2026 Q1 -tulosraportti
49 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
7,59%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
·5 t sitten · MuokattuWell folks. I think I should start by saying that most people know that I have just sold my accumulated MPCC shares over 4 years, and today only have a very small listening position in MPCC. But it will probably get bigger eventually. So I thought I would share some thoughts/ideas with the people. I think I'll start with the negative: many new vessels are still being ordered, even though it has decreased a bit within the feeder segment. But an armada will come rolling out in in 2026 and 2027, that is indisputable. At some point, the market will become saturated and rates will start to fall. The question is just when. 2026 is unlikely since there are only 5 and a half mnd.e left of the year. 2027 and 2028 is my tip. It seems far away as of today. So I think we can talk a bit about the really big lines. This week, Hapag Lloyd, Mærsk and OOIL have significantly upgraded their earnings for Q2-26 and the full year. Almost unreal when you see the numbers. These companies are all large LINER companies and not in the feeder class. But if it rains on the priest, it drips on the sexton..... So this is undoubtedly positive for MPCC/ the share. Then we can talk a bit about the sale of used container ships, which fell sharply in the first half of 2026. 126 ships were traded, with a total cargo capacity of 351,734 TEU. This is because rates are now at such a high level that shipping companies are earning dollars in buckets and spades on the old ships and are unwilling to sell these paid-off cash cows. Regarding the purchase of used vessels, I think we can summarize it very simply. MSC has vacuumed the market for used vessels and consolidates its position as the world's largest liner company by number of vessels and not TEU capacity. Finally, we can include the scrap list, which is at 15 vessels and 45,932 TEU so far in 2026 ... I assume everyone understands the logic; with these fantastic rates, it's very difficult to send old vessels for scrapping. But it will be a small "hedge", if rates start to fall a lot, scrapping will increase... This was a lot, but we'll simplify everything a bit. EVERYTHING depends on the rates on the contracts that MPCC enters into. Most everything else is noise..... I also believe that predicting/calculating the future longer than in a perspective of 2 to a maximum of 3 years is completely impossible, as the variables are too many and dependent on developments that have nothing to do with transporting a container from A to B. I'll conclude with my opinion: it looks bright for the moment; what the future will show is a bit more open. But it's good that MPCC goes for the longest possible contracts in time. We will be happy for that the day the "downturn" starts. Have a wonderful evening everyone.
Many thanks for useful and informative posts! I greatly appreciate all the knowledge and information you share! Very useful for me to be able to read your good posts! Thanks 😊🌸
·14 t sittenFollowing Pareto's latest market commentary, I have, with reservations for calculation and reading errors, had a summary lying around for a few days, based on the Q2 presentation, of how many ships will run off contract in the coming 10-15 years. Everything can change continuously, that goes without saying. I also don't have a 100% overview of the news landscape (sales/renegotiations) But regardless, Pareto believes it is positive that the market will enter into forward-fixtures as far out as 2027, with an indicated duration of 2-3 years. The question is also secondary, what value one should attach to the "open" percentages (ship days and available vessels in %) that MPCC has going forward, which can partly be seen below. Many safety-freaks, who like high coverage ratios, might find comfort in the fact that the open percentages provide an opportunity to make great charter agreements in the future, instead of seeing those days/ships as a risk (which open agreements always are!), as it seems rates will be "great" in the coming years, as Pareto also mentions in their market estimate. So, it looks roughly like this, seen from minimum charter expirations in Q2-26 presentation. year number of ships percentage 2026 9 13.85 % 2027 15 23.08 % 2028 19 29.23 % 2029 1 1.54 % 2030 3 4.62 % 2031 3 4.62 % 2033 1 1.54 % 2035 2 3.08 % 2037 1 1.54 % 2038 6 9.23 % 2039 3 4.62 % 2040 2 3.08 % Total 65 100.00 % MPCC fleet's re-delivery profile (contract expiry) shows a, I think, significant division between a renegotiation period in the coming years (can also go faster! - assess upside/downside yourself) and a more spread/even, long-term structure towards 2040. So the question is, when does the future start...? So now here 2026-2028 - the vast majority of MPCC’s active fleet – approx. 66% (43 ships) – faces their earliest re-delivery within the next 3 years. 2026 with 9 ships (13.85 %) 2027 with 15 ships (23.08 %) 2028 with 19 ships (29.23 %) The long-term stability then "perhaps" comes from 2029-2040 (as we know the future now!) The remaining part of MPCC´s fleet, corresponding to 33.85 % (22 ships), is spread over a significantly longer time horizon. The number of annual renegotiations is low and stable, I think. Apart from 2038, where 6 ships (9.23 %) have re-delivery, in the other years (2029, 2030, 2031, 2033, 2035, 2037, 2039 and 2040) there are few ships per year, where the share is between 1.54 % and 4.62 %. So it will be, as I expect, a great operating case, but what do I know? Shipping is shipping. But otherwise, I think it paints a picture that the "uncertainty" of the next couple of years should be understood from a focus on how MPCC's business model is long-term. As I see it, we get an increasing degree of contract stability the further we go into the future, if we just look at contracts... But judge for yourself. I am long the stock and buy continuously.- ·1 päivä sitten · MuokattuWell folks. Then we'll take a full update of the New Contex index for the feeder class of container ships. And the headline will be: The N.C index increases and sets its 28-year record in 2026. The index increased from 1580 points up to 1581 points = 1 point. This gives a rate of increase since the last update of 1 point ÷ 5 days = 0.2 points per day. Not much, but still upwards. The index has then increased from 536 points on 3-1-2024 up to today's 1581 points = 1045 points or 195%. The year 2026's increase is from 1485 points up to today's 1581 points =:96 points or 6.46% The year 2026's rate of increase is 96 points ÷ 195 days = 0.49 points per day. 11 classes showed an increase 5 classes showed a decrease. And that's how the remaining days of 2026 are going. Have a wonderful evening everyone.
- ·1 päivä sittenYes folks. Am at work full throttle, so we'll take the short version. Up is up, said the old woman and smiled. And then the New Contex index for the feeder class of container ships is updated and it was "a little" up. The headline will be. The NEW CONTEX index increased from 1580 points up to 1581 points = 1 point. And sets its 28th ANNUAL RECORD. Full update comes this afternoon/evening. Have a splendid day everyone.
·1 päivä sittenIs it thought that Hormuz will affect the feeder market in Europe to any significant extent?
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.
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
49 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
7,59%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sitten · MuokattuWell folks. I think I should start by saying that most people know that I have just sold my accumulated MPCC shares over 4 years, and today only have a very small listening position in MPCC. But it will probably get bigger eventually. So I thought I would share some thoughts/ideas with the people. I think I'll start with the negative: many new vessels are still being ordered, even though it has decreased a bit within the feeder segment. But an armada will come rolling out in in 2026 and 2027, that is indisputable. At some point, the market will become saturated and rates will start to fall. The question is just when. 2026 is unlikely since there are only 5 and a half mnd.e left of the year. 2027 and 2028 is my tip. It seems far away as of today. So I think we can talk a bit about the really big lines. This week, Hapag Lloyd, Mærsk and OOIL have significantly upgraded their earnings for Q2-26 and the full year. Almost unreal when you see the numbers. These companies are all large LINER companies and not in the feeder class. But if it rains on the priest, it drips on the sexton..... So this is undoubtedly positive for MPCC/ the share. Then we can talk a bit about the sale of used container ships, which fell sharply in the first half of 2026. 126 ships were traded, with a total cargo capacity of 351,734 TEU. This is because rates are now at such a high level that shipping companies are earning dollars in buckets and spades on the old ships and are unwilling to sell these paid-off cash cows. Regarding the purchase of used vessels, I think we can summarize it very simply. MSC has vacuumed the market for used vessels and consolidates its position as the world's largest liner company by number of vessels and not TEU capacity. Finally, we can include the scrap list, which is at 15 vessels and 45,932 TEU so far in 2026 ... I assume everyone understands the logic; with these fantastic rates, it's very difficult to send old vessels for scrapping. But it will be a small "hedge", if rates start to fall a lot, scrapping will increase... This was a lot, but we'll simplify everything a bit. EVERYTHING depends on the rates on the contracts that MPCC enters into. Most everything else is noise..... I also believe that predicting/calculating the future longer than in a perspective of 2 to a maximum of 3 years is completely impossible, as the variables are too many and dependent on developments that have nothing to do with transporting a container from A to B. I'll conclude with my opinion: it looks bright for the moment; what the future will show is a bit more open. But it's good that MPCC goes for the longest possible contracts in time. We will be happy for that the day the "downturn" starts. Have a wonderful evening everyone.Many thanks for useful and informative posts! I greatly appreciate all the knowledge and information you share! Very useful for me to be able to read your good posts! Thanks 😊🌸
- ·14 t sittenFollowing Pareto's latest market commentary, I have, with reservations for calculation and reading errors, had a summary lying around for a few days, based on the Q2 presentation, of how many ships will run off contract in the coming 10-15 years. Everything can change continuously, that goes without saying. I also don't have a 100% overview of the news landscape (sales/renegotiations) But regardless, Pareto believes it is positive that the market will enter into forward-fixtures as far out as 2027, with an indicated duration of 2-3 years. The question is also secondary, what value one should attach to the "open" percentages (ship days and available vessels in %) that MPCC has going forward, which can partly be seen below. Many safety-freaks, who like high coverage ratios, might find comfort in the fact that the open percentages provide an opportunity to make great charter agreements in the future, instead of seeing those days/ships as a risk (which open agreements always are!), as it seems rates will be "great" in the coming years, as Pareto also mentions in their market estimate. So, it looks roughly like this, seen from minimum charter expirations in Q2-26 presentation. year number of ships percentage 2026 9 13.85 % 2027 15 23.08 % 2028 19 29.23 % 2029 1 1.54 % 2030 3 4.62 % 2031 3 4.62 % 2033 1 1.54 % 2035 2 3.08 % 2037 1 1.54 % 2038 6 9.23 % 2039 3 4.62 % 2040 2 3.08 % Total 65 100.00 % MPCC fleet's re-delivery profile (contract expiry) shows a, I think, significant division between a renegotiation period in the coming years (can also go faster! - assess upside/downside yourself) and a more spread/even, long-term structure towards 2040. So the question is, when does the future start...? So now here 2026-2028 - the vast majority of MPCC’s active fleet – approx. 66% (43 ships) – faces their earliest re-delivery within the next 3 years. 2026 with 9 ships (13.85 %) 2027 with 15 ships (23.08 %) 2028 with 19 ships (29.23 %) The long-term stability then "perhaps" comes from 2029-2040 (as we know the future now!) The remaining part of MPCC´s fleet, corresponding to 33.85 % (22 ships), is spread over a significantly longer time horizon. The number of annual renegotiations is low and stable, I think. Apart from 2038, where 6 ships (9.23 %) have re-delivery, in the other years (2029, 2030, 2031, 2033, 2035, 2037, 2039 and 2040) there are few ships per year, where the share is between 1.54 % and 4.62 %. So it will be, as I expect, a great operating case, but what do I know? Shipping is shipping. But otherwise, I think it paints a picture that the "uncertainty" of the next couple of years should be understood from a focus on how MPCC's business model is long-term. As I see it, we get an increasing degree of contract stability the further we go into the future, if we just look at contracts... But judge for yourself. I am long the stock and buy continuously.
- ·1 päivä sitten · MuokattuWell folks. Then we'll take a full update of the New Contex index for the feeder class of container ships. And the headline will be: The N.C index increases and sets its 28-year record in 2026. The index increased from 1580 points up to 1581 points = 1 point. This gives a rate of increase since the last update of 1 point ÷ 5 days = 0.2 points per day. Not much, but still upwards. The index has then increased from 536 points on 3-1-2024 up to today's 1581 points = 1045 points or 195%. The year 2026's increase is from 1485 points up to today's 1581 points =:96 points or 6.46% The year 2026's rate of increase is 96 points ÷ 195 days = 0.49 points per day. 11 classes showed an increase 5 classes showed a decrease. And that's how the remaining days of 2026 are going. Have a wonderful evening everyone.
- ·1 päivä sittenYes folks. Am at work full throttle, so we'll take the short version. Up is up, said the old woman and smiled. And then the New Contex index for the feeder class of container ships is updated and it was "a little" up. The headline will be. The NEW CONTEX index increased from 1580 points up to 1581 points = 1 point. And sets its 28th ANNUAL RECORD. Full update comes this afternoon/evening. Have a splendid day everyone.
- ·1 päivä sittenIs it thought that Hormuz will affect the feeder market in Europe to any significant extent?
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
49 päivää sitten
‧46 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: 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
7,59%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sitten · MuokattuWell folks. I think I should start by saying that most people know that I have just sold my accumulated MPCC shares over 4 years, and today only have a very small listening position in MPCC. But it will probably get bigger eventually. So I thought I would share some thoughts/ideas with the people. I think I'll start with the negative: many new vessels are still being ordered, even though it has decreased a bit within the feeder segment. But an armada will come rolling out in in 2026 and 2027, that is indisputable. At some point, the market will become saturated and rates will start to fall. The question is just when. 2026 is unlikely since there are only 5 and a half mnd.e left of the year. 2027 and 2028 is my tip. It seems far away as of today. So I think we can talk a bit about the really big lines. This week, Hapag Lloyd, Mærsk and OOIL have significantly upgraded their earnings for Q2-26 and the full year. Almost unreal when you see the numbers. These companies are all large LINER companies and not in the feeder class. But if it rains on the priest, it drips on the sexton..... So this is undoubtedly positive for MPCC/ the share. Then we can talk a bit about the sale of used container ships, which fell sharply in the first half of 2026. 126 ships were traded, with a total cargo capacity of 351,734 TEU. This is because rates are now at such a high level that shipping companies are earning dollars in buckets and spades on the old ships and are unwilling to sell these paid-off cash cows. Regarding the purchase of used vessels, I think we can summarize it very simply. MSC has vacuumed the market for used vessels and consolidates its position as the world's largest liner company by number of vessels and not TEU capacity. Finally, we can include the scrap list, which is at 15 vessels and 45,932 TEU so far in 2026 ... I assume everyone understands the logic; with these fantastic rates, it's very difficult to send old vessels for scrapping. But it will be a small "hedge", if rates start to fall a lot, scrapping will increase... This was a lot, but we'll simplify everything a bit. EVERYTHING depends on the rates on the contracts that MPCC enters into. Most everything else is noise..... I also believe that predicting/calculating the future longer than in a perspective of 2 to a maximum of 3 years is completely impossible, as the variables are too many and dependent on developments that have nothing to do with transporting a container from A to B. I'll conclude with my opinion: it looks bright for the moment; what the future will show is a bit more open. But it's good that MPCC goes for the longest possible contracts in time. We will be happy for that the day the "downturn" starts. Have a wonderful evening everyone.Many thanks for useful and informative posts! I greatly appreciate all the knowledge and information you share! Very useful for me to be able to read your good posts! Thanks 😊🌸
- ·14 t sittenFollowing Pareto's latest market commentary, I have, with reservations for calculation and reading errors, had a summary lying around for a few days, based on the Q2 presentation, of how many ships will run off contract in the coming 10-15 years. Everything can change continuously, that goes without saying. I also don't have a 100% overview of the news landscape (sales/renegotiations) But regardless, Pareto believes it is positive that the market will enter into forward-fixtures as far out as 2027, with an indicated duration of 2-3 years. The question is also secondary, what value one should attach to the "open" percentages (ship days and available vessels in %) that MPCC has going forward, which can partly be seen below. Many safety-freaks, who like high coverage ratios, might find comfort in the fact that the open percentages provide an opportunity to make great charter agreements in the future, instead of seeing those days/ships as a risk (which open agreements always are!), as it seems rates will be "great" in the coming years, as Pareto also mentions in their market estimate. So, it looks roughly like this, seen from minimum charter expirations in Q2-26 presentation. year number of ships percentage 2026 9 13.85 % 2027 15 23.08 % 2028 19 29.23 % 2029 1 1.54 % 2030 3 4.62 % 2031 3 4.62 % 2033 1 1.54 % 2035 2 3.08 % 2037 1 1.54 % 2038 6 9.23 % 2039 3 4.62 % 2040 2 3.08 % Total 65 100.00 % MPCC fleet's re-delivery profile (contract expiry) shows a, I think, significant division between a renegotiation period in the coming years (can also go faster! - assess upside/downside yourself) and a more spread/even, long-term structure towards 2040. So the question is, when does the future start...? So now here 2026-2028 - the vast majority of MPCC’s active fleet – approx. 66% (43 ships) – faces their earliest re-delivery within the next 3 years. 2026 with 9 ships (13.85 %) 2027 with 15 ships (23.08 %) 2028 with 19 ships (29.23 %) The long-term stability then "perhaps" comes from 2029-2040 (as we know the future now!) The remaining part of MPCC´s fleet, corresponding to 33.85 % (22 ships), is spread over a significantly longer time horizon. The number of annual renegotiations is low and stable, I think. Apart from 2038, where 6 ships (9.23 %) have re-delivery, in the other years (2029, 2030, 2031, 2033, 2035, 2037, 2039 and 2040) there are few ships per year, where the share is between 1.54 % and 4.62 %. So it will be, as I expect, a great operating case, but what do I know? Shipping is shipping. But otherwise, I think it paints a picture that the "uncertainty" of the next couple of years should be understood from a focus on how MPCC's business model is long-term. As I see it, we get an increasing degree of contract stability the further we go into the future, if we just look at contracts... But judge for yourself. I am long the stock and buy continuously.
- ·1 päivä sitten · MuokattuWell folks. Then we'll take a full update of the New Contex index for the feeder class of container ships. And the headline will be: The N.C index increases and sets its 28-year record in 2026. The index increased from 1580 points up to 1581 points = 1 point. This gives a rate of increase since the last update of 1 point ÷ 5 days = 0.2 points per day. Not much, but still upwards. The index has then increased from 536 points on 3-1-2024 up to today's 1581 points = 1045 points or 195%. The year 2026's increase is from 1485 points up to today's 1581 points =:96 points or 6.46% The year 2026's rate of increase is 96 points ÷ 195 days = 0.49 points per day. 11 classes showed an increase 5 classes showed a decrease. And that's how the remaining days of 2026 are going. Have a wonderful evening everyone.
- ·1 päivä sittenYes folks. Am at work full throttle, so we'll take the short version. Up is up, said the old woman and smiled. And then the New Contex index for the feeder class of container ships is updated and it was "a little" up. The headline will be. The NEW CONTEX index increased from 1580 points up to 1581 points = 1 point. And sets its 28th ANNUAL RECORD. Full update comes this afternoon/evening. Have a splendid day everyone.
- ·1 päivä sittenIs it thought that Hormuz will affect the feeder market in Europe to any significant extent?
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