Q2-osavuosiraportti
35 päivää sitten‧15 min
1,9974 NOK/osake
Viimeisin osinko
27,36 %
Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
900
Myynti
Määrä
940
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 1 | - | - | ||
| 75 | - | - | ||
| 94 | - | - | ||
| 343 | - | - |
Ylin
147,5VWAP
Alin
142,9VaihtoMäärä
27,2 187 149
VWAP
Ylin
147,5Alin
142,9VaihtoMäärä
27,2 187 149
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 13.11.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
14 t sitten14 t sittenBCI today: 26,443 +287 MTD 24,672 YTD 18,299 '25 balance 27,000 The Cape market remains stable at very healthy levels. Our two main cargoes iron ore and bauxite continues to push, and the tonnage balance is comfortable. #dividends #drybulk #capesize #2020bulkers
16 t sitten · Muokattu·Regarding fleet and dry bulk: -2025-2026: good years, but still unused capacity on dry bulk ships. -2027-2028: tighter, ships are aging and scrapped, almost no newbuildings. -2029-2030: probably the best years in dry bulk, small fleet, potential supercycle. Demand, exchange rates, etc. difficult to say anything about, so it's just a risk you have to take. Shipping companies are ordering almost no ships now, historically low. Uncertainty about the next fuel: LNG? Ammonia? Methanol?. Shipping companies are hesitant to order new ships. Himalaya and 2020 bulkers with the industry's best breakeven and state-of-the-art scrubbers can literally print money. 2029-2030 could really be a sweet spot. My thoughts.
1 päivä sitten1 päivä sittenContinued tonne-day growth and healthy Chinese demand for iron ore are expected to boost the capesize market as long as iron ore prices stay low. “The Chinese have increased buying of iron ore in the past few months, and it seems this is driven by restocking as iron ore prices have been quite low, breaking below $100/tonne, near the lowest levels in the last decade,” Banchero Costa analyst Ralph Leszczynski told TradeWinds. This statement is also backed by shipping data provider Signal Ocean. This bucks the earlier widely touted bearish downward trend forecast for this year, as market watchers expected Chinese demand for iron ore to dip due to its slowing economy. “Overall, imports of iron ore to China are below last year’s levels, although the gap is narrowing as volumes have certainly been increasing since May,” Leszczynski said. Signal Ocean data showed that tonne-day growth gained strength in September 2025, surpassing levels seen in 2024 and 2023. Tonne-day measures the average number of tonnes shipped over 30 days. While July 2025 saw a plunge in tonne-day growth, in August the metric started beating the odds of a downward trend as Chinese demand for iron ore rose, driven by a higher daily hot metal output. Average daily hot metal output in August had gained 5% year on year at 2.41m tonnes, and had remained steady from July, according to MySteel data cited by Signal Ocean. Chinese steel mills also probably did pre-emptive restocking by importing more iron ore in August, anticipating a seasonal rise in September, Signal Ocean said. Still, Banchero Costa’s Leszczynski said the increase came as no surprise as the September and October autumn period is generally considered “a seasonally peak demand period in China”. Other factors, such as an uptick in steel demand, were also cited. “Exports of steel products from China increased by 25% year on year in the first half of 2025, and this is the third year in a row that they are seeing growth of over 20% in steel exports,” Leszczynski said. He believes China had been quite successful in its steel exports to South Korea; South East Asian countries, such as Vietnam, Indonesia, Malaysia and the Philippines; and the Middle East, comprising the United Arab Emirates and Saudi Arabia. While tariffs and anti-dumping measures were expected to dent Chinese steel exports to these countries, steel mills had turned to exporting semi-finished products, which would not face any impact, TradeWinds previously reported. “The main growth area for steel demand is now machinery,” Leszczynski said. “The trend now in the economy is automation and robotisation of jobs which in the past were done manually, like in agriculture and manufacturing.” China was also beginning to import more iron ore from Brazil, Signal Ocean noted. Year on year, Brazilian exports of iron ore exceeded August 2024 levels by about 3m tonnes, while month-on-month shipments rose 7%, making August 2025 the highest monthly total for 2025. “The iron is coming from Brazil mainly because that’s where production has increased this year, with Vale in particular strongly boosting their production capacity,” Leszczynski said. “Vale produced 80.6m tonnes of iron ore in Q2 2025, which was up 3.7% from the same quarter of 2024.” On the other hand, Australia has been exporting exactly the same total volumes for the past three years, Leszczynski told TradeWinds. Chinese demand for iron ore also kept freight rates strong, seen in the C3 and C5 routes, with early September rates at $24/tonne for Brazil–China and nearly $11/tonne for Australia–China, Signal Ocean said. It added: “This positive sentiment appears to be driven by demand, as the daily loaded volume on the C5 route has significantly exceeded the 2m tonne demand benchmark, while the C3 route is just above 1m tonnes.” In conclusion, Signal Ocean said the recent upward trend in iron ore imports could already be seen in the growth of capesize iron ore days. Leszczynski agreed, saying that Chinese iron ore demand had “started very badly in the first quarter of this year”, but had now bucked the trend “having recovered to essentially last year’s levels”. Both research houses were sceptical of a further surge in growth. Leszczynski said: “I do not think it can improve much more than that as the residential construction sector is still rather depressed and the government does not have the fiscal means to increase spending in infrastructure much more than what they are doing now.” Signal Ocean said that prices and port inventories would dictate whether Chinese iron ore imports remained above 100m tonnes per month. Copyright: TradeWinds, simply the best!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 ja analyysit
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.
Q2-osavuosiraportti
35 päivää sitten‧15 min
1,9974 NOK/osake
Viimeisin osinko
27,36 %
Tuotto/v
Uutiset ja analyysit
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 14 t sitten14 t sittenBCI today: 26,443 +287 MTD 24,672 YTD 18,299 '25 balance 27,000 The Cape market remains stable at very healthy levels. Our two main cargoes iron ore and bauxite continues to push, and the tonnage balance is comfortable. #dividends #drybulk #capesize #2020bulkers
- 16 t sitten · Muokattu·Regarding fleet and dry bulk: -2025-2026: good years, but still unused capacity on dry bulk ships. -2027-2028: tighter, ships are aging and scrapped, almost no newbuildings. -2029-2030: probably the best years in dry bulk, small fleet, potential supercycle. Demand, exchange rates, etc. difficult to say anything about, so it's just a risk you have to take. Shipping companies are ordering almost no ships now, historically low. Uncertainty about the next fuel: LNG? Ammonia? Methanol?. Shipping companies are hesitant to order new ships. Himalaya and 2020 bulkers with the industry's best breakeven and state-of-the-art scrubbers can literally print money. 2029-2030 could really be a sweet spot. My thoughts.
- 1 päivä sitten1 päivä sittenContinued tonne-day growth and healthy Chinese demand for iron ore are expected to boost the capesize market as long as iron ore prices stay low. “The Chinese have increased buying of iron ore in the past few months, and it seems this is driven by restocking as iron ore prices have been quite low, breaking below $100/tonne, near the lowest levels in the last decade,” Banchero Costa analyst Ralph Leszczynski told TradeWinds. This statement is also backed by shipping data provider Signal Ocean. This bucks the earlier widely touted bearish downward trend forecast for this year, as market watchers expected Chinese demand for iron ore to dip due to its slowing economy. “Overall, imports of iron ore to China are below last year’s levels, although the gap is narrowing as volumes have certainly been increasing since May,” Leszczynski said. Signal Ocean data showed that tonne-day growth gained strength in September 2025, surpassing levels seen in 2024 and 2023. Tonne-day measures the average number of tonnes shipped over 30 days. While July 2025 saw a plunge in tonne-day growth, in August the metric started beating the odds of a downward trend as Chinese demand for iron ore rose, driven by a higher daily hot metal output. Average daily hot metal output in August had gained 5% year on year at 2.41m tonnes, and had remained steady from July, according to MySteel data cited by Signal Ocean. Chinese steel mills also probably did pre-emptive restocking by importing more iron ore in August, anticipating a seasonal rise in September, Signal Ocean said. Still, Banchero Costa’s Leszczynski said the increase came as no surprise as the September and October autumn period is generally considered “a seasonally peak demand period in China”. Other factors, such as an uptick in steel demand, were also cited. “Exports of steel products from China increased by 25% year on year in the first half of 2025, and this is the third year in a row that they are seeing growth of over 20% in steel exports,” Leszczynski said. He believes China had been quite successful in its steel exports to South Korea; South East Asian countries, such as Vietnam, Indonesia, Malaysia and the Philippines; and the Middle East, comprising the United Arab Emirates and Saudi Arabia. While tariffs and anti-dumping measures were expected to dent Chinese steel exports to these countries, steel mills had turned to exporting semi-finished products, which would not face any impact, TradeWinds previously reported. “The main growth area for steel demand is now machinery,” Leszczynski said. “The trend now in the economy is automation and robotisation of jobs which in the past were done manually, like in agriculture and manufacturing.” China was also beginning to import more iron ore from Brazil, Signal Ocean noted. Year on year, Brazilian exports of iron ore exceeded August 2024 levels by about 3m tonnes, while month-on-month shipments rose 7%, making August 2025 the highest monthly total for 2025. “The iron is coming from Brazil mainly because that’s where production has increased this year, with Vale in particular strongly boosting their production capacity,” Leszczynski said. “Vale produced 80.6m tonnes of iron ore in Q2 2025, which was up 3.7% from the same quarter of 2024.” On the other hand, Australia has been exporting exactly the same total volumes for the past three years, Leszczynski told TradeWinds. Chinese demand for iron ore also kept freight rates strong, seen in the C3 and C5 routes, with early September rates at $24/tonne for Brazil–China and nearly $11/tonne for Australia–China, Signal Ocean said. It added: “This positive sentiment appears to be driven by demand, as the daily loaded volume on the C5 route has significantly exceeded the 2m tonne demand benchmark, while the C3 route is just above 1m tonnes.” In conclusion, Signal Ocean said the recent upward trend in iron ore imports could already be seen in the growth of capesize iron ore days. Leszczynski agreed, saying that Chinese iron ore demand had “started very badly in the first quarter of this year”, but had now bucked the trend “having recovered to essentially last year’s levels”. Both research houses were sceptical of a further surge in growth. Leszczynski said: “I do not think it can improve much more than that as the residential construction sector is still rather depressed and the government does not have the fiscal means to increase spending in infrastructure much more than what they are doing now.” Signal Ocean said that prices and port inventories would dictate whether Chinese iron ore imports remained above 100m tonnes per month. Copyright: TradeWinds, simply the best!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
900
Myynti
Määrä
940
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 1 | - | - | ||
| 75 | - | - | ||
| 94 | - | - | ||
| 343 | - | - |
Ylin
147,5VWAP
Alin
142,9VaihtoMäärä
27,2 187 149
VWAP
Ylin
147,5Alin
142,9VaihtoMäärä
27,2 187 149
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 13.11.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
35 päivää sitten‧15 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 13.11.2024 |
Datan lähde: Millistream, Quartr
1,9974 NOK/osake
Viimeisin osinko
27,36 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 14 t sitten14 t sittenBCI today: 26,443 +287 MTD 24,672 YTD 18,299 '25 balance 27,000 The Cape market remains stable at very healthy levels. Our two main cargoes iron ore and bauxite continues to push, and the tonnage balance is comfortable. #dividends #drybulk #capesize #2020bulkers
- 16 t sitten · Muokattu·Regarding fleet and dry bulk: -2025-2026: good years, but still unused capacity on dry bulk ships. -2027-2028: tighter, ships are aging and scrapped, almost no newbuildings. -2029-2030: probably the best years in dry bulk, small fleet, potential supercycle. Demand, exchange rates, etc. difficult to say anything about, so it's just a risk you have to take. Shipping companies are ordering almost no ships now, historically low. Uncertainty about the next fuel: LNG? Ammonia? Methanol?. Shipping companies are hesitant to order new ships. Himalaya and 2020 bulkers with the industry's best breakeven and state-of-the-art scrubbers can literally print money. 2029-2030 could really be a sweet spot. My thoughts.
- 1 päivä sitten1 päivä sittenContinued tonne-day growth and healthy Chinese demand for iron ore are expected to boost the capesize market as long as iron ore prices stay low. “The Chinese have increased buying of iron ore in the past few months, and it seems this is driven by restocking as iron ore prices have been quite low, breaking below $100/tonne, near the lowest levels in the last decade,” Banchero Costa analyst Ralph Leszczynski told TradeWinds. This statement is also backed by shipping data provider Signal Ocean. This bucks the earlier widely touted bearish downward trend forecast for this year, as market watchers expected Chinese demand for iron ore to dip due to its slowing economy. “Overall, imports of iron ore to China are below last year’s levels, although the gap is narrowing as volumes have certainly been increasing since May,” Leszczynski said. Signal Ocean data showed that tonne-day growth gained strength in September 2025, surpassing levels seen in 2024 and 2023. Tonne-day measures the average number of tonnes shipped over 30 days. While July 2025 saw a plunge in tonne-day growth, in August the metric started beating the odds of a downward trend as Chinese demand for iron ore rose, driven by a higher daily hot metal output. Average daily hot metal output in August had gained 5% year on year at 2.41m tonnes, and had remained steady from July, according to MySteel data cited by Signal Ocean. Chinese steel mills also probably did pre-emptive restocking by importing more iron ore in August, anticipating a seasonal rise in September, Signal Ocean said. Still, Banchero Costa’s Leszczynski said the increase came as no surprise as the September and October autumn period is generally considered “a seasonally peak demand period in China”. Other factors, such as an uptick in steel demand, were also cited. “Exports of steel products from China increased by 25% year on year in the first half of 2025, and this is the third year in a row that they are seeing growth of over 20% in steel exports,” Leszczynski said. He believes China had been quite successful in its steel exports to South Korea; South East Asian countries, such as Vietnam, Indonesia, Malaysia and the Philippines; and the Middle East, comprising the United Arab Emirates and Saudi Arabia. While tariffs and anti-dumping measures were expected to dent Chinese steel exports to these countries, steel mills had turned to exporting semi-finished products, which would not face any impact, TradeWinds previously reported. “The main growth area for steel demand is now machinery,” Leszczynski said. “The trend now in the economy is automation and robotisation of jobs which in the past were done manually, like in agriculture and manufacturing.” China was also beginning to import more iron ore from Brazil, Signal Ocean noted. Year on year, Brazilian exports of iron ore exceeded August 2024 levels by about 3m tonnes, while month-on-month shipments rose 7%, making August 2025 the highest monthly total for 2025. “The iron is coming from Brazil mainly because that’s where production has increased this year, with Vale in particular strongly boosting their production capacity,” Leszczynski said. “Vale produced 80.6m tonnes of iron ore in Q2 2025, which was up 3.7% from the same quarter of 2024.” On the other hand, Australia has been exporting exactly the same total volumes for the past three years, Leszczynski told TradeWinds. Chinese demand for iron ore also kept freight rates strong, seen in the C3 and C5 routes, with early September rates at $24/tonne for Brazil–China and nearly $11/tonne for Australia–China, Signal Ocean said. It added: “This positive sentiment appears to be driven by demand, as the daily loaded volume on the C5 route has significantly exceeded the 2m tonne demand benchmark, while the C3 route is just above 1m tonnes.” In conclusion, Signal Ocean said the recent upward trend in iron ore imports could already be seen in the growth of capesize iron ore days. Leszczynski agreed, saying that Chinese iron ore demand had “started very badly in the first quarter of this year”, but had now bucked the trend “having recovered to essentially last year’s levels”. Both research houses were sceptical of a further surge in growth. Leszczynski said: “I do not think it can improve much more than that as the residential construction sector is still rather depressed and the government does not have the fiscal means to increase spending in infrastructure much more than what they are doing now.” Signal Ocean said that prices and port inventories would dictate whether Chinese iron ore imports remained above 100m tonnes per month. Copyright: TradeWinds, simply the best!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
900
Myynti
Määrä
940
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 1 | - | - | ||
| 75 | - | - | ||
| 94 | - | - | ||
| 343 | - | - |
Ylin
147,5VWAP
Alin
142,9VaihtoMäärä
27,2 187 149
VWAP
Ylin
147,5Alin
142,9VaihtoMäärä
27,2 187 149
Välittäjätilasto
Dataa ei löytynyt