2025 Q3 -tulosraportti
55 päivää sitten1,0142 NOK/osake
Viimeisin osinko
5,01 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
34
Myynti
Määrä
400
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
92,5VWAP
Alin
91VaihtoMäärä
5,2 56 973
VWAP
Ylin
92,5Alin
91VaihtoMäärä
5,2 56 973
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
·15 t sitten · MuokattuSo, after I wrote the Investor Guide, I sat down and vibe-coded (with the help of Gemini Pro) my own web-app to be able to calculate the dividend figures live. I previously used Excel for such things, but lately I've developed a liking for vibe-coding various apps. You can find the model here: https://shipping-model.streamlit.app/ In short, you can: * Read my Investor Guide to Himalaya Shipping by clicking on the link. * Choose strategy: Adjust how many ships operate on fixed price vs. spot, and at what rate. * Adjust BCI rate * Adjust premium on top of BCI rate. * Adjust Scrubber/LNG: In simple mode, you set a fixed amount. In advanced mode, you can calculate actual premium based on fuel prices and allocation key (links to places where you can find prices) * Adjust average Cash-break-even for the ships * See your own return: Enter your entry price (GAV) and dollar exchange rate, and you will get a table showing your direct return at various rates, given the scrubber premium information. The model accounts for the fact that scrubber revenues come on top of all ships, regardless of whether they operate on a fixed rate or are index-linked. The model simplifies with regard to the number of days in a month and uses 30.42 days per month (365/12) Hope it can be useful for more people! Please let me know if you find any bugs, or have ideas for extensions. Happy New Year, everyone!
·1 päivä sittenI am considering significantly increasing my position in Himalaya Shipping, but timing is naturally the central question. What is your assessment of the price development over the next 1–2 months, given that we are probably approaching the seasonal bottom in spot rates? Do you think the market largely prices short-term rates, so that we might see further pressure towards levels around 70, even though the FFA curve indicates better earnings in 2026 than in 2025? Or do you perceive that the market is more forward-looking in the cycle, and that the stock therefore can hold around current levels despite temporarily weaker spot rates?·16 t sitten1. Remember that Chinese New Year comes in February this year, which could mean a relatively strong January compared to previous years, where Chinese New Year has been in January. 2. HSHP has put 5 ships on fixed rates in Q1, which protects the downside better than in Q1 in 2025. 3. The speed of the up-ramp in Simandou is a wildcard this year, and could compensate for any weather problems in South America and Australia, perhaps not so much in this Q1, but at least for Q1 in subsequent years. The election result in Guinea could potentially cause some trouble with the Simandou project, but it seems that both the opposition and the sitting military junta are committed to this project. In the short term, I believe the price will fall a bit in mid-February, Chinese New Year starts on February 17 and lasts until March 3, so that will probably lower dry bulk rates. How much the price might fall, I have no idea.
·2 päivää sittenThe dividend was supposed to come 23. Desember, right? Haven't received this per 29. desember. Anyone else?
2 päivää sitten2 päivää sittenDue to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 31, 2025.·1 päivä sittenIt should probably arrive today as the trading day is closed tomorrow. Otherwise, it will probably be on Friday.- ·3 päivää sitten · MuokattuHave spent parts of the Christmas holiday period summarizing everything I know/have found out about Himalaya Shipping and the dry bulk segment they operate in, since I started investing in dry bulk in 2019. Please comment if there are things you disagree with, agree with, or if you find any errors or omissions. The document is primarily for myself, but if anyone else can benefit from it, that's great. Edit: Shorter link: https://bit.ly/HSHP-guide
·2 päivää sitten · MuokattuVery good analysis. Encourage all potential investors to read the document. It provides a good foundation. Some input for improvements. The ships currently do not run on LNG. The value of having this option should therefore be seen as an option to use LNG when infrastructure/regulations can make it profitable sometime in the future. The premium the ships receive in the spot market compared to the Capesize index consists of scrubber/size and efficiency. Scrubber premium per day is tons consumption * price difference between VLSFO and HSFO. Himalaya does not get to keep all of this upside themselves as they have to give away some of the upside to the charterer. I assume they get to keep 75% of the scrubber savings. Himalaya's ships are larger than the Capesize ships that form the basis for the index. They therefore receive a higher payment as they transport more tons per trip than a traditional Capesize. The ships are also more fuel-efficient, so costs per ton transported are therefore lower (economies of scale). Larger ships with scrubbers and the ability to burn LNG also mean that the purchase price is higher than a traditional Capesize. This makes Capex higher than a traditional Capesize.·1 päivä sittenI seem to recall that the scrubber distribution was 50/50. But it could well be that I remember incorrectly, or that it has been changed in newer contracts. 
·24.12.The year's last index ready, so MTD for December ended just under 35000. With half the fleet on fixed rates at approx 26000, the average rate becomes approx 30500, approx 13500 (all figures at cap level) over CBE, and thus an all-time high dividend for December of $0.13-0.14 is expected. Next year's FFA looks like this right now (significantly better than we saw for 2025 a year ago): 👇·27.12.I believe the dividend will be at least $0,14, my spreadsheet says 0,149.
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
55 päivää sitten1,0142 NOK/osake
Viimeisin osinko
5,01 %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
- ·15 t sitten · MuokattuSo, after I wrote the Investor Guide, I sat down and vibe-coded (with the help of Gemini Pro) my own web-app to be able to calculate the dividend figures live. I previously used Excel for such things, but lately I've developed a liking for vibe-coding various apps. You can find the model here: https://shipping-model.streamlit.app/ In short, you can: * Read my Investor Guide to Himalaya Shipping by clicking on the link. * Choose strategy: Adjust how many ships operate on fixed price vs. spot, and at what rate. * Adjust BCI rate * Adjust premium on top of BCI rate. * Adjust Scrubber/LNG: In simple mode, you set a fixed amount. In advanced mode, you can calculate actual premium based on fuel prices and allocation key (links to places where you can find prices) * Adjust average Cash-break-even for the ships * See your own return: Enter your entry price (GAV) and dollar exchange rate, and you will get a table showing your direct return at various rates, given the scrubber premium information. The model accounts for the fact that scrubber revenues come on top of all ships, regardless of whether they operate on a fixed rate or are index-linked. The model simplifies with regard to the number of days in a month and uses 30.42 days per month (365/12) Hope it can be useful for more people! Please let me know if you find any bugs, or have ideas for extensions. Happy New Year, everyone!
- ·1 päivä sittenI am considering significantly increasing my position in Himalaya Shipping, but timing is naturally the central question. What is your assessment of the price development over the next 1–2 months, given that we are probably approaching the seasonal bottom in spot rates? Do you think the market largely prices short-term rates, so that we might see further pressure towards levels around 70, even though the FFA curve indicates better earnings in 2026 than in 2025? Or do you perceive that the market is more forward-looking in the cycle, and that the stock therefore can hold around current levels despite temporarily weaker spot rates?·16 t sitten1. Remember that Chinese New Year comes in February this year, which could mean a relatively strong January compared to previous years, where Chinese New Year has been in January. 2. HSHP has put 5 ships on fixed rates in Q1, which protects the downside better than in Q1 in 2025. 3. The speed of the up-ramp in Simandou is a wildcard this year, and could compensate for any weather problems in South America and Australia, perhaps not so much in this Q1, but at least for Q1 in subsequent years. The election result in Guinea could potentially cause some trouble with the Simandou project, but it seems that both the opposition and the sitting military junta are committed to this project. In the short term, I believe the price will fall a bit in mid-February, Chinese New Year starts on February 17 and lasts until March 3, so that will probably lower dry bulk rates. How much the price might fall, I have no idea.
- ·2 päivää sittenThe dividend was supposed to come 23. Desember, right? Haven't received this per 29. desember. Anyone else?2 päivää sitten2 päivää sittenDue to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 31, 2025.·1 päivä sittenIt should probably arrive today as the trading day is closed tomorrow. Otherwise, it will probably be on Friday.
- ·3 päivää sitten · MuokattuHave spent parts of the Christmas holiday period summarizing everything I know/have found out about Himalaya Shipping and the dry bulk segment they operate in, since I started investing in dry bulk in 2019. Please comment if there are things you disagree with, agree with, or if you find any errors or omissions. The document is primarily for myself, but if anyone else can benefit from it, that's great. Edit: Shorter link: https://bit.ly/HSHP-guide·2 päivää sitten · MuokattuVery good analysis. Encourage all potential investors to read the document. It provides a good foundation. Some input for improvements. The ships currently do not run on LNG. The value of having this option should therefore be seen as an option to use LNG when infrastructure/regulations can make it profitable sometime in the future. The premium the ships receive in the spot market compared to the Capesize index consists of scrubber/size and efficiency. Scrubber premium per day is tons consumption * price difference between VLSFO and HSFO. Himalaya does not get to keep all of this upside themselves as they have to give away some of the upside to the charterer. I assume they get to keep 75% of the scrubber savings. Himalaya's ships are larger than the Capesize ships that form the basis for the index. They therefore receive a higher payment as they transport more tons per trip than a traditional Capesize. The ships are also more fuel-efficient, so costs per ton transported are therefore lower (economies of scale). Larger ships with scrubbers and the ability to burn LNG also mean that the purchase price is higher than a traditional Capesize. This makes Capex higher than a traditional Capesize.·1 päivä sittenI seem to recall that the scrubber distribution was 50/50. But it could well be that I remember incorrectly, or that it has been changed in newer contracts.
- ·24.12.The year's last index ready, so MTD for December ended just under 35000. With half the fleet on fixed rates at approx 26000, the average rate becomes approx 30500, approx 13500 (all figures at cap level) over CBE, and thus an all-time high dividend for December of $0.13-0.14 is expected. Next year's FFA looks like this right now (significantly better than we saw for 2025 a year ago): 👇·27.12.I believe the dividend will be at least $0,14, my spreadsheet says 0,149.
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
34
Myynti
Määrä
400
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
92,5VWAP
Alin
91VaihtoMäärä
5,2 56 973
VWAP
Ylin
92,5Alin
91VaihtoMäärä
5,2 56 973
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
55 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
5,01 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sitten · MuokattuSo, after I wrote the Investor Guide, I sat down and vibe-coded (with the help of Gemini Pro) my own web-app to be able to calculate the dividend figures live. I previously used Excel for such things, but lately I've developed a liking for vibe-coding various apps. You can find the model here: https://shipping-model.streamlit.app/ In short, you can: * Read my Investor Guide to Himalaya Shipping by clicking on the link. * Choose strategy: Adjust how many ships operate on fixed price vs. spot, and at what rate. * Adjust BCI rate * Adjust premium on top of BCI rate. * Adjust Scrubber/LNG: In simple mode, you set a fixed amount. In advanced mode, you can calculate actual premium based on fuel prices and allocation key (links to places where you can find prices) * Adjust average Cash-break-even for the ships * See your own return: Enter your entry price (GAV) and dollar exchange rate, and you will get a table showing your direct return at various rates, given the scrubber premium information. The model accounts for the fact that scrubber revenues come on top of all ships, regardless of whether they operate on a fixed rate or are index-linked. The model simplifies with regard to the number of days in a month and uses 30.42 days per month (365/12) Hope it can be useful for more people! Please let me know if you find any bugs, or have ideas for extensions. Happy New Year, everyone!
- ·1 päivä sittenI am considering significantly increasing my position in Himalaya Shipping, but timing is naturally the central question. What is your assessment of the price development over the next 1–2 months, given that we are probably approaching the seasonal bottom in spot rates? Do you think the market largely prices short-term rates, so that we might see further pressure towards levels around 70, even though the FFA curve indicates better earnings in 2026 than in 2025? Or do you perceive that the market is more forward-looking in the cycle, and that the stock therefore can hold around current levels despite temporarily weaker spot rates?·16 t sitten1. Remember that Chinese New Year comes in February this year, which could mean a relatively strong January compared to previous years, where Chinese New Year has been in January. 2. HSHP has put 5 ships on fixed rates in Q1, which protects the downside better than in Q1 in 2025. 3. The speed of the up-ramp in Simandou is a wildcard this year, and could compensate for any weather problems in South America and Australia, perhaps not so much in this Q1, but at least for Q1 in subsequent years. The election result in Guinea could potentially cause some trouble with the Simandou project, but it seems that both the opposition and the sitting military junta are committed to this project. In the short term, I believe the price will fall a bit in mid-February, Chinese New Year starts on February 17 and lasts until March 3, so that will probably lower dry bulk rates. How much the price might fall, I have no idea.
- ·2 päivää sittenThe dividend was supposed to come 23. Desember, right? Haven't received this per 29. desember. Anyone else?2 päivää sitten2 päivää sittenDue to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 31, 2025.·1 päivä sittenIt should probably arrive today as the trading day is closed tomorrow. Otherwise, it will probably be on Friday.
- ·3 päivää sitten · MuokattuHave spent parts of the Christmas holiday period summarizing everything I know/have found out about Himalaya Shipping and the dry bulk segment they operate in, since I started investing in dry bulk in 2019. Please comment if there are things you disagree with, agree with, or if you find any errors or omissions. The document is primarily for myself, but if anyone else can benefit from it, that's great. Edit: Shorter link: https://bit.ly/HSHP-guide·2 päivää sitten · MuokattuVery good analysis. Encourage all potential investors to read the document. It provides a good foundation. Some input for improvements. The ships currently do not run on LNG. The value of having this option should therefore be seen as an option to use LNG when infrastructure/regulations can make it profitable sometime in the future. The premium the ships receive in the spot market compared to the Capesize index consists of scrubber/size and efficiency. Scrubber premium per day is tons consumption * price difference between VLSFO and HSFO. Himalaya does not get to keep all of this upside themselves as they have to give away some of the upside to the charterer. I assume they get to keep 75% of the scrubber savings. Himalaya's ships are larger than the Capesize ships that form the basis for the index. They therefore receive a higher payment as they transport more tons per trip than a traditional Capesize. The ships are also more fuel-efficient, so costs per ton transported are therefore lower (economies of scale). Larger ships with scrubbers and the ability to burn LNG also mean that the purchase price is higher than a traditional Capesize. This makes Capex higher than a traditional Capesize.·1 päivä sittenI seem to recall that the scrubber distribution was 50/50. But it could well be that I remember incorrectly, or that it has been changed in newer contracts.
- ·24.12.The year's last index ready, so MTD for December ended just under 35000. With half the fleet on fixed rates at approx 26000, the average rate becomes approx 30500, approx 13500 (all figures at cap level) over CBE, and thus an all-time high dividend for December of $0.13-0.14 is expected. Next year's FFA looks like this right now (significantly better than we saw for 2025 a year ago): 👇·27.12.I believe the dividend will be at least $0,14, my spreadsheet says 0,149.
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
34
Myynti
Määrä
400
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
92,5VWAP
Alin
91VaihtoMäärä
5,2 56 973
VWAP
Ylin
92,5Alin
91VaihtoMäärä
5,2 56 973
Välittäjätilasto
Dataa ei löytynyt