Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
VLCC rates down for the 6th consecutive day. But they are still at very good levels with AG/China at 119k and W-Africa/China at 107k. One should be careful predicting in finance, but I'd be surprised if this doesn't climb upwards in the coming weeks.
They have a breakeven around 25k dollar? They are making serious money. The stock is probably just a bit cool regarding momentum, everything else is bull.
https://maritimefinance.eu/sterkt-tank-og-gass-marked China increases crude oil import quotas
Beijing has allocated an additional 7.4 million tonnes in crude oil import quotas that must be used by the end of 2025. This could increase China's imports in December by approximately 1.5 million barrels per day, where seaborne volumes could approach 13 million barrels per day. Since refineries are not expected to significantly increase production, most of the extra volumes will likely go to storage, including crude oil already in transit or stored in bonded tanks, among others Russian and Iranian volumes.
https://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...
Is it really that many who are so keen on it, or is it primarily one eager person?
That an eventual sale would result in a large dividend I strongly doubt, as it will probably rather be reinvested (as Aksjel is getting at). Barstad also touches upon it in the Q&A for CC Q3 (on a theoretical question about the sale of LR2 in the future), so an eventual sale of LR2 likely quickly means more VLCCs.
At a glance, it also seems that CBE for the LR2s is often around 7k lower than VLCC. Interestingly enough, FRO has achieved TCE of 38.6k on average for VLCC from 2020, and 32k for LR2 (but the VLCCs crushed the LR2s in 2020).
For my part, they can just continue as they have done until now. Sell off 1-2 of the oldest ships per year. I assume it can be difficult to sell 18 ships at once as well, without having to give a discount.
Otherwise, it was a little jab at those who believe that dividends don't come without a price..
VLCC
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.
Will 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.
And 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?
Q3 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.
Näytä 1 vastaus
Näytä enemmän
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
Uutiset ja lehdistötiedotteet
Analyysit
3 joulu 16.32
∙
Markkinakommentti
NORDEN: BLANDAT, ISS UPP I KÖPENHAMN, VINX 30 -0,3%
1 joulu 16.35
∙
Markkinakommentti
NORDEN: BLANDAT, TIETOEVRY STEG I HELSINGFORS, VINX 30 -0,2%
24 marras 21.30
∙
Lehdistötiedote
FRO - Notification of trade
24 marras 16.34
∙
Markkinakommentti
NORDEN: DANSKA NOVO NORDISK NED PÅ BLANDADE BÖRSER, VINX 30 -0,2%
24 marras 07.54
∙
Flash
Nordea höjer riktkursen för Frontline till 278 norska kronor (270), upprepar köp
24 marras 07.48
∙
Flash
Kepler Cheuvreux sänker riktkursen för Frontline till 145 norska kronor (150), upprepar minska
24 marras 07.09
∙
Flash
Clarksons Platou Securities sänker Frontline till neutral (köp) - BN
21 marras 13.36
∙
Lehdistötiedote
FRO - Q3 2025 Presentation
21 marras 07.53
∙
Lehdistötiedote
FRO: Key information relating to the dividend to be paid by Frontline plc for the third quarter, 2025
21 marras 06.29
∙
Lehdistötiedote
FRO – Third Quarter and Nine Months 2025 Results
19 marras 07.44
∙
Flash
Kepler Cheuvreux höjer riktkursen för Frontline till 150 norska kronor (132), upprepar minska
17 marras 16.32
∙
Markkinakommentti
NORDEN: OSLO MOT STRÖMMEN, FRAKTBOLAG LYFTE, VINX 30 -0,5%
14 marras 21.30
∙
Lehdistötiedote
FRO – Notice of Annual General Meeting 2025
14 marras 12.22
∙
Lehdistötiedote
FRO – Invitation to Q3 2025 Results Conference Call and Webcast
3 marras 07.23
∙
Osakeuutinen
Pareto gör tre förändringar av sin norska portfölj inför november
30 loka 21.00
∙
Lehdistötiedote
FRO - 2025 Annual General Meeting
14 loka 15.34
∙
Markkinakommentti
NORDEN: HELSINGFORSBÖRSEN MOT STRÖMMEN, VINX 30 -0,7%
9 loka 13.28
∙
Lehdistötiedote
FRO: NOTIFICATION OF MAJOR HOLDING
17 syys 20.06
∙
Lehdistötiedote
FRO – Filing of Half Yearly Report
16 syys 15.43
∙
Markkinakommentti
NORDEN: NEDÅT, NOVO NORDISK OCH MAERSK UPP, VINX 30 -0,5%
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
2025 Q3 -tulosraportti
14 päivää sitten50 min
0,19 USD/osake
Irtoamispäivä 12.12.
4,65 %Tuotto/v
Näytä
Uutiset ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
3 joulu 16.32
∙
Markkinakommentti
NORDEN: BLANDAT, ISS UPP I KÖPENHAMN, VINX 30 -0,3%
1 joulu 16.35
∙
Markkinakommentti
NORDEN: BLANDAT, TIETOEVRY STEG I HELSINGFORS, VINX 30 -0,2%
24 marras 21.30
∙
Lehdistötiedote
FRO - Notification of trade
24 marras 16.34
∙
Markkinakommentti
NORDEN: DANSKA NOVO NORDISK NED PÅ BLANDADE BÖRSER, VINX 30 -0,2%
24 marras 07.54
∙
Flash
Nordea höjer riktkursen för Frontline till 278 norska kronor (270), upprepar köp
24 marras 07.48
∙
Flash
Kepler Cheuvreux sänker riktkursen för Frontline till 145 norska kronor (150), upprepar minska
24 marras 07.09
∙
Flash
Clarksons Platou Securities sänker Frontline till neutral (köp) - BN
21 marras 13.36
∙
Lehdistötiedote
FRO - Q3 2025 Presentation
21 marras 07.53
∙
Lehdistötiedote
FRO: Key information relating to the dividend to be paid by Frontline plc for the third quarter, 2025
21 marras 06.29
∙
Lehdistötiedote
FRO – Third Quarter and Nine Months 2025 Results
19 marras 07.44
∙
Flash
Kepler Cheuvreux höjer riktkursen för Frontline till 150 norska kronor (132), upprepar minska
17 marras 16.32
∙
Markkinakommentti
NORDEN: OSLO MOT STRÖMMEN, FRAKTBOLAG LYFTE, VINX 30 -0,5%
14 marras 21.30
∙
Lehdistötiedote
FRO – Notice of Annual General Meeting 2025
14 marras 12.22
∙
Lehdistötiedote
FRO – Invitation to Q3 2025 Results Conference Call and Webcast
3 marras 07.23
∙
Osakeuutinen
Pareto gör tre förändringar av sin norska portfölj inför november
30 loka 21.00
∙
Lehdistötiedote
FRO - 2025 Annual General Meeting
14 loka 15.34
∙
Markkinakommentti
NORDEN: HELSINGFORSBÖRSEN MOT STRÖMMEN, VINX 30 -0,7%
9 loka 13.28
∙
Lehdistötiedote
FRO: NOTIFICATION OF MAJOR HOLDING
17 syys 20.06
∙
Lehdistötiedote
FRO – Filing of Half Yearly Report
16 syys 15.43
∙
Markkinakommentti
NORDEN: NEDÅT, NOVO NORDISK OCH MAERSK UPP, VINX 30 -0,5%
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.
VLCC rates down for the 6th consecutive day. But they are still at very good levels with AG/China at 119k and W-Africa/China at 107k. One should be careful predicting in finance, but I'd be surprised if this doesn't climb upwards in the coming weeks.
They have a breakeven around 25k dollar? They are making serious money. The stock is probably just a bit cool regarding momentum, everything else is bull.
https://maritimefinance.eu/sterkt-tank-og-gass-marked China increases crude oil import quotas
Beijing has allocated an additional 7.4 million tonnes in crude oil import quotas that must be used by the end of 2025. This could increase China's imports in December by approximately 1.5 million barrels per day, where seaborne volumes could approach 13 million barrels per day. Since refineries are not expected to significantly increase production, most of the extra volumes will likely go to storage, including crude oil already in transit or stored in bonded tanks, among others Russian and Iranian volumes.
https://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...
Is it really that many who are so keen on it, or is it primarily one eager person?
That an eventual sale would result in a large dividend I strongly doubt, as it will probably rather be reinvested (as Aksjel is getting at). Barstad also touches upon it in the Q&A for CC Q3 (on a theoretical question about the sale of LR2 in the future), so an eventual sale of LR2 likely quickly means more VLCCs.
At a glance, it also seems that CBE for the LR2s is often around 7k lower than VLCC. Interestingly enough, FRO has achieved TCE of 38.6k on average for VLCC from 2020, and 32k for LR2 (but the VLCCs crushed the LR2s in 2020).
For my part, they can just continue as they have done until now. Sell off 1-2 of the oldest ships per year. I assume it can be difficult to sell 18 ships at once as well, without having to give a discount.
Otherwise, it was a little jab at those who believe that dividends don't come without a price..
VLCC
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.
Will 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.
And 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?
Q3 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.
Näytä 1 vastaus
Näytä enemmän
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
200
233,6
Myynti
Määrä
233,9
413
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
233,6
111
-
-
233,6
50
-
-
233,5
90
-
-
233,5
42
-
-
233,5
24
-
-
Ylin
236
VWAP
-
Alin
233,1
VaihtoMäärä
24,7 106 105
VWAP
-
Ylin
236
Alin
233,1
VaihtoMäärä
24,7 106 105
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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
Näytä kaikki
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
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
0,19 USD/osake
Irtoamispäivä 12.12.
4,65 %Tuotto/v
Näytä
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
VLCC rates down for the 6th consecutive day. But they are still at very good levels with AG/China at 119k and W-Africa/China at 107k. One should be careful predicting in finance, but I'd be surprised if this doesn't climb upwards in the coming weeks.
They have a breakeven around 25k dollar? They are making serious money. The stock is probably just a bit cool regarding momentum, everything else is bull.
https://maritimefinance.eu/sterkt-tank-og-gass-marked China increases crude oil import quotas
Beijing has allocated an additional 7.4 million tonnes in crude oil import quotas that must be used by the end of 2025. This could increase China's imports in December by approximately 1.5 million barrels per day, where seaborne volumes could approach 13 million barrels per day. Since refineries are not expected to significantly increase production, most of the extra volumes will likely go to storage, including crude oil already in transit or stored in bonded tanks, among others Russian and Iranian volumes.
https://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...
Is it really that many who are so keen on it, or is it primarily one eager person?
That an eventual sale would result in a large dividend I strongly doubt, as it will probably rather be reinvested (as Aksjel is getting at). Barstad also touches upon it in the Q&A for CC Q3 (on a theoretical question about the sale of LR2 in the future), so an eventual sale of LR2 likely quickly means more VLCCs.
At a glance, it also seems that CBE for the LR2s is often around 7k lower than VLCC. Interestingly enough, FRO has achieved TCE of 38.6k on average for VLCC from 2020, and 32k for LR2 (but the VLCCs crushed the LR2s in 2020).
For my part, they can just continue as they have done until now. Sell off 1-2 of the oldest ships per year. I assume it can be difficult to sell 18 ships at once as well, without having to give a discount.
Otherwise, it was a little jab at those who believe that dividends don't come without a price..
VLCC
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.
Will 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.
And 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?
Q3 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.
Näytä 1 vastaus
Näytä enemmän
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
200
233,6
Myynti
Määrä
233,9
413
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
233,6
111
-
-
233,6
50
-
-
233,5
90
-
-
233,5
42
-
-
233,5
24
-
-
Ylin
236
VWAP
-
Alin
233,1
VaihtoMäärä
24,7 106 105
VWAP
-
Ylin
236
Alin
233,1
VaihtoMäärä
24,7 106 105
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.