Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.

Okeanis Eco Tankers

Ylin-
Alin-
Vaihto-
2026 Q2 - tulosraportti
97 päivää sitten
49,8965 NOK/osake
Viimeisin osinko
11,47%Tuotto/v

Tarjoustasot

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMäärä
28
15
100
179
161

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastoja ja ETF:iä jotka omistavat osaketta

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q3 - tulosraportti
12.11.

2 päivää

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

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
  • 49 min sitten
    ·
    SINOKOR I mentioned the other day that there was a "small" difference between sacrificing voyages to push up rates when rates are e.g. 100k and when they are e.g. 750k, but the rate drop (outside of TD3C) shows that Sinokor is unable and/or unwilling to push up the extreme rate level right now at least (they have slow-steamed in ballast quite a bit through the war, without me knowing if it is CII assessments or if it is rate-pushing behind it) I have earlier in the war also mentioned that there is a small difference, regarding the duration of the pushing power, as to whether they own or charter ships - especially if the TCs are for 1 year (and thus expire not terribly long from now) I apparently haven't quite been on top of that ball the last few months, because I haven't noticed (or have forgotten) that Clarksons has estimated that Sinokor OWNS 93 VLCCs as of August https://www.tftc.io/iran-pgsa-sinokor-fleet-ban-hormuz-crude-november-2026 This is considerably higher than at the start of the year, but quite a bit below the 150 ships that OET estimated that Sinokor controlled (or was in the process of controlling) in the Q4/25 report. I haven't found anything about the status of their chartered VLCC fleet.
    11 min sitten · Muokattu
    ·
    Oet must be the world's smartest stock purchase now after a 900% gain the last 5 years
  • 1 t sitten
    ·
    Sal (link at the bottom) claims to have seen figures indicating that between 5% and 15% of the ships sailing through the Strait of Hormuz are hit - that sounded a bit too scary He also says that 150 ships have been hit, of which 10 have been "severely damaged and/or lost" and another two dozen "severely damaged", while the rest have been able to continue their voyage He also mentions that October was the month with the most attacks against ships since March, and that this has continued into November https://www.youtube.com/watch?v=JVxu761CpZQ
    1 t sitten
    ·
    SAL unfortunately did not go into depth about WHICH ships are being attacked (seems like Iran has some nations and/or owners they really hate), but would think that OET's ships have a far lower risk than this Stumbled across an article saying that Sinokor now has 46 (!) ships on Iran's blacklist :o https://financialports.com/sinokor-faces-irans-fleet-wide-crackdown-from/
  • 4 t sitten · Muokattu
    ·
    https://x.com/live_ais_com/status/2120177488030761309 At the risk of sounding like a broken record. The attacks continue. I cannot fathom other than that Iran is taking out some tonnage. Must be a combination of ships returning from the East and lower oil purchases that is driving the rates down this much.
    1 t sitten
    ·
    Has anyone seen new data on how much oil is coming out right now and current status on STS?
  • 7 t sitten
    ·
    I think we are focusing a bit too much on rates these days, to put it mildly. There is a lot of psychology in the stock and on how and when one wants to position oneself for some kind of future, shortly or later. Shipping is not a classical market, it is a condition (strongly cyclically driven sector) as I recall it, sort of a shipping wisdom. Right now the condition (market) is good. Or what? One could have sold 100 times before we reached this point. Very interesting is also what one's average price is. Are you short-term in a short-term market or are you long-term in a short-term market, mix the other variants together as you please. I am long-term myself for now...... :-)
    7 t sitten
    ·
    Rates are everything. Same with ship prices. The drop is not illogical.
  • 10 t sitten
    The tanker bonanza in 2026 has had no end, but it has also created a tier one and a tier two market. The tier one market is the one in which very few owners dare to participate, but this is where the rates have been running stable above USD 1,000,000/day since September. The route is TD3C, which has been for most a theoretical route but not for Okeanis Eco Tankers. YTD, this route has averaged USD ~542k/d, while US Gulf to China has averaged USD ~183.1k/d. By tracking AIS data (full overview in attachment), we see that the VLCC fleet owned by the company has increasingly upped the TD3C exposure. From lifting 25% of its cargo volumes inside the Gulf in June, to 43% in July, 77% in August, 93% in September and 81% in October. Okeanis is shipping volumes in and out of the Strait and this will likely result in stellar earnings, but we have limited insight into actual rates here. We now apply USD 700k/d as the conventional VLCC rate for Q4 and USD 400k/d for the Suezmaxes. However, it has never been this difficult to figure what they might earn. This then results in an EPS of USD 20.4/sh and DPS of USD 18.1/sh (Cons.: USD 7.5/sh). It can also be that we will see guidance of USD 1m/day plus Q4 on the VLCCs. Should it be such a high figure, the DPS would be USD 22.5/sh (EPS of USD 25.3/sh). If we look at our estimate compared to the current share price, Okeanis is set to return 28% of the share price in H2. Our USD 110k/d conventional rate assumption for 2027 results in a dividend yield of 15%, but if we then look at the de-risked figure (current share price less H2 DPS), the yield is actually 21% - thus still screening as very attractive. The stock is expensive on all traditional metrics, with an implied resale price of USD 280m and a 5 year old VLCC worth USD 245m through the stock (Q3e). Over the coming four quarters, we see USD 29.7/sh in dividends being distributed (36% yield). In a scenario with 1 year older asset values and dividends added back, the 1 year forward NAV is USD 98.9/sh. We raise our TP to USD 92/sh, which reflects a de-risked/dividend adjusted TP of USD 69.0/sh as of year end. This would then reflect a dividend yield of 18% on our 2027 estimates. (Arctic).
    7 t sitten
    ·
    "Over de neste fire kvartalene ser vi for oss at USD 29,7/aksje i utbytte blir delt ut". Det tror jeg er worst case. Hvis jeg ikke har regnet feil i farten; 1) dersom Hormuzbanden har shuttlet spot og ratene nå kollapser så vil vi fort ende med en EPS på 23$ for Q4 (dersom ratene tar seg noe opp igjen så kan vi se 40$, men det scenariet får vi legge vekk). Og så kommer Q1 som i så fall er veldig sårbar for ratefallet, men sier vi 100k for V og 60k for S så er vi på ca 2,5$. Så worst case Q4&Q1 her burde da være 25$ (EPS) 2) dersom Hormuzbanden har 6mnd TC og ratene kollapser så ser vi kanskje ikke mer enn ca 15$ i Q4, men da bør vi også ha minst 7,5$ i Q1 (muligens noe mindre, jeg la nå inne 1M for de 5 i hele Q1 selv om det vel da går ut i februar). Da er vi på worst case 22,5$ 3) Q3 ligger kanskje rundt 7,5$ 4) og så er Q2 helt i det blå, men sier vi 100k for V og 60k for S som over så er det ytterligere ca 2,5$ Det skulle gi (worst case?) EPS for fire kvartaler på 32,5USD og en DPS på 27,5-30USD Bruker vi runde tall og sier oppnådd etter det 100k V og 60k S så snakker vi om ca 10$ annualisert (så er spørsmålet hvor lenge det varer...). Dagens kurs ca 80$ - DPS 4 kvartaler 30$ = 50$ -> markedet må da prise inn PE 5 fra Q3/27 for å gå i null fra dagens kurs. Hva markedet faktisk vil prise OET på frem mot, i og etter Q3 er det store spørsmålet. I tillegg til ratene fremover selvfølgelig, hvilket jo også vil avgjøre hva kursen etter 4 kvartaler er på
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
97 päivää sitten
49,8965 NOK/osake
Viimeisin osinko
11,47%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
  • 49 min sitten
    ·
    SINOKOR I mentioned the other day that there was a "small" difference between sacrificing voyages to push up rates when rates are e.g. 100k and when they are e.g. 750k, but the rate drop (outside of TD3C) shows that Sinokor is unable and/or unwilling to push up the extreme rate level right now at least (they have slow-steamed in ballast quite a bit through the war, without me knowing if it is CII assessments or if it is rate-pushing behind it) I have earlier in the war also mentioned that there is a small difference, regarding the duration of the pushing power, as to whether they own or charter ships - especially if the TCs are for 1 year (and thus expire not terribly long from now) I apparently haven't quite been on top of that ball the last few months, because I haven't noticed (or have forgotten) that Clarksons has estimated that Sinokor OWNS 93 VLCCs as of August https://www.tftc.io/iran-pgsa-sinokor-fleet-ban-hormuz-crude-november-2026 This is considerably higher than at the start of the year, but quite a bit below the 150 ships that OET estimated that Sinokor controlled (or was in the process of controlling) in the Q4/25 report. I haven't found anything about the status of their chartered VLCC fleet.
    11 min sitten · Muokattu
    ·
    Oet must be the world's smartest stock purchase now after a 900% gain the last 5 years
  • 1 t sitten
    ·
    Sal (link at the bottom) claims to have seen figures indicating that between 5% and 15% of the ships sailing through the Strait of Hormuz are hit - that sounded a bit too scary He also says that 150 ships have been hit, of which 10 have been "severely damaged and/or lost" and another two dozen "severely damaged", while the rest have been able to continue their voyage He also mentions that October was the month with the most attacks against ships since March, and that this has continued into November https://www.youtube.com/watch?v=JVxu761CpZQ
    1 t sitten
    ·
    SAL unfortunately did not go into depth about WHICH ships are being attacked (seems like Iran has some nations and/or owners they really hate), but would think that OET's ships have a far lower risk than this Stumbled across an article saying that Sinokor now has 46 (!) ships on Iran's blacklist :o https://financialports.com/sinokor-faces-irans-fleet-wide-crackdown-from/
  • 4 t sitten · Muokattu
    ·
    https://x.com/live_ais_com/status/2120177488030761309 At the risk of sounding like a broken record. The attacks continue. I cannot fathom other than that Iran is taking out some tonnage. Must be a combination of ships returning from the East and lower oil purchases that is driving the rates down this much.
    1 t sitten
    ·
    Has anyone seen new data on how much oil is coming out right now and current status on STS?
  • 7 t sitten
    ·
    I think we are focusing a bit too much on rates these days, to put it mildly. There is a lot of psychology in the stock and on how and when one wants to position oneself for some kind of future, shortly or later. Shipping is not a classical market, it is a condition (strongly cyclically driven sector) as I recall it, sort of a shipping wisdom. Right now the condition (market) is good. Or what? One could have sold 100 times before we reached this point. Very interesting is also what one's average price is. Are you short-term in a short-term market or are you long-term in a short-term market, mix the other variants together as you please. I am long-term myself for now...... :-)
    7 t sitten
    ·
    Rates are everything. Same with ship prices. The drop is not illogical.
  • 10 t sitten
    The tanker bonanza in 2026 has had no end, but it has also created a tier one and a tier two market. The tier one market is the one in which very few owners dare to participate, but this is where the rates have been running stable above USD 1,000,000/day since September. The route is TD3C, which has been for most a theoretical route but not for Okeanis Eco Tankers. YTD, this route has averaged USD ~542k/d, while US Gulf to China has averaged USD ~183.1k/d. By tracking AIS data (full overview in attachment), we see that the VLCC fleet owned by the company has increasingly upped the TD3C exposure. From lifting 25% of its cargo volumes inside the Gulf in June, to 43% in July, 77% in August, 93% in September and 81% in October. Okeanis is shipping volumes in and out of the Strait and this will likely result in stellar earnings, but we have limited insight into actual rates here. We now apply USD 700k/d as the conventional VLCC rate for Q4 and USD 400k/d for the Suezmaxes. However, it has never been this difficult to figure what they might earn. This then results in an EPS of USD 20.4/sh and DPS of USD 18.1/sh (Cons.: USD 7.5/sh). It can also be that we will see guidance of USD 1m/day plus Q4 on the VLCCs. Should it be such a high figure, the DPS would be USD 22.5/sh (EPS of USD 25.3/sh). If we look at our estimate compared to the current share price, Okeanis is set to return 28% of the share price in H2. Our USD 110k/d conventional rate assumption for 2027 results in a dividend yield of 15%, but if we then look at the de-risked figure (current share price less H2 DPS), the yield is actually 21% - thus still screening as very attractive. The stock is expensive on all traditional metrics, with an implied resale price of USD 280m and a 5 year old VLCC worth USD 245m through the stock (Q3e). Over the coming four quarters, we see USD 29.7/sh in dividends being distributed (36% yield). In a scenario with 1 year older asset values and dividends added back, the 1 year forward NAV is USD 98.9/sh. We raise our TP to USD 92/sh, which reflects a de-risked/dividend adjusted TP of USD 69.0/sh as of year end. This would then reflect a dividend yield of 18% on our 2027 estimates. (Arctic).
    7 t sitten
    ·
    "Over de neste fire kvartalene ser vi for oss at USD 29,7/aksje i utbytte blir delt ut". Det tror jeg er worst case. Hvis jeg ikke har regnet feil i farten; 1) dersom Hormuzbanden har shuttlet spot og ratene nå kollapser så vil vi fort ende med en EPS på 23$ for Q4 (dersom ratene tar seg noe opp igjen så kan vi se 40$, men det scenariet får vi legge vekk). Og så kommer Q1 som i så fall er veldig sårbar for ratefallet, men sier vi 100k for V og 60k for S så er vi på ca 2,5$. Så worst case Q4&Q1 her burde da være 25$ (EPS) 2) dersom Hormuzbanden har 6mnd TC og ratene kollapser så ser vi kanskje ikke mer enn ca 15$ i Q4, men da bør vi også ha minst 7,5$ i Q1 (muligens noe mindre, jeg la nå inne 1M for de 5 i hele Q1 selv om det vel da går ut i februar). Da er vi på worst case 22,5$ 3) Q3 ligger kanskje rundt 7,5$ 4) og så er Q2 helt i det blå, men sier vi 100k for V og 60k for S som over så er det ytterligere ca 2,5$ Det skulle gi (worst case?) EPS for fire kvartaler på 32,5USD og en DPS på 27,5-30USD Bruker vi runde tall og sier oppnådd etter det 100k V og 60k S så snakker vi om ca 10$ annualisert (så er spørsmålet hvor lenge det varer...). Dagens kurs ca 80$ - DPS 4 kvartaler 30$ = 50$ -> markedet må da prise inn PE 5 fra Q3/27 for å gå i null fra dagens kurs. Hva markedet faktisk vil prise OET på frem mot, i og etter Q3 er det store spørsmålet. I tillegg til ratene fremover selvfølgelig, hvilket jo også vil avgjøre hva kursen etter 4 kvartaler er på
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

AikaHintaMäärä
28
15
100
179
161

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastoja ja ETF:iä jotka omistavat osaketta

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q3 - tulosraportti
12.11.

2 päivää

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
97 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: Quartr
Seuraava tapahtuma
2026 Q3 - tulosraportti
12.11.

2 päivää

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

49,8965 NOK/osake
Viimeisin osinko
11,47%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
  • 49 min sitten
    ·
    SINOKOR I mentioned the other day that there was a "small" difference between sacrificing voyages to push up rates when rates are e.g. 100k and when they are e.g. 750k, but the rate drop (outside of TD3C) shows that Sinokor is unable and/or unwilling to push up the extreme rate level right now at least (they have slow-steamed in ballast quite a bit through the war, without me knowing if it is CII assessments or if it is rate-pushing behind it) I have earlier in the war also mentioned that there is a small difference, regarding the duration of the pushing power, as to whether they own or charter ships - especially if the TCs are for 1 year (and thus expire not terribly long from now) I apparently haven't quite been on top of that ball the last few months, because I haven't noticed (or have forgotten) that Clarksons has estimated that Sinokor OWNS 93 VLCCs as of August https://www.tftc.io/iran-pgsa-sinokor-fleet-ban-hormuz-crude-november-2026 This is considerably higher than at the start of the year, but quite a bit below the 150 ships that OET estimated that Sinokor controlled (or was in the process of controlling) in the Q4/25 report. I haven't found anything about the status of their chartered VLCC fleet.
    11 min sitten · Muokattu
    ·
    Oet must be the world's smartest stock purchase now after a 900% gain the last 5 years
  • 1 t sitten
    ·
    Sal (link at the bottom) claims to have seen figures indicating that between 5% and 15% of the ships sailing through the Strait of Hormuz are hit - that sounded a bit too scary He also says that 150 ships have been hit, of which 10 have been "severely damaged and/or lost" and another two dozen "severely damaged", while the rest have been able to continue their voyage He also mentions that October was the month with the most attacks against ships since March, and that this has continued into November https://www.youtube.com/watch?v=JVxu761CpZQ
    1 t sitten
    ·
    SAL unfortunately did not go into depth about WHICH ships are being attacked (seems like Iran has some nations and/or owners they really hate), but would think that OET's ships have a far lower risk than this Stumbled across an article saying that Sinokor now has 46 (!) ships on Iran's blacklist :o https://financialports.com/sinokor-faces-irans-fleet-wide-crackdown-from/
  • 4 t sitten · Muokattu
    ·
    https://x.com/live_ais_com/status/2120177488030761309 At the risk of sounding like a broken record. The attacks continue. I cannot fathom other than that Iran is taking out some tonnage. Must be a combination of ships returning from the East and lower oil purchases that is driving the rates down this much.
    1 t sitten
    ·
    Has anyone seen new data on how much oil is coming out right now and current status on STS?
  • 7 t sitten
    ·
    I think we are focusing a bit too much on rates these days, to put it mildly. There is a lot of psychology in the stock and on how and when one wants to position oneself for some kind of future, shortly or later. Shipping is not a classical market, it is a condition (strongly cyclically driven sector) as I recall it, sort of a shipping wisdom. Right now the condition (market) is good. Or what? One could have sold 100 times before we reached this point. Very interesting is also what one's average price is. Are you short-term in a short-term market or are you long-term in a short-term market, mix the other variants together as you please. I am long-term myself for now...... :-)
    7 t sitten
    ·
    Rates are everything. Same with ship prices. The drop is not illogical.
  • 10 t sitten
    The tanker bonanza in 2026 has had no end, but it has also created a tier one and a tier two market. The tier one market is the one in which very few owners dare to participate, but this is where the rates have been running stable above USD 1,000,000/day since September. The route is TD3C, which has been for most a theoretical route but not for Okeanis Eco Tankers. YTD, this route has averaged USD ~542k/d, while US Gulf to China has averaged USD ~183.1k/d. By tracking AIS data (full overview in attachment), we see that the VLCC fleet owned by the company has increasingly upped the TD3C exposure. From lifting 25% of its cargo volumes inside the Gulf in June, to 43% in July, 77% in August, 93% in September and 81% in October. Okeanis is shipping volumes in and out of the Strait and this will likely result in stellar earnings, but we have limited insight into actual rates here. We now apply USD 700k/d as the conventional VLCC rate for Q4 and USD 400k/d for the Suezmaxes. However, it has never been this difficult to figure what they might earn. This then results in an EPS of USD 20.4/sh and DPS of USD 18.1/sh (Cons.: USD 7.5/sh). It can also be that we will see guidance of USD 1m/day plus Q4 on the VLCCs. Should it be such a high figure, the DPS would be USD 22.5/sh (EPS of USD 25.3/sh). If we look at our estimate compared to the current share price, Okeanis is set to return 28% of the share price in H2. Our USD 110k/d conventional rate assumption for 2027 results in a dividend yield of 15%, but if we then look at the de-risked figure (current share price less H2 DPS), the yield is actually 21% - thus still screening as very attractive. The stock is expensive on all traditional metrics, with an implied resale price of USD 280m and a 5 year old VLCC worth USD 245m through the stock (Q3e). Over the coming four quarters, we see USD 29.7/sh in dividends being distributed (36% yield). In a scenario with 1 year older asset values and dividends added back, the 1 year forward NAV is USD 98.9/sh. We raise our TP to USD 92/sh, which reflects a de-risked/dividend adjusted TP of USD 69.0/sh as of year end. This would then reflect a dividend yield of 18% on our 2027 estimates. (Arctic).
    7 t sitten
    ·
    "Over de neste fire kvartalene ser vi for oss at USD 29,7/aksje i utbytte blir delt ut". Det tror jeg er worst case. Hvis jeg ikke har regnet feil i farten; 1) dersom Hormuzbanden har shuttlet spot og ratene nå kollapser så vil vi fort ende med en EPS på 23$ for Q4 (dersom ratene tar seg noe opp igjen så kan vi se 40$, men det scenariet får vi legge vekk). Og så kommer Q1 som i så fall er veldig sårbar for ratefallet, men sier vi 100k for V og 60k for S så er vi på ca 2,5$. Så worst case Q4&Q1 her burde da være 25$ (EPS) 2) dersom Hormuzbanden har 6mnd TC og ratene kollapser så ser vi kanskje ikke mer enn ca 15$ i Q4, men da bør vi også ha minst 7,5$ i Q1 (muligens noe mindre, jeg la nå inne 1M for de 5 i hele Q1 selv om det vel da går ut i februar). Da er vi på worst case 22,5$ 3) Q3 ligger kanskje rundt 7,5$ 4) og så er Q2 helt i det blå, men sier vi 100k for V og 60k for S som over så er det ytterligere ca 2,5$ Det skulle gi (worst case?) EPS for fire kvartaler på 32,5USD og en DPS på 27,5-30USD Bruker vi runde tall og sier oppnådd etter det 100k V og 60k S så snakker vi om ca 10$ annualisert (så er spørsmålet hvor lenge det varer...). Dagens kurs ca 80$ - DPS 4 kvartaler 30$ = 50$ -> markedet må da prise inn PE 5 fra Q3/27 for å gå i null fra dagens kurs. Hva markedet faktisk vil prise OET på frem mot, i og etter Q3 er det store spørsmålet. I tillegg til ratene fremover selvfølgelig, hvilket jo også vil avgjøre hva kursen etter 4 kvartaler er på
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

AikaHintaMäärä
28
15
100
179
161

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastoja ja ETF:iä jotka omistavat osaketta

Välittäjätilasto

Dataa ei löytynyt
© 2026 Nordnet Bank AB.
Nordnet | Alvar Aallon katu 5 C, 3. krs | FI-00100 Helsinki