2026 Q2 - tulosraportti
43 päivää sitten
‧30 min
0,3768 NOK/osake
Viimeisin osinko
6,08%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 232 | - | - | ||
| 1 196 | - | - | ||
| 88 | - | - | ||
| 186 | - | - | ||
| 1 674 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 27.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 27.11.2025 | ||
2025 Q2 - tulosraportti 26.8.2025 |
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
·1 t sittenHmmm, news from Mpcc, Management wants an authorization from the general meeting to raise loans that can be converted into new shares. This gives mpcc the flexibility to raise capital via the debt market/investors rather than a traditional share issue, with a built-in option for lenders to convert the debt into equity later. At the same time, management wants to renew 2 mandates to issue pure, new shares, should the need arise. Mpcc gets an improved preparedness to "quickly" be able to attract capital if market opportunities arise (e.g. acquisition of existing ships, fleet renewal/orders for new ships, etc.), without having to call extraordinary general meetings in a hurry with all the turmoil that can cause. Judge for yourself! Is that positive or negative? Well, that depends on how you look at it overall. Positive: Mpcc is ready to act quickly/quicker than if they had to go through a classic issuance process Dilution of existing shareholders max 10%....? Judge for yourself!(I have learned to live with share issues and dilutions)(others cannot stomach it) Negative: The aforementioned dilution of existing shareholders Some will see the exercise as an indication that the capital structure is under a kind of pressure. That is an assessment which clearly depends on the eye of the beholder, so consider for yourself what is financial discipline and what is crisis-related? For me, this exercise is a non-event, overall. I am waiting for what is in the next financial report anyway, regarding all other conditions, which also have great significance. I run quarter to quarter. NB: This is naturally neither buy nor sell advice. NNB: am long in the stock and buying continuously.
Well, it may well be that it is a non event in the long run, but my experience with share issues is that they are rarely in my favor.
·2 t sittenGood morning, Attaching a screenshot from 8.10.25. Back then I was deeply in the red with great doubt. Had to make a desperate post and light the New Contex lamp for advice, here I got comfort, calm and a bigger perspective on what was actually going on around the stock and the macro picture. Today, one year later I am sitting with 65% in return💚 So a big thanks to New Contex for taking the time to answer back then, that post meant much more than you might realize, to me and to many others in here.
·4 t sittenHenta frå e24: MPC Container Ships ber om lånefullmakt Rederiet MPC Container Ships ber aksjonærene om fullmakt til å ta opp lån på inntil to milliarder kroner som kan gjøres om til aksjer. Forslaget skal behandles på en ekstraordinær generalforsamling 29. oktober, opplyser selskapet. Styret vil også fornye fullmakten til å utstede nye aksjer. Brukes begge fullmaktene, kan aksjekapitalen samlet øke med inntil ti prosent. Fornyelsen kommer etter at styret har brukt deler av den forrige fullmakten.
Yes, but the point for the shareholders is EPS. The company is proactive and I assume they are positioning themselves for possible acquisitions of new vessels. They have a history of doing this in combination with long-term shipping contracts. If they trade with equity instead of debt, it will reduce interest costs etc. So if earnings per share increase more than the percentage dilution, this will be positive for the company and the shareholders. It can also accelerate an increase in the dividend. The uncertainty is of course linked to future rates and supply/demand. But this time they have only given the board authorization to trade if opportunities arise.- ·1 päivä sittenZIM's upward revision of the 2026 guidance on October 6, is in my assessment clearly positive for MPCC, but the effect is more indirect than direct. ZIM raised the EBITDA guidance from $2.0–2.4 billion to $2.7–3.0 billion, thus around 30% higher at the midpoint, and points to stronger demand and better freight rates. Why this is positive for MPCC 1. It confirms a strong container market ZIM is a liner, while MPCC is a tonnage provider. When ZIM experiences better rates and demand, the willingness of liners to pay to secure ships increases. It is precisely the charter rates MPCC profits from. 2. MPCC is particularly exposed to feeder/mid-size ships The interesting thing is that MPCC's segment actually appears to hold up better than the market for the largest ships. MPCC has itself pointed out that intra-regional trade and ships up to around 10,000 TEU can become structurally attractive. 3. MPCC already has a vast amount of 2026/27 locked in After Q2, MPCC had 99% of 2026, 85% of 2027 and 60% of 2028 covered by contracts. The backlog was $2.2 billion. This means that the ZIM news does not necessarily provide a big jump in MPCC's earnings now. It is more important for what happens when MPCC is to renew contracts going forward. What I find most interesting MPCC itself upwardly revised the guidance in June 2026 to: Revenue: $460–470 million. EBITDA: $280–300 million. from respectively $450–460 million and $260–280 million. And Arctic has later estimated 2027 EBITDA at $322.9 million, around 40% above consensus. So if ZIM's upward revision turns out to be a signal that the charter market for smaller/mid-size container ships is also holding up stronger than expected, it could be significantly more important for MPCC than the 2026 guidance itself implies.
·1 päivä sitten · MuokattuHello everyone . Since I am off today, we hit it off with an update of the New Contex index for the feeder class of container ships right away. And the headline can be. New Contex index continues the upward trend and sets its 50th YEAR RECORD... The index increased from 1651 points up to 1653 points.=2 points. This gives a growth rate since the last update of 2 points / 5 days = 0.4 points per day. Then 2026's rise from 1485 points up to today's 1653 points = 168 points or 11.31%. This gives a growth rate in 2026 of 168 points / 270 days = 0.62 points per day. Then the index has risen from 536 points up to today's 1653 points = 1117 points or 208.3%. 11 classes showed an increase 5 classes showed a decrease. So more pleasant updates might come? Rate picture looks mildly speaking brilliant is my thought. But there is something that is starting to worry me a bit for the future/rates. (Sometime out there in time.). It is probably approx. 2 years back in time we talked about that the shipping analysts could not separate the order book for newbuilds between the feeder and liner classes. And that the order book was much smaller for the feeders than the liners. There is still a big difference between the order books between these 2 classes. But as I have said the last year, newbuilds are being ordered also in the feeder class by shipowners with both hands....Week after week .. Latest out now is Contship Logistics which has ordered 10 ships plus has options for 10+10 more . That is 30 new ships in the feeder class if the options are used. Including the 10 boats Contship has ordered, there were 10 more feeder ships that were ordered last week.Total 20 newbuilds..in one week. Grotesque numbers..... And as most know, I keep a list of feeder boats sold for scrapping, it is months since last time that happened. As I have said before, with these great rates it is extremely difficult for shipowners to sell these paid-off money printing machines for scrapping. Almost naturally one might say. Then I can take a small repetition on the "scrap list for feeder container ships in 2026. There are 17 ships and total amount of cargo capacity removed from the market is approx. 48,494 TEU. Possible that I am wrong , but it is starting to look like the usual mistake from shipowners is repeating itself. Everyone jumps on and orders new ships, with the consequence that the market/rates get a blow. Time will show ,but I do not like what I see week after week. Have a great afternoon/evening everyone alike.
As fewer ships are scrapped, won't a "buffer" of "wrecks" simultaneously build up that will be removed from the market as soon as rates begin to drop significantly? Which in turn will counteract some of the drop in rates. Difficult to talk about normalized numbers given covid etc., but is anyone familiar with average scraping per year and how much the accumulated deviation from the average has been over the past two years?
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
43 päivää sitten
‧30 min
0,3768 NOK/osake
Viimeisin osinko
6,08%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
- ·1 t sittenHmmm, news from Mpcc, Management wants an authorization from the general meeting to raise loans that can be converted into new shares. This gives mpcc the flexibility to raise capital via the debt market/investors rather than a traditional share issue, with a built-in option for lenders to convert the debt into equity later. At the same time, management wants to renew 2 mandates to issue pure, new shares, should the need arise. Mpcc gets an improved preparedness to "quickly" be able to attract capital if market opportunities arise (e.g. acquisition of existing ships, fleet renewal/orders for new ships, etc.), without having to call extraordinary general meetings in a hurry with all the turmoil that can cause. Judge for yourself! Is that positive or negative? Well, that depends on how you look at it overall. Positive: Mpcc is ready to act quickly/quicker than if they had to go through a classic issuance process Dilution of existing shareholders max 10%....? Judge for yourself!(I have learned to live with share issues and dilutions)(others cannot stomach it) Negative: The aforementioned dilution of existing shareholders Some will see the exercise as an indication that the capital structure is under a kind of pressure. That is an assessment which clearly depends on the eye of the beholder, so consider for yourself what is financial discipline and what is crisis-related? For me, this exercise is a non-event, overall. I am waiting for what is in the next financial report anyway, regarding all other conditions, which also have great significance. I run quarter to quarter. NB: This is naturally neither buy nor sell advice. NNB: am long in the stock and buying continuously.Well, it may well be that it is a non event in the long run, but my experience with share issues is that they are rarely in my favor.
- ·2 t sittenGood morning, Attaching a screenshot from 8.10.25. Back then I was deeply in the red with great doubt. Had to make a desperate post and light the New Contex lamp for advice, here I got comfort, calm and a bigger perspective on what was actually going on around the stock and the macro picture. Today, one year later I am sitting with 65% in return💚 So a big thanks to New Contex for taking the time to answer back then, that post meant much more than you might realize, to me and to many others in here.
- ·4 t sittenHenta frå e24: MPC Container Ships ber om lånefullmakt Rederiet MPC Container Ships ber aksjonærene om fullmakt til å ta opp lån på inntil to milliarder kroner som kan gjøres om til aksjer. Forslaget skal behandles på en ekstraordinær generalforsamling 29. oktober, opplyser selskapet. Styret vil også fornye fullmakten til å utstede nye aksjer. Brukes begge fullmaktene, kan aksjekapitalen samlet øke med inntil ti prosent. Fornyelsen kommer etter at styret har brukt deler av den forrige fullmakten.Yes, but the point for the shareholders is EPS. The company is proactive and I assume they are positioning themselves for possible acquisitions of new vessels. They have a history of doing this in combination with long-term shipping contracts. If they trade with equity instead of debt, it will reduce interest costs etc. So if earnings per share increase more than the percentage dilution, this will be positive for the company and the shareholders. It can also accelerate an increase in the dividend. The uncertainty is of course linked to future rates and supply/demand. But this time they have only given the board authorization to trade if opportunities arise.
- ·1 päivä sittenZIM's upward revision of the 2026 guidance on October 6, is in my assessment clearly positive for MPCC, but the effect is more indirect than direct. ZIM raised the EBITDA guidance from $2.0–2.4 billion to $2.7–3.0 billion, thus around 30% higher at the midpoint, and points to stronger demand and better freight rates. Why this is positive for MPCC 1. It confirms a strong container market ZIM is a liner, while MPCC is a tonnage provider. When ZIM experiences better rates and demand, the willingness of liners to pay to secure ships increases. It is precisely the charter rates MPCC profits from. 2. MPCC is particularly exposed to feeder/mid-size ships The interesting thing is that MPCC's segment actually appears to hold up better than the market for the largest ships. MPCC has itself pointed out that intra-regional trade and ships up to around 10,000 TEU can become structurally attractive. 3. MPCC already has a vast amount of 2026/27 locked in After Q2, MPCC had 99% of 2026, 85% of 2027 and 60% of 2028 covered by contracts. The backlog was $2.2 billion. This means that the ZIM news does not necessarily provide a big jump in MPCC's earnings now. It is more important for what happens when MPCC is to renew contracts going forward. What I find most interesting MPCC itself upwardly revised the guidance in June 2026 to: Revenue: $460–470 million. EBITDA: $280–300 million. from respectively $450–460 million and $260–280 million. And Arctic has later estimated 2027 EBITDA at $322.9 million, around 40% above consensus. So if ZIM's upward revision turns out to be a signal that the charter market for smaller/mid-size container ships is also holding up stronger than expected, it could be significantly more important for MPCC than the 2026 guidance itself implies.
- ·1 päivä sitten · MuokattuHello everyone . Since I am off today, we hit it off with an update of the New Contex index for the feeder class of container ships right away. And the headline can be. New Contex index continues the upward trend and sets its 50th YEAR RECORD... The index increased from 1651 points up to 1653 points.=2 points. This gives a growth rate since the last update of 2 points / 5 days = 0.4 points per day. Then 2026's rise from 1485 points up to today's 1653 points = 168 points or 11.31%. This gives a growth rate in 2026 of 168 points / 270 days = 0.62 points per day. Then the index has risen from 536 points up to today's 1653 points = 1117 points or 208.3%. 11 classes showed an increase 5 classes showed a decrease. So more pleasant updates might come? Rate picture looks mildly speaking brilliant is my thought. But there is something that is starting to worry me a bit for the future/rates. (Sometime out there in time.). It is probably approx. 2 years back in time we talked about that the shipping analysts could not separate the order book for newbuilds between the feeder and liner classes. And that the order book was much smaller for the feeders than the liners. There is still a big difference between the order books between these 2 classes. But as I have said the last year, newbuilds are being ordered also in the feeder class by shipowners with both hands....Week after week .. Latest out now is Contship Logistics which has ordered 10 ships plus has options for 10+10 more . That is 30 new ships in the feeder class if the options are used. Including the 10 boats Contship has ordered, there were 10 more feeder ships that were ordered last week.Total 20 newbuilds..in one week. Grotesque numbers..... And as most know, I keep a list of feeder boats sold for scrapping, it is months since last time that happened. As I have said before, with these great rates it is extremely difficult for shipowners to sell these paid-off money printing machines for scrapping. Almost naturally one might say. Then I can take a small repetition on the "scrap list for feeder container ships in 2026. There are 17 ships and total amount of cargo capacity removed from the market is approx. 48,494 TEU. Possible that I am wrong , but it is starting to look like the usual mistake from shipowners is repeating itself. Everyone jumps on and orders new ships, with the consequence that the market/rates get a blow. Time will show ,but I do not like what I see week after week. Have a great afternoon/evening everyone alike.As fewer ships are scrapped, won't a "buffer" of "wrecks" simultaneously build up that will be removed from the market as soon as rates begin to drop significantly? Which in turn will counteract some of the drop in rates. Difficult to talk about normalized numbers given covid etc., but is anyone familiar with average scraping per year and how much the accumulated deviation from the average has been over the past two years?
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 |
|---|---|---|---|---|
| 1 232 | - | - | ||
| 1 196 | - | - | ||
| 88 | - | - | ||
| 186 | - | - | ||
| 1 674 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 27.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 27.11.2025 | ||
2025 Q2 - tulosraportti 26.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
43 päivää sitten
‧30 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 27.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 27.11.2025 | ||
2025 Q2 - tulosraportti 26.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,3768 NOK/osake
Viimeisin osinko
6,08%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sittenHmmm, news from Mpcc, Management wants an authorization from the general meeting to raise loans that can be converted into new shares. This gives mpcc the flexibility to raise capital via the debt market/investors rather than a traditional share issue, with a built-in option for lenders to convert the debt into equity later. At the same time, management wants to renew 2 mandates to issue pure, new shares, should the need arise. Mpcc gets an improved preparedness to "quickly" be able to attract capital if market opportunities arise (e.g. acquisition of existing ships, fleet renewal/orders for new ships, etc.), without having to call extraordinary general meetings in a hurry with all the turmoil that can cause. Judge for yourself! Is that positive or negative? Well, that depends on how you look at it overall. Positive: Mpcc is ready to act quickly/quicker than if they had to go through a classic issuance process Dilution of existing shareholders max 10%....? Judge for yourself!(I have learned to live with share issues and dilutions)(others cannot stomach it) Negative: The aforementioned dilution of existing shareholders Some will see the exercise as an indication that the capital structure is under a kind of pressure. That is an assessment which clearly depends on the eye of the beholder, so consider for yourself what is financial discipline and what is crisis-related? For me, this exercise is a non-event, overall. I am waiting for what is in the next financial report anyway, regarding all other conditions, which also have great significance. I run quarter to quarter. NB: This is naturally neither buy nor sell advice. NNB: am long in the stock and buying continuously.Well, it may well be that it is a non event in the long run, but my experience with share issues is that they are rarely in my favor.
- ·2 t sittenGood morning, Attaching a screenshot from 8.10.25. Back then I was deeply in the red with great doubt. Had to make a desperate post and light the New Contex lamp for advice, here I got comfort, calm and a bigger perspective on what was actually going on around the stock and the macro picture. Today, one year later I am sitting with 65% in return💚 So a big thanks to New Contex for taking the time to answer back then, that post meant much more than you might realize, to me and to many others in here.
- ·4 t sittenHenta frå e24: MPC Container Ships ber om lånefullmakt Rederiet MPC Container Ships ber aksjonærene om fullmakt til å ta opp lån på inntil to milliarder kroner som kan gjøres om til aksjer. Forslaget skal behandles på en ekstraordinær generalforsamling 29. oktober, opplyser selskapet. Styret vil også fornye fullmakten til å utstede nye aksjer. Brukes begge fullmaktene, kan aksjekapitalen samlet øke med inntil ti prosent. Fornyelsen kommer etter at styret har brukt deler av den forrige fullmakten.Yes, but the point for the shareholders is EPS. The company is proactive and I assume they are positioning themselves for possible acquisitions of new vessels. They have a history of doing this in combination with long-term shipping contracts. If they trade with equity instead of debt, it will reduce interest costs etc. So if earnings per share increase more than the percentage dilution, this will be positive for the company and the shareholders. It can also accelerate an increase in the dividend. The uncertainty is of course linked to future rates and supply/demand. But this time they have only given the board authorization to trade if opportunities arise.
- ·1 päivä sittenZIM's upward revision of the 2026 guidance on October 6, is in my assessment clearly positive for MPCC, but the effect is more indirect than direct. ZIM raised the EBITDA guidance from $2.0–2.4 billion to $2.7–3.0 billion, thus around 30% higher at the midpoint, and points to stronger demand and better freight rates. Why this is positive for MPCC 1. It confirms a strong container market ZIM is a liner, while MPCC is a tonnage provider. When ZIM experiences better rates and demand, the willingness of liners to pay to secure ships increases. It is precisely the charter rates MPCC profits from. 2. MPCC is particularly exposed to feeder/mid-size ships The interesting thing is that MPCC's segment actually appears to hold up better than the market for the largest ships. MPCC has itself pointed out that intra-regional trade and ships up to around 10,000 TEU can become structurally attractive. 3. MPCC already has a vast amount of 2026/27 locked in After Q2, MPCC had 99% of 2026, 85% of 2027 and 60% of 2028 covered by contracts. The backlog was $2.2 billion. This means that the ZIM news does not necessarily provide a big jump in MPCC's earnings now. It is more important for what happens when MPCC is to renew contracts going forward. What I find most interesting MPCC itself upwardly revised the guidance in June 2026 to: Revenue: $460–470 million. EBITDA: $280–300 million. from respectively $450–460 million and $260–280 million. And Arctic has later estimated 2027 EBITDA at $322.9 million, around 40% above consensus. So if ZIM's upward revision turns out to be a signal that the charter market for smaller/mid-size container ships is also holding up stronger than expected, it could be significantly more important for MPCC than the 2026 guidance itself implies.
- ·1 päivä sitten · MuokattuHello everyone . Since I am off today, we hit it off with an update of the New Contex index for the feeder class of container ships right away. And the headline can be. New Contex index continues the upward trend and sets its 50th YEAR RECORD... The index increased from 1651 points up to 1653 points.=2 points. This gives a growth rate since the last update of 2 points / 5 days = 0.4 points per day. Then 2026's rise from 1485 points up to today's 1653 points = 168 points or 11.31%. This gives a growth rate in 2026 of 168 points / 270 days = 0.62 points per day. Then the index has risen from 536 points up to today's 1653 points = 1117 points or 208.3%. 11 classes showed an increase 5 classes showed a decrease. So more pleasant updates might come? Rate picture looks mildly speaking brilliant is my thought. But there is something that is starting to worry me a bit for the future/rates. (Sometime out there in time.). It is probably approx. 2 years back in time we talked about that the shipping analysts could not separate the order book for newbuilds between the feeder and liner classes. And that the order book was much smaller for the feeders than the liners. There is still a big difference between the order books between these 2 classes. But as I have said the last year, newbuilds are being ordered also in the feeder class by shipowners with both hands....Week after week .. Latest out now is Contship Logistics which has ordered 10 ships plus has options for 10+10 more . That is 30 new ships in the feeder class if the options are used. Including the 10 boats Contship has ordered, there were 10 more feeder ships that were ordered last week.Total 20 newbuilds..in one week. Grotesque numbers..... And as most know, I keep a list of feeder boats sold for scrapping, it is months since last time that happened. As I have said before, with these great rates it is extremely difficult for shipowners to sell these paid-off money printing machines for scrapping. Almost naturally one might say. Then I can take a small repetition on the "scrap list for feeder container ships in 2026. There are 17 ships and total amount of cargo capacity removed from the market is approx. 48,494 TEU. Possible that I am wrong , but it is starting to look like the usual mistake from shipowners is repeating itself. Everyone jumps on and orders new ships, with the consequence that the market/rates get a blow. Time will show ,but I do not like what I see week after week. Have a great afternoon/evening everyone alike.As fewer ships are scrapped, won't a "buffer" of "wrecks" simultaneously build up that will be removed from the market as soon as rates begin to drop significantly? Which in turn will counteract some of the drop in rates. Difficult to talk about normalized numbers given covid etc., but is anyone familiar with average scraping per year and how much the accumulated deviation from the average has been over the past two years?
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 |
|---|---|---|---|---|
| 1 232 | - | - | ||
| 1 196 | - | - | ||
| 88 | - | - | ||
| 186 | - | - | ||
| 1 674 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt