2026 Q2 - tulosraportti
57 päivää sitten
‧17 min
2,3549 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 100 | - | - | ||
| 2 | - | - | ||
| 2 | - | - | ||
| 36 | - | - | ||
| 120 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 11.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 10.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 8.8.2025 |
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
2 t sittenHimalaya Shipping has raised its monthly dividend again after its latest strong month of earnings. The Oslo-listed owner’s newcastlemax bulkers continued to outperform the broader capesize market. Its 12-vessel fleet earned average time-charter equivalent rates of approximately $65,800 per day, in September, including average daily scrubber benefits of around $2,300 per day. That compares with the Baltic 5TC 180 Capesize Index, which averaged $49,209 over the same period, underscoring the premium Himalaya’s modern, fuel-efficient fleet continues to command over the benchmark. The eight vessels trading on index-linked time charters earned $71,100 per day. Its four vessels on fixed time charters earned $55,100 per day. The company has a cash breakeven of $17,500 per day. The board approved a cash distribution of $0.28 per share for September, to be paid from the company’s contributed surplus account, up from the $0.25 dividend declared for August, when the fleet earned $57,700 per day. Fleet operational days were 360, resulting in total operating revenue of $23.7m in September. Himalaya’s index-linked charter structure continues to allow the company to capture outsized returns in the capesize market. Its vessels are earning well above the benchmark index thanks to a contractual premium tied to the smaller size and weaker fuel economy of the index vessel compared with Himalaya’s modern newcastlemax tonnage. Its fleet of 210,000-dwt bulkers was built 2023 to 2024. Lars-Christian Svensen, contracted chief executive of Himalaya, has previously pointed to record-high dry bulk earnings this year, driven by strong tonne-mile demand from bauxite, iron ore and coal trades, alongside a low orderbook in the capesize and newcastlemax segments. Himalaya shares rose 0.4% in Oslo on Wednesday. The stock is up 84% this year. Copyright: TradeWinds, simply the best!
·4 t sittenOctober update: • Monthly cash distribution increased to USD 0.28 per share. • September TCE: USD 65,800/day. • 8 ships on index contracts achieved approx. USD 71,100/day. • 4 ships on fixed contracts achieved approx. USD 55,100/day. • Ex-date: October 16. • Payment to Norwegian VPS shareholders is expected around October 30. In short: New boost in the monthly distribution – from $0.25 to $0.28 per share. ⚓️💰
2 päivää sittenHimalayaShip 5 Oct BCI 40,330 -1,898 MTD 41,497 YTD 33,702 2026 FFA 39,000 2027 FFA 32,000 $HSHP
·3 päivää sitten · Muokattuhttps://www.finansavisen.no/shipping/2026/10/04/8384950/ukjent-38-aring-med-shippingpenger-i-ryggen-vedder-mot-troim: Nightwack capital increases short position - approx. 340,000 shares, 0.73%. Total short interest is 1.42% in HSHIP.. Any thoughts on the valuation of HSHIP? I think it is high, but at the same time we know that the supply side is limited in the coming years and they are predicting a super cycle ahead... Excerpt from the article for those without a subscription: Now there is a shipping stock that makes Nighthawk visible in the market. Himalaya Shipping is a pure dry bulk bet. The shipping company has twelve large Newcastlemax vessels, and much of the money left over after debt service is to be returned to shareholders. This has made Himalaya a dividend case, and one of the stocks most closely associated with Tor Olav Trøim. The share price has doubled over the past year. Børresen has taken the opposite side. Nighthawk first appeared on the short list in Himalaya in March. Later, the fund disappeared below the disclosure threshold before returning. This autumn, Børresen has become far more aggressive. In barely two weeks, the visible short position increased by around 50 percent. At the end of September, Nighthawk was betting on a price drop with nearly 362,000 Himalaya shares. This makes Børresen and his investors counterparties in a fairly classic shipping bet. The Trøim side has staked capital on modern vessels and strong dry bulk rates providing large cash flows. Nighthawk makes money on the short if the share price falls. Børresen does not wish to comment on the matter. Storebrand portfolio manager Hans Thrane Nielsen recently pointed out the high valuation of Himalaya. Following a share price increase of 113 percent this year, he believes the share price prices the modern Newcastlemax vessels at around 128-129 million dollars each. That is far above the price of new vessels for delivery in 2029-2030, which are just over 100 million dollars. Nielsen writes that he has never seen a dry bulk shipping company with comparable ship pricing in the stock market. And Børresen is not alone in taking that side. Tidships, the investment company with roots in the Tidemand family, has also built up a short position in Himalaya.
The pricing is high, earnings are good with strong rates. However, I think dry bulk could do a tank... It is not entirely beyond reason in dry bulk compared to other segments. In a "normal" market, Himalaya is way above P/NAV, but we are not there. I think ship values and rates will continue upwards in the coming years. See e.g. what BDI did in the period 2003-2008.- 2.10.HimalayaShip 2 Oct BCI 42,228 +296 MTD 42,080 YTD 33,667 2026 FFA 40,000 2027 FFA 33,000 $HSHP
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
57 päivää sitten
‧17 min
2,3549 NOK/osake
Viimeisin osinko
0,00%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
- 2 t sittenHimalaya Shipping has raised its monthly dividend again after its latest strong month of earnings. The Oslo-listed owner’s newcastlemax bulkers continued to outperform the broader capesize market. Its 12-vessel fleet earned average time-charter equivalent rates of approximately $65,800 per day, in September, including average daily scrubber benefits of around $2,300 per day. That compares with the Baltic 5TC 180 Capesize Index, which averaged $49,209 over the same period, underscoring the premium Himalaya’s modern, fuel-efficient fleet continues to command over the benchmark. The eight vessels trading on index-linked time charters earned $71,100 per day. Its four vessels on fixed time charters earned $55,100 per day. The company has a cash breakeven of $17,500 per day. The board approved a cash distribution of $0.28 per share for September, to be paid from the company’s contributed surplus account, up from the $0.25 dividend declared for August, when the fleet earned $57,700 per day. Fleet operational days were 360, resulting in total operating revenue of $23.7m in September. Himalaya’s index-linked charter structure continues to allow the company to capture outsized returns in the capesize market. Its vessels are earning well above the benchmark index thanks to a contractual premium tied to the smaller size and weaker fuel economy of the index vessel compared with Himalaya’s modern newcastlemax tonnage. Its fleet of 210,000-dwt bulkers was built 2023 to 2024. Lars-Christian Svensen, contracted chief executive of Himalaya, has previously pointed to record-high dry bulk earnings this year, driven by strong tonne-mile demand from bauxite, iron ore and coal trades, alongside a low orderbook in the capesize and newcastlemax segments. Himalaya shares rose 0.4% in Oslo on Wednesday. The stock is up 84% this year. Copyright: TradeWinds, simply the best!
- ·4 t sittenOctober update: • Monthly cash distribution increased to USD 0.28 per share. • September TCE: USD 65,800/day. • 8 ships on index contracts achieved approx. USD 71,100/day. • 4 ships on fixed contracts achieved approx. USD 55,100/day. • Ex-date: October 16. • Payment to Norwegian VPS shareholders is expected around October 30. In short: New boost in the monthly distribution – from $0.25 to $0.28 per share. ⚓️💰
- 2 päivää sittenHimalayaShip 5 Oct BCI 40,330 -1,898 MTD 41,497 YTD 33,702 2026 FFA 39,000 2027 FFA 32,000 $HSHP
- ·3 päivää sitten · Muokattuhttps://www.finansavisen.no/shipping/2026/10/04/8384950/ukjent-38-aring-med-shippingpenger-i-ryggen-vedder-mot-troim: Nightwack capital increases short position - approx. 340,000 shares, 0.73%. Total short interest is 1.42% in HSHIP.. Any thoughts on the valuation of HSHIP? I think it is high, but at the same time we know that the supply side is limited in the coming years and they are predicting a super cycle ahead... Excerpt from the article for those without a subscription: Now there is a shipping stock that makes Nighthawk visible in the market. Himalaya Shipping is a pure dry bulk bet. The shipping company has twelve large Newcastlemax vessels, and much of the money left over after debt service is to be returned to shareholders. This has made Himalaya a dividend case, and one of the stocks most closely associated with Tor Olav Trøim. The share price has doubled over the past year. Børresen has taken the opposite side. Nighthawk first appeared on the short list in Himalaya in March. Later, the fund disappeared below the disclosure threshold before returning. This autumn, Børresen has become far more aggressive. In barely two weeks, the visible short position increased by around 50 percent. At the end of September, Nighthawk was betting on a price drop with nearly 362,000 Himalaya shares. This makes Børresen and his investors counterparties in a fairly classic shipping bet. The Trøim side has staked capital on modern vessels and strong dry bulk rates providing large cash flows. Nighthawk makes money on the short if the share price falls. Børresen does not wish to comment on the matter. Storebrand portfolio manager Hans Thrane Nielsen recently pointed out the high valuation of Himalaya. Following a share price increase of 113 percent this year, he believes the share price prices the modern Newcastlemax vessels at around 128-129 million dollars each. That is far above the price of new vessels for delivery in 2029-2030, which are just over 100 million dollars. Nielsen writes that he has never seen a dry bulk shipping company with comparable ship pricing in the stock market. And Børresen is not alone in taking that side. Tidships, the investment company with roots in the Tidemand family, has also built up a short position in Himalaya.The pricing is high, earnings are good with strong rates. However, I think dry bulk could do a tank... It is not entirely beyond reason in dry bulk compared to other segments. In a "normal" market, Himalaya is way above P/NAV, but we are not there. I think ship values and rates will continue upwards in the coming years. See e.g. what BDI did in the period 2003-2008.
- 2.10.HimalayaShip 2 Oct BCI 42,228 +296 MTD 42,080 YTD 33,667 2026 FFA 40,000 2027 FFA 33,000 $HSHP
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 |
|---|---|---|---|---|
| 100 | - | - | ||
| 2 | - | - | ||
| 2 | - | - | ||
| 36 | - | - | ||
| 120 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 11.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 10.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 8.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
57 päivää sitten
‧17 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 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 11.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 10.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 8.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
2,3549 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 2 t sittenHimalaya Shipping has raised its monthly dividend again after its latest strong month of earnings. The Oslo-listed owner’s newcastlemax bulkers continued to outperform the broader capesize market. Its 12-vessel fleet earned average time-charter equivalent rates of approximately $65,800 per day, in September, including average daily scrubber benefits of around $2,300 per day. That compares with the Baltic 5TC 180 Capesize Index, which averaged $49,209 over the same period, underscoring the premium Himalaya’s modern, fuel-efficient fleet continues to command over the benchmark. The eight vessels trading on index-linked time charters earned $71,100 per day. Its four vessels on fixed time charters earned $55,100 per day. The company has a cash breakeven of $17,500 per day. The board approved a cash distribution of $0.28 per share for September, to be paid from the company’s contributed surplus account, up from the $0.25 dividend declared for August, when the fleet earned $57,700 per day. Fleet operational days were 360, resulting in total operating revenue of $23.7m in September. Himalaya’s index-linked charter structure continues to allow the company to capture outsized returns in the capesize market. Its vessels are earning well above the benchmark index thanks to a contractual premium tied to the smaller size and weaker fuel economy of the index vessel compared with Himalaya’s modern newcastlemax tonnage. Its fleet of 210,000-dwt bulkers was built 2023 to 2024. Lars-Christian Svensen, contracted chief executive of Himalaya, has previously pointed to record-high dry bulk earnings this year, driven by strong tonne-mile demand from bauxite, iron ore and coal trades, alongside a low orderbook in the capesize and newcastlemax segments. Himalaya shares rose 0.4% in Oslo on Wednesday. The stock is up 84% this year. Copyright: TradeWinds, simply the best!
- ·4 t sittenOctober update: • Monthly cash distribution increased to USD 0.28 per share. • September TCE: USD 65,800/day. • 8 ships on index contracts achieved approx. USD 71,100/day. • 4 ships on fixed contracts achieved approx. USD 55,100/day. • Ex-date: October 16. • Payment to Norwegian VPS shareholders is expected around October 30. In short: New boost in the monthly distribution – from $0.25 to $0.28 per share. ⚓️💰
- 2 päivää sittenHimalayaShip 5 Oct BCI 40,330 -1,898 MTD 41,497 YTD 33,702 2026 FFA 39,000 2027 FFA 32,000 $HSHP
- ·3 päivää sitten · Muokattuhttps://www.finansavisen.no/shipping/2026/10/04/8384950/ukjent-38-aring-med-shippingpenger-i-ryggen-vedder-mot-troim: Nightwack capital increases short position - approx. 340,000 shares, 0.73%. Total short interest is 1.42% in HSHIP.. Any thoughts on the valuation of HSHIP? I think it is high, but at the same time we know that the supply side is limited in the coming years and they are predicting a super cycle ahead... Excerpt from the article for those without a subscription: Now there is a shipping stock that makes Nighthawk visible in the market. Himalaya Shipping is a pure dry bulk bet. The shipping company has twelve large Newcastlemax vessels, and much of the money left over after debt service is to be returned to shareholders. This has made Himalaya a dividend case, and one of the stocks most closely associated with Tor Olav Trøim. The share price has doubled over the past year. Børresen has taken the opposite side. Nighthawk first appeared on the short list in Himalaya in March. Later, the fund disappeared below the disclosure threshold before returning. This autumn, Børresen has become far more aggressive. In barely two weeks, the visible short position increased by around 50 percent. At the end of September, Nighthawk was betting on a price drop with nearly 362,000 Himalaya shares. This makes Børresen and his investors counterparties in a fairly classic shipping bet. The Trøim side has staked capital on modern vessels and strong dry bulk rates providing large cash flows. Nighthawk makes money on the short if the share price falls. Børresen does not wish to comment on the matter. Storebrand portfolio manager Hans Thrane Nielsen recently pointed out the high valuation of Himalaya. Following a share price increase of 113 percent this year, he believes the share price prices the modern Newcastlemax vessels at around 128-129 million dollars each. That is far above the price of new vessels for delivery in 2029-2030, which are just over 100 million dollars. Nielsen writes that he has never seen a dry bulk shipping company with comparable ship pricing in the stock market. And Børresen is not alone in taking that side. Tidships, the investment company with roots in the Tidemand family, has also built up a short position in Himalaya.The pricing is high, earnings are good with strong rates. However, I think dry bulk could do a tank... It is not entirely beyond reason in dry bulk compared to other segments. In a "normal" market, Himalaya is way above P/NAV, but we are not there. I think ship values and rates will continue upwards in the coming years. See e.g. what BDI did in the period 2003-2008.
- 2.10.HimalayaShip 2 Oct BCI 42,228 +296 MTD 42,080 YTD 33,667 2026 FFA 40,000 2027 FFA 33,000 $HSHP
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 |
|---|---|---|---|---|
| 100 | - | - | ||
| 2 | - | - | ||
| 2 | - | - | ||
| 36 | - | - | ||
| 120 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt