2026 Q1 -tulosraportti
25 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
9,26%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 14 070 | - | - | ||
| 43 | - | - | ||
| 1 779 | - | - | ||
| 14 969 | - | - | ||
| 462 | - | - |
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
·3 t sittenAlways nice to come in here on MPCC! Many wise posts, see that some have taken home profits, congratulations on that! But I myself will not sell anything, the plan is to hold and buy new shares for the dividend, have a good evening
·1 päivä sitten · MuokattuMPCC's workhorse aka NCL Vestland unloading at Flatholmen in Ålesund after having called from Orkanger. One of MPCC's newest ships Here you who are intr. can see the schedule for the vessel: https://www.ncl.no/ports-and-routes/schedule/ Have a nice weekend.
·10 t sittenIt's almost a bit strange how much I was affected by this post. From being just some shares and numbers in an app to seeing a concrete boat at the quay in my home region, it went from totally abstract to understanding what we are talking about when one refers to feeder vessels. Thank you very much.·2 t sitten · MuokattuNice to hear toreg👍 According to Marine Traffic, the vessel is now well on its way to Moerdijk, a short sea hub in the Netherlands that transports goods further out into the big world. I reckon there are some containers with quality seafood from Sunnmøre that will be unloaded there, and further out to the market in Europe.
·2 päivää sitten · MuokattuHarpex continues to rise, as usual. To a new record, again. https://www.harperpetersen.com/container- ·2 päivää sittenThe rates are rising by 30% in a week. https://www.tradewindsnews.com/containers/ripple-effect-of-hormuz-disruption-spurs-container-spot-rates-spike/2-1-2006980
·2 päivää sitten · MuokattuI think there are several interesting things at play currently concerning MPCC, whose aspects one can consider. The stock has risen nicely recently, and then fallen a bit. If one looks at Nordnet's site, we see a larger drop in the number of investors within a shorter period. If one looks at Q1-2026, one can see on page 25 that the number of investors has fallen from approx. 60,000 to approx. 40,000 from Q1-25 to Q1-26. That tells me that many retail investors have left. What is the consequence of that? The shares must have moved to investors who have a different perspective and perhaps a longer-term perspective? What it might be due to is hard to know, but I expect some are aware of what the situation might develop into. Good or bad. Of course, with all variables at play, as we know it from shipping. So assess for yourself what the situation is for MPCC. But if we look at the mechanics for 2027 and 2028 and beyond, then there are, I think, some reasons/causes for MPCC to become an interesting cash flow machine – even if the large container market (mainliners) were to fall. Here I disregard, for example, cascading effects. They don't necessarily play out as feared, if one looks at order books and scrapping. In short, the combined aspects of the aforementioned are difficult to factor in before it happens. Demand is always a wild card. In 2027 and large parts of 2028, MPCC will continuously spend less money on paying (capex) for the new ships, as deliveries occur continuously. In addition, credit lines are in place to protect cash flow, also in relation to interest payments. One can read this in the reports from MPCC. When Capex falls, and revenues remain stable (or perhaps rising) (or falling), the cash flows in the financial statements change. My guess is some expect a "massive" (whatever that may be in real terms) boost in free cash flow (FCF), which in MPCC's case might be sent directly to shareholders as dividends. Then we will see what payout ratios we can return to. One can also imagine it becoming a mix, where earnings are used to pay down debt faster, and thus let the company and share price reflect the new values? We'll see. Even if the market were to be challenged, MPCC has secured good visibility in earnings going forward - and earnings become easier and easier to calculate as we approach 2029 (the last 2 ships arrive then - if all goes as planned). The new ships operate with known rates for a total of between 3 and 10 years ahead. Otherwise: now, in mid-2026, MPCC still has a total TCE contract backlog of approximately 2.0 billion dollars. On page 22 in Q1-26, one can see that 98% of the backlog is with top 10 liners and there remains approx. 3.5 years as average remaining term on the contracts. We all know these figures inside out, but they are worth looking at again, I think. 2026: 99% covered 2027: 69% covered 2028: 41% covered The combination of TCE contracts/backlog, more speculatively, a lack of smaller ships on the world's oceans (rising rates)(new contex/shanghai CI)(can rise/fall, we all know that). The ongoing and "falling" (paid) transfers to the shipyards (falling capex and perhaps falling opex wholly/partially due to a proportion of new ships in the company) means that MPCC, if one looks a bit ahead and is not too critical in assessing certain details, from 2027/2028 onwards can change the way one knows and evaluates the operating figures. I think that's interesting. At some point, I expect (like others) that we will get updated analyses and the future, from the professionals, but I think it will be superficial overviews of facts until we get further along and can nail more down. But as everyone knows, stocks often trade on expectations for the future. Therefore, I would have done some calculations to see how things might look in relation to my own early assessments of new price targets that I have in mind. Since I want to be reasonable in my own considerations, it will unfortunately have to wait a bit. Just need to update figures and expectations from the latest reports. NB: I am long the stock.
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
25 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
9,26%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
- ·3 t sittenAlways nice to come in here on MPCC! Many wise posts, see that some have taken home profits, congratulations on that! But I myself will not sell anything, the plan is to hold and buy new shares for the dividend, have a good evening
- ·1 päivä sitten · MuokattuMPCC's workhorse aka NCL Vestland unloading at Flatholmen in Ålesund after having called from Orkanger. One of MPCC's newest ships Here you who are intr. can see the schedule for the vessel: https://www.ncl.no/ports-and-routes/schedule/ Have a nice weekend.·10 t sittenIt's almost a bit strange how much I was affected by this post. From being just some shares and numbers in an app to seeing a concrete boat at the quay in my home region, it went from totally abstract to understanding what we are talking about when one refers to feeder vessels. Thank you very much.·2 t sitten · MuokattuNice to hear toreg👍 According to Marine Traffic, the vessel is now well on its way to Moerdijk, a short sea hub in the Netherlands that transports goods further out into the big world. I reckon there are some containers with quality seafood from Sunnmøre that will be unloaded there, and further out to the market in Europe.
- ·2 päivää sitten · MuokattuHarpex continues to rise, as usual. To a new record, again. https://www.harperpetersen.com/container
- ·2 päivää sittenThe rates are rising by 30% in a week. https://www.tradewindsnews.com/containers/ripple-effect-of-hormuz-disruption-spurs-container-spot-rates-spike/2-1-2006980
- ·2 päivää sitten · MuokattuI think there are several interesting things at play currently concerning MPCC, whose aspects one can consider. The stock has risen nicely recently, and then fallen a bit. If one looks at Nordnet's site, we see a larger drop in the number of investors within a shorter period. If one looks at Q1-2026, one can see on page 25 that the number of investors has fallen from approx. 60,000 to approx. 40,000 from Q1-25 to Q1-26. That tells me that many retail investors have left. What is the consequence of that? The shares must have moved to investors who have a different perspective and perhaps a longer-term perspective? What it might be due to is hard to know, but I expect some are aware of what the situation might develop into. Good or bad. Of course, with all variables at play, as we know it from shipping. So assess for yourself what the situation is for MPCC. But if we look at the mechanics for 2027 and 2028 and beyond, then there are, I think, some reasons/causes for MPCC to become an interesting cash flow machine – even if the large container market (mainliners) were to fall. Here I disregard, for example, cascading effects. They don't necessarily play out as feared, if one looks at order books and scrapping. In short, the combined aspects of the aforementioned are difficult to factor in before it happens. Demand is always a wild card. In 2027 and large parts of 2028, MPCC will continuously spend less money on paying (capex) for the new ships, as deliveries occur continuously. In addition, credit lines are in place to protect cash flow, also in relation to interest payments. One can read this in the reports from MPCC. When Capex falls, and revenues remain stable (or perhaps rising) (or falling), the cash flows in the financial statements change. My guess is some expect a "massive" (whatever that may be in real terms) boost in free cash flow (FCF), which in MPCC's case might be sent directly to shareholders as dividends. Then we will see what payout ratios we can return to. One can also imagine it becoming a mix, where earnings are used to pay down debt faster, and thus let the company and share price reflect the new values? We'll see. Even if the market were to be challenged, MPCC has secured good visibility in earnings going forward - and earnings become easier and easier to calculate as we approach 2029 (the last 2 ships arrive then - if all goes as planned). The new ships operate with known rates for a total of between 3 and 10 years ahead. Otherwise: now, in mid-2026, MPCC still has a total TCE contract backlog of approximately 2.0 billion dollars. On page 22 in Q1-26, one can see that 98% of the backlog is with top 10 liners and there remains approx. 3.5 years as average remaining term on the contracts. We all know these figures inside out, but they are worth looking at again, I think. 2026: 99% covered 2027: 69% covered 2028: 41% covered The combination of TCE contracts/backlog, more speculatively, a lack of smaller ships on the world's oceans (rising rates)(new contex/shanghai CI)(can rise/fall, we all know that). The ongoing and "falling" (paid) transfers to the shipyards (falling capex and perhaps falling opex wholly/partially due to a proportion of new ships in the company) means that MPCC, if one looks a bit ahead and is not too critical in assessing certain details, from 2027/2028 onwards can change the way one knows and evaluates the operating figures. I think that's interesting. At some point, I expect (like others) that we will get updated analyses and the future, from the professionals, but I think it will be superficial overviews of facts until we get further along and can nail more down. But as everyone knows, stocks often trade on expectations for the future. Therefore, I would have done some calculations to see how things might look in relation to my own early assessments of new price targets that I have in mind. Since I want to be reasonable in my own considerations, it will unfortunately have to wait a bit. Just need to update figures and expectations from the latest reports. NB: I am long the stock.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 14 070 | - | - | ||
| 43 | - | - | ||
| 1 779 | - | - | ||
| 14 969 | - | - | ||
| 462 | - | - |
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
25 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
9,26%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3 t sittenAlways nice to come in here on MPCC! Many wise posts, see that some have taken home profits, congratulations on that! But I myself will not sell anything, the plan is to hold and buy new shares for the dividend, have a good evening
- ·1 päivä sitten · MuokattuMPCC's workhorse aka NCL Vestland unloading at Flatholmen in Ålesund after having called from Orkanger. One of MPCC's newest ships Here you who are intr. can see the schedule for the vessel: https://www.ncl.no/ports-and-routes/schedule/ Have a nice weekend.·10 t sittenIt's almost a bit strange how much I was affected by this post. From being just some shares and numbers in an app to seeing a concrete boat at the quay in my home region, it went from totally abstract to understanding what we are talking about when one refers to feeder vessels. Thank you very much.·2 t sitten · MuokattuNice to hear toreg👍 According to Marine Traffic, the vessel is now well on its way to Moerdijk, a short sea hub in the Netherlands that transports goods further out into the big world. I reckon there are some containers with quality seafood from Sunnmøre that will be unloaded there, and further out to the market in Europe.
- ·2 päivää sitten · MuokattuHarpex continues to rise, as usual. To a new record, again. https://www.harperpetersen.com/container
- ·2 päivää sittenThe rates are rising by 30% in a week. https://www.tradewindsnews.com/containers/ripple-effect-of-hormuz-disruption-spurs-container-spot-rates-spike/2-1-2006980
- ·2 päivää sitten · MuokattuI think there are several interesting things at play currently concerning MPCC, whose aspects one can consider. The stock has risen nicely recently, and then fallen a bit. If one looks at Nordnet's site, we see a larger drop in the number of investors within a shorter period. If one looks at Q1-2026, one can see on page 25 that the number of investors has fallen from approx. 60,000 to approx. 40,000 from Q1-25 to Q1-26. That tells me that many retail investors have left. What is the consequence of that? The shares must have moved to investors who have a different perspective and perhaps a longer-term perspective? What it might be due to is hard to know, but I expect some are aware of what the situation might develop into. Good or bad. Of course, with all variables at play, as we know it from shipping. So assess for yourself what the situation is for MPCC. But if we look at the mechanics for 2027 and 2028 and beyond, then there are, I think, some reasons/causes for MPCC to become an interesting cash flow machine – even if the large container market (mainliners) were to fall. Here I disregard, for example, cascading effects. They don't necessarily play out as feared, if one looks at order books and scrapping. In short, the combined aspects of the aforementioned are difficult to factor in before it happens. Demand is always a wild card. In 2027 and large parts of 2028, MPCC will continuously spend less money on paying (capex) for the new ships, as deliveries occur continuously. In addition, credit lines are in place to protect cash flow, also in relation to interest payments. One can read this in the reports from MPCC. When Capex falls, and revenues remain stable (or perhaps rising) (or falling), the cash flows in the financial statements change. My guess is some expect a "massive" (whatever that may be in real terms) boost in free cash flow (FCF), which in MPCC's case might be sent directly to shareholders as dividends. Then we will see what payout ratios we can return to. One can also imagine it becoming a mix, where earnings are used to pay down debt faster, and thus let the company and share price reflect the new values? We'll see. Even if the market were to be challenged, MPCC has secured good visibility in earnings going forward - and earnings become easier and easier to calculate as we approach 2029 (the last 2 ships arrive then - if all goes as planned). The new ships operate with known rates for a total of between 3 and 10 years ahead. Otherwise: now, in mid-2026, MPCC still has a total TCE contract backlog of approximately 2.0 billion dollars. On page 22 in Q1-26, one can see that 98% of the backlog is with top 10 liners and there remains approx. 3.5 years as average remaining term on the contracts. We all know these figures inside out, but they are worth looking at again, I think. 2026: 99% covered 2027: 69% covered 2028: 41% covered The combination of TCE contracts/backlog, more speculatively, a lack of smaller ships on the world's oceans (rising rates)(new contex/shanghai CI)(can rise/fall, we all know that). The ongoing and "falling" (paid) transfers to the shipyards (falling capex and perhaps falling opex wholly/partially due to a proportion of new ships in the company) means that MPCC, if one looks a bit ahead and is not too critical in assessing certain details, from 2027/2028 onwards can change the way one knows and evaluates the operating figures. I think that's interesting. At some point, I expect (like others) that we will get updated analyses and the future, from the professionals, but I think it will be superficial overviews of facts until we get further along and can nail more down. But as everyone knows, stocks often trade on expectations for the future. Therefore, I would have done some calculations to see how things might look in relation to my own early assessments of new price targets that I have in mind. Since I want to be reasonable in my own considerations, it will unfortunately have to wait a bit. Just need to update figures and expectations from the latest reports. NB: I am long the stock.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 14 070 | - | - | ||
| 43 | - | - | ||
| 1 779 | - | - | ||
| 14 969 | - | - | ||
| 462 | - | - |
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