Q2-osavuosiraportti
82 päivää sitten‧21 min
0,9946 NOK/osake
Viimeisin osinko
6,61 %
Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
150
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 17 | - | - | ||
| 17 | - | - | ||
| 497 | - | - | ||
| 80 | - | - | ||
| 21 | - | - |
Ylin
81,5VWAP
Alin
79VaihtoMäärä
5,7 70 795
VWAP
Ylin
81,5Alin
79VaihtoMäärä
5,7 70 795
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 8.8. | |
| 2025 Q1-osavuosiraportti | 22.5. | |
| 2024 Yhtiökokous | 21.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 7.11.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
1 päivä sitten·The end of the month is near and it is always interesting to see what one can possibly hope for in terms of dividends for October. Some of the ships at Himalaya are currently running on fixed rates and others on index-linked contracts with premium. My spreadsheet says a total of $0.10, but I think they are holding back a bit, as the market is a bit soft and volatility is affecting the market, so I expect $0.8. Of course I can't know anything about the dividend, and it is pure guesswork, of course. Just an estimate. Here is a summary of October, up to today. Gives a good overview, for those who are interested in some details. --- Quote google gemini – with all the usual reservations about its work/data! “The market for Capesize/Newcastlemax bulk carriers has been characterised by high volatility so far in October 2025 with an overall downward trend in rates during the month, followed by a minor recovery towards the end of week 42. The development can be summarised as follows: 1. Rate Development (BCI 5TC) Rates, measured on the Baltic Capesize Index (BCI) 5TC (the weighted average of five Capesize Timecharter routes), have shown a clear downward movement in the first half of October: • Early October (Week 40): The market experienced a significant decline. BCI 5TC fell from over $29,000 per day at the start of the week to around $22,595 per day by the end of the week. This decline was primarily due to a sharp decline in sentiment and rumours that a major Chinese buyer had temporarily suspended iron ore purchases from BHP. • Mid-October (Week 41): Rates stabilized slightly and experienced a slight recovery. BCI 5TC opened around $23,453 and closed the week at $23,216, indicating a flat market with a slight downward trend. • End of October (Week 42/43): Volatility continued, but the overall BCI rebounded slightly. BCI 5TC opened at $28,132, dipped midweek to $24,185 and regained strength to $25,882 by week end (as of October 17). 2. Market Dynamics The freight market has been driven by the following dynamics: • China Influence: The decline in early October was exacerbated by China’s Golden Week holiday, which reduced activity, combined with rumors of restrictions on iron ore imports, which created bearish sentiment. • Atlantic vs. Pacific: ◦ Pacific: Has generally shown better stability and at times strong demand from mining companies (especially for the route from Western Australia to China - C5), which has been an important support for rates. ◦ Atlantic: The routes from Southern Brazil and West Africa to China (C3) have struggled to gain ground due to limited new demand and a growing number of vacant ships (ballasters). • Market sentiment: The market has been sensitive and fragile. Although there have been short-term rebounds, the persistent volatility indicates that charterers (freight buyers) have had some advantage in negotiations, which has kept rates in check after the initial decline. Overall, the Capesize segment has struggled in October to find a solid footing following the negative news from China at the beginning of the month, but has shown signs of consolidating and regaining some ground in the middle of the month.”
15 t sitten·Half the fleet is on "fixed rate" and half on index rate in October My calculations show that the average earnings from the 6 ships on fixed rates pull FCF towards about $0.10, while the average earnings from the 6 ships on index rates pull FCF towards about $0.08. That leaves us with a total of about $0.09 in FCF for October. Subject to the rates for the last four days and any "jump" in scrubber/LNG earnings. What the monthly dividend will be of course also depends on whether the company chooses to withhold anything given volatile markets and the expected drop in earnings in Q1- 23.10.23.10.@HimalayaShip: BCI today: 25,367 -832 MTD 24,675 YTD 19,332 '25 balance 25,000
23.10.·Hm.. typhoon season is starting soon and more demand for ships from next year. Will be exciting to follow next month.
24.10.·Typhoon season is almost over. (June-December). Himalaya posted a picture of X this week, of what will probably be one of the last of the season. Incidentally, it only developed into a "Severe Tropical Storm" before hitting the coast of Vietnam yesterday.
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 ja analyysit
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.
Q2-osavuosiraportti
82 päivää sitten‧21 min
0,9946 NOK/osake
Viimeisin osinko
6,61 %
Tuotto/v
Uutiset ja analyysit
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 sitten·The end of the month is near and it is always interesting to see what one can possibly hope for in terms of dividends for October. Some of the ships at Himalaya are currently running on fixed rates and others on index-linked contracts with premium. My spreadsheet says a total of $0.10, but I think they are holding back a bit, as the market is a bit soft and volatility is affecting the market, so I expect $0.8. Of course I can't know anything about the dividend, and it is pure guesswork, of course. Just an estimate. Here is a summary of October, up to today. Gives a good overview, for those who are interested in some details. --- Quote google gemini – with all the usual reservations about its work/data! “The market for Capesize/Newcastlemax bulk carriers has been characterised by high volatility so far in October 2025 with an overall downward trend in rates during the month, followed by a minor recovery towards the end of week 42. The development can be summarised as follows: 1. Rate Development (BCI 5TC) Rates, measured on the Baltic Capesize Index (BCI) 5TC (the weighted average of five Capesize Timecharter routes), have shown a clear downward movement in the first half of October: • Early October (Week 40): The market experienced a significant decline. BCI 5TC fell from over $29,000 per day at the start of the week to around $22,595 per day by the end of the week. This decline was primarily due to a sharp decline in sentiment and rumours that a major Chinese buyer had temporarily suspended iron ore purchases from BHP. • Mid-October (Week 41): Rates stabilized slightly and experienced a slight recovery. BCI 5TC opened around $23,453 and closed the week at $23,216, indicating a flat market with a slight downward trend. • End of October (Week 42/43): Volatility continued, but the overall BCI rebounded slightly. BCI 5TC opened at $28,132, dipped midweek to $24,185 and regained strength to $25,882 by week end (as of October 17). 2. Market Dynamics The freight market has been driven by the following dynamics: • China Influence: The decline in early October was exacerbated by China’s Golden Week holiday, which reduced activity, combined with rumors of restrictions on iron ore imports, which created bearish sentiment. • Atlantic vs. Pacific: ◦ Pacific: Has generally shown better stability and at times strong demand from mining companies (especially for the route from Western Australia to China - C5), which has been an important support for rates. ◦ Atlantic: The routes from Southern Brazil and West Africa to China (C3) have struggled to gain ground due to limited new demand and a growing number of vacant ships (ballasters). • Market sentiment: The market has been sensitive and fragile. Although there have been short-term rebounds, the persistent volatility indicates that charterers (freight buyers) have had some advantage in negotiations, which has kept rates in check after the initial decline. Overall, the Capesize segment has struggled in October to find a solid footing following the negative news from China at the beginning of the month, but has shown signs of consolidating and regaining some ground in the middle of the month.”15 t sitten·Half the fleet is on "fixed rate" and half on index rate in October My calculations show that the average earnings from the 6 ships on fixed rates pull FCF towards about $0.10, while the average earnings from the 6 ships on index rates pull FCF towards about $0.08. That leaves us with a total of about $0.09 in FCF for October. Subject to the rates for the last four days and any "jump" in scrubber/LNG earnings. What the monthly dividend will be of course also depends on whether the company chooses to withhold anything given volatile markets and the expected drop in earnings in Q1
- 23.10.23.10.@HimalayaShip: BCI today: 25,367 -832 MTD 24,675 YTD 19,332 '25 balance 25,00023.10.·Hm.. typhoon season is starting soon and more demand for ships from next year. Will be exciting to follow next month.24.10.·Typhoon season is almost over. (June-December). Himalaya posted a picture of X this week, of what will probably be one of the last of the season. Incidentally, it only developed into a "Severe Tropical Storm" before hitting the coast of Vietnam yesterday.
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
150
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 17 | - | - | ||
| 17 | - | - | ||
| 497 | - | - | ||
| 80 | - | - | ||
| 21 | - | - |
Ylin
81,5VWAP
Alin
79VaihtoMäärä
5,7 70 795
VWAP
Ylin
81,5Alin
79VaihtoMäärä
5,7 70 795
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 8.8. | |
| 2025 Q1-osavuosiraportti | 22.5. | |
| 2024 Yhtiökokous | 21.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 7.11.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
82 päivää sitten‧21 min
Uutiset ja analyysit
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 Q3-osavuosiraportti | 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 8.8. | |
| 2025 Q1-osavuosiraportti | 22.5. | |
| 2024 Yhtiökokous | 21.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 7.11.2024 |
Datan lähde: Millistream, Quartr
0,9946 NOK/osake
Viimeisin osinko
6,61 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 päivä sitten·The end of the month is near and it is always interesting to see what one can possibly hope for in terms of dividends for October. Some of the ships at Himalaya are currently running on fixed rates and others on index-linked contracts with premium. My spreadsheet says a total of $0.10, but I think they are holding back a bit, as the market is a bit soft and volatility is affecting the market, so I expect $0.8. Of course I can't know anything about the dividend, and it is pure guesswork, of course. Just an estimate. Here is a summary of October, up to today. Gives a good overview, for those who are interested in some details. --- Quote google gemini – with all the usual reservations about its work/data! “The market for Capesize/Newcastlemax bulk carriers has been characterised by high volatility so far in October 2025 with an overall downward trend in rates during the month, followed by a minor recovery towards the end of week 42. The development can be summarised as follows: 1. Rate Development (BCI 5TC) Rates, measured on the Baltic Capesize Index (BCI) 5TC (the weighted average of five Capesize Timecharter routes), have shown a clear downward movement in the first half of October: • Early October (Week 40): The market experienced a significant decline. BCI 5TC fell from over $29,000 per day at the start of the week to around $22,595 per day by the end of the week. This decline was primarily due to a sharp decline in sentiment and rumours that a major Chinese buyer had temporarily suspended iron ore purchases from BHP. • Mid-October (Week 41): Rates stabilized slightly and experienced a slight recovery. BCI 5TC opened around $23,453 and closed the week at $23,216, indicating a flat market with a slight downward trend. • End of October (Week 42/43): Volatility continued, but the overall BCI rebounded slightly. BCI 5TC opened at $28,132, dipped midweek to $24,185 and regained strength to $25,882 by week end (as of October 17). 2. Market Dynamics The freight market has been driven by the following dynamics: • China Influence: The decline in early October was exacerbated by China’s Golden Week holiday, which reduced activity, combined with rumors of restrictions on iron ore imports, which created bearish sentiment. • Atlantic vs. Pacific: ◦ Pacific: Has generally shown better stability and at times strong demand from mining companies (especially for the route from Western Australia to China - C5), which has been an important support for rates. ◦ Atlantic: The routes from Southern Brazil and West Africa to China (C3) have struggled to gain ground due to limited new demand and a growing number of vacant ships (ballasters). • Market sentiment: The market has been sensitive and fragile. Although there have been short-term rebounds, the persistent volatility indicates that charterers (freight buyers) have had some advantage in negotiations, which has kept rates in check after the initial decline. Overall, the Capesize segment has struggled in October to find a solid footing following the negative news from China at the beginning of the month, but has shown signs of consolidating and regaining some ground in the middle of the month.”15 t sitten·Half the fleet is on "fixed rate" and half on index rate in October My calculations show that the average earnings from the 6 ships on fixed rates pull FCF towards about $0.10, while the average earnings from the 6 ships on index rates pull FCF towards about $0.08. That leaves us with a total of about $0.09 in FCF for October. Subject to the rates for the last four days and any "jump" in scrubber/LNG earnings. What the monthly dividend will be of course also depends on whether the company chooses to withhold anything given volatile markets and the expected drop in earnings in Q1
- 23.10.23.10.@HimalayaShip: BCI today: 25,367 -832 MTD 24,675 YTD 19,332 '25 balance 25,00023.10.·Hm.. typhoon season is starting soon and more demand for ships from next year. Will be exciting to follow next month.24.10.·Typhoon season is almost over. (June-December). Himalaya posted a picture of X this week, of what will probably be one of the last of the season. Incidentally, it only developed into a "Severe Tropical Storm" before hitting the coast of Vietnam yesterday.
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
150
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 17 | - | - | ||
| 17 | - | - | ||
| 497 | - | - | ||
| 80 | - | - | ||
| 21 | - | - |
Ylin
81,5VWAP
Alin
79VaihtoMäärä
5,7 70 795
VWAP
Ylin
81,5Alin
79VaihtoMäärä
5,7 70 795
Välittäjätilasto
Dataa ei löytynyt