2025 Q4 -tulosraportti
Vain PDF
50 päivää sitten
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 192 | - | - | ||
| 343 | - | - | ||
| 110 | - | - | ||
| 335 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.3. | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2024 Q4 -tulosraportti 21.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11.5.Clipping a bit from FA now (at 11.13): On the valuation front, rumors circulated Friday that Laskaridis has sold its VLCC ordered from Hengli with delivery in September 2026 to Trafigura for 163 million dollars, according to Arctic. "Although not confirmed, the transaction is a very positive data point for tankers, and especially resale values. As a result of the transaction, we raise our resale quotes for tankers from 152 million dollars to 160 million dollars, while also making further positive revisions across the board," it is noted. The most positive direct effect is in Bruton where the brokerage firm now arrives at a Net Asset Value (NAV) of 63.1 kroner per share, from a previous 55.4 kroner per share. end quote- ·8.5. · MuokattuCheapo shared some info from DNB Carnegie's analysis of Bruton. Commendable! I have since received a copy myself, and I must say it was an impressive piece of work performed by DNB/Carnegie! A bit off-topic; there might have been some thoughts about who could be the charterer of the first VLCC that was recently concluded. And even if it might not be that important for the share price: An old colleague of mine (within S&P) believes it is reasonably certain that the conglomerate Koch Shipping is behind it. They do have shares in Bruton, as well as a long relationship with Trøim as a charterer of ships through both 2020 and Himalaya Shipping. Well, I don't know, but on Liberation Day, I'll allow myself to wish everyone a good weekend anyway! 🙂🍺🍻
·7.5. · MuokattuDNB initiates coverage with a target price of 79: "In our view, Bruton provides undervalued exposure to the long-term bullish outlook for VLCCs through its 12 newbuilds starting to deliver this summer. With equity markets’ premium pricing of assets on the water, that already reflect strong near-term earnings potential, we find Bruton’s pricing at a P/NAV of 0.7x highly appealing. We initiate coverage with a BUY recommendation and NOK79 target price. ‘Pure-play’ modern VLCC exposure with asymmetric upside potential. Bruton’s 12 next-generation VLCC newbuilds provide potential levered upside exposure to its appreciating NAV on current asset values, with an avenue for highly competitive cash breakevens when cash flows materialise to secure consistent and attractive through-the-cycle shareholder distributions, modelled on the previous success of Magni-related companies, 2020 Bulkers and Himalaya Shipping. Riding an appealing long-term supply story… Bruton’s newbuilds deliver from mid-2026 and into 2029, while we believe another 200+ VLCCs are needed to replace 20+ year-olds by 2031. The supportive long-term supply story adds appeal to the investment case for more reasonably priced newbuilds as second-hand VLCC values are elevated despite the apparent downside risk relating to a maintained disruption of Middle East exports. However, we believe the compelling reopening case should help keep values buoyant and drive value for Bruton. …at an attractive entry of ~USD132m per vessel. The equity markets are pricing VLCC tanker peers at a P/NAV of 1.3x and EV/GAV of 1.2x, while Bruton is trading at a P/NAV of 0.7x and EV/GAV of 0.9x, implying a share price of ~NOK100 (~95% upside potential) and ~NOK140 (~170%), respectively, for parity. On a fully delivered basis, Bruton prices at an EV/EBITDA of 6.4x versus the tanker peer group at 8.4x. We initiate coverage with a BUY and NOK79 target price, based on our one-year forward NAV reflecting a VLCC resale value of USD155m and build-cost for its LNG dual-fuel."
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.
Uutiset
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 Q4 -tulosraportti
Vain PDF
50 päivää sitten
Uutiset
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
- ·11.5.Clipping a bit from FA now (at 11.13): On the valuation front, rumors circulated Friday that Laskaridis has sold its VLCC ordered from Hengli with delivery in September 2026 to Trafigura for 163 million dollars, according to Arctic. "Although not confirmed, the transaction is a very positive data point for tankers, and especially resale values. As a result of the transaction, we raise our resale quotes for tankers from 152 million dollars to 160 million dollars, while also making further positive revisions across the board," it is noted. The most positive direct effect is in Bruton where the brokerage firm now arrives at a Net Asset Value (NAV) of 63.1 kroner per share, from a previous 55.4 kroner per share. end quote
- ·8.5. · MuokattuCheapo shared some info from DNB Carnegie's analysis of Bruton. Commendable! I have since received a copy myself, and I must say it was an impressive piece of work performed by DNB/Carnegie! A bit off-topic; there might have been some thoughts about who could be the charterer of the first VLCC that was recently concluded. And even if it might not be that important for the share price: An old colleague of mine (within S&P) believes it is reasonably certain that the conglomerate Koch Shipping is behind it. They do have shares in Bruton, as well as a long relationship with Trøim as a charterer of ships through both 2020 and Himalaya Shipping. Well, I don't know, but on Liberation Day, I'll allow myself to wish everyone a good weekend anyway! 🙂🍺🍻
- ·7.5. · MuokattuDNB initiates coverage with a target price of 79: "In our view, Bruton provides undervalued exposure to the long-term bullish outlook for VLCCs through its 12 newbuilds starting to deliver this summer. With equity markets’ premium pricing of assets on the water, that already reflect strong near-term earnings potential, we find Bruton’s pricing at a P/NAV of 0.7x highly appealing. We initiate coverage with a BUY recommendation and NOK79 target price. ‘Pure-play’ modern VLCC exposure with asymmetric upside potential. Bruton’s 12 next-generation VLCC newbuilds provide potential levered upside exposure to its appreciating NAV on current asset values, with an avenue for highly competitive cash breakevens when cash flows materialise to secure consistent and attractive through-the-cycle shareholder distributions, modelled on the previous success of Magni-related companies, 2020 Bulkers and Himalaya Shipping. Riding an appealing long-term supply story… Bruton’s newbuilds deliver from mid-2026 and into 2029, while we believe another 200+ VLCCs are needed to replace 20+ year-olds by 2031. The supportive long-term supply story adds appeal to the investment case for more reasonably priced newbuilds as second-hand VLCC values are elevated despite the apparent downside risk relating to a maintained disruption of Middle East exports. However, we believe the compelling reopening case should help keep values buoyant and drive value for Bruton. …at an attractive entry of ~USD132m per vessel. The equity markets are pricing VLCC tanker peers at a P/NAV of 1.3x and EV/GAV of 1.2x, while Bruton is trading at a P/NAV of 0.7x and EV/GAV of 0.9x, implying a share price of ~NOK100 (~95% upside potential) and ~NOK140 (~170%), respectively, for parity. On a fully delivered basis, Bruton prices at an EV/EBITDA of 6.4x versus the tanker peer group at 8.4x. We initiate coverage with a BUY and NOK79 target price, based on our one-year forward NAV reflecting a VLCC resale value of USD155m and build-cost for its LNG dual-fuel."
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 192 | - | - | ||
| 343 | - | - | ||
| 110 | - | - | ||
| 335 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.3. | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2024 Q4 -tulosraportti 21.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
50 päivää sitten
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.3. | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2024 Q4 -tulosraportti 21.2.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11.5.Clipping a bit from FA now (at 11.13): On the valuation front, rumors circulated Friday that Laskaridis has sold its VLCC ordered from Hengli with delivery in September 2026 to Trafigura for 163 million dollars, according to Arctic. "Although not confirmed, the transaction is a very positive data point for tankers, and especially resale values. As a result of the transaction, we raise our resale quotes for tankers from 152 million dollars to 160 million dollars, while also making further positive revisions across the board," it is noted. The most positive direct effect is in Bruton where the brokerage firm now arrives at a Net Asset Value (NAV) of 63.1 kroner per share, from a previous 55.4 kroner per share. end quote
- ·8.5. · MuokattuCheapo shared some info from DNB Carnegie's analysis of Bruton. Commendable! I have since received a copy myself, and I must say it was an impressive piece of work performed by DNB/Carnegie! A bit off-topic; there might have been some thoughts about who could be the charterer of the first VLCC that was recently concluded. And even if it might not be that important for the share price: An old colleague of mine (within S&P) believes it is reasonably certain that the conglomerate Koch Shipping is behind it. They do have shares in Bruton, as well as a long relationship with Trøim as a charterer of ships through both 2020 and Himalaya Shipping. Well, I don't know, but on Liberation Day, I'll allow myself to wish everyone a good weekend anyway! 🙂🍺🍻
- ·7.5. · MuokattuDNB initiates coverage with a target price of 79: "In our view, Bruton provides undervalued exposure to the long-term bullish outlook for VLCCs through its 12 newbuilds starting to deliver this summer. With equity markets’ premium pricing of assets on the water, that already reflect strong near-term earnings potential, we find Bruton’s pricing at a P/NAV of 0.7x highly appealing. We initiate coverage with a BUY recommendation and NOK79 target price. ‘Pure-play’ modern VLCC exposure with asymmetric upside potential. Bruton’s 12 next-generation VLCC newbuilds provide potential levered upside exposure to its appreciating NAV on current asset values, with an avenue for highly competitive cash breakevens when cash flows materialise to secure consistent and attractive through-the-cycle shareholder distributions, modelled on the previous success of Magni-related companies, 2020 Bulkers and Himalaya Shipping. Riding an appealing long-term supply story… Bruton’s newbuilds deliver from mid-2026 and into 2029, while we believe another 200+ VLCCs are needed to replace 20+ year-olds by 2031. The supportive long-term supply story adds appeal to the investment case for more reasonably priced newbuilds as second-hand VLCC values are elevated despite the apparent downside risk relating to a maintained disruption of Middle East exports. However, we believe the compelling reopening case should help keep values buoyant and drive value for Bruton. …at an attractive entry of ~USD132m per vessel. The equity markets are pricing VLCC tanker peers at a P/NAV of 1.3x and EV/GAV of 1.2x, while Bruton is trading at a P/NAV of 0.7x and EV/GAV of 0.9x, implying a share price of ~NOK100 (~95% upside potential) and ~NOK140 (~170%), respectively, for parity. On a fully delivered basis, Bruton prices at an EV/EBITDA of 6.4x versus the tanker peer group at 8.4x. We initiate coverage with a BUY and NOK79 target price, based on our one-year forward NAV reflecting a VLCC resale value of USD155m and build-cost for its LNG dual-fuel."
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 192 | - | - | ||
| 343 | - | - | ||
| 110 | - | - | ||
| 335 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt