2026 Q2 - tulosraportti
73 päivää sitten
‧37 min
49,5421 NOK/osake
Viimeisin osinko
9,98%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 66 | - | - | ||
| 7 | - | - | ||
| 103 | - | - | ||
| 201 | - | - | ||
| 80 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
3,70%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 5.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
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
·7 t sittenhttps://x.com/PotenTankers/status/2111131887112421734 Poten has AG up a bit again. Suez bench weakly down. And we know that shuttling is going to pay more than AG. So we get over 1.5 million USD for the shuttle gang per day. At least gross.
·8 t sittenMakai points out that the shipowners (as a whole) are sailing somewhat slower than what the relationship between freight rates and bunkers would imply https://x.com/MakaiMarine/status/2111098218209546316 Shipowners are not known to be generous saints who give things away for free so there must be something behind it. Shall we speculate in EEXI/CII? (seeing that there is a lot of C-rating on the fixtures on TI) Of the 129 subs we have had since I last looked at the ratings on TI; All subs for 2002-2008 were D/E (as last time) 9 of 58 subs for 2009-2017 were E (increase) Only 2020-2026 which did not have D/E 25% of all subs were D/E (31% last time) 37% of 2009-2015 were D/E (48% last time) 50% of all subs were C (35% last time) In other words, we have a sharp reduction in A&B in favor of C (this applies to all ships, but also for 2015-2026). So despite low speed measured against what is purely economically profitable, we now have a fleet that is far more centered/optimized for EEXI/CII class C compared to the same exercise on 23.08.26. Whether I am onto something or if it is wishful thinking is another question :)
Well, it is probably a question of controlling the market - and as a shareholder in the shipowners' business I think it is completely fair, and Makai is undoubtedly right in this, as it is quite easy for them to track... When charterers can withdraw from agreements - then shipowners can play the game too. In the end, freight rates will of course come down - but I think we can ride a high wave for a little while longer.- ·15 t sittenhttps://x.com/MakaiMarine/status/2111024944217764012 Surpompen Makai calls top in TD20.Agree - and I don't understand that drop. But I have to hand it to crazy-Frans (DT) that this time he has confused Wall Street so much with "diesel export stop threats", opening for Russian diesel 300,000 dwt (=nothing), and shadow fleet opening (minimal effect) - to such a degree that we are hammered down 10%. What I worry about the most - and look at - as a first warning is the crack spread in Asia. If they cannot sustain the rates - combined with the current crude price - then we have the first indication that we are heading down. That is not the same as returning to the old sluggish rates. But everyone who has been in tankers for a long time knows what that will do to the share price of crude tank stocks. We have received the first signals that it hurts, because clean is at record levels in Asia, which among other things can point to the pain threshold being close (but not only because of that - LR dirtying up is also a contributing factor). As said over the past couple of months, I still think we have until November - but we must be vigilant now. But this is just my analysis - after all, there are others who have shorted crude tank for 6 months who are much smarter than me!
- ·17 t sittenNissos Sifnos (the one delayed by drones) finally appears to be leaving the shipyard https://www.marinetraffic.com/en/ais/home/centerx:56.4/centery:26.4/zoom:8
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
73 päivää sitten
‧37 min
49,5421 NOK/osake
Viimeisin osinko
9,98%Tuotto/v
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
- ·7 t sittenhttps://x.com/PotenTankers/status/2111131887112421734 Poten has AG up a bit again. Suez bench weakly down. And we know that shuttling is going to pay more than AG. So we get over 1.5 million USD for the shuttle gang per day. At least gross.
- ·8 t sittenMakai points out that the shipowners (as a whole) are sailing somewhat slower than what the relationship between freight rates and bunkers would imply https://x.com/MakaiMarine/status/2111098218209546316 Shipowners are not known to be generous saints who give things away for free so there must be something behind it. Shall we speculate in EEXI/CII? (seeing that there is a lot of C-rating on the fixtures on TI) Of the 129 subs we have had since I last looked at the ratings on TI; All subs for 2002-2008 were D/E (as last time) 9 of 58 subs for 2009-2017 were E (increase) Only 2020-2026 which did not have D/E 25% of all subs were D/E (31% last time) 37% of 2009-2015 were D/E (48% last time) 50% of all subs were C (35% last time) In other words, we have a sharp reduction in A&B in favor of C (this applies to all ships, but also for 2015-2026). So despite low speed measured against what is purely economically profitable, we now have a fleet that is far more centered/optimized for EEXI/CII class C compared to the same exercise on 23.08.26. Whether I am onto something or if it is wishful thinking is another question :)Well, it is probably a question of controlling the market - and as a shareholder in the shipowners' business I think it is completely fair, and Makai is undoubtedly right in this, as it is quite easy for them to track... When charterers can withdraw from agreements - then shipowners can play the game too. In the end, freight rates will of course come down - but I think we can ride a high wave for a little while longer.
- ·15 t sittenhttps://x.com/MakaiMarine/status/2111024944217764012 Surpompen Makai calls top in TD20.Agree - and I don't understand that drop. But I have to hand it to crazy-Frans (DT) that this time he has confused Wall Street so much with "diesel export stop threats", opening for Russian diesel 300,000 dwt (=nothing), and shadow fleet opening (minimal effect) - to such a degree that we are hammered down 10%. What I worry about the most - and look at - as a first warning is the crack spread in Asia. If they cannot sustain the rates - combined with the current crude price - then we have the first indication that we are heading down. That is not the same as returning to the old sluggish rates. But everyone who has been in tankers for a long time knows what that will do to the share price of crude tank stocks. We have received the first signals that it hurts, because clean is at record levels in Asia, which among other things can point to the pain threshold being close (but not only because of that - LR dirtying up is also a contributing factor). As said over the past couple of months, I still think we have until November - but we must be vigilant now. But this is just my analysis - after all, there are others who have shorted crude tank for 6 months who are much smarter than me!
- ·17 t sittenNissos Sifnos (the one delayed by drones) finally appears to be leaving the shipyard https://www.marinetraffic.com/en/ais/home/centerx:56.4/centery:26.4/zoom:8
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 |
|---|---|---|---|---|
| 66 | - | - | ||
| 7 | - | - | ||
| 103 | - | - | ||
| 201 | - | - | ||
| 80 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
3,70%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 5.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
73 päivää sitten
‧37 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 5.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
49,5421 NOK/osake
Viimeisin osinko
9,98%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·7 t sittenhttps://x.com/PotenTankers/status/2111131887112421734 Poten has AG up a bit again. Suez bench weakly down. And we know that shuttling is going to pay more than AG. So we get over 1.5 million USD for the shuttle gang per day. At least gross.
- ·8 t sittenMakai points out that the shipowners (as a whole) are sailing somewhat slower than what the relationship between freight rates and bunkers would imply https://x.com/MakaiMarine/status/2111098218209546316 Shipowners are not known to be generous saints who give things away for free so there must be something behind it. Shall we speculate in EEXI/CII? (seeing that there is a lot of C-rating on the fixtures on TI) Of the 129 subs we have had since I last looked at the ratings on TI; All subs for 2002-2008 were D/E (as last time) 9 of 58 subs for 2009-2017 were E (increase) Only 2020-2026 which did not have D/E 25% of all subs were D/E (31% last time) 37% of 2009-2015 were D/E (48% last time) 50% of all subs were C (35% last time) In other words, we have a sharp reduction in A&B in favor of C (this applies to all ships, but also for 2015-2026). So despite low speed measured against what is purely economically profitable, we now have a fleet that is far more centered/optimized for EEXI/CII class C compared to the same exercise on 23.08.26. Whether I am onto something or if it is wishful thinking is another question :)Well, it is probably a question of controlling the market - and as a shareholder in the shipowners' business I think it is completely fair, and Makai is undoubtedly right in this, as it is quite easy for them to track... When charterers can withdraw from agreements - then shipowners can play the game too. In the end, freight rates will of course come down - but I think we can ride a high wave for a little while longer.
- ·15 t sittenhttps://x.com/MakaiMarine/status/2111024944217764012 Surpompen Makai calls top in TD20.Agree - and I don't understand that drop. But I have to hand it to crazy-Frans (DT) that this time he has confused Wall Street so much with "diesel export stop threats", opening for Russian diesel 300,000 dwt (=nothing), and shadow fleet opening (minimal effect) - to such a degree that we are hammered down 10%. What I worry about the most - and look at - as a first warning is the crack spread in Asia. If they cannot sustain the rates - combined with the current crude price - then we have the first indication that we are heading down. That is not the same as returning to the old sluggish rates. But everyone who has been in tankers for a long time knows what that will do to the share price of crude tank stocks. We have received the first signals that it hurts, because clean is at record levels in Asia, which among other things can point to the pain threshold being close (but not only because of that - LR dirtying up is also a contributing factor). As said over the past couple of months, I still think we have until November - but we must be vigilant now. But this is just my analysis - after all, there are others who have shorted crude tank for 6 months who are much smarter than me!
- ·17 t sittenNissos Sifnos (the one delayed by drones) finally appears to be leaving the shipyard https://www.marinetraffic.com/en/ais/home/centerx:56.4/centery:26.4/zoom:8
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 |
|---|---|---|---|---|
| 66 | - | - | ||
| 7 | - | - | ||
| 103 | - | - | ||
| 201 | - | - | ||
| 80 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
3,70%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt