2026 Q1 -tulosraportti
18 päivää sitten
‧15 min
0,15 USD/osake
Viimeisin osinko
5,64%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 048 | - | - | ||
| 1 295 | - | - | ||
| 1 | - | - | ||
| 212 | - | - | ||
| 755 | - | - |
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 Q2 -tulosraportti 11.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
53 min sitten53 min sittenClarksons Securities predicts tightening fundamentals across bulk carrier segments as demand growth outpaces fleet expansion. The dry bulk market is emerging as shipping’s latest bright spot, with freight rates climbing to multi-year highs and analysts arguing that the sector is only beginning to gain momentum. In a new research note following last week’s Posidonia conference in Athens, Clarksons Securities described dry bulk as a “sleeping giant that is beginning to awaken”. It cited the strengthening commodity demand and the lowest orderbook among the major conventional shipping sectors. While tanker markets have dominated investor attention this year, dry bulk earnings have quietly strengthened throughout 2026. Modern capesize spot earnings have averaged about $32,500 per day so far this year, according to Clarksons. This represents the strongest first-half performance since 2010 and a sharp increase from averages of just under $20,000 per day during the first half of 2025. In recent weeks, average spot earnings for capesize have reached the highest levels since the end of 2023. Smaller bulk carrier segments have also enjoyed their best market conditions since the post-pandemic boom of 2022. Analysts entered 2026 expecting capesize vessels to outperform smaller ship classes as new long-haul commodity trades boosted tonne-mile demand. A key driver has been the continued expansion of Guinea’s bauxite exports, which Clarksons Research estimates rose 21% during the first five months of the year. At the same time, the long-awaited ramp-up of iron ore exports from Guinea’s massive Simandou project is beginning to materialise, creating additional demand for large dry bulk tonnage. “The start-up of long-haul Simandou iron ore volumes will soon play a major role in tightening capacity,” Clarksons said. Global iron ore shipments are estimated to have increased by more than 5% year on year despite continued weakness in Chinese steel demand, highlighting the resilience of seaborne trade volumes. The recovery is also not confined to iron ore and bauxite. Clarksons noted that coal trade volumes have begun gaining momentum in recent weeks, partly as a consequence of disruptions to global energy markets stemming from tensions in the Middle East. The trend has been particularly supportive for kamsarmax bulkers, which are heavily exposed to coal movements. Feedback from owners, charterers and brokers during Posidonia suggested coal demand could continue growing through 2026 and into 2027 as countries prioritise energy security amid ongoing geopolitical uncertainty. Arctic Securities highlighted that coking coal futures in China have surged to their highest point since October 2024, driven by supply disruptions following a fatal mine explosion in Shanxi province in May. The accident has prompted Chinese authorities to intensify safety inspections, resulting in a number of coal mines in Shanxi remaining offline. “This should be positive for the Chinese demand of seaborne coal, in a period where other nations are relying on coal to replace the loss of LNG,” Arctic said. That strength in coal trade is leading analysts to believe that demand may become more evenly distributed across the dry bulk fleet rather than being concentrated in capesize vessels. “The prior view of capes outperforming appears to be shifting to a more balanced performance across all asset classes,” Clarksons said. Perhaps the strongest argument for the sector remains the supply side. The global dry bulk orderbook currently stands at just 13% of the existing fleet, significantly below competing shipping sectors. By comparison, tanker orderbooks represent 23% of fleet capacity, while container ships stand at 38%, LNG carriers at 40%, LPG carriers at 38% and chemical tankers at 20%. The relatively modest pipeline of new vessels is increasingly attracting investor attention as commodity demand accelerates. In Oslo, bulker stocks dropped slightly. Himalaya Shipping fell 0.7% while CMB.Tech was down 0.3%. With iron ore, bauxite and coal trades all expanding while fleet growth remains constrained, Clarksons said that dry bulk may be entering a new phase of the cycle. “With growing demand dynamics for iron ore, coal and bauxite against a relatively lean orderbook, dry bulk is emerging from Posidonia as the sleeping giant that has begun to awaken,” Clarksons said. Copyright. Tradewinds, simply the best!
·3 päivää sittenThings happened on the home stretch…🏃🏽♂️🤔
3 päivää sitten3 päivää sittenHimalayaShip BCI today: 40,871 -1,333 MTD 43,913 YTD 28,951 2026 FFA 32,000 $HSHP #himalayashipping #dividends #capesize #shipping #drybulk #yield
·3 päivää sittenIt looks like we have to wait until Monday for the final result on a new crystal-clear dividend record 👌
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.
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.
2026 Q1 -tulosraportti
18 päivää sitten
‧15 min
0,15 USD/osake
Viimeisin osinko
5,64%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 53 min sitten53 min sittenClarksons Securities predicts tightening fundamentals across bulk carrier segments as demand growth outpaces fleet expansion. The dry bulk market is emerging as shipping’s latest bright spot, with freight rates climbing to multi-year highs and analysts arguing that the sector is only beginning to gain momentum. In a new research note following last week’s Posidonia conference in Athens, Clarksons Securities described dry bulk as a “sleeping giant that is beginning to awaken”. It cited the strengthening commodity demand and the lowest orderbook among the major conventional shipping sectors. While tanker markets have dominated investor attention this year, dry bulk earnings have quietly strengthened throughout 2026. Modern capesize spot earnings have averaged about $32,500 per day so far this year, according to Clarksons. This represents the strongest first-half performance since 2010 and a sharp increase from averages of just under $20,000 per day during the first half of 2025. In recent weeks, average spot earnings for capesize have reached the highest levels since the end of 2023. Smaller bulk carrier segments have also enjoyed their best market conditions since the post-pandemic boom of 2022. Analysts entered 2026 expecting capesize vessels to outperform smaller ship classes as new long-haul commodity trades boosted tonne-mile demand. A key driver has been the continued expansion of Guinea’s bauxite exports, which Clarksons Research estimates rose 21% during the first five months of the year. At the same time, the long-awaited ramp-up of iron ore exports from Guinea’s massive Simandou project is beginning to materialise, creating additional demand for large dry bulk tonnage. “The start-up of long-haul Simandou iron ore volumes will soon play a major role in tightening capacity,” Clarksons said. Global iron ore shipments are estimated to have increased by more than 5% year on year despite continued weakness in Chinese steel demand, highlighting the resilience of seaborne trade volumes. The recovery is also not confined to iron ore and bauxite. Clarksons noted that coal trade volumes have begun gaining momentum in recent weeks, partly as a consequence of disruptions to global energy markets stemming from tensions in the Middle East. The trend has been particularly supportive for kamsarmax bulkers, which are heavily exposed to coal movements. Feedback from owners, charterers and brokers during Posidonia suggested coal demand could continue growing through 2026 and into 2027 as countries prioritise energy security amid ongoing geopolitical uncertainty. Arctic Securities highlighted that coking coal futures in China have surged to their highest point since October 2024, driven by supply disruptions following a fatal mine explosion in Shanxi province in May. The accident has prompted Chinese authorities to intensify safety inspections, resulting in a number of coal mines in Shanxi remaining offline. “This should be positive for the Chinese demand of seaborne coal, in a period where other nations are relying on coal to replace the loss of LNG,” Arctic said. That strength in coal trade is leading analysts to believe that demand may become more evenly distributed across the dry bulk fleet rather than being concentrated in capesize vessels. “The prior view of capes outperforming appears to be shifting to a more balanced performance across all asset classes,” Clarksons said. Perhaps the strongest argument for the sector remains the supply side. The global dry bulk orderbook currently stands at just 13% of the existing fleet, significantly below competing shipping sectors. By comparison, tanker orderbooks represent 23% of fleet capacity, while container ships stand at 38%, LNG carriers at 40%, LPG carriers at 38% and chemical tankers at 20%. The relatively modest pipeline of new vessels is increasingly attracting investor attention as commodity demand accelerates. In Oslo, bulker stocks dropped slightly. Himalaya Shipping fell 0.7% while CMB.Tech was down 0.3%. With iron ore, bauxite and coal trades all expanding while fleet growth remains constrained, Clarksons said that dry bulk may be entering a new phase of the cycle. “With growing demand dynamics for iron ore, coal and bauxite against a relatively lean orderbook, dry bulk is emerging from Posidonia as the sleeping giant that has begun to awaken,” Clarksons said. Copyright. Tradewinds, simply the best!
- ·3 päivää sittenThings happened on the home stretch…🏃🏽♂️🤔
- 3 päivää sitten3 päivää sittenHimalayaShip BCI today: 40,871 -1,333 MTD 43,913 YTD 28,951 2026 FFA 32,000 $HSHP #himalayashipping #dividends #capesize #shipping #drybulk #yield
- ·3 päivää sittenIt looks like we have to wait until Monday for the final result on a new crystal-clear dividend record 👌
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 |
|---|---|---|---|---|
| 1 048 | - | - | ||
| 1 295 | - | - | ||
| 1 | - | - | ||
| 212 | - | - | ||
| 755 | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 11.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
2026 Q1 -tulosraportti
18 päivää sitten
‧15 min
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.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 11.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
0,15 USD/osake
Viimeisin osinko
5,64%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 53 min sitten53 min sittenClarksons Securities predicts tightening fundamentals across bulk carrier segments as demand growth outpaces fleet expansion. The dry bulk market is emerging as shipping’s latest bright spot, with freight rates climbing to multi-year highs and analysts arguing that the sector is only beginning to gain momentum. In a new research note following last week’s Posidonia conference in Athens, Clarksons Securities described dry bulk as a “sleeping giant that is beginning to awaken”. It cited the strengthening commodity demand and the lowest orderbook among the major conventional shipping sectors. While tanker markets have dominated investor attention this year, dry bulk earnings have quietly strengthened throughout 2026. Modern capesize spot earnings have averaged about $32,500 per day so far this year, according to Clarksons. This represents the strongest first-half performance since 2010 and a sharp increase from averages of just under $20,000 per day during the first half of 2025. In recent weeks, average spot earnings for capesize have reached the highest levels since the end of 2023. Smaller bulk carrier segments have also enjoyed their best market conditions since the post-pandemic boom of 2022. Analysts entered 2026 expecting capesize vessels to outperform smaller ship classes as new long-haul commodity trades boosted tonne-mile demand. A key driver has been the continued expansion of Guinea’s bauxite exports, which Clarksons Research estimates rose 21% during the first five months of the year. At the same time, the long-awaited ramp-up of iron ore exports from Guinea’s massive Simandou project is beginning to materialise, creating additional demand for large dry bulk tonnage. “The start-up of long-haul Simandou iron ore volumes will soon play a major role in tightening capacity,” Clarksons said. Global iron ore shipments are estimated to have increased by more than 5% year on year despite continued weakness in Chinese steel demand, highlighting the resilience of seaborne trade volumes. The recovery is also not confined to iron ore and bauxite. Clarksons noted that coal trade volumes have begun gaining momentum in recent weeks, partly as a consequence of disruptions to global energy markets stemming from tensions in the Middle East. The trend has been particularly supportive for kamsarmax bulkers, which are heavily exposed to coal movements. Feedback from owners, charterers and brokers during Posidonia suggested coal demand could continue growing through 2026 and into 2027 as countries prioritise energy security amid ongoing geopolitical uncertainty. Arctic Securities highlighted that coking coal futures in China have surged to their highest point since October 2024, driven by supply disruptions following a fatal mine explosion in Shanxi province in May. The accident has prompted Chinese authorities to intensify safety inspections, resulting in a number of coal mines in Shanxi remaining offline. “This should be positive for the Chinese demand of seaborne coal, in a period where other nations are relying on coal to replace the loss of LNG,” Arctic said. That strength in coal trade is leading analysts to believe that demand may become more evenly distributed across the dry bulk fleet rather than being concentrated in capesize vessels. “The prior view of capes outperforming appears to be shifting to a more balanced performance across all asset classes,” Clarksons said. Perhaps the strongest argument for the sector remains the supply side. The global dry bulk orderbook currently stands at just 13% of the existing fleet, significantly below competing shipping sectors. By comparison, tanker orderbooks represent 23% of fleet capacity, while container ships stand at 38%, LNG carriers at 40%, LPG carriers at 38% and chemical tankers at 20%. The relatively modest pipeline of new vessels is increasingly attracting investor attention as commodity demand accelerates. In Oslo, bulker stocks dropped slightly. Himalaya Shipping fell 0.7% while CMB.Tech was down 0.3%. With iron ore, bauxite and coal trades all expanding while fleet growth remains constrained, Clarksons said that dry bulk may be entering a new phase of the cycle. “With growing demand dynamics for iron ore, coal and bauxite against a relatively lean orderbook, dry bulk is emerging from Posidonia as the sleeping giant that has begun to awaken,” Clarksons said. Copyright. Tradewinds, simply the best!
- ·3 päivää sittenThings happened on the home stretch…🏃🏽♂️🤔
- 3 päivää sitten3 päivää sittenHimalayaShip BCI today: 40,871 -1,333 MTD 43,913 YTD 28,951 2026 FFA 32,000 $HSHP #himalayashipping #dividends #capesize #shipping #drybulk #yield
- ·3 päivää sittenIt looks like we have to wait until Monday for the final result on a new crystal-clear dividend record 👌
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 |
|---|---|---|---|---|
| 1 048 | - | - | ||
| 1 295 | - | - | ||
| 1 | - | - | ||
| 212 | - | - | ||
| 755 | - | - |
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