2026 Q1 -tulosraportti
36 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
7,79%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
·28 min sittenI have last week looked at the current contractual daily rates for the active fleet according to page 28 and 29 in the q1-26 pres. and compared them with the current market rates from the New Contex index. as of June 23, 2026 (changes a bit all the time – therefore I have not corrected it to the current one from July 2) see for yourself at https://www.vhbs.de/?id=28&L=1 (NB: The average TCE rate for the MPCC fleet is according to q1-26 = $25.040 per day for reference) To be able to make a reasonably accurate comparison, I have used the following classification from New Contex, even though MPCC's ships do not always fit perfectly into the size classification. Type 1100 - 12 mths. / 6 mths. - $17.050 / $17.936 - 1.300 TEU segment Type 1800 - 12 mths. / 6 mths. - $31.776 / $34.423 - 1.700 TEU & 2.000 TEU segments Type 2500 -24 mths. / 12 mths. - $27.796 / $34.622 - 2.200 TEU & 2.500 TEU segments Type 2700 - 24 mths. / 12 mths. -$29.306 / $36.659 - 2.800 TEU segment Type 3500 - 24 mths. / 12 mths. - $36.243 / $43.033 - 3.500 TEU & 3.800 TEU segments I have included the 47 active ships and NB: have excluded upcoming newbuilds etc. which are on page 30. NB: now everything will continuously change, as the individual ships come off old contracts and need to renegotiate new ones. I may have omitted certain aspects (such as notes*), which some may find more/less important than I do. So assess the situation as a whole, the method, and the reasonableness of any potential conclusion one might entertain. 1.300 TEU (2 ships) Type 1100 (12 mths: $17.050 / 6 mths: $17.936) Ships above market level: No. 1: AS FELICIA - $24.000/day Ships below market level: No. 18: AS FREYA - $16.250/day Share below New Contex (12 mths.):(1 out of 2 ships) 1.700 TEU (15 ships) Type 1800 (12 mths: $31.776 / 6 mths: $34.423) This is MPCC's largest sub-segment on these two pages. All 15 ships in this category are operating on contracts significantly below the current "strong" New Contex rates for an 1,800 TEU type here I copy-paste from the presentation due to the number:AS SICILIA ($17.000), AS SUSANNA ($18.000), AS SERENA ($20.000), AS SIMONE ($20.764), AS SEVILLIA ($21.000), AS SOPHIA ($21.500), AS SILJE ($21.708), AS SABINE ($21.708), AS STINE ($21.708), AS SVENJA ($22.000), AS SABRINA ($24.287,5), AS SARA ($24.287,5), AS SELINA ($24.327,5), AS SAVANNA ($24.327,5), AS SAMANTHA ($24.327,5). Share below New Contex (12 mths.):(15 out of 15 ships) 2.000 TEU (2 ships) Type 1800 (12 mths: $31.776 / 6 mths: $34.423) Ships below market level: No. 2: AS ALVA -$15.500/day (Significantly below market level) No. 20: AS ANGELINA - $24.500/day (Below market level) Share below New Contex (12 mths.):(2 out of 2 ships) 2.200 & 2.500 TEU (7 ships) Type 2500 (24 mths: $27.796 / 12 mths: $34.622) The entire segment is fixed below market level for both short and medium-term charter periods: copy-paste again: AS PATRIA ($15.500), AS PIA ($16.000), AS PALINA ($17.000), AS PETRONIA ($17.000), AS ANNE ($25.500), AS PENELOPE ($26.000), AS PAMELA ($26.500). Share below New Contex (24 mths.):(7 out of 7 ships) Share below New Contex (12 mths.):(7 out of 7 ships) 2.800 TEU (13 ships) Type 2700 (24 mths: $29.306 / 12 mths: $36.659) Ships above market level: No 9: AS CAROLINA – $41.000/day No. 16: AS CASPRIA – $40.700/day Ships below market level – copy-paste: These remaining 11 ships are below index: AS CARELIA ($19.500), STADT DRESDEN ($19.500), AS CLAUDIA ($19.500), AS CLEMENTINA ($21.178), AS CYPRIA ($23.000), AS CALIFORNIA ($24.000), AS CAMELLIA ($24.000), AS COLUMBIA ($24.000), AS CARLOTTA ($25.500), AS CONSTANTINA ($26.500), AS CHRISTIANA ($26.800). Share below New Contex (24 mths.): (11 out of 13 ships) 3.500 TEU (4 ships) Type 3500 (24 mths: $36.243 / 12 mths: $43.033) Ships below market level: AS NURIA ($25.150), AS NARA ($25.150), AS NORA ($28.000), AS NINA ($30.000). Share below New Contex(24 mths.):(4 out of 4 ships) 3.800 TEU (4 ships) Conservatively compared with type 3500 (24 mths: $36.243) Ships below market level: The four sister ships LIVORNO EXPRESS, GENOA EXPRESS, DETROIT EXPRESS and BARCELONA EXPRESS all operate at rates of $33.250/day. Share below New Contex(24 mths.):(4 out of 4 ships) When I now summarize (with reservations for errors etc.) across page 28 and 29, I see that: 44 out of 47 ships are below index level, which corresponds to approx. 93.6% of the fleet. The reason? Perhaps the historical contract mix, that time has passed, that the index has risen for a number of reasons? Judge for yourself? This shows that the so-called "charter cliff", which has occasionally been mentioned in the media, where ships come off contract during 2027 and 2028 - might end up constituting an earnings upside for MPCC? All depending on what happens. It will continuously show itself every quarter, with all the known variables in play. Judge for yourself!. NB: I am long the stock.
Talk about having total control! Most of the ships are operating at lower rates. This could become very good when they are to be renegotiated again! Thanks!- ·50 min sitten · MuokattuMore who have "the faith" in container shipping ! The freight price's skyrocketing continues and new 11-digit upward adjustments from Mærsk await on the horizon: "The rates for container shipping continue upwards for the ninth week in a row. Last week prices rose 8,8 pct., shows the latest calculation of the World Container Index (WCI), which is calculated by Drewry." Thus, the WCI index in the week up to July 2nd has gone up to 4530,42 dollar for a forty-foot container, after the index the week before rose by 5 pct. Before the long series of increases, the rates were at 2216,42 dollar as of April 30th. Looking at the route from Shanghai in China to Rotterdam in Europe, the price this week has risen 6,6 pct. to 4682 dollar. From Shanghai to Los Angeles the price has grown 10,4 pct. to 6349 dollar, while the price to New York from Shanghai has become 10,5 pct. higher and stands at 7902 dollar. From Market Wire and Drewry. In comparison, Mærsk stated in its latest financial report that the cost per forty-foot container was 2.333 USD And Mærsk moves approx. 1.100.000 containers per month. So expect more 11-digit upward adjustments later in the year. I am keeping my shares in Mærsk.
·1 t sittenNewConTex continues to rise, as usual, to new record levels, as usual. https://www.vhbs.de/index.php?id=28&L=1- ·1 t sitten · MuokattuYes folks, I expect you are ready for brilliant news. The New Contex index for the feeder class of container ships has been updated. And the headline will be . The NEW CONTEX index is increasing sharply upwards and sets its 26-YEAR RECORD as we start the second half of 2026. The index increased from 1568 points up to 1572 points = 4 points. This gives a rate of increase since the last update of 4 points ÷ 2 days = 2 points per day. Absolutely awesome is my conclusion..... The index has then increased from 536 points on 3-1-2024 and up to today's 1572 points = 1036 points or 193.3%. The year 2026's increase is from 1485 points up to 1572 points = 87 points or 5.86%. The rate of increase in 2026 will then be 87 points ÷ 183 days = 0.48 points per day. 13 classes showed an increase 3 classes showed a decrease. So there may be more pleasant updates to come here. So, some thoughts of my own. That's how the weeks go now, with constantly new records. Hope everyone is aware of the following, for every week that passes, MPCC is 1 week closer to renegotiations and entering into new contracts for many vessels. When the rate picture is as it is now, it's a pleasure for the management at MPCC. So it's important that as many contracts as possible are renegotiated/new ones entered into while we are at these "fantastic" rate levels. One day the downturn in rates will come, and then it's an advantage not to be in the spot market but to have entered into the longest possible contracts, just like MPCC does. Then the downturn can be "handled" well without panicking. It looks brilliant for the next 2 years is my thought. Have a brilliant afternoon/evening everyone. Greetings from someone who tonight will have a glass of red wine in the armchair when all the rates are to be entered into my ledger (bible).
- ·2 t sitten · MuokattuYes folks. The New Contex index has been updated, and that is brilliant news. The index increased from 1568 points up to 1572 points =4 points. In 2 days!!!!! A full update is coming in the next hour. Have a brilliant day everyone.
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
36 päivää sitten
‧46 min
0,3862 NOK/osake
Viimeisin osinko
7,79%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
- ·28 min sittenI have last week looked at the current contractual daily rates for the active fleet according to page 28 and 29 in the q1-26 pres. and compared them with the current market rates from the New Contex index. as of June 23, 2026 (changes a bit all the time – therefore I have not corrected it to the current one from July 2) see for yourself at https://www.vhbs.de/?id=28&L=1 (NB: The average TCE rate for the MPCC fleet is according to q1-26 = $25.040 per day for reference) To be able to make a reasonably accurate comparison, I have used the following classification from New Contex, even though MPCC's ships do not always fit perfectly into the size classification. Type 1100 - 12 mths. / 6 mths. - $17.050 / $17.936 - 1.300 TEU segment Type 1800 - 12 mths. / 6 mths. - $31.776 / $34.423 - 1.700 TEU & 2.000 TEU segments Type 2500 -24 mths. / 12 mths. - $27.796 / $34.622 - 2.200 TEU & 2.500 TEU segments Type 2700 - 24 mths. / 12 mths. -$29.306 / $36.659 - 2.800 TEU segment Type 3500 - 24 mths. / 12 mths. - $36.243 / $43.033 - 3.500 TEU & 3.800 TEU segments I have included the 47 active ships and NB: have excluded upcoming newbuilds etc. which are on page 30. NB: now everything will continuously change, as the individual ships come off old contracts and need to renegotiate new ones. I may have omitted certain aspects (such as notes*), which some may find more/less important than I do. So assess the situation as a whole, the method, and the reasonableness of any potential conclusion one might entertain. 1.300 TEU (2 ships) Type 1100 (12 mths: $17.050 / 6 mths: $17.936) Ships above market level: No. 1: AS FELICIA - $24.000/day Ships below market level: No. 18: AS FREYA - $16.250/day Share below New Contex (12 mths.):(1 out of 2 ships) 1.700 TEU (15 ships) Type 1800 (12 mths: $31.776 / 6 mths: $34.423) This is MPCC's largest sub-segment on these two pages. All 15 ships in this category are operating on contracts significantly below the current "strong" New Contex rates for an 1,800 TEU type here I copy-paste from the presentation due to the number:AS SICILIA ($17.000), AS SUSANNA ($18.000), AS SERENA ($20.000), AS SIMONE ($20.764), AS SEVILLIA ($21.000), AS SOPHIA ($21.500), AS SILJE ($21.708), AS SABINE ($21.708), AS STINE ($21.708), AS SVENJA ($22.000), AS SABRINA ($24.287,5), AS SARA ($24.287,5), AS SELINA ($24.327,5), AS SAVANNA ($24.327,5), AS SAMANTHA ($24.327,5). Share below New Contex (12 mths.):(15 out of 15 ships) 2.000 TEU (2 ships) Type 1800 (12 mths: $31.776 / 6 mths: $34.423) Ships below market level: No. 2: AS ALVA -$15.500/day (Significantly below market level) No. 20: AS ANGELINA - $24.500/day (Below market level) Share below New Contex (12 mths.):(2 out of 2 ships) 2.200 & 2.500 TEU (7 ships) Type 2500 (24 mths: $27.796 / 12 mths: $34.622) The entire segment is fixed below market level for both short and medium-term charter periods: copy-paste again: AS PATRIA ($15.500), AS PIA ($16.000), AS PALINA ($17.000), AS PETRONIA ($17.000), AS ANNE ($25.500), AS PENELOPE ($26.000), AS PAMELA ($26.500). Share below New Contex (24 mths.):(7 out of 7 ships) Share below New Contex (12 mths.):(7 out of 7 ships) 2.800 TEU (13 ships) Type 2700 (24 mths: $29.306 / 12 mths: $36.659) Ships above market level: No 9: AS CAROLINA – $41.000/day No. 16: AS CASPRIA – $40.700/day Ships below market level – copy-paste: These remaining 11 ships are below index: AS CARELIA ($19.500), STADT DRESDEN ($19.500), AS CLAUDIA ($19.500), AS CLEMENTINA ($21.178), AS CYPRIA ($23.000), AS CALIFORNIA ($24.000), AS CAMELLIA ($24.000), AS COLUMBIA ($24.000), AS CARLOTTA ($25.500), AS CONSTANTINA ($26.500), AS CHRISTIANA ($26.800). Share below New Contex (24 mths.): (11 out of 13 ships) 3.500 TEU (4 ships) Type 3500 (24 mths: $36.243 / 12 mths: $43.033) Ships below market level: AS NURIA ($25.150), AS NARA ($25.150), AS NORA ($28.000), AS NINA ($30.000). Share below New Contex(24 mths.):(4 out of 4 ships) 3.800 TEU (4 ships) Conservatively compared with type 3500 (24 mths: $36.243) Ships below market level: The four sister ships LIVORNO EXPRESS, GENOA EXPRESS, DETROIT EXPRESS and BARCELONA EXPRESS all operate at rates of $33.250/day. Share below New Contex(24 mths.):(4 out of 4 ships) When I now summarize (with reservations for errors etc.) across page 28 and 29, I see that: 44 out of 47 ships are below index level, which corresponds to approx. 93.6% of the fleet. The reason? Perhaps the historical contract mix, that time has passed, that the index has risen for a number of reasons? Judge for yourself? This shows that the so-called "charter cliff", which has occasionally been mentioned in the media, where ships come off contract during 2027 and 2028 - might end up constituting an earnings upside for MPCC? All depending on what happens. It will continuously show itself every quarter, with all the known variables in play. Judge for yourself!. NB: I am long the stock.Talk about having total control! Most of the ships are operating at lower rates. This could become very good when they are to be renegotiated again! Thanks!
- ·50 min sitten · MuokattuMore who have "the faith" in container shipping ! The freight price's skyrocketing continues and new 11-digit upward adjustments from Mærsk await on the horizon: "The rates for container shipping continue upwards for the ninth week in a row. Last week prices rose 8,8 pct., shows the latest calculation of the World Container Index (WCI), which is calculated by Drewry." Thus, the WCI index in the week up to July 2nd has gone up to 4530,42 dollar for a forty-foot container, after the index the week before rose by 5 pct. Before the long series of increases, the rates were at 2216,42 dollar as of April 30th. Looking at the route from Shanghai in China to Rotterdam in Europe, the price this week has risen 6,6 pct. to 4682 dollar. From Shanghai to Los Angeles the price has grown 10,4 pct. to 6349 dollar, while the price to New York from Shanghai has become 10,5 pct. higher and stands at 7902 dollar. From Market Wire and Drewry. In comparison, Mærsk stated in its latest financial report that the cost per forty-foot container was 2.333 USD And Mærsk moves approx. 1.100.000 containers per month. So expect more 11-digit upward adjustments later in the year. I am keeping my shares in Mærsk.
- ·1 t sittenNewConTex continues to rise, as usual, to new record levels, as usual. https://www.vhbs.de/index.php?id=28&L=1
- ·1 t sitten · MuokattuYes folks, I expect you are ready for brilliant news. The New Contex index for the feeder class of container ships has been updated. And the headline will be . The NEW CONTEX index is increasing sharply upwards and sets its 26-YEAR RECORD as we start the second half of 2026. The index increased from 1568 points up to 1572 points = 4 points. This gives a rate of increase since the last update of 4 points ÷ 2 days = 2 points per day. Absolutely awesome is my conclusion..... The index has then increased from 536 points on 3-1-2024 and up to today's 1572 points = 1036 points or 193.3%. The year 2026's increase is from 1485 points up to 1572 points = 87 points or 5.86%. The rate of increase in 2026 will then be 87 points ÷ 183 days = 0.48 points per day. 13 classes showed an increase 3 classes showed a decrease. So there may be more pleasant updates to come here. So, some thoughts of my own. That's how the weeks go now, with constantly new records. Hope everyone is aware of the following, for every week that passes, MPCC is 1 week closer to renegotiations and entering into new contracts for many vessels. When the rate picture is as it is now, it's a pleasure for the management at MPCC. So it's important that as many contracts as possible are renegotiated/new ones entered into while we are at these "fantastic" rate levels. One day the downturn in rates will come, and then it's an advantage not to be in the spot market but to have entered into the longest possible contracts, just like MPCC does. Then the downturn can be "handled" well without panicking. It looks brilliant for the next 2 years is my thought. Have a brilliant afternoon/evening everyone. Greetings from someone who tonight will have a glass of red wine in the armchair when all the rates are to be entered into my ledger (bible).
- ·2 t sitten · MuokattuYes folks. The New Contex index has been updated, and that is brilliant news. The index increased from 1568 points up to 1572 points =4 points. In 2 days!!!!! A full update is coming in the next hour. Have a brilliant day everyone.
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
36 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
7,79%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·28 min sittenI have last week looked at the current contractual daily rates for the active fleet according to page 28 and 29 in the q1-26 pres. and compared them with the current market rates from the New Contex index. as of June 23, 2026 (changes a bit all the time – therefore I have not corrected it to the current one from July 2) see for yourself at https://www.vhbs.de/?id=28&L=1 (NB: The average TCE rate for the MPCC fleet is according to q1-26 = $25.040 per day for reference) To be able to make a reasonably accurate comparison, I have used the following classification from New Contex, even though MPCC's ships do not always fit perfectly into the size classification. Type 1100 - 12 mths. / 6 mths. - $17.050 / $17.936 - 1.300 TEU segment Type 1800 - 12 mths. / 6 mths. - $31.776 / $34.423 - 1.700 TEU & 2.000 TEU segments Type 2500 -24 mths. / 12 mths. - $27.796 / $34.622 - 2.200 TEU & 2.500 TEU segments Type 2700 - 24 mths. / 12 mths. -$29.306 / $36.659 - 2.800 TEU segment Type 3500 - 24 mths. / 12 mths. - $36.243 / $43.033 - 3.500 TEU & 3.800 TEU segments I have included the 47 active ships and NB: have excluded upcoming newbuilds etc. which are on page 30. NB: now everything will continuously change, as the individual ships come off old contracts and need to renegotiate new ones. I may have omitted certain aspects (such as notes*), which some may find more/less important than I do. So assess the situation as a whole, the method, and the reasonableness of any potential conclusion one might entertain. 1.300 TEU (2 ships) Type 1100 (12 mths: $17.050 / 6 mths: $17.936) Ships above market level: No. 1: AS FELICIA - $24.000/day Ships below market level: No. 18: AS FREYA - $16.250/day Share below New Contex (12 mths.):(1 out of 2 ships) 1.700 TEU (15 ships) Type 1800 (12 mths: $31.776 / 6 mths: $34.423) This is MPCC's largest sub-segment on these two pages. All 15 ships in this category are operating on contracts significantly below the current "strong" New Contex rates for an 1,800 TEU type here I copy-paste from the presentation due to the number:AS SICILIA ($17.000), AS SUSANNA ($18.000), AS SERENA ($20.000), AS SIMONE ($20.764), AS SEVILLIA ($21.000), AS SOPHIA ($21.500), AS SILJE ($21.708), AS SABINE ($21.708), AS STINE ($21.708), AS SVENJA ($22.000), AS SABRINA ($24.287,5), AS SARA ($24.287,5), AS SELINA ($24.327,5), AS SAVANNA ($24.327,5), AS SAMANTHA ($24.327,5). Share below New Contex (12 mths.):(15 out of 15 ships) 2.000 TEU (2 ships) Type 1800 (12 mths: $31.776 / 6 mths: $34.423) Ships below market level: No. 2: AS ALVA -$15.500/day (Significantly below market level) No. 20: AS ANGELINA - $24.500/day (Below market level) Share below New Contex (12 mths.):(2 out of 2 ships) 2.200 & 2.500 TEU (7 ships) Type 2500 (24 mths: $27.796 / 12 mths: $34.622) The entire segment is fixed below market level for both short and medium-term charter periods: copy-paste again: AS PATRIA ($15.500), AS PIA ($16.000), AS PALINA ($17.000), AS PETRONIA ($17.000), AS ANNE ($25.500), AS PENELOPE ($26.000), AS PAMELA ($26.500). Share below New Contex (24 mths.):(7 out of 7 ships) Share below New Contex (12 mths.):(7 out of 7 ships) 2.800 TEU (13 ships) Type 2700 (24 mths: $29.306 / 12 mths: $36.659) Ships above market level: No 9: AS CAROLINA – $41.000/day No. 16: AS CASPRIA – $40.700/day Ships below market level – copy-paste: These remaining 11 ships are below index: AS CARELIA ($19.500), STADT DRESDEN ($19.500), AS CLAUDIA ($19.500), AS CLEMENTINA ($21.178), AS CYPRIA ($23.000), AS CALIFORNIA ($24.000), AS CAMELLIA ($24.000), AS COLUMBIA ($24.000), AS CARLOTTA ($25.500), AS CONSTANTINA ($26.500), AS CHRISTIANA ($26.800). Share below New Contex (24 mths.): (11 out of 13 ships) 3.500 TEU (4 ships) Type 3500 (24 mths: $36.243 / 12 mths: $43.033) Ships below market level: AS NURIA ($25.150), AS NARA ($25.150), AS NORA ($28.000), AS NINA ($30.000). Share below New Contex(24 mths.):(4 out of 4 ships) 3.800 TEU (4 ships) Conservatively compared with type 3500 (24 mths: $36.243) Ships below market level: The four sister ships LIVORNO EXPRESS, GENOA EXPRESS, DETROIT EXPRESS and BARCELONA EXPRESS all operate at rates of $33.250/day. Share below New Contex(24 mths.):(4 out of 4 ships) When I now summarize (with reservations for errors etc.) across page 28 and 29, I see that: 44 out of 47 ships are below index level, which corresponds to approx. 93.6% of the fleet. The reason? Perhaps the historical contract mix, that time has passed, that the index has risen for a number of reasons? Judge for yourself? This shows that the so-called "charter cliff", which has occasionally been mentioned in the media, where ships come off contract during 2027 and 2028 - might end up constituting an earnings upside for MPCC? All depending on what happens. It will continuously show itself every quarter, with all the known variables in play. Judge for yourself!. NB: I am long the stock.Talk about having total control! Most of the ships are operating at lower rates. This could become very good when they are to be renegotiated again! Thanks!
- ·50 min sitten · MuokattuMore who have "the faith" in container shipping ! The freight price's skyrocketing continues and new 11-digit upward adjustments from Mærsk await on the horizon: "The rates for container shipping continue upwards for the ninth week in a row. Last week prices rose 8,8 pct., shows the latest calculation of the World Container Index (WCI), which is calculated by Drewry." Thus, the WCI index in the week up to July 2nd has gone up to 4530,42 dollar for a forty-foot container, after the index the week before rose by 5 pct. Before the long series of increases, the rates were at 2216,42 dollar as of April 30th. Looking at the route from Shanghai in China to Rotterdam in Europe, the price this week has risen 6,6 pct. to 4682 dollar. From Shanghai to Los Angeles the price has grown 10,4 pct. to 6349 dollar, while the price to New York from Shanghai has become 10,5 pct. higher and stands at 7902 dollar. From Market Wire and Drewry. In comparison, Mærsk stated in its latest financial report that the cost per forty-foot container was 2.333 USD And Mærsk moves approx. 1.100.000 containers per month. So expect more 11-digit upward adjustments later in the year. I am keeping my shares in Mærsk.
- ·1 t sittenNewConTex continues to rise, as usual, to new record levels, as usual. https://www.vhbs.de/index.php?id=28&L=1
- ·1 t sitten · MuokattuYes folks, I expect you are ready for brilliant news. The New Contex index for the feeder class of container ships has been updated. And the headline will be . The NEW CONTEX index is increasing sharply upwards and sets its 26-YEAR RECORD as we start the second half of 2026. The index increased from 1568 points up to 1572 points = 4 points. This gives a rate of increase since the last update of 4 points ÷ 2 days = 2 points per day. Absolutely awesome is my conclusion..... The index has then increased from 536 points on 3-1-2024 and up to today's 1572 points = 1036 points or 193.3%. The year 2026's increase is from 1485 points up to 1572 points = 87 points or 5.86%. The rate of increase in 2026 will then be 87 points ÷ 183 days = 0.48 points per day. 13 classes showed an increase 3 classes showed a decrease. So there may be more pleasant updates to come here. So, some thoughts of my own. That's how the weeks go now, with constantly new records. Hope everyone is aware of the following, for every week that passes, MPCC is 1 week closer to renegotiations and entering into new contracts for many vessels. When the rate picture is as it is now, it's a pleasure for the management at MPCC. So it's important that as many contracts as possible are renegotiated/new ones entered into while we are at these "fantastic" rate levels. One day the downturn in rates will come, and then it's an advantage not to be in the spot market but to have entered into the longest possible contracts, just like MPCC does. Then the downturn can be "handled" well without panicking. It looks brilliant for the next 2 years is my thought. Have a brilliant afternoon/evening everyone. Greetings from someone who tonight will have a glass of red wine in the armchair when all the rates are to be entered into my ledger (bible).
- ·2 t sitten · MuokattuYes folks. The New Contex index has been updated, and that is brilliant news. The index increased from 1568 points up to 1572 points =4 points. In 2 days!!!!! A full update is coming in the next hour. Have a brilliant day everyone.
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