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 Q1 -tulosraportti 14.5.

Menneet tapahtumat
2025 Q4 -tulosraportti 19.2.
2025 Q3 -tulosraportti 13.11.2025
2025 Q2 -tulosraportti 13.8.2025
2025 Q1 -tulosraportti 15.5.2025
2024 Q4 -tulosraportti 20.2.2025

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Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

ks1977
1 päivä sitten
·
ks1977
1 päivä sitten
·
Fleet update VLCC Nissos Anafi - she was off Yanbu for almost a whole month (from 12.03) before she loaded. She has made her way through Houtiland (just off India) and has destination Malaysia (but no ETA). Google AI (not bothering to check, so take with a grain of salt) says that she needs 2-3 weeks to reach Malaysia and return to the Strait of Hormuz (if applicable and she doesn't already have another assignment) Nissos Rhenia arrived in Yanbu a few days later than Anafi and had to give up (or was redirected) and loaded far north in the Red Sea. She arrived/is arriving in the Philippines today. She apparently needs about 3 weeks to reach the Persian Gulf (given no queue for unloading) Nissos Donoussa (the one that had a sub at fantasy rates that failed) sailed west, but turned north after passing South Africa and is now almost in Congo (ETA tomorrow). Guessing she's going to Asia, in which case she will arrive in Asia before the armada that is now heading towards the USA, but we're easily talking (at least) 5 weeks before she can be in the Persian Gulf Nissos Despotiko loaded in Venezuela at the turn of March/April. AIS has been out of coverage for 4 days, but she's probably soon off South Africa (destination is not known) Nissos Kea loaded in Venezuela a month ago and is approaching Indonesia (she had ETA 24.04 the other day, but no ETA now). She could probably be in the Persian Gulf in about 3 weeks Nissos Kythnos loaded in Venezuela around the same time, but has destination India. No ETA now, but maybe another week? (and then another week before she can be in the Persian Gulf? Depends on where in India she's going, and if there's a queue for unloading) Nissos Keros is tired of being trapped in the strait. When the "reopening" of the strait was announced, she immediately sailed towards the strait (as she also did when the ceasefire was announced), but has NOT sailed through. She is however not in the same place as before (is now midway between Oman and Iran) and has destination India with ETA 26.04. Should there be peace and tranquility this weekend and she gets through, she has the possibility to return quite quickly Nissos Nikouria 1 year TC SUEZMAX Folegandros has been in the Black Sea for a few days with destination Greece and ETA 21.04. She is however empty. I suspect she will load in Novorossiysk Kimolos had last signal 9 hours ago, but it seems she is loading in Novorossiysk now Milos loaded in Novorossiysk a week ago and is almost in Trieste Nissos Piperi has been (empty) in Greece for a few days now. OET talked about having a remaining DD on a Suez this year, but that they considered Turkey (more expensive, but better regarding positioning) so I choose to speculate that she is in DD in Greece now Nissos Serifopoula loaded in Nigeria and unloaded in Ivory Coast. Now she is sailing between two ports in Ivory Coast (although the last known position was two days ago). Nissos Sifnos has just arrived in Venezuela Poliegos unloaded in Rotterdam and then sailed south. Destination is unknown, but she has passed Spain and the direction is approximately Venezuela Nissos Sikinos loaded in Algeria just under two weeks ago which she unloaded in Portugal, she now has destination Greece (ETA 20.04). Shall we guess she's going into the Black Sea? For the two newbuilds, I speculate that it is Nissos Tigani (to be launched 29.05???) and Nissos Vous (to be launched 08.07???) we are waiting for (there are also two other Suezmaxes named Nissos under construction this year, one of which was launched this month, but they are probably not ours)
ks1977
18 t sitten
·
ks1977
18 t sitten
·
Nissos Keros ended up tucking its tail between its legs, but has anchored somewhat closer to the strait than before (previously she was outside Dubai, but now she is outside the national border between Oman and the Emirates) so I guess she has positioned herself to get through if there is a de-escalation. Interesting to see that she was among the very first tankers to sail towards Larak Island (she turned back before the first batch sailed through) https://youtu.be/G8eP2Oqps24?si=QTCExr8DFaNvzk8U&t=489
pryp
2 päivää sitten
pryp
2 päivää sitten
https://x.com/AyusoValue/status/2045215428050350097
pryp
1 päivä sitten
pryp
1 päivä sitten
https://x.com/AyusoValue/status/2045215428050350097
ks1977
3 päivää sitten
·
ks1977
3 päivää sitten
·
Speculation time; when in Q2 will the last two Suezmaxes be launched? I assume that they will be named something with Nissos, and that they are in the Equasis database. With these two assumptions, I get 6 hits on tankers with build year 2026 that are named something with Nissos - two of these are the ones we got in Q1 (Nissos Piperi and Nissos Serifopoula) and then we are left with four; Nissos Delos (1070832) - launched 03.04 Nissos Santorini (1070844) - 01.07-15.07? Nissos Tigani (1044869) - 01.05-29.05? Nissos Vous (1044871) - 01..07-08.07? Kyklades Maritime Corp is listed as ship manager for all 4 (well, all 6) so that doesn't help (they do have some ships "on the side", you know), but I wonder if perhaps the registered owner can help us? The two Suezmaxes we got in Q1 (Nissos Piperi and Nissos Serifopoula) have registered owner "Omega Twelve Marine Corp" and "Omega Fourteen Marine Corp". The last two in the list above follow this pattern (fifteen & sixteen), while the first two do not (Niriis Marine Holdings & Thetis Marine Holdings). Speculated a bit with the copilot (which lies at least 50% of the time) and it also tipped the last two as OET likes to choose names based on small and unknown islands (which would then fit Tigano and Vous) and not large and known ones (such as Delos and Santorini). So speculation 1 = It is Nissos Tigani and Nissos Vous we will get. On Equasis, there is a status date for "Type of ship" and it is stated as 01.05.26 and 01.07.26 for our (assumed) ships. The ships also have a registered owner with "date of effect" 29.05.26 and 08.07.26. Speculation 2 = Nissos Tigani will be launched 29.05.26 and Nissos Vous will be launched 08.07.26 Had hoped to get the last two Suezmaxes ASAP in Q2, but I guess that 29.05 and 08.07 apply.
Delevilje
3 päivää sitten
·
Delevilje
3 päivää sitten
·
Anyway - very good info for those of us who are not so into all the details, ks1977. Thanks 🙏
Kjell100
15.4.
·
Kjell100
15.4.
·
Tanker market on fire: Secures sky-high rates in the second quarter https://www.finansavisen.no/shipping/2026/04/15/8343997/tankmarkedet-i-fyr-sikrer-skyhoye-rater-i-andre-kvartal
ks1977
15.4.
·
ks1977
15.4.
·
It will be terribly exciting to see what OET has in terms of guidance. From what I can see quickly, DHT usually performs poorly ("poorly"?) on spot VLCC, but they do have some older ships that drag it down. Capital Tankers also had a positive guidance for their ships (but they have several more ship types than OET and had not distinguished between them so I don't know what they achieved on the Suezmaxes)
ks1977
11.4.
·
ks1977
11.4.
·
Sissener shorts tank (and container) due to "thoughtless pricing" after "massive price swings". https://www.finansavisen.no/shipping/2026/04/11/8342892/sissener-shorter-shippingaksjer "Sissener points out that even though spot rates are seemingly high, few ships actually achieve them". When the war broke out, I spent a lot of time and energy communicating that we wouldn't get the fantasy rates (aka "academic exercise") on TD3C, but you can't reach everyone. The irony here is that tank fell 15-20% in the first two weeks of the war, and even though prices have recovered, we are still below the prices from when the war broke out - meaning it would be difficult to argue that the "seemingly high" rates that "few ships (...) actually achieve" are priced in... The rates on the routes we have actually sailed on have on average - from what I can see - been somewhat higher than they were before the war, so I would recommend Sissener to get out of his short before the Q1 reports arrive (although there will be a lot of chaos and discrepancies between the reports this time!) An argument Sissener could have used, but didn't in the article, is that tank is now pricing in historically high rates. In the Q4 report, OET guided 104k for VLCC and 84k for Suez for Q1. If we round down to 100k and 75k due to over-guiding (I believe OET will land higher than this), we would end up at approx 10$ in EPS (somewhat lower in 2026 as we don't have the last two Suez yet). With yesterday's closing price of 49$, that implies a PE of approx 5. To base the entire year on Q1, especially when it is historically strong, is aggressive, and then a PE of 5 becomes similarly aggressive. BUT... I didn't choose 100k and 75k at random; that's coincidentally what the 1-year TC is for VLCC and Suez now (well, right before the war) and they were rapidly increasing. If we assume that 100k and 75k are conservative (here I would have laughed at myself 6 months ago, because these are strong rates!) and that perhaps 130k and 85k are reasonable (just to take arbitrary numbers), then we are at PE 3,5-4,0. Before I ask myself to wash my mouth for writing something so foolish, I must remind myself of Sinokor (I assume they will bully the rates further). After the war, I expect Saudi&Emirates to open the floodgates so that the market for the legal fleet becomes even tighter, and it is also possible that sanctions against Iran will be removed, providing even more available barrels for us. In that regard, I would argue that a PE of (perhaps) 3,5 is not aggressive for a multi-year long supercycle. Now, it's always possible that Sissener is making good money by shorting; just going out in the media like that can scare some into selling back to him... And if the war lasts too long, tank will eventually suffer (VLCCs will be first), before the entire world economy collapses - but then it's not just tank that goes bust (#Tek). However, if one doesn't want to go long oil as a hedge against further madness, then short tank can be an option. The argument presented in the article, however, seems to me to be wide of the mark.

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.

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Kaikki 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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti

60 päivää sitten

1,55 USD/osake

Viimeisin osinko

6,43%Tuotto/v

Uutiset

Kaikki uutiset

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

ks1977
1 päivä sitten
·
ks1977
1 päivä sitten
·
Fleet update VLCC Nissos Anafi - she was off Yanbu for almost a whole month (from 12.03) before she loaded. She has made her way through Houtiland (just off India) and has destination Malaysia (but no ETA). Google AI (not bothering to check, so take with a grain of salt) says that she needs 2-3 weeks to reach Malaysia and return to the Strait of Hormuz (if applicable and she doesn't already have another assignment) Nissos Rhenia arrived in Yanbu a few days later than Anafi and had to give up (or was redirected) and loaded far north in the Red Sea. She arrived/is arriving in the Philippines today. She apparently needs about 3 weeks to reach the Persian Gulf (given no queue for unloading) Nissos Donoussa (the one that had a sub at fantasy rates that failed) sailed west, but turned north after passing South Africa and is now almost in Congo (ETA tomorrow). Guessing she's going to Asia, in which case she will arrive in Asia before the armada that is now heading towards the USA, but we're easily talking (at least) 5 weeks before she can be in the Persian Gulf Nissos Despotiko loaded in Venezuela at the turn of March/April. AIS has been out of coverage for 4 days, but she's probably soon off South Africa (destination is not known) Nissos Kea loaded in Venezuela a month ago and is approaching Indonesia (she had ETA 24.04 the other day, but no ETA now). She could probably be in the Persian Gulf in about 3 weeks Nissos Kythnos loaded in Venezuela around the same time, but has destination India. No ETA now, but maybe another week? (and then another week before she can be in the Persian Gulf? Depends on where in India she's going, and if there's a queue for unloading) Nissos Keros is tired of being trapped in the strait. When the "reopening" of the strait was announced, she immediately sailed towards the strait (as she also did when the ceasefire was announced), but has NOT sailed through. She is however not in the same place as before (is now midway between Oman and Iran) and has destination India with ETA 26.04. Should there be peace and tranquility this weekend and she gets through, she has the possibility to return quite quickly Nissos Nikouria 1 year TC SUEZMAX Folegandros has been in the Black Sea for a few days with destination Greece and ETA 21.04. She is however empty. I suspect she will load in Novorossiysk Kimolos had last signal 9 hours ago, but it seems she is loading in Novorossiysk now Milos loaded in Novorossiysk a week ago and is almost in Trieste Nissos Piperi has been (empty) in Greece for a few days now. OET talked about having a remaining DD on a Suez this year, but that they considered Turkey (more expensive, but better regarding positioning) so I choose to speculate that she is in DD in Greece now Nissos Serifopoula loaded in Nigeria and unloaded in Ivory Coast. Now she is sailing between two ports in Ivory Coast (although the last known position was two days ago). Nissos Sifnos has just arrived in Venezuela Poliegos unloaded in Rotterdam and then sailed south. Destination is unknown, but she has passed Spain and the direction is approximately Venezuela Nissos Sikinos loaded in Algeria just under two weeks ago which she unloaded in Portugal, she now has destination Greece (ETA 20.04). Shall we guess she's going into the Black Sea? For the two newbuilds, I speculate that it is Nissos Tigani (to be launched 29.05???) and Nissos Vous (to be launched 08.07???) we are waiting for (there are also two other Suezmaxes named Nissos under construction this year, one of which was launched this month, but they are probably not ours)
ks1977
18 t sitten
·
ks1977
18 t sitten
·
Nissos Keros ended up tucking its tail between its legs, but has anchored somewhat closer to the strait than before (previously she was outside Dubai, but now she is outside the national border between Oman and the Emirates) so I guess she has positioned herself to get through if there is a de-escalation. Interesting to see that she was among the very first tankers to sail towards Larak Island (she turned back before the first batch sailed through) https://youtu.be/G8eP2Oqps24?si=QTCExr8DFaNvzk8U&t=489
pryp
2 päivää sitten
pryp
2 päivää sitten
https://x.com/AyusoValue/status/2045215428050350097
pryp
1 päivä sitten
pryp
1 päivä sitten
https://x.com/AyusoValue/status/2045215428050350097
ks1977
3 päivää sitten
·
ks1977
3 päivää sitten
·
Speculation time; when in Q2 will the last two Suezmaxes be launched? I assume that they will be named something with Nissos, and that they are in the Equasis database. With these two assumptions, I get 6 hits on tankers with build year 2026 that are named something with Nissos - two of these are the ones we got in Q1 (Nissos Piperi and Nissos Serifopoula) and then we are left with four; Nissos Delos (1070832) - launched 03.04 Nissos Santorini (1070844) - 01.07-15.07? Nissos Tigani (1044869) - 01.05-29.05? Nissos Vous (1044871) - 01..07-08.07? Kyklades Maritime Corp is listed as ship manager for all 4 (well, all 6) so that doesn't help (they do have some ships "on the side", you know), but I wonder if perhaps the registered owner can help us? The two Suezmaxes we got in Q1 (Nissos Piperi and Nissos Serifopoula) have registered owner "Omega Twelve Marine Corp" and "Omega Fourteen Marine Corp". The last two in the list above follow this pattern (fifteen & sixteen), while the first two do not (Niriis Marine Holdings & Thetis Marine Holdings). Speculated a bit with the copilot (which lies at least 50% of the time) and it also tipped the last two as OET likes to choose names based on small and unknown islands (which would then fit Tigano and Vous) and not large and known ones (such as Delos and Santorini). So speculation 1 = It is Nissos Tigani and Nissos Vous we will get. On Equasis, there is a status date for "Type of ship" and it is stated as 01.05.26 and 01.07.26 for our (assumed) ships. The ships also have a registered owner with "date of effect" 29.05.26 and 08.07.26. Speculation 2 = Nissos Tigani will be launched 29.05.26 and Nissos Vous will be launched 08.07.26 Had hoped to get the last two Suezmaxes ASAP in Q2, but I guess that 29.05 and 08.07 apply.
Delevilje
3 päivää sitten
·
Delevilje
3 päivää sitten
·
Anyway - very good info for those of us who are not so into all the details, ks1977. Thanks 🙏
Kjell100
15.4.
·
Kjell100
15.4.
·
Tanker market on fire: Secures sky-high rates in the second quarter https://www.finansavisen.no/shipping/2026/04/15/8343997/tankmarkedet-i-fyr-sikrer-skyhoye-rater-i-andre-kvartal
ks1977
15.4.
·
ks1977
15.4.
·
It will be terribly exciting to see what OET has in terms of guidance. From what I can see quickly, DHT usually performs poorly ("poorly"?) on spot VLCC, but they do have some older ships that drag it down. Capital Tankers also had a positive guidance for their ships (but they have several more ship types than OET and had not distinguished between them so I don't know what they achieved on the Suezmaxes)
ks1977
11.4.
·
ks1977
11.4.
·
Sissener shorts tank (and container) due to "thoughtless pricing" after "massive price swings". https://www.finansavisen.no/shipping/2026/04/11/8342892/sissener-shorter-shippingaksjer "Sissener points out that even though spot rates are seemingly high, few ships actually achieve them". When the war broke out, I spent a lot of time and energy communicating that we wouldn't get the fantasy rates (aka "academic exercise") on TD3C, but you can't reach everyone. The irony here is that tank fell 15-20% in the first two weeks of the war, and even though prices have recovered, we are still below the prices from when the war broke out - meaning it would be difficult to argue that the "seemingly high" rates that "few ships (...) actually achieve" are priced in... The rates on the routes we have actually sailed on have on average - from what I can see - been somewhat higher than they were before the war, so I would recommend Sissener to get out of his short before the Q1 reports arrive (although there will be a lot of chaos and discrepancies between the reports this time!) An argument Sissener could have used, but didn't in the article, is that tank is now pricing in historically high rates. In the Q4 report, OET guided 104k for VLCC and 84k for Suez for Q1. If we round down to 100k and 75k due to over-guiding (I believe OET will land higher than this), we would end up at approx 10$ in EPS (somewhat lower in 2026 as we don't have the last two Suez yet). With yesterday's closing price of 49$, that implies a PE of approx 5. To base the entire year on Q1, especially when it is historically strong, is aggressive, and then a PE of 5 becomes similarly aggressive. BUT... I didn't choose 100k and 75k at random; that's coincidentally what the 1-year TC is for VLCC and Suez now (well, right before the war) and they were rapidly increasing. If we assume that 100k and 75k are conservative (here I would have laughed at myself 6 months ago, because these are strong rates!) and that perhaps 130k and 85k are reasonable (just to take arbitrary numbers), then we are at PE 3,5-4,0. Before I ask myself to wash my mouth for writing something so foolish, I must remind myself of Sinokor (I assume they will bully the rates further). After the war, I expect Saudi&Emirates to open the floodgates so that the market for the legal fleet becomes even tighter, and it is also possible that sanctions against Iran will be removed, providing even more available barrels for us. In that regard, I would argue that a PE of (perhaps) 3,5 is not aggressive for a multi-year long supercycle. Now, it's always possible that Sissener is making good money by shorting; just going out in the media like that can scare some into selling back to him... And if the war lasts too long, tank will eventually suffer (VLCCs will be first), before the entire world economy collapses - but then it's not just tank that goes bust (#Tek). However, if one doesn't want to go long oil as a hedge against further madness, then short tank can be an option. The argument presented in the article, however, seems to me to be wide of the mark.