2026 Q2 - tulosraportti
36 päivää sitten
‧17 min
2,322 NOK/osake
Irtoamispäivä 17.9.
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 362 | - | - | ||
| 218 | - | - | ||
| 609 | - | - | ||
| 198 | - | - | ||
| 119 | - | - |
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
Kirjaudu
2 t sittenMain Thesis The author believes that the dry bulk market may have strong momentum going into the coming years. He specifically points to a tighter relationship between the supply of ships and the demand for transport. Seeking Alpha Supply side is getting tighter Many existing dry bulk ships are starting to get old. Relatively few new ships are entering the market. Yard capacity and long delivery times limit how quickly shipping companies can increase their fleets. The result could be higher ship values and higher NAV for the shipping companies. Seeking Alpha The Simandou project in Guinea This is one of the article's most important demand drivers. Simandou is set to increase iron ore exports from Guinea. The ore will, among other things, be transported to Asia over very long distances. Thus, not only the quantity of iron ore transported increases, but also the number of ton-miles. Seeking Alpha Why ton-miles are important A ship carrying 100 000 tons over 10 000 nautical miles creates far more transport demand than the same cargo over 2 000 miles. Therefore, new trade routes can have great significance even without a corresponding increase in the actual volume of goods. Capesize ships could become particularly interesting Simandou is expected to be particularly relevant for the largest dry bulk ships. The author expects that increased iron ore transport could contribute to higher demand for Capesize towards 2029. Seeking Alpha Shipping companies buy ships at high prices An important argument in the article is that established players are actually buying tonnage even though second-hand prices are already high. The author interprets this as a signal that the shipping companies themselves expect the market to remain strong for several years. Seeking Alpha CMB.TECH CMB.TECH is highlighted as a key player. The company has gained significant exposure to dry bulk after the integration of Golden Ocean. The article simultaneously highlights that CMB.TECH is now a highly diversified shipping company with dry bulk, tankers, containers, and offshore activities. Seeking Alpha Genco Shipping & Trading Genco is mentioned as another important listed dry bulk player. The company is particularly exposed to Capesize and other larger dry bulk ships. The stock price versus the shipping market A central question is how much of the expected market upturn is already reflected in the stock prices. This is particularly relevant for companies that have experienced strong stock price increases. The author's overall conclusion The combination of limited fleet growth + older ships + few newbuilds + increased ton-mile demand can create a favorable dry bulk market. Simandou is highlighted as a long-term catalyst. The author therefore believes that today's momentum can continue for several years, but this is his market assessment – not a guarantee of future development. Seeking Alpha In short: The article's core argument is that the supply of ships is growing slowly while the demand for ships' transport capacity can grow significantly. Simandou is particularly important because long iron ore routes from West Africa to Asia can lead to a large increase in ton-miles for the Capesize fleet.- 13 t sitten15 Sept BCI 48,072 -2,047 MTD 51,022 YTD 32,724 2026 FFA 44,000 2027 FFA 33,000 $HSHP
1 päivä sittenHimalayaShip 14 Sept BCI 50,119 -1,517 MTD 51,317 YTD 32,638 2026 FFA 45,000 2027 FFA 34,000 $HSHP
- 11.9.HimalayaShip 10 Sept BCI 52,016 -2,522 MTD 51,427 YTD 32,429 2026 FFA 46,000 2027 FFA 34,000 $HSHP
- ·8.9.Shares a corresponding link on the forums of HimalayaShip, Bruton and OMC respectively. Tip for weekly report on both the dry bulk and tanker market (dry & wet). Xclusiv shipbrokers' report for week 36 is out now. Among other things, it covers the Capesize market and VLCC market: -rates as of now -development in rates over time -newbuilding prices and orders recently -asset prices various ages and recent s&p activity -scrapping values and recent activity (non-existent as of now) -relevant commodity prices The weekly report is here: https://www.hellenicshippingnews.com/wp-content/uploads/2026/09/xclusiv-2026_09_07.pdf
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
36 päivää sitten
‧17 min
2,322 NOK/osake
Irtoamispäivä 17.9.
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
Kirjaudu
- 2 t sittenMain Thesis The author believes that the dry bulk market may have strong momentum going into the coming years. He specifically points to a tighter relationship between the supply of ships and the demand for transport. Seeking Alpha Supply side is getting tighter Many existing dry bulk ships are starting to get old. Relatively few new ships are entering the market. Yard capacity and long delivery times limit how quickly shipping companies can increase their fleets. The result could be higher ship values and higher NAV for the shipping companies. Seeking Alpha The Simandou project in Guinea This is one of the article's most important demand drivers. Simandou is set to increase iron ore exports from Guinea. The ore will, among other things, be transported to Asia over very long distances. Thus, not only the quantity of iron ore transported increases, but also the number of ton-miles. Seeking Alpha Why ton-miles are important A ship carrying 100 000 tons over 10 000 nautical miles creates far more transport demand than the same cargo over 2 000 miles. Therefore, new trade routes can have great significance even without a corresponding increase in the actual volume of goods. Capesize ships could become particularly interesting Simandou is expected to be particularly relevant for the largest dry bulk ships. The author expects that increased iron ore transport could contribute to higher demand for Capesize towards 2029. Seeking Alpha Shipping companies buy ships at high prices An important argument in the article is that established players are actually buying tonnage even though second-hand prices are already high. The author interprets this as a signal that the shipping companies themselves expect the market to remain strong for several years. Seeking Alpha CMB.TECH CMB.TECH is highlighted as a key player. The company has gained significant exposure to dry bulk after the integration of Golden Ocean. The article simultaneously highlights that CMB.TECH is now a highly diversified shipping company with dry bulk, tankers, containers, and offshore activities. Seeking Alpha Genco Shipping & Trading Genco is mentioned as another important listed dry bulk player. The company is particularly exposed to Capesize and other larger dry bulk ships. The stock price versus the shipping market A central question is how much of the expected market upturn is already reflected in the stock prices. This is particularly relevant for companies that have experienced strong stock price increases. The author's overall conclusion The combination of limited fleet growth + older ships + few newbuilds + increased ton-mile demand can create a favorable dry bulk market. Simandou is highlighted as a long-term catalyst. The author therefore believes that today's momentum can continue for several years, but this is his market assessment – not a guarantee of future development. Seeking Alpha In short: The article's core argument is that the supply of ships is growing slowly while the demand for ships' transport capacity can grow significantly. Simandou is particularly important because long iron ore routes from West Africa to Asia can lead to a large increase in ton-miles for the Capesize fleet.
- 13 t sitten15 Sept BCI 48,072 -2,047 MTD 51,022 YTD 32,724 2026 FFA 44,000 2027 FFA 33,000 $HSHP
- 1 päivä sittenHimalayaShip 14 Sept BCI 50,119 -1,517 MTD 51,317 YTD 32,638 2026 FFA 45,000 2027 FFA 34,000 $HSHP
- 11.9.HimalayaShip 10 Sept BCI 52,016 -2,522 MTD 51,427 YTD 32,429 2026 FFA 46,000 2027 FFA 34,000 $HSHP
- ·8.9.Shares a corresponding link on the forums of HimalayaShip, Bruton and OMC respectively. Tip for weekly report on both the dry bulk and tanker market (dry & wet). Xclusiv shipbrokers' report for week 36 is out now. Among other things, it covers the Capesize market and VLCC market: -rates as of now -development in rates over time -newbuilding prices and orders recently -asset prices various ages and recent s&p activity -scrapping values and recent activity (non-existent as of now) -relevant commodity prices The weekly report is here: https://www.hellenicshippingnews.com/wp-content/uploads/2026/09/xclusiv-2026_09_07.pdf
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 |
|---|---|---|---|---|
| 362 | - | - | ||
| 218 | - | - | ||
| 609 | - | - | ||
| 198 | - | - | ||
| 119 | - | - |
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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
36 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 |
2,322 NOK/osake
Irtoamispäivä 17.9.
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 2 t sittenMain Thesis The author believes that the dry bulk market may have strong momentum going into the coming years. He specifically points to a tighter relationship between the supply of ships and the demand for transport. Seeking Alpha Supply side is getting tighter Many existing dry bulk ships are starting to get old. Relatively few new ships are entering the market. Yard capacity and long delivery times limit how quickly shipping companies can increase their fleets. The result could be higher ship values and higher NAV for the shipping companies. Seeking Alpha The Simandou project in Guinea This is one of the article's most important demand drivers. Simandou is set to increase iron ore exports from Guinea. The ore will, among other things, be transported to Asia over very long distances. Thus, not only the quantity of iron ore transported increases, but also the number of ton-miles. Seeking Alpha Why ton-miles are important A ship carrying 100 000 tons over 10 000 nautical miles creates far more transport demand than the same cargo over 2 000 miles. Therefore, new trade routes can have great significance even without a corresponding increase in the actual volume of goods. Capesize ships could become particularly interesting Simandou is expected to be particularly relevant for the largest dry bulk ships. The author expects that increased iron ore transport could contribute to higher demand for Capesize towards 2029. Seeking Alpha Shipping companies buy ships at high prices An important argument in the article is that established players are actually buying tonnage even though second-hand prices are already high. The author interprets this as a signal that the shipping companies themselves expect the market to remain strong for several years. Seeking Alpha CMB.TECH CMB.TECH is highlighted as a key player. The company has gained significant exposure to dry bulk after the integration of Golden Ocean. The article simultaneously highlights that CMB.TECH is now a highly diversified shipping company with dry bulk, tankers, containers, and offshore activities. Seeking Alpha Genco Shipping & Trading Genco is mentioned as another important listed dry bulk player. The company is particularly exposed to Capesize and other larger dry bulk ships. The stock price versus the shipping market A central question is how much of the expected market upturn is already reflected in the stock prices. This is particularly relevant for companies that have experienced strong stock price increases. The author's overall conclusion The combination of limited fleet growth + older ships + few newbuilds + increased ton-mile demand can create a favorable dry bulk market. Simandou is highlighted as a long-term catalyst. The author therefore believes that today's momentum can continue for several years, but this is his market assessment – not a guarantee of future development. Seeking Alpha In short: The article's core argument is that the supply of ships is growing slowly while the demand for ships' transport capacity can grow significantly. Simandou is particularly important because long iron ore routes from West Africa to Asia can lead to a large increase in ton-miles for the Capesize fleet.
- 13 t sitten15 Sept BCI 48,072 -2,047 MTD 51,022 YTD 32,724 2026 FFA 44,000 2027 FFA 33,000 $HSHP
- 1 päivä sittenHimalayaShip 14 Sept BCI 50,119 -1,517 MTD 51,317 YTD 32,638 2026 FFA 45,000 2027 FFA 34,000 $HSHP
- 11.9.HimalayaShip 10 Sept BCI 52,016 -2,522 MTD 51,427 YTD 32,429 2026 FFA 46,000 2027 FFA 34,000 $HSHP
- ·8.9.Shares a corresponding link on the forums of HimalayaShip, Bruton and OMC respectively. Tip for weekly report on both the dry bulk and tanker market (dry & wet). Xclusiv shipbrokers' report for week 36 is out now. Among other things, it covers the Capesize market and VLCC market: -rates as of now -development in rates over time -newbuilding prices and orders recently -asset prices various ages and recent s&p activity -scrapping values and recent activity (non-existent as of now) -relevant commodity prices The weekly report is here: https://www.hellenicshippingnews.com/wp-content/uploads/2026/09/xclusiv-2026_09_07.pdf
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 |
|---|---|---|---|---|
| 362 | - | - | ||
| 218 | - | - | ||
| 609 | - | - | ||
| 198 | - | - | ||
| 119 | - | - |
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