheet and good distributions to shareholders. Market rates are of course not the same as TORM's average realized earnings. Geographical location, previous fixtures and open ship days determine the impact. Therefore, the update on secured Q4 rates becomes particularly important. The stock market looks ahead. Rising expectations for winter earnings can affect the share price long before the Q4 result is available. For me, the winter case has gained stronger fundamental support, and I am paying special attention to whether the high rates translate into good bookings and higher earnings estimates. https://www.tradewindsnews.com/tankers/clean-tanker-market-reaches-new-record-as-lr2-spot-rate-crosses-300-000-per-day/2-1-2063645
- ·1 päivä sitten · MuokattuWell, my guess that Torm would rise this week wasn't entirely off with a rise of a flat Danish inflation-hit 10-krone coin (2,56%). Probably hoped for just a tiny bit more - but Mr. Market decides as is well known, and for the most part he apparently has more trust in Donald T - than in my analyses 🙄 Anyway, it as expected doesn't look like the US diesel deal with Russia gets any actual effect……trivia….the first cargo that is on its way (probably on a black MR) of 40k tons probably corresponds to 6% of US daily diesel consumption - and when the total amount of 4,8 mill is delivered over the next 3-4 months - then it will estimatedly cover approx. one week's diesel consumption in the US. Does anyone think - apart from DT and his proselytes - that this maneuver will lower the rate level and the oil price????? General re-integration of black hulls? My three arguments for it being of minor importance: First of all, there really aren't many of them that in my view can live up to "environmental requirements". Secondly, those that could come into question would be months away from being introduced. And thirdly - and lastly - then the biggest "cash cows" right now are TC1 (AG-UK/CONT) and TC20 (AG-Japan) - and here black hulls do not come into play, and at the same time the Atlantic basin has risen to $65k/day for MR. I have therefore reassessed - also with the 12 October announcement from Torm in mind - and now assess with overwhelming probability, that already in q4 we will see a new record Q from Torm. There is now so much forward coverage at psycho rates, that it's almost manifest (even though nothing is certain in tankers and rates can fall ultra fast 🤕) Just to take the question up front……the q3 financial statement will look a bit sluggish compared to q2 and the coming q4. Expected average earnings over $40k/dag (my estimate) is however quite good in a historical perspective. (and probably beats e.g. Hafnia with approx. 10-20%}. Dividend I would estimate at 7kr. Since the dividend doesn't just grow proportionally (cash break even is after all the same whether one sails at low or high rates) - then I assess the dividend in the q4 financial statement - when it once arrives in February - to over a round Danish twenty-krone coin…perhaps a few kroner more depending on whether one has to pay rates on newbuild MRs… That would in that case bring Torm's total 2026 dividend up to roughly a fifty-krone bill (which apparently was a dream scenario that I - and apparently Mr Falk - were scolded for talking about in the spring….let's see if we shouldn't be so lucky that it succeeds - no hubris here).
- ·2 päivää sittenIncredible that it is not rising more, know oil prices are not everything, but think they have great significance for Torms profit, and now brent is over 110 againYes it will probably rise further in the near future. The rates are insanely high now and I think we will move up towards 300 before long 🔮
- ·2 päivää sittenTjah rates move cyclically and yesterday the Atlantic MR spot went up by 9% to $65,000/day. In other words, the very high earnings in clean are holding. There will already be fixes now going into q1/27.Upcoming Q4 and upcoming Q1 could become new records. Wild how Torm is raking in money. It will be exciting to see the upcoming financial statements
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 |
|---|---|---|---|---|
| 77 | - | - | ||
| 382 | - | - | ||
| 78 | - | - | ||
| 65 | - | - | ||
| 77 | - | - |
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
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
Dataa ei löytynyt
2026 Q2 - tulosraportti
60 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
10,75%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·14 t sittenTradeWinds reports new records in the product tanker market. The Baltic Clean Tanker Index reached 3,014 points on Friday, up 18.8 % in one week. According to the article, the calculated spot earnings on the routes from the Middle East to Japan reached USD 313,200 per day for LR2 and USD 232,000 for LR1. MR earnings in the Atlantic triangular trade rose to around USD 77,900 per day. For TORM, the breadth of the upturn is interesting. The company has exposure to all three segments. LR2 naturally gets the headlines, but strong MR and LR1 markets can also provide important contributions to quarterly earnings. In my view, this strengthens the outlook for Q4. If the strength persists, the entry into Q1 will also be very interesting. High earnings provide the potential for both a stronger balance sheet and good distributions to shareholders. Market rates are of course not the same as TORM's average realized earnings. Geographical location, previous fixtures and open ship days determine the impact. Therefore, the update on secured Q4 rates becomes particularly important. The stock market looks ahead. Rising expectations for winter earnings can affect the share price long before the Q4 result is available. For me, the winter case has gained stronger fundamental support, and I am paying special attention to whether the high rates translate into good bookings and higher earnings estimates. https://www.tradewindsnews.com/tankers/clean-tanker-market-reaches-new-record-as-lr2-spot-rate-crosses-300-000-per-day/2-1-2063645
- ·1 päivä sitten · MuokattuWell, my guess that Torm would rise this week wasn't entirely off with a rise of a flat Danish inflation-hit 10-krone coin (2,56%). Probably hoped for just a tiny bit more - but Mr. Market decides as is well known, and for the most part he apparently has more trust in Donald T - than in my analyses 🙄 Anyway, it as expected doesn't look like the US diesel deal with Russia gets any actual effect……trivia….the first cargo that is on its way (probably on a black MR) of 40k tons probably corresponds to 6% of US daily diesel consumption - and when the total amount of 4,8 mill is delivered over the next 3-4 months - then it will estimatedly cover approx. one week's diesel consumption in the US. Does anyone think - apart from DT and his proselytes - that this maneuver will lower the rate level and the oil price????? General re-integration of black hulls? My three arguments for it being of minor importance: First of all, there really aren't many of them that in my view can live up to "environmental requirements". Secondly, those that could come into question would be months away from being introduced. And thirdly - and lastly - then the biggest "cash cows" right now are TC1 (AG-UK/CONT) and TC20 (AG-Japan) - and here black hulls do not come into play, and at the same time the Atlantic basin has risen to $65k/day for MR. I have therefore reassessed - also with the 12 October announcement from Torm in mind - and now assess with overwhelming probability, that already in q4 we will see a new record Q from Torm. There is now so much forward coverage at psycho rates, that it's almost manifest (even though nothing is certain in tankers and rates can fall ultra fast 🤕) Just to take the question up front……the q3 financial statement will look a bit sluggish compared to q2 and the coming q4. Expected average earnings over $40k/dag (my estimate) is however quite good in a historical perspective. (and probably beats e.g. Hafnia with approx. 10-20%}. Dividend I would estimate at 7kr. Since the dividend doesn't just grow proportionally (cash break even is after all the same whether one sails at low or high rates) - then I assess the dividend in the q4 financial statement - when it once arrives in February - to over a round Danish twenty-krone coin…perhaps a few kroner more depending on whether one has to pay rates on newbuild MRs… That would in that case bring Torm's total 2026 dividend up to roughly a fifty-krone bill (which apparently was a dream scenario that I - and apparently Mr Falk - were scolded for talking about in the spring….let's see if we shouldn't be so lucky that it succeeds - no hubris here).
- ·2 päivää sittenIncredible that it is not rising more, know oil prices are not everything, but think they have great significance for Torms profit, and now brent is over 110 againYes it will probably rise further in the near future. The rates are insanely high now and I think we will move up towards 300 before long 🔮
- ·2 päivää sittenTjah rates move cyclically and yesterday the Atlantic MR spot went up by 9% to $65,000/day. In other words, the very high earnings in clean are holding. There will already be fixes now going into q1/27.Upcoming Q4 and upcoming Q1 could become new records. Wild how Torm is raking in money. It will be exciting to see the upcoming financial statements
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 |
|---|---|---|---|---|
| 77 | - | - | ||
| 382 | - | - | ||
| 78 | - | - | ||
| 65 | - | - | ||
| 77 | - | - |
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
1,87%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt