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MPC Container Ships

Ylin-
Alin-
Vaihto-
2026 Q1 -tulosraportti
49 päivää sitten
0,3862 NOK/osake
Viimeisin osinko
7,59%Tuotto/v

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

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

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 7 t sitten
    ·
    Following 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.
  • 22 t sitten · Muokattu
    ·
    Well 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.
    31 min sitten
    ·
    Incredibly grateful that you share your knowledge😘
  • 1 päivä sitten
    ·
    Yes 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 sitten
    ·
    Is it thought that Hormuz will affect the feeder market in Europe to any significant extent?
  • 1 päivä sitten
    ·
    Hormuz closes soon. Good or bad for Mpcc?
    1 päivä sitten
    ·
    Both are good.
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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
49 päivää sitten
0,3862 NOK/osake
Viimeisin osinko
7,59%Tuotto/v

Uutiset

AI
Viimeisin
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
  • 7 t sitten
    ·
    Following 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.
  • 22 t sitten · Muokattu
    ·
    Well 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.
    31 min sitten
    ·
    Incredibly grateful that you share your knowledge😘
  • 1 päivä sitten
    ·
    Yes 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 sitten
    ·
    Is it thought that Hormuz will affect the feeder market in Europe to any significant extent?
  • 1 päivä sitten
    ·
    Hormuz closes soon. Good or bad for Mpcc?
    1 päivä sitten
    ·
    Both are good.
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

AikaHintaMääräOstajaMyyjä
----

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

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
49 päivää sitten

Uutiset

AI
Viimeisin
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

Tuotteita joiden kohde-etuutena tämä arvopaperi

0,3862 NOK/osake
Viimeisin osinko
7,59%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 7 t sitten
    ·
    Following 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.
  • 22 t sitten · Muokattu
    ·
    Well 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.
    31 min sitten
    ·
    Incredibly grateful that you share your knowledge😘
  • 1 päivä sitten
    ·
    Yes 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 sitten
    ·
    Is it thought that Hormuz will affect the feeder market in Europe to any significant extent?
  • 1 päivä sitten
    ·
    Hormuz closes soon. Good or bad for Mpcc?
    1 päivä sitten
    ·
    Both are good.
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

AikaHintaMääräOstajaMyyjä
----

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