2026 Q1 -tulosraportti
30 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
9,11%Tuotto/v
Tarjoustasot
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenAspects regarding future price range for MPCC. Disclaimer: I am long in the stock myself. This post is solely from my point of view with the usual caveats for errors, omissions, and inaccuracies etc. Always do your own research and judge for yourself! MPCC: Before: a pure rate-play with high earnings and large dividends. Now: a renewal-play with focus on large investments in new ships Future: expectedly a cash flow-play on the other side of the newbuilding program? Assumptions, among others: 1. That the global freight market does not collapse in the future! 2. That the newbuilding program roughly stays within the framework we know today! (now plus 4 new used ships) (effects of selling the 2 old ships are excluded) 3. Interest/debt and depreciation issues are excluded! The payment profile for the new ships (17) looks approximately like this in simplified form: Capex = newbuilding program (in this context) 2026: approx. 150 mio. $ (due continuously in 2026) After 2026: approx. 650 mio. $ (due continuously in coming years) New debt will arise, but new ships with contract earnings will also come, which so far are well above operating costs (opex). Otherwise, MPCC has secured a fully guaranteed/senior secured loan of 375 mio. $ with a maturity of 10 years to finance 10 out of their 16 newbuildings. So even though debt is rising, the financing of the newbuilding program is now within quite firm and conservative frameworks, from my perspective. This ensures that MPCC maintains a "large/larger" cash reserve and minimizes the risk that capex "eats up" the entire dividend potential in 2026/2027. MPCC's revenue backlog has also now been raised to 2.2 mia. $. If I am to assess MPCC's price potential from this viewpoint, as seen today and for the coming years (towards 2029 and beyond), a simple method, I think, is to look at free cash flow (FCF) and the direct yield now and later (estimate). There are, of course, other ways to evaluate a stock, so consider for yourself if you find my estimates and my method reasonable! Status today: share price: plus/minus 25 NOK, number of shares: approx. 444 mio. (rounded up) Exchange rate (USD/NOK): 10 (rounded up for convenience) ---- Scenario 1: status 2026 (High capex) EBITDA: 290 mio. $ used (MPCC's new full-year estimate 280-300 mio. $) (yesterday) Capex: primarily newbuilding - minus approx. 150 mio. $ (est. approx. 152 mio.$ according to 2025 report) Free cash flow 140 mio. $ Free cash flow in NOK: 1,400 mio. NOK / 444 mio. shares FCF per share: 3.15 NOK FCF yield (at price 25): 12.6% ---- I am making a new assumption (everything is naturally speculative and estimated, as I can know nothing about the future! NB: MPCC will continuously have a significantly higher debt burden than today. Even if operations (EBITDA) were to rise/fall, interest/amortization must be paid continuously. The real FCF will therefore be lower than the 275 mio. $, which I arrive at in the example below. It is not always possible to calculate in absolute terms in shipping. ---- Scenario 2: Future potential (Lower capex) EBITDA: 315 mio. $ (assumed increase) (NB: CAN ALSO FALL!) Capex: pure maintenance - minus 40 mio. $ (assumed level - judge for yourself) Free cash flow 275 mio. $ Free cash flow in NOK: 2,750 mio. NOK / 444 mio. shares FCF per share: 6.20 NOK FCF yield (at price 25): 24.8% Normally, MPCC pays dividends based on their adjusted EPS, but here, for convenience, I assume that free cash flow can be used as a proxy/indicator. The logic is that the two figures are expected to converge over time, once the newbuilding program is completed and capex falls to a normalized level. However, it should be noted that MPCC's EPS can significantly deviate from my FCF yield assumptions in periods. For example, due to adjustments of ship values and depreciations and possibly extra debt repayment instead of dividends. But: Scenario 1 (2026): With an estimated dividend payout of 75% of FCF, this gives approx. 2.35 NOK per share. This corresponds to a real direct yield of approx. 9.5% - perhaps because the market factors in that a lot of money is currently being sent to shipyards, plus the uncertainties that may exist until operations are better known later? What do I know? Scenario 2 (Future): If FCF rises to an assumed 6.20 NOK per share, and one pays out e.g. 75% of FCF, this gives a dividend of 4.65 NOK per share. At a price of 25 NOK, this would correspond to approx. 18.6%. Something tells me that over time, the market will hardly ignore an effective yield of over approx. 18% (FCF yield). To regain a more normal yield level, I expect that the share price going forward and the yield must adjust, as a reaction to each other. What is a "fair" direct yield for a stock like MPCC? From my perspective, the primary catalyst is not only rising rates, but rather falling capex, opex aspects, and a "re-pricing" of cash flow in relation to the new long time charters and "predictable" operating earnings on an increasingly modern fleet. I will keep my shares based on these above logics. But as always, judge for yourself!
·1 t sittenHarpex at the same high record level, as last week. https://www.harperpetersen.com/container
·5 t sittenPays dividend, and rises. This stock. I like it.
·6 t sittenGood company, many and large orders, good dividend and skilled management, so I predict this one will rise well going forward.
·6 t sittenMPC Container Ships jumps four percent on the Oslo Stock Exchange Friday, following Arctic Securities upgrading its recommendation on the share. Read also Manager is super optimistic: Predicts stock boom The shipping stock, which for several years has been a favorite among small investors, is significantly up on the Oslo Stock Exchange this year – partly due to a strong market for feeder vessels. Since the turn of the year, the return including dividends is 54 percent. – Not over yet – The container story continues to defy what everyone thought was an inevitable return to the historical average, Arctic analyst Kristoffer Barth Skeie points out. – The order book is a concern, but the age profile and a lower order book for the smaller segments may indicate that it is not over yet, he writes in the analysis sent out Thursday evening. Arctic upgrades the recommendation on the MPCC share to "buy" from "hold" and raises the price target to 31 from 20 kroner. The brokerage firm has increased its estimates for container ship earnings next year, but expects a decline from current levels. For 2028, estimates are kept unchanged at a "historical average". logo Low center of gravity and 544 hp: – Fun for someone who likes to drive a car teaser-asset advertiser content | The brokerage firm's increased estimates provide a projection for gross operating profit (ebitda) of 322.9 million dollars next year. That is 40 percent above consensus, Barth Skeie points out. The analyst calculates that underlying values (NAV) are 31 kroner per share, and sets the price target at the same level. Friday morning, the share is traded for around 26 kroner on the Oslo Stock Exchange. – Attractively priced The shipping company announced Thursday morning the purchase of four containerships for 340 million dollars, and simultaneously adjusted its guidance for 2026 upwards. Revenues are now expected to land at 460–470 million dollars, up from previously 450–460 million dollars. ebitda is expected at 280–300 million dollars, up from 260–280 million dollars. In a note, Fearnley Securities points out that this is the second upward adjustment in a short time, after the shipping company also increased its guidance when the first-quarter report was presented at the end of May. – In our view, this is a positive update from MPCC, and we will soon return with revised estimates that reflect the latest chartering activity, as the guidance provides upside for the estimates, the Fearnley analysts state. – The MPCC share is attractively priced as the situation is now, with an implicit freight rate on the open days of around 11,000 dollars per day required to defend today's share price – which is approximately 25 percent lower than the long-term historical average. According to Bloomberg's overview, Fearnley has a buy recommendation with a price target of 27 kroner on the MPCC share. Among five brokerage firms, two have a buy recommendation, two have a hold recommendation, and one has a sell recommendation, shows above
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
30 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
9,11%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenAspects regarding future price range for MPCC. Disclaimer: I am long in the stock myself. This post is solely from my point of view with the usual caveats for errors, omissions, and inaccuracies etc. Always do your own research and judge for yourself! MPCC: Before: a pure rate-play with high earnings and large dividends. Now: a renewal-play with focus on large investments in new ships Future: expectedly a cash flow-play on the other side of the newbuilding program? Assumptions, among others: 1. That the global freight market does not collapse in the future! 2. That the newbuilding program roughly stays within the framework we know today! (now plus 4 new used ships) (effects of selling the 2 old ships are excluded) 3. Interest/debt and depreciation issues are excluded! The payment profile for the new ships (17) looks approximately like this in simplified form: Capex = newbuilding program (in this context) 2026: approx. 150 mio. $ (due continuously in 2026) After 2026: approx. 650 mio. $ (due continuously in coming years) New debt will arise, but new ships with contract earnings will also come, which so far are well above operating costs (opex). Otherwise, MPCC has secured a fully guaranteed/senior secured loan of 375 mio. $ with a maturity of 10 years to finance 10 out of their 16 newbuildings. So even though debt is rising, the financing of the newbuilding program is now within quite firm and conservative frameworks, from my perspective. This ensures that MPCC maintains a "large/larger" cash reserve and minimizes the risk that capex "eats up" the entire dividend potential in 2026/2027. MPCC's revenue backlog has also now been raised to 2.2 mia. $. If I am to assess MPCC's price potential from this viewpoint, as seen today and for the coming years (towards 2029 and beyond), a simple method, I think, is to look at free cash flow (FCF) and the direct yield now and later (estimate). There are, of course, other ways to evaluate a stock, so consider for yourself if you find my estimates and my method reasonable! Status today: share price: plus/minus 25 NOK, number of shares: approx. 444 mio. (rounded up) Exchange rate (USD/NOK): 10 (rounded up for convenience) ---- Scenario 1: status 2026 (High capex) EBITDA: 290 mio. $ used (MPCC's new full-year estimate 280-300 mio. $) (yesterday) Capex: primarily newbuilding - minus approx. 150 mio. $ (est. approx. 152 mio.$ according to 2025 report) Free cash flow 140 mio. $ Free cash flow in NOK: 1,400 mio. NOK / 444 mio. shares FCF per share: 3.15 NOK FCF yield (at price 25): 12.6% ---- I am making a new assumption (everything is naturally speculative and estimated, as I can know nothing about the future! NB: MPCC will continuously have a significantly higher debt burden than today. Even if operations (EBITDA) were to rise/fall, interest/amortization must be paid continuously. The real FCF will therefore be lower than the 275 mio. $, which I arrive at in the example below. It is not always possible to calculate in absolute terms in shipping. ---- Scenario 2: Future potential (Lower capex) EBITDA: 315 mio. $ (assumed increase) (NB: CAN ALSO FALL!) Capex: pure maintenance - minus 40 mio. $ (assumed level - judge for yourself) Free cash flow 275 mio. $ Free cash flow in NOK: 2,750 mio. NOK / 444 mio. shares FCF per share: 6.20 NOK FCF yield (at price 25): 24.8% Normally, MPCC pays dividends based on their adjusted EPS, but here, for convenience, I assume that free cash flow can be used as a proxy/indicator. The logic is that the two figures are expected to converge over time, once the newbuilding program is completed and capex falls to a normalized level. However, it should be noted that MPCC's EPS can significantly deviate from my FCF yield assumptions in periods. For example, due to adjustments of ship values and depreciations and possibly extra debt repayment instead of dividends. But: Scenario 1 (2026): With an estimated dividend payout of 75% of FCF, this gives approx. 2.35 NOK per share. This corresponds to a real direct yield of approx. 9.5% - perhaps because the market factors in that a lot of money is currently being sent to shipyards, plus the uncertainties that may exist until operations are better known later? What do I know? Scenario 2 (Future): If FCF rises to an assumed 6.20 NOK per share, and one pays out e.g. 75% of FCF, this gives a dividend of 4.65 NOK per share. At a price of 25 NOK, this would correspond to approx. 18.6%. Something tells me that over time, the market will hardly ignore an effective yield of over approx. 18% (FCF yield). To regain a more normal yield level, I expect that the share price going forward and the yield must adjust, as a reaction to each other. What is a "fair" direct yield for a stock like MPCC? From my perspective, the primary catalyst is not only rising rates, but rather falling capex, opex aspects, and a "re-pricing" of cash flow in relation to the new long time charters and "predictable" operating earnings on an increasingly modern fleet. I will keep my shares based on these above logics. But as always, judge for yourself!
- ·1 t sittenHarpex at the same high record level, as last week. https://www.harperpetersen.com/container
- ·5 t sittenPays dividend, and rises. This stock. I like it.
- ·6 t sittenGood company, many and large orders, good dividend and skilled management, so I predict this one will rise well going forward.
- ·6 t sittenMPC Container Ships jumps four percent on the Oslo Stock Exchange Friday, following Arctic Securities upgrading its recommendation on the share. Read also Manager is super optimistic: Predicts stock boom The shipping stock, which for several years has been a favorite among small investors, is significantly up on the Oslo Stock Exchange this year – partly due to a strong market for feeder vessels. Since the turn of the year, the return including dividends is 54 percent. – Not over yet – The container story continues to defy what everyone thought was an inevitable return to the historical average, Arctic analyst Kristoffer Barth Skeie points out. – The order book is a concern, but the age profile and a lower order book for the smaller segments may indicate that it is not over yet, he writes in the analysis sent out Thursday evening. Arctic upgrades the recommendation on the MPCC share to "buy" from "hold" and raises the price target to 31 from 20 kroner. The brokerage firm has increased its estimates for container ship earnings next year, but expects a decline from current levels. For 2028, estimates are kept unchanged at a "historical average". logo Low center of gravity and 544 hp: – Fun for someone who likes to drive a car teaser-asset advertiser content | The brokerage firm's increased estimates provide a projection for gross operating profit (ebitda) of 322.9 million dollars next year. That is 40 percent above consensus, Barth Skeie points out. The analyst calculates that underlying values (NAV) are 31 kroner per share, and sets the price target at the same level. Friday morning, the share is traded for around 26 kroner on the Oslo Stock Exchange. – Attractively priced The shipping company announced Thursday morning the purchase of four containerships for 340 million dollars, and simultaneously adjusted its guidance for 2026 upwards. Revenues are now expected to land at 460–470 million dollars, up from previously 450–460 million dollars. ebitda is expected at 280–300 million dollars, up from 260–280 million dollars. In a note, Fearnley Securities points out that this is the second upward adjustment in a short time, after the shipping company also increased its guidance when the first-quarter report was presented at the end of May. – In our view, this is a positive update from MPCC, and we will soon return with revised estimates that reflect the latest chartering activity, as the guidance provides upside for the estimates, the Fearnley analysts state. – The MPCC share is attractively priced as the situation is now, with an implicit freight rate on the open days of around 11,000 dollars per day required to defend today's share price – which is approximately 25 percent lower than the long-term historical average. According to Bloomberg's overview, Fearnley has a buy recommendation with a price target of 27 kroner on the MPCC share. Among five brokerage firms, two have a buy recommendation, two have a hold recommendation, and one has a sell recommendation, shows above
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
2026 Q1 -tulosraportti
30 päivää sitten
‧46 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
0,3862 NOK/osake
Viimeisin osinko
9,11%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenAspects regarding future price range for MPCC. Disclaimer: I am long in the stock myself. This post is solely from my point of view with the usual caveats for errors, omissions, and inaccuracies etc. Always do your own research and judge for yourself! MPCC: Before: a pure rate-play with high earnings and large dividends. Now: a renewal-play with focus on large investments in new ships Future: expectedly a cash flow-play on the other side of the newbuilding program? Assumptions, among others: 1. That the global freight market does not collapse in the future! 2. That the newbuilding program roughly stays within the framework we know today! (now plus 4 new used ships) (effects of selling the 2 old ships are excluded) 3. Interest/debt and depreciation issues are excluded! The payment profile for the new ships (17) looks approximately like this in simplified form: Capex = newbuilding program (in this context) 2026: approx. 150 mio. $ (due continuously in 2026) After 2026: approx. 650 mio. $ (due continuously in coming years) New debt will arise, but new ships with contract earnings will also come, which so far are well above operating costs (opex). Otherwise, MPCC has secured a fully guaranteed/senior secured loan of 375 mio. $ with a maturity of 10 years to finance 10 out of their 16 newbuildings. So even though debt is rising, the financing of the newbuilding program is now within quite firm and conservative frameworks, from my perspective. This ensures that MPCC maintains a "large/larger" cash reserve and minimizes the risk that capex "eats up" the entire dividend potential in 2026/2027. MPCC's revenue backlog has also now been raised to 2.2 mia. $. If I am to assess MPCC's price potential from this viewpoint, as seen today and for the coming years (towards 2029 and beyond), a simple method, I think, is to look at free cash flow (FCF) and the direct yield now and later (estimate). There are, of course, other ways to evaluate a stock, so consider for yourself if you find my estimates and my method reasonable! Status today: share price: plus/minus 25 NOK, number of shares: approx. 444 mio. (rounded up) Exchange rate (USD/NOK): 10 (rounded up for convenience) ---- Scenario 1: status 2026 (High capex) EBITDA: 290 mio. $ used (MPCC's new full-year estimate 280-300 mio. $) (yesterday) Capex: primarily newbuilding - minus approx. 150 mio. $ (est. approx. 152 mio.$ according to 2025 report) Free cash flow 140 mio. $ Free cash flow in NOK: 1,400 mio. NOK / 444 mio. shares FCF per share: 3.15 NOK FCF yield (at price 25): 12.6% ---- I am making a new assumption (everything is naturally speculative and estimated, as I can know nothing about the future! NB: MPCC will continuously have a significantly higher debt burden than today. Even if operations (EBITDA) were to rise/fall, interest/amortization must be paid continuously. The real FCF will therefore be lower than the 275 mio. $, which I arrive at in the example below. It is not always possible to calculate in absolute terms in shipping. ---- Scenario 2: Future potential (Lower capex) EBITDA: 315 mio. $ (assumed increase) (NB: CAN ALSO FALL!) Capex: pure maintenance - minus 40 mio. $ (assumed level - judge for yourself) Free cash flow 275 mio. $ Free cash flow in NOK: 2,750 mio. NOK / 444 mio. shares FCF per share: 6.20 NOK FCF yield (at price 25): 24.8% Normally, MPCC pays dividends based on their adjusted EPS, but here, for convenience, I assume that free cash flow can be used as a proxy/indicator. The logic is that the two figures are expected to converge over time, once the newbuilding program is completed and capex falls to a normalized level. However, it should be noted that MPCC's EPS can significantly deviate from my FCF yield assumptions in periods. For example, due to adjustments of ship values and depreciations and possibly extra debt repayment instead of dividends. But: Scenario 1 (2026): With an estimated dividend payout of 75% of FCF, this gives approx. 2.35 NOK per share. This corresponds to a real direct yield of approx. 9.5% - perhaps because the market factors in that a lot of money is currently being sent to shipyards, plus the uncertainties that may exist until operations are better known later? What do I know? Scenario 2 (Future): If FCF rises to an assumed 6.20 NOK per share, and one pays out e.g. 75% of FCF, this gives a dividend of 4.65 NOK per share. At a price of 25 NOK, this would correspond to approx. 18.6%. Something tells me that over time, the market will hardly ignore an effective yield of over approx. 18% (FCF yield). To regain a more normal yield level, I expect that the share price going forward and the yield must adjust, as a reaction to each other. What is a "fair" direct yield for a stock like MPCC? From my perspective, the primary catalyst is not only rising rates, but rather falling capex, opex aspects, and a "re-pricing" of cash flow in relation to the new long time charters and "predictable" operating earnings on an increasingly modern fleet. I will keep my shares based on these above logics. But as always, judge for yourself!
- ·1 t sittenHarpex at the same high record level, as last week. https://www.harperpetersen.com/container
- ·5 t sittenPays dividend, and rises. This stock. I like it.
- ·6 t sittenGood company, many and large orders, good dividend and skilled management, so I predict this one will rise well going forward.
- ·6 t sittenMPC Container Ships jumps four percent on the Oslo Stock Exchange Friday, following Arctic Securities upgrading its recommendation on the share. Read also Manager is super optimistic: Predicts stock boom The shipping stock, which for several years has been a favorite among small investors, is significantly up on the Oslo Stock Exchange this year – partly due to a strong market for feeder vessels. Since the turn of the year, the return including dividends is 54 percent. – Not over yet – The container story continues to defy what everyone thought was an inevitable return to the historical average, Arctic analyst Kristoffer Barth Skeie points out. – The order book is a concern, but the age profile and a lower order book for the smaller segments may indicate that it is not over yet, he writes in the analysis sent out Thursday evening. Arctic upgrades the recommendation on the MPCC share to "buy" from "hold" and raises the price target to 31 from 20 kroner. The brokerage firm has increased its estimates for container ship earnings next year, but expects a decline from current levels. For 2028, estimates are kept unchanged at a "historical average". logo Low center of gravity and 544 hp: – Fun for someone who likes to drive a car teaser-asset advertiser content | The brokerage firm's increased estimates provide a projection for gross operating profit (ebitda) of 322.9 million dollars next year. That is 40 percent above consensus, Barth Skeie points out. The analyst calculates that underlying values (NAV) are 31 kroner per share, and sets the price target at the same level. Friday morning, the share is traded for around 26 kroner on the Oslo Stock Exchange. – Attractively priced The shipping company announced Thursday morning the purchase of four containerships for 340 million dollars, and simultaneously adjusted its guidance for 2026 upwards. Revenues are now expected to land at 460–470 million dollars, up from previously 450–460 million dollars. ebitda is expected at 280–300 million dollars, up from 260–280 million dollars. In a note, Fearnley Securities points out that this is the second upward adjustment in a short time, after the shipping company also increased its guidance when the first-quarter report was presented at the end of May. – In our view, this is a positive update from MPCC, and we will soon return with revised estimates that reflect the latest chartering activity, as the guidance provides upside for the estimates, the Fearnley analysts state. – The MPCC share is attractively priced as the situation is now, with an implicit freight rate on the open days of around 11,000 dollars per day required to defend today's share price – which is approximately 25 percent lower than the long-term historical average. According to Bloomberg's overview, Fearnley has a buy recommendation with a price target of 27 kroner on the MPCC share. Among five brokerage firms, two have a buy recommendation, two have a hold recommendation, and one has a sell recommendation, shows above
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt