2025 Q3 -tulosraportti
13 päivää sitten0,19 USD/osake
Irtoamispäivä 12.12.
4,58 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
245
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 475 | - | - | ||
| 50 | - | - | ||
| 3 000 | - | - | ||
| 200 | - | - |
Ylin
240,4VWAP
Alin
235,5VaihtoMäärä
162,6 686 271
VWAP
Ylin
240,4Alin
235,5VaihtoMäärä
162,6 686 271
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.11. | |
| 2025 Q2 -tulosraportti | 29.8. | |
| 2025 Q1 -tulosraportti | 23.5. | |
| 2024 Q4 -tulosraportti | 28.2. | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sitten · Muokattuhttps://x.com/PotenTankers/status/1996638886756278458 Afra/LR2, which many are so eager to sell at an unfavorable time so that 30kr is deducted from the share on the ex-day and a dividend is paid out that they have to pay 37.8% tax on, contributes well to earnings these days...
·9 t sittenVLCC The VLCC market has seen a downward rate adjustment this past week – from high W130s to low-mid W120s for the MEG/East routes (Middle East Gulf to Asia), as much of the activity has happened "under the radar". But despite all the "smoke and mirrors", owners have shown stoic restraint, fought against "gravity" (market pressure) and kept rates at last paid levels – and are even trying to get a bit more when the opportunity arises. The tonnage situation remains balanced, and the tonnage is controlled by a few players. Baltic (Baltic Exchange) estimates came in last night with very small changes from the day before, which suggests that the broker community sees the market roughly the same – even if some might express the opposite. A new Brazil export cargo was mentioned this morning and quickly fixed at W107.5 (2.5 points lower than the previous equivalent fixture). Apart from this, there's not much new to report in the Atlantic, and the Suezmax market is also on the defensive, which gives charterers more flexibility/negotiating room.
·9 t sittenWill quickly amount to 30kr dividend over the next 6 months. With a share price of 300kr, one still gets 10% direct yield over 6 months. Spot is still at 120.000$. At some point, this will surge.
·4 t sittenAnd when spot is at 35-40k/day in July, (which is well above the long-term average for the summer which is closer to cash B/E) where is the price then?·3 t sitten · MuokattuQ3 has empirically been a soft quarter, and it is most likely priced in. If you look at the estimates of most brokerage houses, these are optimistic for 2026. Looking in the rearview mirror the last 3-4 months - it is completely justified to be positive for next year. Where the share price stands - I have no idea. The next 6 months regarding dividend are starting to be locked in at a quite pleasant yield. That nicely justifies a higher share price.
·11 t sittenExpect FRO to continue strongly upwards in the coming period, everything is set for this.
·11 t sittenhttps://www.tradewindsnews.com/tankers/-path-of-least-resistance-for-crude-prices-is-likely-down-says-trafigura-chief-economist/2-1-1911234 "The path of least resistance for crude prices is likely down," says Trafigura's chief economist. Declining demand from China will lead to India and emerging markets absorbing the extra barrels, says Saad Rahim. Trafigura envisions crude oil prices falling towards 2026 due to the current oversupply. "Into the first half of next year, what we see on the supply and demand fundamentals also plays a role, that the path of least resistance for (crude) prices is likely downwards," said Trafigura's chief economist Saad Rahim. Currently, Brent crude oil is above 60 dollars per barrel, while at the same time last year, price levels were above 70 dollars per barrel. Lower crude oil prices, in turn, will stimulate an increase in demand for crude oil from emerging markets, Rahim believed. "In the second half of the year, we see some response on the supply side, but also potentially a response on demand, (because) if we get lower interest rates, a lower dollar, lower oil prices, these are all big tailwinds for emerging markets," Rahim added. Industry observers told TradeWinds that the implications for shipping would be sustained demand for oil tankers, as demand measured in tonne-miles is likely to pick up. During his speech at the Financial Times Commodities Asia Summit 2025 yesterday, Rahim said that although today's oil prices are pushed down by OPEC+ easing production cuts earlier than expected, the oil surplus has not been fully felt in 2025. "I think this year has been like 'Waiting for Godot' when it comes to surplus... Is it coming, is it coming, is it coming? It just never came," said Rahim. "And I think the main reason many have pointed to has been China's strategic purchases for their reserves," he explained. Rahim believes that as China feels it has built up reserves to a satisfactory level, they may start reducing crude oil purchases in 2026. And even though China is currently the largest buyer of crude oil, a reduction in imports could lead to them losing their leading position to India. "For next year, for the first time really, India's underlying demand will be greater than China's," said Rahim. He attributed China's declining demand for crude oil mainly to the electrification of most transport vehicles, including heavy trucks, which in turn pushes down demand for diesel and gasoline. "China will still maintain 500,000 barrels per day of strategic purchases, and even though that is a large additional quantity (in addition to 200 kbd), it is still not enough to absorb the growth in oil supply we are seeing," Rahim believed. Besides India, Rahim saw that emerging countries would absorb some of the crude oil surplus in 2026. "When prices get too low, you will start to see pockets of demand emerge." This will be beneficial for crude oil tankers as new trade routes emerge, potentially resulting in increased demand for tonne-miles. TradeWinds recently reported that Trafigura has been optimistic about tankers, which is evident in their strong appetite for new VLCC builds. The trading company and shipping firm recently contracted with the Chinese shipyard Jiangsu New Hantong Ship Heavy Industry to build two new crude oil tankers of 319,000 dwt, bringing their order count there up to 10. Trafigura believes that the sector is growing and that there is a need "to replace an aging fleet with new vessels." Clarksons' database shows that Trafigura currently has a fleet of 20 vessels in operation, including one VLCC – 297,700 dwt Vesuvio (built 2017) — and two suezmax tankers. Regarding newbuilds, they also have four 45,000 cubic meter medium-sized gas carriers on order with HD Hyundai Mipo and one 17,500 dwt asphalt carrier with Chengxi Shipyard. The company is also a major charterer of tanker tonnage.
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.
2025 Q3 -tulosraportti
13 päivää sitten0,19 USD/osake
Irtoamispäivä 12.12.
4,58 %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 t sitten · Muokattuhttps://x.com/PotenTankers/status/1996638886756278458 Afra/LR2, which many are so eager to sell at an unfavorable time so that 30kr is deducted from the share on the ex-day and a dividend is paid out that they have to pay 37.8% tax on, contributes well to earnings these days...
- ·9 t sittenVLCC The VLCC market has seen a downward rate adjustment this past week – from high W130s to low-mid W120s for the MEG/East routes (Middle East Gulf to Asia), as much of the activity has happened "under the radar". But despite all the "smoke and mirrors", owners have shown stoic restraint, fought against "gravity" (market pressure) and kept rates at last paid levels – and are even trying to get a bit more when the opportunity arises. The tonnage situation remains balanced, and the tonnage is controlled by a few players. Baltic (Baltic Exchange) estimates came in last night with very small changes from the day before, which suggests that the broker community sees the market roughly the same – even if some might express the opposite. A new Brazil export cargo was mentioned this morning and quickly fixed at W107.5 (2.5 points lower than the previous equivalent fixture). Apart from this, there's not much new to report in the Atlantic, and the Suezmax market is also on the defensive, which gives charterers more flexibility/negotiating room.
- ·9 t sittenWill quickly amount to 30kr dividend over the next 6 months. With a share price of 300kr, one still gets 10% direct yield over 6 months. Spot is still at 120.000$. At some point, this will surge.·4 t sittenAnd when spot is at 35-40k/day in July, (which is well above the long-term average for the summer which is closer to cash B/E) where is the price then?·3 t sitten · MuokattuQ3 has empirically been a soft quarter, and it is most likely priced in. If you look at the estimates of most brokerage houses, these are optimistic for 2026. Looking in the rearview mirror the last 3-4 months - it is completely justified to be positive for next year. Where the share price stands - I have no idea. The next 6 months regarding dividend are starting to be locked in at a quite pleasant yield. That nicely justifies a higher share price.
- ·11 t sittenExpect FRO to continue strongly upwards in the coming period, everything is set for this.
- ·11 t sittenhttps://www.tradewindsnews.com/tankers/-path-of-least-resistance-for-crude-prices-is-likely-down-says-trafigura-chief-economist/2-1-1911234 "The path of least resistance for crude prices is likely down," says Trafigura's chief economist. Declining demand from China will lead to India and emerging markets absorbing the extra barrels, says Saad Rahim. Trafigura envisions crude oil prices falling towards 2026 due to the current oversupply. "Into the first half of next year, what we see on the supply and demand fundamentals also plays a role, that the path of least resistance for (crude) prices is likely downwards," said Trafigura's chief economist Saad Rahim. Currently, Brent crude oil is above 60 dollars per barrel, while at the same time last year, price levels were above 70 dollars per barrel. Lower crude oil prices, in turn, will stimulate an increase in demand for crude oil from emerging markets, Rahim believed. "In the second half of the year, we see some response on the supply side, but also potentially a response on demand, (because) if we get lower interest rates, a lower dollar, lower oil prices, these are all big tailwinds for emerging markets," Rahim added. Industry observers told TradeWinds that the implications for shipping would be sustained demand for oil tankers, as demand measured in tonne-miles is likely to pick up. During his speech at the Financial Times Commodities Asia Summit 2025 yesterday, Rahim said that although today's oil prices are pushed down by OPEC+ easing production cuts earlier than expected, the oil surplus has not been fully felt in 2025. "I think this year has been like 'Waiting for Godot' when it comes to surplus... Is it coming, is it coming, is it coming? It just never came," said Rahim. "And I think the main reason many have pointed to has been China's strategic purchases for their reserves," he explained. Rahim believes that as China feels it has built up reserves to a satisfactory level, they may start reducing crude oil purchases in 2026. And even though China is currently the largest buyer of crude oil, a reduction in imports could lead to them losing their leading position to India. "For next year, for the first time really, India's underlying demand will be greater than China's," said Rahim. He attributed China's declining demand for crude oil mainly to the electrification of most transport vehicles, including heavy trucks, which in turn pushes down demand for diesel and gasoline. "China will still maintain 500,000 barrels per day of strategic purchases, and even though that is a large additional quantity (in addition to 200 kbd), it is still not enough to absorb the growth in oil supply we are seeing," Rahim believed. Besides India, Rahim saw that emerging countries would absorb some of the crude oil surplus in 2026. "When prices get too low, you will start to see pockets of demand emerge." This will be beneficial for crude oil tankers as new trade routes emerge, potentially resulting in increased demand for tonne-miles. TradeWinds recently reported that Trafigura has been optimistic about tankers, which is evident in their strong appetite for new VLCC builds. The trading company and shipping firm recently contracted with the Chinese shipyard Jiangsu New Hantong Ship Heavy Industry to build two new crude oil tankers of 319,000 dwt, bringing their order count there up to 10. Trafigura believes that the sector is growing and that there is a need "to replace an aging fleet with new vessels." Clarksons' database shows that Trafigura currently has a fleet of 20 vessels in operation, including one VLCC – 297,700 dwt Vesuvio (built 2017) — and two suezmax tankers. Regarding newbuilds, they also have four 45,000 cubic meter medium-sized gas carriers on order with HD Hyundai Mipo and one 17,500 dwt asphalt carrier with Chengxi Shipyard. The company is also a major charterer of tanker tonnage.
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
245
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 475 | - | - | ||
| 50 | - | - | ||
| 3 000 | - | - | ||
| 200 | - | - |
Ylin
240,4VWAP
Alin
235,5VaihtoMäärä
162,6 686 271
VWAP
Ylin
240,4Alin
235,5VaihtoMäärä
162,6 686 271
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.11. | |
| 2025 Q2 -tulosraportti | 29.8. | |
| 2025 Q1 -tulosraportti | 23.5. | |
| 2024 Q4 -tulosraportti | 28.2. | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
13 päivää sittenUutiset 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 Q4 -tulosraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.11. | |
| 2025 Q2 -tulosraportti | 29.8. | |
| 2025 Q1 -tulosraportti | 23.5. | |
| 2024 Q4 -tulosraportti | 28.2. | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
Datan lähde: FactSet, Quartr
0,19 USD/osake
Irtoamispäivä 12.12.
4,58 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sitten · Muokattuhttps://x.com/PotenTankers/status/1996638886756278458 Afra/LR2, which many are so eager to sell at an unfavorable time so that 30kr is deducted from the share on the ex-day and a dividend is paid out that they have to pay 37.8% tax on, contributes well to earnings these days...
- ·9 t sittenVLCC The VLCC market has seen a downward rate adjustment this past week – from high W130s to low-mid W120s for the MEG/East routes (Middle East Gulf to Asia), as much of the activity has happened "under the radar". But despite all the "smoke and mirrors", owners have shown stoic restraint, fought against "gravity" (market pressure) and kept rates at last paid levels – and are even trying to get a bit more when the opportunity arises. The tonnage situation remains balanced, and the tonnage is controlled by a few players. Baltic (Baltic Exchange) estimates came in last night with very small changes from the day before, which suggests that the broker community sees the market roughly the same – even if some might express the opposite. A new Brazil export cargo was mentioned this morning and quickly fixed at W107.5 (2.5 points lower than the previous equivalent fixture). Apart from this, there's not much new to report in the Atlantic, and the Suezmax market is also on the defensive, which gives charterers more flexibility/negotiating room.
- ·9 t sittenWill quickly amount to 30kr dividend over the next 6 months. With a share price of 300kr, one still gets 10% direct yield over 6 months. Spot is still at 120.000$. At some point, this will surge.·4 t sittenAnd when spot is at 35-40k/day in July, (which is well above the long-term average for the summer which is closer to cash B/E) where is the price then?·3 t sitten · MuokattuQ3 has empirically been a soft quarter, and it is most likely priced in. If you look at the estimates of most brokerage houses, these are optimistic for 2026. Looking in the rearview mirror the last 3-4 months - it is completely justified to be positive for next year. Where the share price stands - I have no idea. The next 6 months regarding dividend are starting to be locked in at a quite pleasant yield. That nicely justifies a higher share price.
- ·11 t sittenExpect FRO to continue strongly upwards in the coming period, everything is set for this.
- ·11 t sittenhttps://www.tradewindsnews.com/tankers/-path-of-least-resistance-for-crude-prices-is-likely-down-says-trafigura-chief-economist/2-1-1911234 "The path of least resistance for crude prices is likely down," says Trafigura's chief economist. Declining demand from China will lead to India and emerging markets absorbing the extra barrels, says Saad Rahim. Trafigura envisions crude oil prices falling towards 2026 due to the current oversupply. "Into the first half of next year, what we see on the supply and demand fundamentals also plays a role, that the path of least resistance for (crude) prices is likely downwards," said Trafigura's chief economist Saad Rahim. Currently, Brent crude oil is above 60 dollars per barrel, while at the same time last year, price levels were above 70 dollars per barrel. Lower crude oil prices, in turn, will stimulate an increase in demand for crude oil from emerging markets, Rahim believed. "In the second half of the year, we see some response on the supply side, but also potentially a response on demand, (because) if we get lower interest rates, a lower dollar, lower oil prices, these are all big tailwinds for emerging markets," Rahim added. Industry observers told TradeWinds that the implications for shipping would be sustained demand for oil tankers, as demand measured in tonne-miles is likely to pick up. During his speech at the Financial Times Commodities Asia Summit 2025 yesterday, Rahim said that although today's oil prices are pushed down by OPEC+ easing production cuts earlier than expected, the oil surplus has not been fully felt in 2025. "I think this year has been like 'Waiting for Godot' when it comes to surplus... Is it coming, is it coming, is it coming? It just never came," said Rahim. "And I think the main reason many have pointed to has been China's strategic purchases for their reserves," he explained. Rahim believes that as China feels it has built up reserves to a satisfactory level, they may start reducing crude oil purchases in 2026. And even though China is currently the largest buyer of crude oil, a reduction in imports could lead to them losing their leading position to India. "For next year, for the first time really, India's underlying demand will be greater than China's," said Rahim. He attributed China's declining demand for crude oil mainly to the electrification of most transport vehicles, including heavy trucks, which in turn pushes down demand for diesel and gasoline. "China will still maintain 500,000 barrels per day of strategic purchases, and even though that is a large additional quantity (in addition to 200 kbd), it is still not enough to absorb the growth in oil supply we are seeing," Rahim believed. Besides India, Rahim saw that emerging countries would absorb some of the crude oil surplus in 2026. "When prices get too low, you will start to see pockets of demand emerge." This will be beneficial for crude oil tankers as new trade routes emerge, potentially resulting in increased demand for tonne-miles. TradeWinds recently reported that Trafigura has been optimistic about tankers, which is evident in their strong appetite for new VLCC builds. The trading company and shipping firm recently contracted with the Chinese shipyard Jiangsu New Hantong Ship Heavy Industry to build two new crude oil tankers of 319,000 dwt, bringing their order count there up to 10. Trafigura believes that the sector is growing and that there is a need "to replace an aging fleet with new vessels." Clarksons' database shows that Trafigura currently has a fleet of 20 vessels in operation, including one VLCC – 297,700 dwt Vesuvio (built 2017) — and two suezmax tankers. Regarding newbuilds, they also have four 45,000 cubic meter medium-sized gas carriers on order with HD Hyundai Mipo and one 17,500 dwt asphalt carrier with Chengxi Shipyard. The company is also a major charterer of tanker tonnage.
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
245
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 475 | - | - | ||
| 50 | - | - | ||
| 3 000 | - | - | ||
| 200 | - | - |
Ylin
240,4VWAP
Alin
235,5VaihtoMäärä
162,6 686 271
VWAP
Ylin
240,4Alin
235,5VaihtoMäärä
162,6 686 271
Välittäjätilasto
Dataa ei löytynyt