2026 Q3 - tulosraportti
9 päivää sitten
‧58 min
480,00 DKK/osake
Viimeisin osinko
2,39%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 123 | ||
| 3 | ||
| 2 | ||
| 6 | ||
| 5 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Nordnet Danmark Indeks A
3,33%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 5.11. | ||
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
Vuosittainen yhtiökokous 2026 25.3. | ||
2025 Q4 - tulosraportti 5.2. |
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
·1 päivä sitten · MuokattuThink if Maersk can deliver the same result for q4 as q3? - thinking that if they for example can reach 500 dollar EPS for 2026 then the stock looks pretty cheap despite the rise
·1 päivä sittenStill very high rates: Are there any ship queues in the container industry anywhere today November 12, 2026? Yes, there are significant ship queues and congestion in the container industry right now in mid-November 2026. Around 12% of global container ship capacity is tied up in port queues, which is the highest level in four years. The most affected areas and the causes behind them are broken down here: Asia (Heavy pressure and accumulation) Major Asian hubs continue to experience long waiting times and congested terminals because previously delayed ships arrive in bunches (vessel bunching). • China (Shanghai and Ningbo): The waiting time for ships averages 2.25 to 2.28 days. According to analytical firm Drewry, congestion in Shanghai rose to 49 hours in the past week. • Singapore: Here ships wait an average of 1.7 days for a berth. • Japan and South Korea: Terminals are under extreme pressure. In Tokyo, terminals are filled up to 97–113% of capacity, while Busan in South Korea is running at around 95%. Northern Europe (Increased risk from the Suez return) In Europe, the transition back to the Suez Canal is creating a new bottleneck in the system. Ships taking the shorter route through the Red Sea are now arriving simultaneously with ships that have still sailed the long way south of Africa. • Rotterdam and Antwerp: Both ports are under heavy pressure with capacity utilization at 80–90%. Forwarder Flexport warns that from mid-November up to 131–151% of normal ship capacity will hit Northern Europe, increasing the risk of acute queues in ports such as Rotterdam, Antwerp, Hamburg/Bremerhaven, and Felixstowe. • Low water levels in the Rhine: At the same time, low water levels in the Rhine river make it more difficult to transport containers further inland by barges, creating extra accumulation on the quays. West Africa and the Middle East (Longest waiting times) • West Africa: Here are some of the longest actual waiting times right now. According to updates from Kuehne+Nagel, container ships wait an average of 7.38 days in Conakry (Guinea) and 6.77 days in Tema (Ghana) due to a lack of trucks and high import demand. • The Red Sea: The reopening of several routes through the Suez Canal is concentrating a lot of traffic in ports like Jeddah (Saudi Arabia) and Ain Sokhna (Egypt), creating local bottlenecks. MSC CEO Søren Toft stated on November 12 that port queues have now become a permanent part of everyday life in the container industry. 2027 is currently shaping up to be a good year for shipping companies because rates are very high and there is still so much disorder in the world that it is unrealistic for everything to be sorted out before New Year. Good weekend T.
...meanwhile Morgan Stanley (and most others) state that there will soon be overcapacity, so we might as well lower our target....hehe....and the shorts believe the analyst houses, and therefore many are sure that shorting APM is a safe case...but the low liquidity in the stock is forgotten in the rush... But super write-up, many thanks for info :) good job!
·1 päivä sittenDumt spørgsmål, Men når analytikere laver kursmål om 12 måneder tager det så højde for udbytte?
- ·2 päivää sittenHapag skriver: Sector-specific outlook For the full year of 2026, Clarksons’ industry analysts expect global container transport volumes to rise by 4.1% (Clarksons, September 2026), following a 4.6% increase in the previous year (CTS, October 2026). Although container shipping markets showed positive momentum due to strong demand on the dominant legs, the market outlook remains uncertain due to the rapidly changing security situation in the Gulf region and other geopolitical risks. Furthermore, rising energy prices could have an additional negative impact on the global economy and international trade. According to MDS Transmodal, the tonnage of container vessels on order increased to 14.2 million TEU by the end of September 2026 (31 December 2025: 10.3 million TEU). This corresponds to a ratio of orderbook to global container fleet capacity of 41.8% (31 December 2025: 31.8%). For the year 2026, the industry analyst Drewry forecasts vessel deliv eries with a total capacity of 1.5 million TEU, which would correspond to a 4.5% increase. At the same time, no significant scrapping of older vessels is expected this year either. When assessing the balance between supply and demand, it should be taken into account that the transport capacity actually available is regularly affected by weather-related disruptions, port congestion and transit restrictions in key shipping routes such as the Panama Canal. In addition, transport volume growth on the major export routes out of Asia, which are particularly relevant for the deployment and allocation of global vessel capacity, has in some cases significantly exceeded overall global market growth over the past three years. Expected business development of Hapag-Lloyd Due to continued strong market demand and spot freight rates devel oping above expectations, the Executive Board of Hapag-Lloyd AG raised its earnings outlook for the 2026 financial year on 28 September 2026 and again on 11 November 2026. Group EBITDA is now expected to be in the range of USD 4.6 to 5.0 billion and Group EBIT in the range of USD 2.0 to 2.4 billion. In euros, this corresponds to an expected Group EBITDA of EUR 4.0 to 4.4 billion and Group EBIT of EUR 1.7 to 2.1 billion. The expected improvement in earnings compared with both the prior year and the original outlook is primarily attributable to a higher aver age freight rate. Offsetting factors include widespread port congestion, weather-related disruptions and the continued challenging security
·2 päivää sittenHapag with an upward adjustment, rates continue to hold high. ZIM is coming out with financial statements soon. 500 retail shareholders have come back into the stock here on Nordnet after the drop down towards 20k. Short rate rose slightly to 3.37. The share buyback continues to suck 900k shares out of the free float daily. We are looking towards one more potential upward adjustment before year-end, and a good high dividend next year, along with a potential extension of the share buyback program. I am still holding my shares, and expect one more trip up towards 23-25kQuite a nice overview....completely agree...and the rates show no signs of dropping...yet...
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
9 päivää sitten
‧58 min
480,00 DKK/osake
Viimeisin osinko
2,39%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
- ·1 päivä sitten · MuokattuThink if Maersk can deliver the same result for q4 as q3? - thinking that if they for example can reach 500 dollar EPS for 2026 then the stock looks pretty cheap despite the rise
- ·1 päivä sittenStill very high rates: Are there any ship queues in the container industry anywhere today November 12, 2026? Yes, there are significant ship queues and congestion in the container industry right now in mid-November 2026. Around 12% of global container ship capacity is tied up in port queues, which is the highest level in four years. The most affected areas and the causes behind them are broken down here: Asia (Heavy pressure and accumulation) Major Asian hubs continue to experience long waiting times and congested terminals because previously delayed ships arrive in bunches (vessel bunching). • China (Shanghai and Ningbo): The waiting time for ships averages 2.25 to 2.28 days. According to analytical firm Drewry, congestion in Shanghai rose to 49 hours in the past week. • Singapore: Here ships wait an average of 1.7 days for a berth. • Japan and South Korea: Terminals are under extreme pressure. In Tokyo, terminals are filled up to 97–113% of capacity, while Busan in South Korea is running at around 95%. Northern Europe (Increased risk from the Suez return) In Europe, the transition back to the Suez Canal is creating a new bottleneck in the system. Ships taking the shorter route through the Red Sea are now arriving simultaneously with ships that have still sailed the long way south of Africa. • Rotterdam and Antwerp: Both ports are under heavy pressure with capacity utilization at 80–90%. Forwarder Flexport warns that from mid-November up to 131–151% of normal ship capacity will hit Northern Europe, increasing the risk of acute queues in ports such as Rotterdam, Antwerp, Hamburg/Bremerhaven, and Felixstowe. • Low water levels in the Rhine: At the same time, low water levels in the Rhine river make it more difficult to transport containers further inland by barges, creating extra accumulation on the quays. West Africa and the Middle East (Longest waiting times) • West Africa: Here are some of the longest actual waiting times right now. According to updates from Kuehne+Nagel, container ships wait an average of 7.38 days in Conakry (Guinea) and 6.77 days in Tema (Ghana) due to a lack of trucks and high import demand. • The Red Sea: The reopening of several routes through the Suez Canal is concentrating a lot of traffic in ports like Jeddah (Saudi Arabia) and Ain Sokhna (Egypt), creating local bottlenecks. MSC CEO Søren Toft stated on November 12 that port queues have now become a permanent part of everyday life in the container industry. 2027 is currently shaping up to be a good year for shipping companies because rates are very high and there is still so much disorder in the world that it is unrealistic for everything to be sorted out before New Year. Good weekend T....meanwhile Morgan Stanley (and most others) state that there will soon be overcapacity, so we might as well lower our target....hehe....and the shorts believe the analyst houses, and therefore many are sure that shorting APM is a safe case...but the low liquidity in the stock is forgotten in the rush... But super write-up, many thanks for info :) good job!
- ·1 päivä sittenDumt spørgsmål, Men når analytikere laver kursmål om 12 måneder tager det så højde for udbytte?
- ·2 päivää sittenHapag skriver: Sector-specific outlook For the full year of 2026, Clarksons’ industry analysts expect global container transport volumes to rise by 4.1% (Clarksons, September 2026), following a 4.6% increase in the previous year (CTS, October 2026). Although container shipping markets showed positive momentum due to strong demand on the dominant legs, the market outlook remains uncertain due to the rapidly changing security situation in the Gulf region and other geopolitical risks. Furthermore, rising energy prices could have an additional negative impact on the global economy and international trade. According to MDS Transmodal, the tonnage of container vessels on order increased to 14.2 million TEU by the end of September 2026 (31 December 2025: 10.3 million TEU). This corresponds to a ratio of orderbook to global container fleet capacity of 41.8% (31 December 2025: 31.8%). For the year 2026, the industry analyst Drewry forecasts vessel deliv eries with a total capacity of 1.5 million TEU, which would correspond to a 4.5% increase. At the same time, no significant scrapping of older vessels is expected this year either. When assessing the balance between supply and demand, it should be taken into account that the transport capacity actually available is regularly affected by weather-related disruptions, port congestion and transit restrictions in key shipping routes such as the Panama Canal. In addition, transport volume growth on the major export routes out of Asia, which are particularly relevant for the deployment and allocation of global vessel capacity, has in some cases significantly exceeded overall global market growth over the past three years. Expected business development of Hapag-Lloyd Due to continued strong market demand and spot freight rates devel oping above expectations, the Executive Board of Hapag-Lloyd AG raised its earnings outlook for the 2026 financial year on 28 September 2026 and again on 11 November 2026. Group EBITDA is now expected to be in the range of USD 4.6 to 5.0 billion and Group EBIT in the range of USD 2.0 to 2.4 billion. In euros, this corresponds to an expected Group EBITDA of EUR 4.0 to 4.4 billion and Group EBIT of EUR 1.7 to 2.1 billion. The expected improvement in earnings compared with both the prior year and the original outlook is primarily attributable to a higher aver age freight rate. Offsetting factors include widespread port congestion, weather-related disruptions and the continued challenging security
- ·2 päivää sittenHapag with an upward adjustment, rates continue to hold high. ZIM is coming out with financial statements soon. 500 retail shareholders have come back into the stock here on Nordnet after the drop down towards 20k. Short rate rose slightly to 3.37. The share buyback continues to suck 900k shares out of the free float daily. We are looking towards one more potential upward adjustment before year-end, and a good high dividend next year, along with a potential extension of the share buyback program. I am still holding my shares, and expect one more trip up towards 23-25kQuite a nice overview....completely agree...and the rates show no signs of dropping...yet...
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 |
|---|---|---|
| 123 | ||
| 3 | ||
| 2 | ||
| 6 | ||
| 5 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Nordnet Danmark Indeks A
3,33%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 5.11. | ||
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
Vuosittainen yhtiökokous 2026 25.3. | ||
2025 Q4 - tulosraportti 5.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
9 päivää sitten
‧58 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 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 5.11. | ||
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
Vuosittainen yhtiökokous 2026 25.3. | ||
2025 Q4 - tulosraportti 5.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
480,00 DKK/osake
Viimeisin osinko
2,39%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sitten · MuokattuThink if Maersk can deliver the same result for q4 as q3? - thinking that if they for example can reach 500 dollar EPS for 2026 then the stock looks pretty cheap despite the rise
- ·1 päivä sittenStill very high rates: Are there any ship queues in the container industry anywhere today November 12, 2026? Yes, there are significant ship queues and congestion in the container industry right now in mid-November 2026. Around 12% of global container ship capacity is tied up in port queues, which is the highest level in four years. The most affected areas and the causes behind them are broken down here: Asia (Heavy pressure and accumulation) Major Asian hubs continue to experience long waiting times and congested terminals because previously delayed ships arrive in bunches (vessel bunching). • China (Shanghai and Ningbo): The waiting time for ships averages 2.25 to 2.28 days. According to analytical firm Drewry, congestion in Shanghai rose to 49 hours in the past week. • Singapore: Here ships wait an average of 1.7 days for a berth. • Japan and South Korea: Terminals are under extreme pressure. In Tokyo, terminals are filled up to 97–113% of capacity, while Busan in South Korea is running at around 95%. Northern Europe (Increased risk from the Suez return) In Europe, the transition back to the Suez Canal is creating a new bottleneck in the system. Ships taking the shorter route through the Red Sea are now arriving simultaneously with ships that have still sailed the long way south of Africa. • Rotterdam and Antwerp: Both ports are under heavy pressure with capacity utilization at 80–90%. Forwarder Flexport warns that from mid-November up to 131–151% of normal ship capacity will hit Northern Europe, increasing the risk of acute queues in ports such as Rotterdam, Antwerp, Hamburg/Bremerhaven, and Felixstowe. • Low water levels in the Rhine: At the same time, low water levels in the Rhine river make it more difficult to transport containers further inland by barges, creating extra accumulation on the quays. West Africa and the Middle East (Longest waiting times) • West Africa: Here are some of the longest actual waiting times right now. According to updates from Kuehne+Nagel, container ships wait an average of 7.38 days in Conakry (Guinea) and 6.77 days in Tema (Ghana) due to a lack of trucks and high import demand. • The Red Sea: The reopening of several routes through the Suez Canal is concentrating a lot of traffic in ports like Jeddah (Saudi Arabia) and Ain Sokhna (Egypt), creating local bottlenecks. MSC CEO Søren Toft stated on November 12 that port queues have now become a permanent part of everyday life in the container industry. 2027 is currently shaping up to be a good year for shipping companies because rates are very high and there is still so much disorder in the world that it is unrealistic for everything to be sorted out before New Year. Good weekend T....meanwhile Morgan Stanley (and most others) state that there will soon be overcapacity, so we might as well lower our target....hehe....and the shorts believe the analyst houses, and therefore many are sure that shorting APM is a safe case...but the low liquidity in the stock is forgotten in the rush... But super write-up, many thanks for info :) good job!
- ·1 päivä sittenDumt spørgsmål, Men når analytikere laver kursmål om 12 måneder tager det så højde for udbytte?
- ·2 päivää sittenHapag skriver: Sector-specific outlook For the full year of 2026, Clarksons’ industry analysts expect global container transport volumes to rise by 4.1% (Clarksons, September 2026), following a 4.6% increase in the previous year (CTS, October 2026). Although container shipping markets showed positive momentum due to strong demand on the dominant legs, the market outlook remains uncertain due to the rapidly changing security situation in the Gulf region and other geopolitical risks. Furthermore, rising energy prices could have an additional negative impact on the global economy and international trade. According to MDS Transmodal, the tonnage of container vessels on order increased to 14.2 million TEU by the end of September 2026 (31 December 2025: 10.3 million TEU). This corresponds to a ratio of orderbook to global container fleet capacity of 41.8% (31 December 2025: 31.8%). For the year 2026, the industry analyst Drewry forecasts vessel deliv eries with a total capacity of 1.5 million TEU, which would correspond to a 4.5% increase. At the same time, no significant scrapping of older vessels is expected this year either. When assessing the balance between supply and demand, it should be taken into account that the transport capacity actually available is regularly affected by weather-related disruptions, port congestion and transit restrictions in key shipping routes such as the Panama Canal. In addition, transport volume growth on the major export routes out of Asia, which are particularly relevant for the deployment and allocation of global vessel capacity, has in some cases significantly exceeded overall global market growth over the past three years. Expected business development of Hapag-Lloyd Due to continued strong market demand and spot freight rates devel oping above expectations, the Executive Board of Hapag-Lloyd AG raised its earnings outlook for the 2026 financial year on 28 September 2026 and again on 11 November 2026. Group EBITDA is now expected to be in the range of USD 4.6 to 5.0 billion and Group EBIT in the range of USD 2.0 to 2.4 billion. In euros, this corresponds to an expected Group EBITDA of EUR 4.0 to 4.4 billion and Group EBIT of EUR 1.7 to 2.1 billion. The expected improvement in earnings compared with both the prior year and the original outlook is primarily attributable to a higher aver age freight rate. Offsetting factors include widespread port congestion, weather-related disruptions and the continued challenging security
- ·2 päivää sittenHapag with an upward adjustment, rates continue to hold high. ZIM is coming out with financial statements soon. 500 retail shareholders have come back into the stock here on Nordnet after the drop down towards 20k. Short rate rose slightly to 3.37. The share buyback continues to suck 900k shares out of the free float daily. We are looking towards one more potential upward adjustment before year-end, and a good high dividend next year, along with a potential extension of the share buyback program. I am still holding my shares, and expect one more trip up towards 23-25kQuite a nice overview....completely agree...and the rates show no signs of dropping...yet...
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 |
|---|---|---|
| 123 | ||
| 3 | ||
| 2 | ||
| 6 | ||
| 5 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Nordnet Danmark Indeks A
3,33%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt