Q3-osavuosiraportti
UUTTA
Tänään‧50 min
0,4946 NOK/osake
Viimeisin osinko
19,97 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
4 635
Myynti
Määrä
1 300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 216 | - | - | ||
| 1 000 | - | - | ||
| 20 461 | - | - | ||
| 518 | - | - | ||
| 3 000 | - | - |
Ylin
18,565VWAP
Alin
17,145VaihtoMäärä
180,3 10 004 203
VWAP
Ylin
18,565Alin
17,145VaihtoMäärä
180,3 10 004 203
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 27.11. Tänään |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2025 Q1-osavuosiraportti | 22.5. | |
| 2024 Yhtiökokous | 8.5. | |
| 2024 Q4-osavuosiraportti | 25.2. | |
| 2024 Q3-osavuosiraportti | 26.11.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sittenWhat a fantastic day on the stock exchange! And good mood here on the site. For Q3, all "important" financial figures; Revenue, EBITDA, EBIT, EBIT-margin, EPS and net profit were worse than they were in Q1 and Q2. Their new guidance shows they expect revenue of 109-119 mUSD in Q4 and EBITDA of 61-71 mUSD in Q4. So less than for Q3. But anything can have happened by then. Something I wrote about around Q2-ish. That one could expect a decline in H2. Something I notice is 'contracted forward TCE (USD/DAY)' on page 16 in their slides, which shows a significant drop in the average price for 2027. Gone from 26455 which was shown in Q2 slides on page 16, to now 22410. Something I'm a bit bummed about, as 2026 can be interpreted as worse rates compared to 2025. And I had hoped 2027 would be good. The only good thing I saw was the Forward charter backlog which has been raised to 1.6 bnUSD from 1.2. Lifted by newbuilds which, from what I've seen, slowly start to arrive after Q2/Q3 2026 and into H1 2028. But in the long term, it should hopefully lift the dividend. YTD 2025, 43.13% of operating cash flow (OFC) is given as dividend. And the OFC itself still looks reasonable at Q3. It stated under the market section that MPC estimates growth in the container market of 3.1% for 2026. So fingers crossed that when the 14 ships (16 incl. 2 newbuilds) on page 28 in the slides get new contracts from late May-November, they would be able to get some good prices. Which are above 22319 USD/day, which is the average for the 14 at Q3. I'm taking a chance and coming with a mathematical/estimated estimate for a share price around March-May 2026. Estimated net profit for 2025 of 249.4 (historically for the last three years, 73.38% of EBITDA has become net profit). So I have an Estimated EPS of 5.62. Right now P/E is 2.70. I have calculated a forward P/E of 3.13 = share price 17.59. - funny enough today's closing price. With backlog lifted 400 mUSD in EBITDA stretched to 2028. I add 125 mUSD to 2026, 2027, and 2028 in EBITDA. For now, on top of this year's guidance, an estimated EPS of 7.71. Funds and investors are buying into the future. And I hope I'm right. But that could give an estimated share price of 24.46 kr. So we say in the 23-25 range. BUT it strongly depends on what they themselves guide for 2026. I think a contracted forward TCE of 22231 USD/DAY for 92% of 2026 is a bit concerning. Until I see their guidance for 2026, I think it's fair that the shorts are still after MPC for a bit longer. And yes, it's an unpopular opinion. but my opinion. No buy/sell recommendation from here. but for debate and others' viewpoints - Good evening.
·3 t sitten · MuokattuWell folks, the dust has probably settled after today's report day. And what a day it was. First, I want to say a few words to many of you. It's incredibly nice to receive all the praise I've gotten today for my writing/post. It almost brings a tear to my eye. I try to press "likes" on everyone who praises me, as a thank you. It's possible I miss some, I can't manage everything either. And from my perspective, it's very motivating to write more. I'll admit there have been days when I've been tired, and have asked myself why am I doing this.?? The answer comes quickly, I actually like to help others analyze / make good own choices / and become a good investor who gets to feel that wonderful feeling of having analyzed and made a correct choice. Succeeding as an investor is a great feeling, and I absolutely wish everyone to experience it. And then one more small thing, I'll admit that I get extra happy when someone perhaps has made their first plan....Then I chuckle a bit to myself, and smile. But now we'll get cracking with what the short sellers did yesterday (Wednesday). Even though this will be peanuts compared to what the Financial Supervisory Authority's list will show about what has happened today...when it comes out around 15.25 tomorrow. It will be, to say the least, exciting reading. But yesterday the short sellers increased their positions from 4.11 % up to 4.17 % = 0.06%. Or from 18.33 mill shares up to 18.61 mill shares. An increase of approx. 282,000 shares.. And this time it was big wolf Marshall W who increased his position from 1.44% up to 1.50% =0.06%. Or from 6.39 mill up to 6.67 mill shares, an increase of approx. 282,000 shares. Then the new list will be like this... Marshall W. 1.50% 6.67 mill shares NUMERIC. 0.90% 4.01 mill ACTUS. 0.59% 2.71 mill Voleon. 0.59% 2.64 mill Citadel A. 0.57% 2.57 mill Total. 4.17% 18.61 mill. And then a small piece of advice/tip for everyone rushing to see what the Financial Supervisory Authority's list for short positions over 0.5% shows in changes. Then you must remember that when an actor's position goes UNDER 0.5% so the Financial Supervisory Authority's list will show NULL shares even though the short seller still has 2 million shares shorted. That can easily happen with the 3 smallest short sellers on the list. What I'm talking about now, I've actually shown for a while, after surely 100 hours of "digging" on the subject. But I didn't want to write it yet, to avoid all unnecessary discussion. But see it in print once first so I could refer to where I saw it... The answer is on pages x12 and 13 in MPCC's presentation about today's report. Everyone has probably read the headlines about all newbuilding in container ships. Did you get that, Jørgen??? If we look at the feeder class that is relevant for us, the order book is 10-13 percent up to 6000TEU. And we constantly hear about the entry of newbuilding contracts, also in the feeder class. Over 800 boats are over 20 years old. I could have come up with a number for how many are over 25 years, but there I will probably dig for 50 more hours and then it MIGHT come.... It says on page 13 in the presentation that the order book for newbuilding in the feeder segment is NOT enough to replace the old ships that will soon become scrap metal. And then comes the conclusion of my 100 hours of digging... My numbers say the same, good that someone agrees (finally). What do you mean, Jørgen Lian ??? Do you get the same answer ?? Or what did you mean by the 30% percent you pulled out from a Gothic year. Have a splendid evening everyone. Now I'm ready for red wine glass number 2. And please accept typos, you unfortunately have to.- ·6 t sitten · MuokattuSo folks, let's get on with today's update of the New Contex index for the feeder class of container ships. And the headline will be: The index continues to drift downwards. The index fell from 1493 points down to 1489 points = 4 points. This gives a rate of fall of 4 points ÷ 2 days = 2 points per day. The index has risen from 536 points on 3-1-2024 up to today's 1489 points = 953 points or 177,8%. The year 2025's increase is from 1398 points up to today's 1489 points = 91 points. This gives a rate of increase for 2025 of 91 points ÷ 327 days = 0,28 points per day. Then we take the rate of fall for the "downturn" which began 9-11-25 at 1551 points. The fall is 1551 points - 1489 points = 62 points The rate of fall becomes 62 p ÷ 77 days = 0,80 points per day. To put these 0,80 points into perspective. The index must fall by 1489 points - 1398 points = 91 points for us to end the year where we started the year at 1398 points. Then the index must fall by 91 points ÷ 33 days = 2,76 points every single day for the rest of the year. Everyone hopefully understands that this is not going to happen. So we know that we will end the year 2025 with an annual increase. At great rates. 2 classes showed unchanged 2 classes showed an increase 10 classes showed a decrease. Have a wonderful afternoon/evening everyone.. And soon an update will come on what the "shorter gang" did yesterday (Wednesday). And what they did will probably surprise, is my tip.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 ja analyysit
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.
Q3-osavuosiraportti
UUTTA
Tänään‧50 min
0,4946 NOK/osake
Viimeisin osinko
19,97 %Tuotto/v
Uutiset ja analyysit
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenWhat a fantastic day on the stock exchange! And good mood here on the site. For Q3, all "important" financial figures; Revenue, EBITDA, EBIT, EBIT-margin, EPS and net profit were worse than they were in Q1 and Q2. Their new guidance shows they expect revenue of 109-119 mUSD in Q4 and EBITDA of 61-71 mUSD in Q4. So less than for Q3. But anything can have happened by then. Something I wrote about around Q2-ish. That one could expect a decline in H2. Something I notice is 'contracted forward TCE (USD/DAY)' on page 16 in their slides, which shows a significant drop in the average price for 2027. Gone from 26455 which was shown in Q2 slides on page 16, to now 22410. Something I'm a bit bummed about, as 2026 can be interpreted as worse rates compared to 2025. And I had hoped 2027 would be good. The only good thing I saw was the Forward charter backlog which has been raised to 1.6 bnUSD from 1.2. Lifted by newbuilds which, from what I've seen, slowly start to arrive after Q2/Q3 2026 and into H1 2028. But in the long term, it should hopefully lift the dividend. YTD 2025, 43.13% of operating cash flow (OFC) is given as dividend. And the OFC itself still looks reasonable at Q3. It stated under the market section that MPC estimates growth in the container market of 3.1% for 2026. So fingers crossed that when the 14 ships (16 incl. 2 newbuilds) on page 28 in the slides get new contracts from late May-November, they would be able to get some good prices. Which are above 22319 USD/day, which is the average for the 14 at Q3. I'm taking a chance and coming with a mathematical/estimated estimate for a share price around March-May 2026. Estimated net profit for 2025 of 249.4 (historically for the last three years, 73.38% of EBITDA has become net profit). So I have an Estimated EPS of 5.62. Right now P/E is 2.70. I have calculated a forward P/E of 3.13 = share price 17.59. - funny enough today's closing price. With backlog lifted 400 mUSD in EBITDA stretched to 2028. I add 125 mUSD to 2026, 2027, and 2028 in EBITDA. For now, on top of this year's guidance, an estimated EPS of 7.71. Funds and investors are buying into the future. And I hope I'm right. But that could give an estimated share price of 24.46 kr. So we say in the 23-25 range. BUT it strongly depends on what they themselves guide for 2026. I think a contracted forward TCE of 22231 USD/DAY for 92% of 2026 is a bit concerning. Until I see their guidance for 2026, I think it's fair that the shorts are still after MPC for a bit longer. And yes, it's an unpopular opinion. but my opinion. No buy/sell recommendation from here. but for debate and others' viewpoints - Good evening.
- ·3 t sitten · MuokattuWell folks, the dust has probably settled after today's report day. And what a day it was. First, I want to say a few words to many of you. It's incredibly nice to receive all the praise I've gotten today for my writing/post. It almost brings a tear to my eye. I try to press "likes" on everyone who praises me, as a thank you. It's possible I miss some, I can't manage everything either. And from my perspective, it's very motivating to write more. I'll admit there have been days when I've been tired, and have asked myself why am I doing this.?? The answer comes quickly, I actually like to help others analyze / make good own choices / and become a good investor who gets to feel that wonderful feeling of having analyzed and made a correct choice. Succeeding as an investor is a great feeling, and I absolutely wish everyone to experience it. And then one more small thing, I'll admit that I get extra happy when someone perhaps has made their first plan....Then I chuckle a bit to myself, and smile. But now we'll get cracking with what the short sellers did yesterday (Wednesday). Even though this will be peanuts compared to what the Financial Supervisory Authority's list will show about what has happened today...when it comes out around 15.25 tomorrow. It will be, to say the least, exciting reading. But yesterday the short sellers increased their positions from 4.11 % up to 4.17 % = 0.06%. Or from 18.33 mill shares up to 18.61 mill shares. An increase of approx. 282,000 shares.. And this time it was big wolf Marshall W who increased his position from 1.44% up to 1.50% =0.06%. Or from 6.39 mill up to 6.67 mill shares, an increase of approx. 282,000 shares. Then the new list will be like this... Marshall W. 1.50% 6.67 mill shares NUMERIC. 0.90% 4.01 mill ACTUS. 0.59% 2.71 mill Voleon. 0.59% 2.64 mill Citadel A. 0.57% 2.57 mill Total. 4.17% 18.61 mill. And then a small piece of advice/tip for everyone rushing to see what the Financial Supervisory Authority's list for short positions over 0.5% shows in changes. Then you must remember that when an actor's position goes UNDER 0.5% so the Financial Supervisory Authority's list will show NULL shares even though the short seller still has 2 million shares shorted. That can easily happen with the 3 smallest short sellers on the list. What I'm talking about now, I've actually shown for a while, after surely 100 hours of "digging" on the subject. But I didn't want to write it yet, to avoid all unnecessary discussion. But see it in print once first so I could refer to where I saw it... The answer is on pages x12 and 13 in MPCC's presentation about today's report. Everyone has probably read the headlines about all newbuilding in container ships. Did you get that, Jørgen??? If we look at the feeder class that is relevant for us, the order book is 10-13 percent up to 6000TEU. And we constantly hear about the entry of newbuilding contracts, also in the feeder class. Over 800 boats are over 20 years old. I could have come up with a number for how many are over 25 years, but there I will probably dig for 50 more hours and then it MIGHT come.... It says on page 13 in the presentation that the order book for newbuilding in the feeder segment is NOT enough to replace the old ships that will soon become scrap metal. And then comes the conclusion of my 100 hours of digging... My numbers say the same, good that someone agrees (finally). What do you mean, Jørgen Lian ??? Do you get the same answer ?? Or what did you mean by the 30% percent you pulled out from a Gothic year. Have a splendid evening everyone. Now I'm ready for red wine glass number 2. And please accept typos, you unfortunately have to.
- ·6 t sitten · MuokattuSo folks, let's get on with today's update of the New Contex index for the feeder class of container ships. And the headline will be: The index continues to drift downwards. The index fell from 1493 points down to 1489 points = 4 points. This gives a rate of fall of 4 points ÷ 2 days = 2 points per day. The index has risen from 536 points on 3-1-2024 up to today's 1489 points = 953 points or 177,8%. The year 2025's increase is from 1398 points up to today's 1489 points = 91 points. This gives a rate of increase for 2025 of 91 points ÷ 327 days = 0,28 points per day. Then we take the rate of fall for the "downturn" which began 9-11-25 at 1551 points. The fall is 1551 points - 1489 points = 62 points The rate of fall becomes 62 p ÷ 77 days = 0,80 points per day. To put these 0,80 points into perspective. The index must fall by 1489 points - 1398 points = 91 points for us to end the year where we started the year at 1398 points. Then the index must fall by 91 points ÷ 33 days = 2,76 points every single day for the rest of the year. Everyone hopefully understands that this is not going to happen. So we know that we will end the year 2025 with an annual increase. At great rates. 2 classes showed unchanged 2 classes showed an increase 10 classes showed a decrease. Have a wonderful afternoon/evening everyone.. And soon an update will come on what the "shorter gang" did yesterday (Wednesday). And what they did will probably surprise, is my tip.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
4 635
Myynti
Määrä
1 300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 216 | - | - | ||
| 1 000 | - | - | ||
| 20 461 | - | - | ||
| 518 | - | - | ||
| 3 000 | - | - |
Ylin
18,565VWAP
Alin
17,145VaihtoMäärä
180,3 10 004 203
VWAP
Ylin
18,565Alin
17,145VaihtoMäärä
180,3 10 004 203
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 27.11. Tänään |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2025 Q1-osavuosiraportti | 22.5. | |
| 2024 Yhtiökokous | 8.5. | |
| 2024 Q4-osavuosiraportti | 25.2. | |
| 2024 Q3-osavuosiraportti | 26.11.2024 |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
UUTTA
Tänään‧50 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 27.11. Tänään |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2025 Q1-osavuosiraportti | 22.5. | |
| 2024 Yhtiökokous | 8.5. | |
| 2024 Q4-osavuosiraportti | 25.2. | |
| 2024 Q3-osavuosiraportti | 26.11.2024 |
Datan lähde: Millistream, Quartr
0,4946 NOK/osake
Viimeisin osinko
19,97 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenWhat a fantastic day on the stock exchange! And good mood here on the site. For Q3, all "important" financial figures; Revenue, EBITDA, EBIT, EBIT-margin, EPS and net profit were worse than they were in Q1 and Q2. Their new guidance shows they expect revenue of 109-119 mUSD in Q4 and EBITDA of 61-71 mUSD in Q4. So less than for Q3. But anything can have happened by then. Something I wrote about around Q2-ish. That one could expect a decline in H2. Something I notice is 'contracted forward TCE (USD/DAY)' on page 16 in their slides, which shows a significant drop in the average price for 2027. Gone from 26455 which was shown in Q2 slides on page 16, to now 22410. Something I'm a bit bummed about, as 2026 can be interpreted as worse rates compared to 2025. And I had hoped 2027 would be good. The only good thing I saw was the Forward charter backlog which has been raised to 1.6 bnUSD from 1.2. Lifted by newbuilds which, from what I've seen, slowly start to arrive after Q2/Q3 2026 and into H1 2028. But in the long term, it should hopefully lift the dividend. YTD 2025, 43.13% of operating cash flow (OFC) is given as dividend. And the OFC itself still looks reasonable at Q3. It stated under the market section that MPC estimates growth in the container market of 3.1% for 2026. So fingers crossed that when the 14 ships (16 incl. 2 newbuilds) on page 28 in the slides get new contracts from late May-November, they would be able to get some good prices. Which are above 22319 USD/day, which is the average for the 14 at Q3. I'm taking a chance and coming with a mathematical/estimated estimate for a share price around March-May 2026. Estimated net profit for 2025 of 249.4 (historically for the last three years, 73.38% of EBITDA has become net profit). So I have an Estimated EPS of 5.62. Right now P/E is 2.70. I have calculated a forward P/E of 3.13 = share price 17.59. - funny enough today's closing price. With backlog lifted 400 mUSD in EBITDA stretched to 2028. I add 125 mUSD to 2026, 2027, and 2028 in EBITDA. For now, on top of this year's guidance, an estimated EPS of 7.71. Funds and investors are buying into the future. And I hope I'm right. But that could give an estimated share price of 24.46 kr. So we say in the 23-25 range. BUT it strongly depends on what they themselves guide for 2026. I think a contracted forward TCE of 22231 USD/DAY for 92% of 2026 is a bit concerning. Until I see their guidance for 2026, I think it's fair that the shorts are still after MPC for a bit longer. And yes, it's an unpopular opinion. but my opinion. No buy/sell recommendation from here. but for debate and others' viewpoints - Good evening.
- ·3 t sitten · MuokattuWell folks, the dust has probably settled after today's report day. And what a day it was. First, I want to say a few words to many of you. It's incredibly nice to receive all the praise I've gotten today for my writing/post. It almost brings a tear to my eye. I try to press "likes" on everyone who praises me, as a thank you. It's possible I miss some, I can't manage everything either. And from my perspective, it's very motivating to write more. I'll admit there have been days when I've been tired, and have asked myself why am I doing this.?? The answer comes quickly, I actually like to help others analyze / make good own choices / and become a good investor who gets to feel that wonderful feeling of having analyzed and made a correct choice. Succeeding as an investor is a great feeling, and I absolutely wish everyone to experience it. And then one more small thing, I'll admit that I get extra happy when someone perhaps has made their first plan....Then I chuckle a bit to myself, and smile. But now we'll get cracking with what the short sellers did yesterday (Wednesday). Even though this will be peanuts compared to what the Financial Supervisory Authority's list will show about what has happened today...when it comes out around 15.25 tomorrow. It will be, to say the least, exciting reading. But yesterday the short sellers increased their positions from 4.11 % up to 4.17 % = 0.06%. Or from 18.33 mill shares up to 18.61 mill shares. An increase of approx. 282,000 shares.. And this time it was big wolf Marshall W who increased his position from 1.44% up to 1.50% =0.06%. Or from 6.39 mill up to 6.67 mill shares, an increase of approx. 282,000 shares. Then the new list will be like this... Marshall W. 1.50% 6.67 mill shares NUMERIC. 0.90% 4.01 mill ACTUS. 0.59% 2.71 mill Voleon. 0.59% 2.64 mill Citadel A. 0.57% 2.57 mill Total. 4.17% 18.61 mill. And then a small piece of advice/tip for everyone rushing to see what the Financial Supervisory Authority's list for short positions over 0.5% shows in changes. Then you must remember that when an actor's position goes UNDER 0.5% so the Financial Supervisory Authority's list will show NULL shares even though the short seller still has 2 million shares shorted. That can easily happen with the 3 smallest short sellers on the list. What I'm talking about now, I've actually shown for a while, after surely 100 hours of "digging" on the subject. But I didn't want to write it yet, to avoid all unnecessary discussion. But see it in print once first so I could refer to where I saw it... The answer is on pages x12 and 13 in MPCC's presentation about today's report. Everyone has probably read the headlines about all newbuilding in container ships. Did you get that, Jørgen??? If we look at the feeder class that is relevant for us, the order book is 10-13 percent up to 6000TEU. And we constantly hear about the entry of newbuilding contracts, also in the feeder class. Over 800 boats are over 20 years old. I could have come up with a number for how many are over 25 years, but there I will probably dig for 50 more hours and then it MIGHT come.... It says on page 13 in the presentation that the order book for newbuilding in the feeder segment is NOT enough to replace the old ships that will soon become scrap metal. And then comes the conclusion of my 100 hours of digging... My numbers say the same, good that someone agrees (finally). What do you mean, Jørgen Lian ??? Do you get the same answer ?? Or what did you mean by the 30% percent you pulled out from a Gothic year. Have a splendid evening everyone. Now I'm ready for red wine glass number 2. And please accept typos, you unfortunately have to.
- ·6 t sitten · MuokattuSo folks, let's get on with today's update of the New Contex index for the feeder class of container ships. And the headline will be: The index continues to drift downwards. The index fell from 1493 points down to 1489 points = 4 points. This gives a rate of fall of 4 points ÷ 2 days = 2 points per day. The index has risen from 536 points on 3-1-2024 up to today's 1489 points = 953 points or 177,8%. The year 2025's increase is from 1398 points up to today's 1489 points = 91 points. This gives a rate of increase for 2025 of 91 points ÷ 327 days = 0,28 points per day. Then we take the rate of fall for the "downturn" which began 9-11-25 at 1551 points. The fall is 1551 points - 1489 points = 62 points The rate of fall becomes 62 p ÷ 77 days = 0,80 points per day. To put these 0,80 points into perspective. The index must fall by 1489 points - 1398 points = 91 points for us to end the year where we started the year at 1398 points. Then the index must fall by 91 points ÷ 33 days = 2,76 points every single day for the rest of the year. Everyone hopefully understands that this is not going to happen. So we know that we will end the year 2025 with an annual increase. At great rates. 2 classes showed unchanged 2 classes showed an increase 10 classes showed a decrease. Have a wonderful afternoon/evening everyone.. And soon an update will come on what the "shorter gang" did yesterday (Wednesday). And what they did will probably surprise, is my tip.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
4 635
Myynti
Määrä
1 300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 216 | - | - | ||
| 1 000 | - | - | ||
| 20 461 | - | - | ||
| 518 | - | - | ||
| 3 000 | - | - |
Ylin
18,565VWAP
Alin
17,145VaihtoMäärä
180,3 10 004 203
VWAP
Ylin
18,565Alin
17,145VaihtoMäärä
180,3 10 004 203
Välittäjätilasto
Dataa ei löytynyt