Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 1 022 | - | - | ||
| 69 | - | - | ||
| 116 | - | - | ||
| 721 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 26.5. |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·15 t sitten · MuokattuStay away Coming dragging along with this stuff here, a load of newbuilds in an ATH market. The tanker market will probably have time to crash many times before this company gets ships on water https://www.dn.no/borskommentar/pareto-har-brent-av-210-mill-pa-a-holde-spetalen-co-i-pluss-forgjeves/2-1-1972209
·2 päivää sittenIs it to be expected that this will become a kind of "dividend machine"?
·1 päivä sittenThe dividend policy is described in the prospectus in connection with the listing. I am too lazy to find it, but it is wise to read through the thorough presentation of the company. Dividends ? Yes, there will be dividends as long as we have a good market in tank.
·2 päivää sitten · MuokattuFearnley initiates coverage with a buy recommendation and a price target of NOK 166: "Attractively valued 0.78x P/NAV incl. in-the-money NB options. The CAPT equity trades 0.86x NAV on the latest print, which declines to 0.78x when including the upside from the newbuild options. This screens among the lowest in our peer group, and we thus highlight CAPT as an enticing tanker exposure."- 1.4.1.4.Sparebank1 Markets today: "We initiate coverage on Capital Tankers (CAPT) with a Buy recommendation and a target price of NOK 170/sh"
31.3.31.3.Clarksons Securities has started coverage of Evangelos Marinakis’ undervalued new tanker venture with a “buy” rating. The Greek tycoon launched Capital Tankers with a $500m private placement in Oslo last month. The investment bank, one of four banks involved in the IPO, noted the company is trading at NOK 122 ($12.50), below the net asset value assessment of NOK 157 and 9% below the NOK 134 placement price. Tanker peers are trading at around 14% above NAV, according Clarksons Securities. “We believe this discount reflects a temporary post-listing dislocation rather than fundamentals,” analysts Frode Morkedal and Even Kolsgaard added. Crude tanker markets are still supportive, and the duo has a target price of NOK 165 per share on Capital Tankers. Marinakis has a 76% stake in the start-up, “which in our view provides sponsor backing and strategic alignment”, the analysts said. They see the company as combining visible fleet growth with “a very modern asset base and embedded optionality”. The fleet of 30 ships includes 12 VLCCs. Eight vessels are on the water, with 22 newbuildings to come, and options on a further 13. “The fleet is a central part of the investment case,” the analysts argued. Clarksons noted that 23 of the 30 committed vessels are LNG dual-fuel capable or ready, with an average age of just 0.2 years on full delivery. Management expects 50% of the fleet to be on the water by the third quarter of this year. “We believe this combination of modern design, fuel efficiency and LNG optionality should translate into a structural earnings premium versus older eco tonnage,” Morkedal and Kolsgaard said. The company’s remaining newbuild capital expenditure of roughly $2bn appears covered by $413m of net equity proceeds, $885m of secured or arranged debt and a further $870m of expected newbuild debt. This implies a funding cushion of around $136m, the analysts added. Capital has a cash breakeven of roughly $27,000 per day. Once all 30 vessels are on the water, the company could generate roughly a 10% free cash flow to equity yield at VLCC spot rates of $50,000 per day, rising to around 24% at $80,000 per day, based on the current share price, the investment bank calculated. “While we expect investors to focus primarily on NAV until more vessels are delivered, there is meaningful upside beyond NAV in a stronger tanker market,” the analysts added. “In our view, that cash flow upside is not reflected in the current valuation. “The shares still trade at more than a 20% discount to NAV and imply a roughly mid-cycle VLCC spot environment of $50,000 per day. This leaves investors with meaningful upside if tanker markets remain firmer.” VLCCs are currently well over $100,000 per day amid Middle East disruption. Clarksons Securities acted as joint bookrunner for the $500m private placement. Capital Tankers is also targeting a second listing in the US. The Oslo market is home to the world’s largest public VLCC owner, Frontline, and is where Okeanis Eco Tankers first floated. Both companies are listed in New York. Okeanis, the best-performing shipping stock in the US capital markets last year, has issued equity to fund new acquisitions in the past few months, in what was seen as a sign of investor appetite for tanker exposure. Tor Olav Troim has also assembled an all-star investor cast with VLCC newbuilding play Bruton, which is looking to upgrade its Oslo listing with a New York float this year. C: TradeWinds, simply the best!
1.4.1.4.Link?
·1.4.Capital Tankers: Clarksons Securities initiates coverage with buy rating, price target 165.
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
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.
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sitten · MuokattuStay away Coming dragging along with this stuff here, a load of newbuilds in an ATH market. The tanker market will probably have time to crash many times before this company gets ships on water https://www.dn.no/borskommentar/pareto-har-brent-av-210-mill-pa-a-holde-spetalen-co-i-pluss-forgjeves/2-1-1972209
- ·2 päivää sittenIs it to be expected that this will become a kind of "dividend machine"?·1 päivä sittenThe dividend policy is described in the prospectus in connection with the listing. I am too lazy to find it, but it is wise to read through the thorough presentation of the company. Dividends ? Yes, there will be dividends as long as we have a good market in tank.
- ·2 päivää sitten · MuokattuFearnley initiates coverage with a buy recommendation and a price target of NOK 166: "Attractively valued 0.78x P/NAV incl. in-the-money NB options. The CAPT equity trades 0.86x NAV on the latest print, which declines to 0.78x when including the upside from the newbuild options. This screens among the lowest in our peer group, and we thus highlight CAPT as an enticing tanker exposure."
- 1.4.1.4.Sparebank1 Markets today: "We initiate coverage on Capital Tankers (CAPT) with a Buy recommendation and a target price of NOK 170/sh"
- 31.3.31.3.Clarksons Securities has started coverage of Evangelos Marinakis’ undervalued new tanker venture with a “buy” rating. The Greek tycoon launched Capital Tankers with a $500m private placement in Oslo last month. The investment bank, one of four banks involved in the IPO, noted the company is trading at NOK 122 ($12.50), below the net asset value assessment of NOK 157 and 9% below the NOK 134 placement price. Tanker peers are trading at around 14% above NAV, according Clarksons Securities. “We believe this discount reflects a temporary post-listing dislocation rather than fundamentals,” analysts Frode Morkedal and Even Kolsgaard added. Crude tanker markets are still supportive, and the duo has a target price of NOK 165 per share on Capital Tankers. Marinakis has a 76% stake in the start-up, “which in our view provides sponsor backing and strategic alignment”, the analysts said. They see the company as combining visible fleet growth with “a very modern asset base and embedded optionality”. The fleet of 30 ships includes 12 VLCCs. Eight vessels are on the water, with 22 newbuildings to come, and options on a further 13. “The fleet is a central part of the investment case,” the analysts argued. Clarksons noted that 23 of the 30 committed vessels are LNG dual-fuel capable or ready, with an average age of just 0.2 years on full delivery. Management expects 50% of the fleet to be on the water by the third quarter of this year. “We believe this combination of modern design, fuel efficiency and LNG optionality should translate into a structural earnings premium versus older eco tonnage,” Morkedal and Kolsgaard said. The company’s remaining newbuild capital expenditure of roughly $2bn appears covered by $413m of net equity proceeds, $885m of secured or arranged debt and a further $870m of expected newbuild debt. This implies a funding cushion of around $136m, the analysts added. Capital has a cash breakeven of roughly $27,000 per day. Once all 30 vessels are on the water, the company could generate roughly a 10% free cash flow to equity yield at VLCC spot rates of $50,000 per day, rising to around 24% at $80,000 per day, based on the current share price, the investment bank calculated. “While we expect investors to focus primarily on NAV until more vessels are delivered, there is meaningful upside beyond NAV in a stronger tanker market,” the analysts added. “In our view, that cash flow upside is not reflected in the current valuation. “The shares still trade at more than a 20% discount to NAV and imply a roughly mid-cycle VLCC spot environment of $50,000 per day. This leaves investors with meaningful upside if tanker markets remain firmer.” VLCCs are currently well over $100,000 per day amid Middle East disruption. Clarksons Securities acted as joint bookrunner for the $500m private placement. Capital Tankers is also targeting a second listing in the US. The Oslo market is home to the world’s largest public VLCC owner, Frontline, and is where Okeanis Eco Tankers first floated. Both companies are listed in New York. Okeanis, the best-performing shipping stock in the US capital markets last year, has issued equity to fund new acquisitions in the past few months, in what was seen as a sign of investor appetite for tanker exposure. Tor Olav Troim has also assembled an all-star investor cast with VLCC newbuilding play Bruton, which is looking to upgrade its Oslo listing with a New York float this year. C: TradeWinds, simply the best!1.4.1.4.Link?·1.4.Capital Tankers: Clarksons Securities initiates coverage with buy rating, price target 165.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 1 022 | - | - | ||
| 69 | - | - | ||
| 116 | - | - | ||
| 721 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 26.5. |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 26.5. |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sitten · MuokattuStay away Coming dragging along with this stuff here, a load of newbuilds in an ATH market. The tanker market will probably have time to crash many times before this company gets ships on water https://www.dn.no/borskommentar/pareto-har-brent-av-210-mill-pa-a-holde-spetalen-co-i-pluss-forgjeves/2-1-1972209
- ·2 päivää sittenIs it to be expected that this will become a kind of "dividend machine"?·1 päivä sittenThe dividend policy is described in the prospectus in connection with the listing. I am too lazy to find it, but it is wise to read through the thorough presentation of the company. Dividends ? Yes, there will be dividends as long as we have a good market in tank.
- ·2 päivää sitten · MuokattuFearnley initiates coverage with a buy recommendation and a price target of NOK 166: "Attractively valued 0.78x P/NAV incl. in-the-money NB options. The CAPT equity trades 0.86x NAV on the latest print, which declines to 0.78x when including the upside from the newbuild options. This screens among the lowest in our peer group, and we thus highlight CAPT as an enticing tanker exposure."
- 1.4.1.4.Sparebank1 Markets today: "We initiate coverage on Capital Tankers (CAPT) with a Buy recommendation and a target price of NOK 170/sh"
- 31.3.31.3.Clarksons Securities has started coverage of Evangelos Marinakis’ undervalued new tanker venture with a “buy” rating. The Greek tycoon launched Capital Tankers with a $500m private placement in Oslo last month. The investment bank, one of four banks involved in the IPO, noted the company is trading at NOK 122 ($12.50), below the net asset value assessment of NOK 157 and 9% below the NOK 134 placement price. Tanker peers are trading at around 14% above NAV, according Clarksons Securities. “We believe this discount reflects a temporary post-listing dislocation rather than fundamentals,” analysts Frode Morkedal and Even Kolsgaard added. Crude tanker markets are still supportive, and the duo has a target price of NOK 165 per share on Capital Tankers. Marinakis has a 76% stake in the start-up, “which in our view provides sponsor backing and strategic alignment”, the analysts said. They see the company as combining visible fleet growth with “a very modern asset base and embedded optionality”. The fleet of 30 ships includes 12 VLCCs. Eight vessels are on the water, with 22 newbuildings to come, and options on a further 13. “The fleet is a central part of the investment case,” the analysts argued. Clarksons noted that 23 of the 30 committed vessels are LNG dual-fuel capable or ready, with an average age of just 0.2 years on full delivery. Management expects 50% of the fleet to be on the water by the third quarter of this year. “We believe this combination of modern design, fuel efficiency and LNG optionality should translate into a structural earnings premium versus older eco tonnage,” Morkedal and Kolsgaard said. The company’s remaining newbuild capital expenditure of roughly $2bn appears covered by $413m of net equity proceeds, $885m of secured or arranged debt and a further $870m of expected newbuild debt. This implies a funding cushion of around $136m, the analysts added. Capital has a cash breakeven of roughly $27,000 per day. Once all 30 vessels are on the water, the company could generate roughly a 10% free cash flow to equity yield at VLCC spot rates of $50,000 per day, rising to around 24% at $80,000 per day, based on the current share price, the investment bank calculated. “While we expect investors to focus primarily on NAV until more vessels are delivered, there is meaningful upside beyond NAV in a stronger tanker market,” the analysts added. “In our view, that cash flow upside is not reflected in the current valuation. “The shares still trade at more than a 20% discount to NAV and imply a roughly mid-cycle VLCC spot environment of $50,000 per day. This leaves investors with meaningful upside if tanker markets remain firmer.” VLCCs are currently well over $100,000 per day amid Middle East disruption. Clarksons Securities acted as joint bookrunner for the $500m private placement. Capital Tankers is also targeting a second listing in the US. The Oslo market is home to the world’s largest public VLCC owner, Frontline, and is where Okeanis Eco Tankers first floated. Both companies are listed in New York. Okeanis, the best-performing shipping stock in the US capital markets last year, has issued equity to fund new acquisitions in the past few months, in what was seen as a sign of investor appetite for tanker exposure. Tor Olav Troim has also assembled an all-star investor cast with VLCC newbuilding play Bruton, which is looking to upgrade its Oslo listing with a New York float this year. C: TradeWinds, simply the best!1.4.1.4.Link?·1.4.Capital Tankers: Clarksons Securities initiates coverage with buy rating, price target 165.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 1 022 | - | - | ||
| 69 | - | - | ||
| 116 | - | - | ||
| 721 | - | - |
Välittäjätilasto
Dataa ei löytynyt