2026 Q1 -tulosraportti
32 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
8,81%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
·6 t sittenRates for the 4 new 7,000 TEU vessels, which arrive in October/November 2026. In the full, official stock exchange announcement from June 25, it is stated that the new lightly used vessels will provide a guaranteed revenue of 180 mill. $ continuously over 3 years, i.e., 3x 365 days = 1,095 days per vessel x 4 vessels = 4,380 vessel days. If we roughly take the total revenue of 180 mill. $ / 4,380 vessel days = approx. 41,100 $ per day. The new 7,000 TEU vessels are slightly outside the New Contex-index. We are rather looking at Harpex. Rates are currently perhaps between 70,000-75,000 $ - for perhaps a 12-month contract, a bit lower for a 24-month one, as I recall it. Regardless, the agreement is in place sooooo... Now we have 36 months with approx. 41,100 $ on this new agreement, which I think is fair, all things considered, because the 3rd and last year provides stability. One should probably assess the rate level such that it is more important for MPCC to get continuous fixed cash flow in the coming couple of years, when several vessels run off the old agreements and need to be renegotiated. Here, I think it is better to have good base coverage and the possibility of having attractive financing terms, which it seems MPCC has received this time, again, with the new tranche with Societe Generale. One must consider that oneself. But one can probably see it this way, that the residual debt on the new vessels will be at a guaranteed level at the expiry of the 3-year agreement, whereas if one had bet on higher rates for a shorter period, the outcome would have been more uncertain. Safety first. I am really very satisfied with the management at MPCC and appreciate their conservatism, as I also, as an addition, expect that the overall terms of the agreement are an expression of precisely that conservatism, rather than that they could not achieve better terms in the market. The announcement simultaneously confirms that the agreement for the four vessels alone will provide around 140 mill. $ in expected pure EBITDA over the 3 years. The 40 mill. $ between the revenue, I expect in this case, is pure opex. If we take the 40 mill. $ / 4,380 vessel days = approx. 9132 $ in daily opex. That fits very well with the figures we know from MPCC's previous reports. So I cannot see anything other than that it's all clear on the bridge, this time too. Always assess yourself what the situation is for MPCC. NB: I am long in the stock. If you want to read the press release yourself - https://www.mpc-container.com/news/2026/oslo-norway-25-june-2026-mpc-container-ships-asa-to-acquire-four-7-000-teu-vessels-with-three-year-charter-advances-fleet-modernization-and-secures-usd-375m-financing/- ·2 päivää 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!
·2 päivää sittenHarpex at the same high record level, as last week. https://www.harperpetersen.com/container
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
32 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
8,81%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
- ·6 t sittenRates for the 4 new 7,000 TEU vessels, which arrive in October/November 2026. In the full, official stock exchange announcement from June 25, it is stated that the new lightly used vessels will provide a guaranteed revenue of 180 mill. $ continuously over 3 years, i.e., 3x 365 days = 1,095 days per vessel x 4 vessels = 4,380 vessel days. If we roughly take the total revenue of 180 mill. $ / 4,380 vessel days = approx. 41,100 $ per day. The new 7,000 TEU vessels are slightly outside the New Contex-index. We are rather looking at Harpex. Rates are currently perhaps between 70,000-75,000 $ - for perhaps a 12-month contract, a bit lower for a 24-month one, as I recall it. Regardless, the agreement is in place sooooo... Now we have 36 months with approx. 41,100 $ on this new agreement, which I think is fair, all things considered, because the 3rd and last year provides stability. One should probably assess the rate level such that it is more important for MPCC to get continuous fixed cash flow in the coming couple of years, when several vessels run off the old agreements and need to be renegotiated. Here, I think it is better to have good base coverage and the possibility of having attractive financing terms, which it seems MPCC has received this time, again, with the new tranche with Societe Generale. One must consider that oneself. But one can probably see it this way, that the residual debt on the new vessels will be at a guaranteed level at the expiry of the 3-year agreement, whereas if one had bet on higher rates for a shorter period, the outcome would have been more uncertain. Safety first. I am really very satisfied with the management at MPCC and appreciate their conservatism, as I also, as an addition, expect that the overall terms of the agreement are an expression of precisely that conservatism, rather than that they could not achieve better terms in the market. The announcement simultaneously confirms that the agreement for the four vessels alone will provide around 140 mill. $ in expected pure EBITDA over the 3 years. The 40 mill. $ between the revenue, I expect in this case, is pure opex. If we take the 40 mill. $ / 4,380 vessel days = approx. 9132 $ in daily opex. That fits very well with the figures we know from MPCC's previous reports. So I cannot see anything other than that it's all clear on the bridge, this time too. Always assess yourself what the situation is for MPCC. NB: I am long in the stock. If you want to read the press release yourself - https://www.mpc-container.com/news/2026/oslo-norway-25-june-2026-mpc-container-ships-asa-to-acquire-four-7-000-teu-vessels-with-three-year-charter-advances-fleet-modernization-and-secures-usd-375m-financing/
- ·2 päivää 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!
- ·2 päivää sittenHarpex at the same high record level, as last week. https://www.harperpetersen.com/container
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
32 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
8,81%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenRates for the 4 new 7,000 TEU vessels, which arrive in October/November 2026. In the full, official stock exchange announcement from June 25, it is stated that the new lightly used vessels will provide a guaranteed revenue of 180 mill. $ continuously over 3 years, i.e., 3x 365 days = 1,095 days per vessel x 4 vessels = 4,380 vessel days. If we roughly take the total revenue of 180 mill. $ / 4,380 vessel days = approx. 41,100 $ per day. The new 7,000 TEU vessels are slightly outside the New Contex-index. We are rather looking at Harpex. Rates are currently perhaps between 70,000-75,000 $ - for perhaps a 12-month contract, a bit lower for a 24-month one, as I recall it. Regardless, the agreement is in place sooooo... Now we have 36 months with approx. 41,100 $ on this new agreement, which I think is fair, all things considered, because the 3rd and last year provides stability. One should probably assess the rate level such that it is more important for MPCC to get continuous fixed cash flow in the coming couple of years, when several vessels run off the old agreements and need to be renegotiated. Here, I think it is better to have good base coverage and the possibility of having attractive financing terms, which it seems MPCC has received this time, again, with the new tranche with Societe Generale. One must consider that oneself. But one can probably see it this way, that the residual debt on the new vessels will be at a guaranteed level at the expiry of the 3-year agreement, whereas if one had bet on higher rates for a shorter period, the outcome would have been more uncertain. Safety first. I am really very satisfied with the management at MPCC and appreciate their conservatism, as I also, as an addition, expect that the overall terms of the agreement are an expression of precisely that conservatism, rather than that they could not achieve better terms in the market. The announcement simultaneously confirms that the agreement for the four vessels alone will provide around 140 mill. $ in expected pure EBITDA over the 3 years. The 40 mill. $ between the revenue, I expect in this case, is pure opex. If we take the 40 mill. $ / 4,380 vessel days = approx. 9132 $ in daily opex. That fits very well with the figures we know from MPCC's previous reports. So I cannot see anything other than that it's all clear on the bridge, this time too. Always assess yourself what the situation is for MPCC. NB: I am long in the stock. If you want to read the press release yourself - https://www.mpc-container.com/news/2026/oslo-norway-25-june-2026-mpc-container-ships-asa-to-acquire-four-7-000-teu-vessels-with-three-year-charter-advances-fleet-modernization-and-secures-usd-375m-financing/
- ·2 päivää 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!
- ·2 päivää sittenHarpex at the same high record level, as last week. https://www.harperpetersen.com/container
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