2025 Q3 -tulosraportti
42 päivää sitten1,0142 NOK/osake
Viimeisin osinko
4,97 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
2 785
Myynti
Määrä
300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 201 | - | - | ||
| 607 | - | - | ||
| 550 | - | - | ||
| 22 | - | - | ||
| 21 | - | - |
Ylin
91,5VWAP
Alin
90VaihtoMäärä
4,4 49 031
VWAP
Ylin
91,5Alin
90VaihtoMäärä
4,4 49 031
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 25.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q2 -tulosraportti | 8.8. | |
| 2025 Q1 -tulosraportti | 22.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
Datan lähde: FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenShip 5/12 at fixed rate in Q1 2026. This one also at fixed rate for the entire H1. Oslo (Infront TDN Direkt): Himalaya Shipping has entered into a new time charter agreement for Mount Elbrus until June 30, 2026, with an evergreen structure thereafter, according to an announcement on Wednesday. The ship will commence the new contract in the first half of January. The daily rate is 30,000 dollars gross until June 30, 2026, which will thereafter be converted to an index-linked rate reflecting a significant premium relative to the Baltic 5TC index, according to the announcement.
·10 t sittenAsked ChatGPT how they interpret this message, got this answer: Short answer: clearly positive – with some nuances 👍 A bit more explained: Why this is positive High fixed rate: 30.000 USD/day until June 30, 2026 is very solid for a Capesize vessel in today's market. It provides: Predictable and strong cash flows Good coverage of both operations, debt, and dividends Long contract: Being secured until mid-2026 significantly reduces risk. The market doesn't have to "price in" fear of weaker spot rates in the short term. Evergreen + index with premium: After June 2026, the contract transitions to an index-regulated rate with a significant premium against Baltic 5TC. This means: Himalaya retains the upside if rates rise At the same time, they avoid falling completely to "pure index" Any downsides (small) If Capesize rates explode sharply in H1 2026, spot could have yielded even more than 30.000 USD/day. But: the market gladly pays for security, and this is a very attractive insurance. My assessment This is: ✅ Quality contract ✅ Good risk management ✅ Supports stable dividends ✅ Confirms that Himalaya gets premium prices for its vessels For those who already own Himalaya (and have considered both profit-taking and long-term holding): 👉 This strengthens the case for holding on, especially if you like the combination of cash flow + option for higher rates later.
·9 t sittenMount Elbrus is not a Cape-size vessel, but a Newcastle-max vessel, and should therefore receive at least 40% more than BCI. The contract is apparently without fuel earnings, at least until June 30. The fixed rate corresponds to approximately FFA for Q1, and well below Q2 FFA. (Plus 40% and fuel earnings). The contract is $5100 over CBE at approx. $24900. The contract is likely an evergreen contract, meaning that none of Himalaya's vessels are on "firm" contracts beyond 2026. Half the fleet is now on evergreen agreements within the next year. What is the risk, or potential upside, with that? Is the development heading towards it becoming increasingly difficult to secure good fixed contracts? I am thinking specifically that the management and partly the owners are the same as in 2020 Bulkers. They have mostly had multi-year, good contracts, and no evergreen agreements. They have chosen to sell all the vessels.
·3 päivää sittenFFA for Q1 is extremely strong compared to the rates last year 👍
·2 päivää sittenyeah well :-) Risk is always there, but we are probably talking about the expectation of a trend break? I cannot decipher the graph if the middle of the channel is at 90 and the bottom is 80. Very pixelated for me. Or maybe I misunderstand the intention of the post.
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
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.
2025 Q3 -tulosraportti
42 päivää sitten1,0142 NOK/osake
Viimeisin osinko
4,97 %Tuotto/v
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenShip 5/12 at fixed rate in Q1 2026. This one also at fixed rate for the entire H1. Oslo (Infront TDN Direkt): Himalaya Shipping has entered into a new time charter agreement for Mount Elbrus until June 30, 2026, with an evergreen structure thereafter, according to an announcement on Wednesday. The ship will commence the new contract in the first half of January. The daily rate is 30,000 dollars gross until June 30, 2026, which will thereafter be converted to an index-linked rate reflecting a significant premium relative to the Baltic 5TC index, according to the announcement.·10 t sittenAsked ChatGPT how they interpret this message, got this answer: Short answer: clearly positive – with some nuances 👍 A bit more explained: Why this is positive High fixed rate: 30.000 USD/day until June 30, 2026 is very solid for a Capesize vessel in today's market. It provides: Predictable and strong cash flows Good coverage of both operations, debt, and dividends Long contract: Being secured until mid-2026 significantly reduces risk. The market doesn't have to "price in" fear of weaker spot rates in the short term. Evergreen + index with premium: After June 2026, the contract transitions to an index-regulated rate with a significant premium against Baltic 5TC. This means: Himalaya retains the upside if rates rise At the same time, they avoid falling completely to "pure index" Any downsides (small) If Capesize rates explode sharply in H1 2026, spot could have yielded even more than 30.000 USD/day. But: the market gladly pays for security, and this is a very attractive insurance. My assessment This is: ✅ Quality contract ✅ Good risk management ✅ Supports stable dividends ✅ Confirms that Himalaya gets premium prices for its vessels For those who already own Himalaya (and have considered both profit-taking and long-term holding): 👉 This strengthens the case for holding on, especially if you like the combination of cash flow + option for higher rates later.·9 t sittenMount Elbrus is not a Cape-size vessel, but a Newcastle-max vessel, and should therefore receive at least 40% more than BCI. The contract is apparently without fuel earnings, at least until June 30. The fixed rate corresponds to approximately FFA for Q1, and well below Q2 FFA. (Plus 40% and fuel earnings). The contract is $5100 over CBE at approx. $24900. The contract is likely an evergreen contract, meaning that none of Himalaya's vessels are on "firm" contracts beyond 2026. Half the fleet is now on evergreen agreements within the next year. What is the risk, or potential upside, with that? Is the development heading towards it becoming increasingly difficult to secure good fixed contracts? I am thinking specifically that the management and partly the owners are the same as in 2020 Bulkers. They have mostly had multi-year, good contracts, and no evergreen agreements. They have chosen to sell all the vessels.
- ·3 päivää sittenFFA for Q1 is extremely strong compared to the rates last year 👍·2 päivää sittenyeah well :-) Risk is always there, but we are probably talking about the expectation of a trend break? I cannot decipher the graph if the middle of the channel is at 90 and the bottom is 80. Very pixelated for me. Or maybe I misunderstand the intention of the post.
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
2 785
Myynti
Määrä
300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 201 | - | - | ||
| 607 | - | - | ||
| 550 | - | - | ||
| 22 | - | - | ||
| 21 | - | - |
Ylin
91,5VWAP
Alin
90VaihtoMäärä
4,4 49 031
VWAP
Ylin
91,5Alin
90VaihtoMäärä
4,4 49 031
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 25.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q2 -tulosraportti | 8.8. | |
| 2025 Q1 -tulosraportti | 22.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
Datan lähde: FactSet
2025 Q3 -tulosraportti
42 päivää sittenUutiset
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 Q4 -tulosraportti | 25.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q2 -tulosraportti | 8.8. | |
| 2025 Q1 -tulosraportti | 22.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
Datan lähde: FactSet
1,0142 NOK/osake
Viimeisin osinko
4,97 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenShip 5/12 at fixed rate in Q1 2026. This one also at fixed rate for the entire H1. Oslo (Infront TDN Direkt): Himalaya Shipping has entered into a new time charter agreement for Mount Elbrus until June 30, 2026, with an evergreen structure thereafter, according to an announcement on Wednesday. The ship will commence the new contract in the first half of January. The daily rate is 30,000 dollars gross until June 30, 2026, which will thereafter be converted to an index-linked rate reflecting a significant premium relative to the Baltic 5TC index, according to the announcement.·10 t sittenAsked ChatGPT how they interpret this message, got this answer: Short answer: clearly positive – with some nuances 👍 A bit more explained: Why this is positive High fixed rate: 30.000 USD/day until June 30, 2026 is very solid for a Capesize vessel in today's market. It provides: Predictable and strong cash flows Good coverage of both operations, debt, and dividends Long contract: Being secured until mid-2026 significantly reduces risk. The market doesn't have to "price in" fear of weaker spot rates in the short term. Evergreen + index with premium: After June 2026, the contract transitions to an index-regulated rate with a significant premium against Baltic 5TC. This means: Himalaya retains the upside if rates rise At the same time, they avoid falling completely to "pure index" Any downsides (small) If Capesize rates explode sharply in H1 2026, spot could have yielded even more than 30.000 USD/day. But: the market gladly pays for security, and this is a very attractive insurance. My assessment This is: ✅ Quality contract ✅ Good risk management ✅ Supports stable dividends ✅ Confirms that Himalaya gets premium prices for its vessels For those who already own Himalaya (and have considered both profit-taking and long-term holding): 👉 This strengthens the case for holding on, especially if you like the combination of cash flow + option for higher rates later.·9 t sittenMount Elbrus is not a Cape-size vessel, but a Newcastle-max vessel, and should therefore receive at least 40% more than BCI. The contract is apparently without fuel earnings, at least until June 30. The fixed rate corresponds to approximately FFA for Q1, and well below Q2 FFA. (Plus 40% and fuel earnings). The contract is $5100 over CBE at approx. $24900. The contract is likely an evergreen contract, meaning that none of Himalaya's vessels are on "firm" contracts beyond 2026. Half the fleet is now on evergreen agreements within the next year. What is the risk, or potential upside, with that? Is the development heading towards it becoming increasingly difficult to secure good fixed contracts? I am thinking specifically that the management and partly the owners are the same as in 2020 Bulkers. They have mostly had multi-year, good contracts, and no evergreen agreements. They have chosen to sell all the vessels.
- ·3 päivää sittenFFA for Q1 is extremely strong compared to the rates last year 👍·2 päivää sittenyeah well :-) Risk is always there, but we are probably talking about the expectation of a trend break? I cannot decipher the graph if the middle of the channel is at 90 and the bottom is 80. Very pixelated for me. Or maybe I misunderstand the intention of the post.
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
2 785
Myynti
Määrä
300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 201 | - | - | ||
| 607 | - | - | ||
| 550 | - | - | ||
| 22 | - | - | ||
| 21 | - | - |
Ylin
91,5VWAP
Alin
90VaihtoMäärä
4,4 49 031
VWAP
Ylin
91,5Alin
90VaihtoMäärä
4,4 49 031
Välittäjätilasto
Dataa ei löytynyt