2025 Q3 -tulosraportti
60 päivää sitten50 min
0,5067 NOK/osake
Viimeisin osinko
15,51%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
400
Myynti
Määrä
72 857
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 000 | - | - | ||
| 843 | - | - | ||
| 336 | - | - | ||
| 980 | - | - | ||
| 277 | - | - |
Ylin
17,775VWAP
Alin
17,57VaihtoMäärä
22,1 1 248 552
VWAP
Ylin
17,775Alin
17,57VaihtoMäärä
22,1 1 248 552
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 24.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 27.11.2025 | |
| 2025 Q2 -tulosraportti | 26.8.2025 | |
| 2025 Q1 -tulosraportti | 22.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 26.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·6 t sitten · MuokattuWell, dinner is made and eaten. So we'll get an update on what the short sellers did on Friday. And there was a bit . The total increased from 2,58% up to 2,71%=0,13%. Or from 11,48 million shares up to 12,04 million shares. An increase of approx. 565,000 shares. And it was major player Marshall Wace who accounted for the entire increase. As I said about the last change. I call all changes from 0,00% up to 0,04% an "adjustment", often a hedge against another bet the company has. Anything above 0,04% and upwards I call a chosen direction according to desired development. Marshall Wace increased by 0,09% last time and now 0,13% on Friday=0,21% over two changes. So we will follow the further development. On Friday they increased the position from 1,20% up to 1,33%=0,13%. Or from 5,34 million shares up to 5,91 million shares. An increase of approx 565,000 shares that were dumped into the market on Friday. New status will then be. Marshall W. 1,33 % 5,91 million shares. NUMERIC. 0,77% 3,42 million ACTUS. 0,61% 2,93 million Total. 2,71% 12,04 million. Have a great afternoon / evening everyone.- ·8 t sitten · MuokattuWell folks. I'm just about to make dinner. So we'll do a short version. As I hinted last time, when big wolf Marshall Wace increased its short position by 0,09%. Then it was more than just an adjustment. On Friday they increased their position by 0,13% and pumped/dumped over 500.000 shares into the market. Full setup coming this afternoon. Have a great day everyone.
- ·9 t sitten · MuokattuWell folks. Then let's take a look at the "scrapping" of ships in the feeder segment. Last year 2025, only about 13 vessels were scrapped throughout the entire year. That amounted to only about 10,000 TEU in freight capacity. All time low. And how does 2026 start? In week 2, Inga A was sold for scrapping, it is not stated how many TEU it transported. But based on size and tonnage, it appears to amount to approximately 1000 TEU.. The vessel was built in 1993 and was 33 years old, so it was probably time to be scrapped. Then to Wan Hai Lines' vessel Wan Hai 503 which was subjected to a large fire. It has now been decided that it will be scrapped in Dubai. The vessel is 4.333 TEU large and was built in 2005 . So for now, a little over 5000 TEU is guaranteed to be scrapped at the start of the year. It is expected that approximately 1.500.000 TEU will enter the water as newbuilds for the ENTIRE container market in 2026.. Exactly how much is in the feeder class I have not been able to find out (yet). But I see that some analysis agencies estimate about 247.000 TEU for scrapping in the year 2026 for the entire industry. I assume this number includes many assumptions that must be quite uncertain. But Time will show. In any case, we should keep an eye on it and be glad for every ship scrapped in the feeder class. Have a great day everyone. And I hardly notice the virus on my vestibular nerve anymore. So this will end well.
·6 t sittenInga A (retrieved from link below): https://arkas.com.tr/en/m-v-inga-a/ Empty container capacity: 1139 TEU Hold empty container capacity: 350 TEU ( 170×40′ + 10×20′ ) Deck empty container capacity: 789 TEU ( 378×40′ + 33×20′ ) 14-ton container capacity : 709 TEU·6 t sittenThanks for the clarification Tudoren. Then I will use 1139 TEU.. 
·9 t sittenI think it's clear that the market is pricing/trading MPCC cautiously at the moment and has actually been doing so for a longer period of months. Then there's the financial report on Feb 24. Now, at the beginning of 2026, 92% of the fleet's days are chartered on fixed contracts, according to the latest known figures. MPCC is almost immune to a potential drop in freight rates for the rest of the year. Beyond that, the future is initially called 2027, which is also booked with approx. 55%. Revenue backlog: The total order book amounts to approx. 2 billion USD (i.e., approx. 19.5 billion NOK) according to MPCC itself in Dec. 2025. Market Cap/market capitalization: Currently stands at around 7.9 billion NOK, at today's rate. MPCC's "guaranteed" future revenue (backlog) is thus more than twice as large as the company's entire current market capitalization. The market is apparently skeptical about the future, but the revenue is "locked in". Here I assume that MPCC has sound contracts, so the revenue backlog cannot evaporate to any significant extent, just as I have a strong expectation that MPCC can convert the backlog into cash on an ongoing basis as their operations run. In connection with the 2025 annual report next month, I will particularly look at whether: - 2026 coverage can reach 100% or close to it: If they have closed the last 8% of 2026 days at reasonable rates during January/February, then the last remnant of "earnings risk" for this year disappears. All else being equal, of course. - New 2027 contracts: The market fears 2027 to some extent (55% booked). If MPCC reports new 2-3 year contracts (or even longer-lasting ones) that extend far into 2028 and perhaps beyond, then the "bear case" (the fear of, for example, overcapacity effects/rate drops and Suez reopening effects) crumbles in that period. - MPCC has recently paid out 0.50 NOK quarterly. If, due to strong cash flow, they slightly raise this (I don't believe it right now, but it cannot be ruled out) or announce an extraordinary dividend or perhaps a smaller buyback program, then many will surely be able to accept this, even if debt repayment instead could seem more sensible. MPCC has approx. 28 debt-free vessels today according to Q3-25. The question is, I think, the age-old "when and if" it becomes common knowledge that the fear for 2026/2027 and perhaps is/was exaggerated? - can one see further ahead today? The rates (feeder) have remained stable in recent months, on both sides, both slightly rising and slightly falling. So that doesn't make me nervous or over-optimistic. The financial report is exciting because it may contain one or more catalysts/triggers regarding clarification of the uncertainties for 2026/2027 - I think, but financial reports always carry the possibility of surprises on both sides. Judge for yourself. NB: I am long-term in the stock and buying continuously.
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
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.
2025 Q3 -tulosraportti
60 päivää sitten50 min
0,5067 NOK/osake
Viimeisin osinko
15,51%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6 t sitten · MuokattuWell, dinner is made and eaten. So we'll get an update on what the short sellers did on Friday. And there was a bit . The total increased from 2,58% up to 2,71%=0,13%. Or from 11,48 million shares up to 12,04 million shares. An increase of approx. 565,000 shares. And it was major player Marshall Wace who accounted for the entire increase. As I said about the last change. I call all changes from 0,00% up to 0,04% an "adjustment", often a hedge against another bet the company has. Anything above 0,04% and upwards I call a chosen direction according to desired development. Marshall Wace increased by 0,09% last time and now 0,13% on Friday=0,21% over two changes. So we will follow the further development. On Friday they increased the position from 1,20% up to 1,33%=0,13%. Or from 5,34 million shares up to 5,91 million shares. An increase of approx 565,000 shares that were dumped into the market on Friday. New status will then be. Marshall W. 1,33 % 5,91 million shares. NUMERIC. 0,77% 3,42 million ACTUS. 0,61% 2,93 million Total. 2,71% 12,04 million. Have a great afternoon / evening everyone.
- ·8 t sitten · MuokattuWell folks. I'm just about to make dinner. So we'll do a short version. As I hinted last time, when big wolf Marshall Wace increased its short position by 0,09%. Then it was more than just an adjustment. On Friday they increased their position by 0,13% and pumped/dumped over 500.000 shares into the market. Full setup coming this afternoon. Have a great day everyone.
- ·9 t sitten · MuokattuWell folks. Then let's take a look at the "scrapping" of ships in the feeder segment. Last year 2025, only about 13 vessels were scrapped throughout the entire year. That amounted to only about 10,000 TEU in freight capacity. All time low. And how does 2026 start? In week 2, Inga A was sold for scrapping, it is not stated how many TEU it transported. But based on size and tonnage, it appears to amount to approximately 1000 TEU.. The vessel was built in 1993 and was 33 years old, so it was probably time to be scrapped. Then to Wan Hai Lines' vessel Wan Hai 503 which was subjected to a large fire. It has now been decided that it will be scrapped in Dubai. The vessel is 4.333 TEU large and was built in 2005 . So for now, a little over 5000 TEU is guaranteed to be scrapped at the start of the year. It is expected that approximately 1.500.000 TEU will enter the water as newbuilds for the ENTIRE container market in 2026.. Exactly how much is in the feeder class I have not been able to find out (yet). But I see that some analysis agencies estimate about 247.000 TEU for scrapping in the year 2026 for the entire industry. I assume this number includes many assumptions that must be quite uncertain. But Time will show. In any case, we should keep an eye on it and be glad for every ship scrapped in the feeder class. Have a great day everyone. And I hardly notice the virus on my vestibular nerve anymore. So this will end well.·6 t sittenInga A (retrieved from link below): https://arkas.com.tr/en/m-v-inga-a/ Empty container capacity: 1139 TEU Hold empty container capacity: 350 TEU ( 170×40′ + 10×20′ ) Deck empty container capacity: 789 TEU ( 378×40′ + 33×20′ ) 14-ton container capacity : 709 TEU·6 t sittenThanks for the clarification Tudoren. Then I will use 1139 TEU..
- ·9 t sittenI think it's clear that the market is pricing/trading MPCC cautiously at the moment and has actually been doing so for a longer period of months. Then there's the financial report on Feb 24. Now, at the beginning of 2026, 92% of the fleet's days are chartered on fixed contracts, according to the latest known figures. MPCC is almost immune to a potential drop in freight rates for the rest of the year. Beyond that, the future is initially called 2027, which is also booked with approx. 55%. Revenue backlog: The total order book amounts to approx. 2 billion USD (i.e., approx. 19.5 billion NOK) according to MPCC itself in Dec. 2025. Market Cap/market capitalization: Currently stands at around 7.9 billion NOK, at today's rate. MPCC's "guaranteed" future revenue (backlog) is thus more than twice as large as the company's entire current market capitalization. The market is apparently skeptical about the future, but the revenue is "locked in". Here I assume that MPCC has sound contracts, so the revenue backlog cannot evaporate to any significant extent, just as I have a strong expectation that MPCC can convert the backlog into cash on an ongoing basis as their operations run. In connection with the 2025 annual report next month, I will particularly look at whether: - 2026 coverage can reach 100% or close to it: If they have closed the last 8% of 2026 days at reasonable rates during January/February, then the last remnant of "earnings risk" for this year disappears. All else being equal, of course. - New 2027 contracts: The market fears 2027 to some extent (55% booked). If MPCC reports new 2-3 year contracts (or even longer-lasting ones) that extend far into 2028 and perhaps beyond, then the "bear case" (the fear of, for example, overcapacity effects/rate drops and Suez reopening effects) crumbles in that period. - MPCC has recently paid out 0.50 NOK quarterly. If, due to strong cash flow, they slightly raise this (I don't believe it right now, but it cannot be ruled out) or announce an extraordinary dividend or perhaps a smaller buyback program, then many will surely be able to accept this, even if debt repayment instead could seem more sensible. MPCC has approx. 28 debt-free vessels today according to Q3-25. The question is, I think, the age-old "when and if" it becomes common knowledge that the fear for 2026/2027 and perhaps is/was exaggerated? - can one see further ahead today? The rates (feeder) have remained stable in recent months, on both sides, both slightly rising and slightly falling. So that doesn't make me nervous or over-optimistic. The financial report is exciting because it may contain one or more catalysts/triggers regarding clarification of the uncertainties for 2026/2027 - I think, but financial reports always carry the possibility of surprises on both sides. Judge for yourself. NB: I am long-term in the stock and buying continuously.
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
400
Myynti
Määrä
72 857
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 000 | - | - | ||
| 843 | - | - | ||
| 336 | - | - | ||
| 980 | - | - | ||
| 277 | - | - |
Ylin
17,775VWAP
Alin
17,57VaihtoMäärä
22,1 1 248 552
VWAP
Ylin
17,775Alin
17,57VaihtoMäärä
22,1 1 248 552
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 24.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 27.11.2025 | |
| 2025 Q2 -tulosraportti | 26.8.2025 | |
| 2025 Q1 -tulosraportti | 22.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 26.11.2024 |
2025 Q3 -tulosraportti
60 päivää sitten50 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 24.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 27.11.2025 | |
| 2025 Q2 -tulosraportti | 26.8.2025 | |
| 2025 Q1 -tulosraportti | 22.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 26.11.2024 |
0,5067 NOK/osake
Viimeisin osinko
15,51%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6 t sitten · MuokattuWell, dinner is made and eaten. So we'll get an update on what the short sellers did on Friday. And there was a bit . The total increased from 2,58% up to 2,71%=0,13%. Or from 11,48 million shares up to 12,04 million shares. An increase of approx. 565,000 shares. And it was major player Marshall Wace who accounted for the entire increase. As I said about the last change. I call all changes from 0,00% up to 0,04% an "adjustment", often a hedge against another bet the company has. Anything above 0,04% and upwards I call a chosen direction according to desired development. Marshall Wace increased by 0,09% last time and now 0,13% on Friday=0,21% over two changes. So we will follow the further development. On Friday they increased the position from 1,20% up to 1,33%=0,13%. Or from 5,34 million shares up to 5,91 million shares. An increase of approx 565,000 shares that were dumped into the market on Friday. New status will then be. Marshall W. 1,33 % 5,91 million shares. NUMERIC. 0,77% 3,42 million ACTUS. 0,61% 2,93 million Total. 2,71% 12,04 million. Have a great afternoon / evening everyone.
- ·8 t sitten · MuokattuWell folks. I'm just about to make dinner. So we'll do a short version. As I hinted last time, when big wolf Marshall Wace increased its short position by 0,09%. Then it was more than just an adjustment. On Friday they increased their position by 0,13% and pumped/dumped over 500.000 shares into the market. Full setup coming this afternoon. Have a great day everyone.
- ·9 t sitten · MuokattuWell folks. Then let's take a look at the "scrapping" of ships in the feeder segment. Last year 2025, only about 13 vessels were scrapped throughout the entire year. That amounted to only about 10,000 TEU in freight capacity. All time low. And how does 2026 start? In week 2, Inga A was sold for scrapping, it is not stated how many TEU it transported. But based on size and tonnage, it appears to amount to approximately 1000 TEU.. The vessel was built in 1993 and was 33 years old, so it was probably time to be scrapped. Then to Wan Hai Lines' vessel Wan Hai 503 which was subjected to a large fire. It has now been decided that it will be scrapped in Dubai. The vessel is 4.333 TEU large and was built in 2005 . So for now, a little over 5000 TEU is guaranteed to be scrapped at the start of the year. It is expected that approximately 1.500.000 TEU will enter the water as newbuilds for the ENTIRE container market in 2026.. Exactly how much is in the feeder class I have not been able to find out (yet). But I see that some analysis agencies estimate about 247.000 TEU for scrapping in the year 2026 for the entire industry. I assume this number includes many assumptions that must be quite uncertain. But Time will show. In any case, we should keep an eye on it and be glad for every ship scrapped in the feeder class. Have a great day everyone. And I hardly notice the virus on my vestibular nerve anymore. So this will end well.·6 t sittenInga A (retrieved from link below): https://arkas.com.tr/en/m-v-inga-a/ Empty container capacity: 1139 TEU Hold empty container capacity: 350 TEU ( 170×40′ + 10×20′ ) Deck empty container capacity: 789 TEU ( 378×40′ + 33×20′ ) 14-ton container capacity : 709 TEU·6 t sittenThanks for the clarification Tudoren. Then I will use 1139 TEU..
- ·9 t sittenI think it's clear that the market is pricing/trading MPCC cautiously at the moment and has actually been doing so for a longer period of months. Then there's the financial report on Feb 24. Now, at the beginning of 2026, 92% of the fleet's days are chartered on fixed contracts, according to the latest known figures. MPCC is almost immune to a potential drop in freight rates for the rest of the year. Beyond that, the future is initially called 2027, which is also booked with approx. 55%. Revenue backlog: The total order book amounts to approx. 2 billion USD (i.e., approx. 19.5 billion NOK) according to MPCC itself in Dec. 2025. Market Cap/market capitalization: Currently stands at around 7.9 billion NOK, at today's rate. MPCC's "guaranteed" future revenue (backlog) is thus more than twice as large as the company's entire current market capitalization. The market is apparently skeptical about the future, but the revenue is "locked in". Here I assume that MPCC has sound contracts, so the revenue backlog cannot evaporate to any significant extent, just as I have a strong expectation that MPCC can convert the backlog into cash on an ongoing basis as their operations run. In connection with the 2025 annual report next month, I will particularly look at whether: - 2026 coverage can reach 100% or close to it: If they have closed the last 8% of 2026 days at reasonable rates during January/February, then the last remnant of "earnings risk" for this year disappears. All else being equal, of course. - New 2027 contracts: The market fears 2027 to some extent (55% booked). If MPCC reports new 2-3 year contracts (or even longer-lasting ones) that extend far into 2028 and perhaps beyond, then the "bear case" (the fear of, for example, overcapacity effects/rate drops and Suez reopening effects) crumbles in that period. - MPCC has recently paid out 0.50 NOK quarterly. If, due to strong cash flow, they slightly raise this (I don't believe it right now, but it cannot be ruled out) or announce an extraordinary dividend or perhaps a smaller buyback program, then many will surely be able to accept this, even if debt repayment instead could seem more sensible. MPCC has approx. 28 debt-free vessels today according to Q3-25. The question is, I think, the age-old "when and if" it becomes common knowledge that the fear for 2026/2027 and perhaps is/was exaggerated? - can one see further ahead today? The rates (feeder) have remained stable in recent months, on both sides, both slightly rising and slightly falling. So that doesn't make me nervous or over-optimistic. The financial report is exciting because it may contain one or more catalysts/triggers regarding clarification of the uncertainties for 2026/2027 - I think, but financial reports always carry the possibility of surprises on both sides. Judge for yourself. NB: I am long-term in the stock and buying continuously.
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
400
Myynti
Määrä
72 857
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 000 | - | - | ||
| 843 | - | - | ||
| 336 | - | - | ||
| 980 | - | - | ||
| 277 | - | - |
Ylin
17,775VWAP
Alin
17,57VaihtoMäärä
22,1 1 248 552
VWAP
Ylin
17,775Alin
17,57VaihtoMäärä
22,1 1 248 552
Välittäjätilasto
Dataa ei löytynyt