2026 Q1 -tulosraportti
66 päivää sitten
‧39 min
0,2877 USD/osake
Viimeisin osinko
9,74%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
1 päivä sittenTo all finnish readers: Hafnian pääkonttori on Singaporessa, osingoista ei näemmä Nordnet peri lähdeveroa lainkaan ? Virhe vai ominaisuus ?
Singapore does not levy dividend tax on this stock. Nordnet reports the dividend to your country's tax authority. So you will pay depending on which scheme you invest through. But no hassle with having to deal with dividend tax yourself.
·1 päivä sittenIn anticipation of the next report, I have retrieved key figures from the last three reports from Børsdata and fed them into AI. Here is the result: Here is perhaps the most extreme example of a pure, well-oiled cash machine on the entire Oslo Stock Exchange! Hafnia is the world's largest product tanker shipping company (transports gasoline, diesel, jet fuel, etc.). The figures you have retrieved from Børsdata for Q3 2025, Q4 2025 and Q1 2026 tell a fantastic story about a shipping company that goes from super profit in H2 2025 to completely explosive earnings in Q1 2026. 1. Overview table (Hafnia: Q3 2025, Q4 2025, Q1 2026)Note: Revenue (Net Sales) is stated in mill. USD.Key figuresQ3 2025Q4 2025Q1 2026What this tells about the product tanker cycleNet Sales ($mUSD)367368413STRONG GROWTH: Revenue jumps >12 % in Q1 due to insane tanker rates.Operating Margin27,6 %29,8 %44,2 %INSANE MARGIN: Almost half of every dollar of revenue goes straight to operating profit!FCF Margin28,4 %-35,1 %57,9 %Temporary CapEx impact: FCF is negative in Q4 due to fleet renewal/purchase, but explodes in Q1.Net Debt / EBITDA1,4x1,8x1,3xUltra-safe balance sheet: Debt is crushed down to 1.3x despite fleet investments.CapEx %8,9 %60,3 %37,7 %Fleet Purchase / Fleet Renewal: Big increase in Q4 (purchase/renewal of ships), followed by continued high investment in Q1.ROIC10,9 %10,8 %14,4 %Jump in return on capital: Jumps up to over 14 % in Q1 after rates took off.Earnings / FCF53,1 %142 %124 %Both earnings and FCF cover each other very strongly.OCF Margin32,2 %43,4 %30,9 %. Profit Margin 25,0 % 29,8 % 43,5 % 2. The 3 most critical observations from the Hafnia figures A. Q1 2026: The total explosion in operating margin (44,2 %) and FCF (57,9 %) When you look at the Operating Margin of 44,2 % and Profit Margin of 43,5 % in Q1 2026, you see one of the rarest and most attractive things in the stock market: Enormous operational gearing effects (operating leverage). In shipping, hull costs (crew, insurance, docking) are largely fixed. When rates rise from e.g. $30 000/day to $50 000/day, it doesn't cost Hafnia one extra penny to sail the ship. Almost all of the extra revenue goes straight to the bottom line. That's why margins go from 27,6 % to an extreme 44,2 %! B. The pattern in Q4 2025: FCF Margin plunges to -35,1 %, but OCF rises to 43,4 % This is the textbook example of why you should NEVER panic over negative FCF in shipping without checking CapEx: An amateur investor sees that FCF Margin is -35,1 % in Q4 2025 and thinks: "Hafnia is burning money!" Your screener tells the truth in one second: Operating cash flow (OCF Margin) was sky-high at 43,4 %, but Hafnia settled for fleet expansions/purchases in Q4 (CapEx % = 60,3 %). They simply used their gigantic cash flow to buy more ships. You saw the effect directly in Q1 2026: Revenue jumped to 413m$, and FCF Margin soared up to 57,9 %! C. The balance sheet (Net Debt / EBITDA = 1,3x) is the dividend monster's dream For a shipping company to be able to pay out 80–100 % of net profit in dividends, two things must be met: They must have real cash (Check! Profit margin and OCF track each other perfectly). Debt must be low (Check! Net Debt/EBITDA is down to 1.3x). Since debt is low (1.3x) and CapEx in Q1 is amply covered by the operating cash flow (OCF 30,9 % vs FCF 57,9 %), Hafnia has a clear path here to empty the cash box straight out to shareholders as dividends.
Both Clarksons (Omar Nokta) and BTIG (Greg Lewis) see right through the short-term summer noise on the stock market:They maintain a price target of $100 per share for Scorpio (up from today's $77).Their argument is that the fleet is modern, the balance sheet is rock-solid, and we are in the middle of an ongoing cyclical upturn.When the most recognized shipping analysts predict 30 % upside for Scorpio under the same market conditions, it fully corroborates the estimates from Arctic Securities that your Hafnia share price will go up towards 95 kroner again when the autumn season starts.- ·1 päivä sittenScorpio tankers' quarterly report came out. It was on the downside, with only approx 40% booked for the 3rd quarter at rates that were not impressive either.
It was a significant drop from 52k (achieved MR Q2) to 29k (guided MR Q3), but after all, we are talking about Q3. To quote STNG "Never seen a july/august market like this" (although Hafnia got 31.9k on MR in in Q3/24 - perhaps STNG was referring to all the chaos?) The question is whether rates pick up in Q4. - ·3 päivää sittenWhat will it take for product tanker rates to tighten enough for Hafnia to return to ATH? Is it to be understood that Iran also exports oil products and not just crude oil? (read: if sanctions against Iran are lifted, will it also support product tankers?) Russia is importing oil products now, but perhaps only via the shadow fleet? How big an effect does the Strait of Hormuz have on product tankers? (China stopped its product exports in the first part of the war, at the same time as they reduced imports - will we see a delay here from when China imports fully until they spit out products at the same level as before the war?) Does anyone have any thoughts and views?It depends on so many variables. How are the ships positioned, east of Suez, west of Suez, US Gulf etc. I expect a good Q3 report, but whether it will be a record is difficult to discern.
·27.7.How much will the dividend be approximately for Q2? 4kr? What is expected for Q3? Does anyone have an overview of rates now?Ardmore just released its Q2 report; MR Q2 51 870 (guided 52 100) Chemical Q2 26 887 (32 500) MR Q3 29 600 Chemical Q3 25 000 Although route choice/positioning means a lot
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.
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.
2026 Q1 -tulosraportti
66 päivää sitten
‧39 min
0,2877 USD/osake
Viimeisin osinko
9,74%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
Kirjaudu
- 1 päivä sittenTo all finnish readers: Hafnian pääkonttori on Singaporessa, osingoista ei näemmä Nordnet peri lähdeveroa lainkaan ? Virhe vai ominaisuus ?Singapore does not levy dividend tax on this stock. Nordnet reports the dividend to your country's tax authority. So you will pay depending on which scheme you invest through. But no hassle with having to deal with dividend tax yourself.
- ·1 päivä sittenIn anticipation of the next report, I have retrieved key figures from the last three reports from Børsdata and fed them into AI. Here is the result: Here is perhaps the most extreme example of a pure, well-oiled cash machine on the entire Oslo Stock Exchange! Hafnia is the world's largest product tanker shipping company (transports gasoline, diesel, jet fuel, etc.). The figures you have retrieved from Børsdata for Q3 2025, Q4 2025 and Q1 2026 tell a fantastic story about a shipping company that goes from super profit in H2 2025 to completely explosive earnings in Q1 2026. 1. Overview table (Hafnia: Q3 2025, Q4 2025, Q1 2026)Note: Revenue (Net Sales) is stated in mill. USD.Key figuresQ3 2025Q4 2025Q1 2026What this tells about the product tanker cycleNet Sales ($mUSD)367368413STRONG GROWTH: Revenue jumps >12 % in Q1 due to insane tanker rates.Operating Margin27,6 %29,8 %44,2 %INSANE MARGIN: Almost half of every dollar of revenue goes straight to operating profit!FCF Margin28,4 %-35,1 %57,9 %Temporary CapEx impact: FCF is negative in Q4 due to fleet renewal/purchase, but explodes in Q1.Net Debt / EBITDA1,4x1,8x1,3xUltra-safe balance sheet: Debt is crushed down to 1.3x despite fleet investments.CapEx %8,9 %60,3 %37,7 %Fleet Purchase / Fleet Renewal: Big increase in Q4 (purchase/renewal of ships), followed by continued high investment in Q1.ROIC10,9 %10,8 %14,4 %Jump in return on capital: Jumps up to over 14 % in Q1 after rates took off.Earnings / FCF53,1 %142 %124 %Both earnings and FCF cover each other very strongly.OCF Margin32,2 %43,4 %30,9 %. Profit Margin 25,0 % 29,8 % 43,5 % 2. The 3 most critical observations from the Hafnia figures A. Q1 2026: The total explosion in operating margin (44,2 %) and FCF (57,9 %) When you look at the Operating Margin of 44,2 % and Profit Margin of 43,5 % in Q1 2026, you see one of the rarest and most attractive things in the stock market: Enormous operational gearing effects (operating leverage). In shipping, hull costs (crew, insurance, docking) are largely fixed. When rates rise from e.g. $30 000/day to $50 000/day, it doesn't cost Hafnia one extra penny to sail the ship. Almost all of the extra revenue goes straight to the bottom line. That's why margins go from 27,6 % to an extreme 44,2 %! B. The pattern in Q4 2025: FCF Margin plunges to -35,1 %, but OCF rises to 43,4 % This is the textbook example of why you should NEVER panic over negative FCF in shipping without checking CapEx: An amateur investor sees that FCF Margin is -35,1 % in Q4 2025 and thinks: "Hafnia is burning money!" Your screener tells the truth in one second: Operating cash flow (OCF Margin) was sky-high at 43,4 %, but Hafnia settled for fleet expansions/purchases in Q4 (CapEx % = 60,3 %). They simply used their gigantic cash flow to buy more ships. You saw the effect directly in Q1 2026: Revenue jumped to 413m$, and FCF Margin soared up to 57,9 %! C. The balance sheet (Net Debt / EBITDA = 1,3x) is the dividend monster's dream For a shipping company to be able to pay out 80–100 % of net profit in dividends, two things must be met: They must have real cash (Check! Profit margin and OCF track each other perfectly). Debt must be low (Check! Net Debt/EBITDA is down to 1.3x). Since debt is low (1.3x) and CapEx in Q1 is amply covered by the operating cash flow (OCF 30,9 % vs FCF 57,9 %), Hafnia has a clear path here to empty the cash box straight out to shareholders as dividends.Both Clarksons (Omar Nokta) and BTIG (Greg Lewis) see right through the short-term summer noise on the stock market:They maintain a price target of $100 per share for Scorpio (up from today's $77).Their argument is that the fleet is modern, the balance sheet is rock-solid, and we are in the middle of an ongoing cyclical upturn.When the most recognized shipping analysts predict 30 % upside for Scorpio under the same market conditions, it fully corroborates the estimates from Arctic Securities that your Hafnia share price will go up towards 95 kroner again when the autumn season starts.
- ·1 päivä sittenScorpio tankers' quarterly report came out. It was on the downside, with only approx 40% booked for the 3rd quarter at rates that were not impressive either.It was a significant drop from 52k (achieved MR Q2) to 29k (guided MR Q3), but after all, we are talking about Q3. To quote STNG "Never seen a july/august market like this" (although Hafnia got 31.9k on MR in in Q3/24 - perhaps STNG was referring to all the chaos?) The question is whether rates pick up in Q4.
- ·3 päivää sittenWhat will it take for product tanker rates to tighten enough for Hafnia to return to ATH? Is it to be understood that Iran also exports oil products and not just crude oil? (read: if sanctions against Iran are lifted, will it also support product tankers?) Russia is importing oil products now, but perhaps only via the shadow fleet? How big an effect does the Strait of Hormuz have on product tankers? (China stopped its product exports in the first part of the war, at the same time as they reduced imports - will we see a delay here from when China imports fully until they spit out products at the same level as before the war?) Does anyone have any thoughts and views?It depends on so many variables. How are the ships positioned, east of Suez, west of Suez, US Gulf etc. I expect a good Q3 report, but whether it will be a record is difficult to discern.
- ·27.7.How much will the dividend be approximately for Q2? 4kr? What is expected for Q3? Does anyone have an overview of rates now?Ardmore just released its Q2 report; MR Q2 51 870 (guided 52 100) Chemical Q2 26 887 (32 500) MR Q3 29 600 Chemical Q3 25 000 Although route choice/positioning means a lot
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2026 Q1 -tulosraportti
66 päivää sitten
‧39 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 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
0,2877 USD/osake
Viimeisin osinko
9,74%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 1 päivä sittenTo all finnish readers: Hafnian pääkonttori on Singaporessa, osingoista ei näemmä Nordnet peri lähdeveroa lainkaan ? Virhe vai ominaisuus ?Singapore does not levy dividend tax on this stock. Nordnet reports the dividend to your country's tax authority. So you will pay depending on which scheme you invest through. But no hassle with having to deal with dividend tax yourself.
- ·1 päivä sittenIn anticipation of the next report, I have retrieved key figures from the last three reports from Børsdata and fed them into AI. Here is the result: Here is perhaps the most extreme example of a pure, well-oiled cash machine on the entire Oslo Stock Exchange! Hafnia is the world's largest product tanker shipping company (transports gasoline, diesel, jet fuel, etc.). The figures you have retrieved from Børsdata for Q3 2025, Q4 2025 and Q1 2026 tell a fantastic story about a shipping company that goes from super profit in H2 2025 to completely explosive earnings in Q1 2026. 1. Overview table (Hafnia: Q3 2025, Q4 2025, Q1 2026)Note: Revenue (Net Sales) is stated in mill. USD.Key figuresQ3 2025Q4 2025Q1 2026What this tells about the product tanker cycleNet Sales ($mUSD)367368413STRONG GROWTH: Revenue jumps >12 % in Q1 due to insane tanker rates.Operating Margin27,6 %29,8 %44,2 %INSANE MARGIN: Almost half of every dollar of revenue goes straight to operating profit!FCF Margin28,4 %-35,1 %57,9 %Temporary CapEx impact: FCF is negative in Q4 due to fleet renewal/purchase, but explodes in Q1.Net Debt / EBITDA1,4x1,8x1,3xUltra-safe balance sheet: Debt is crushed down to 1.3x despite fleet investments.CapEx %8,9 %60,3 %37,7 %Fleet Purchase / Fleet Renewal: Big increase in Q4 (purchase/renewal of ships), followed by continued high investment in Q1.ROIC10,9 %10,8 %14,4 %Jump in return on capital: Jumps up to over 14 % in Q1 after rates took off.Earnings / FCF53,1 %142 %124 %Both earnings and FCF cover each other very strongly.OCF Margin32,2 %43,4 %30,9 %. Profit Margin 25,0 % 29,8 % 43,5 % 2. The 3 most critical observations from the Hafnia figures A. Q1 2026: The total explosion in operating margin (44,2 %) and FCF (57,9 %) When you look at the Operating Margin of 44,2 % and Profit Margin of 43,5 % in Q1 2026, you see one of the rarest and most attractive things in the stock market: Enormous operational gearing effects (operating leverage). In shipping, hull costs (crew, insurance, docking) are largely fixed. When rates rise from e.g. $30 000/day to $50 000/day, it doesn't cost Hafnia one extra penny to sail the ship. Almost all of the extra revenue goes straight to the bottom line. That's why margins go from 27,6 % to an extreme 44,2 %! B. The pattern in Q4 2025: FCF Margin plunges to -35,1 %, but OCF rises to 43,4 % This is the textbook example of why you should NEVER panic over negative FCF in shipping without checking CapEx: An amateur investor sees that FCF Margin is -35,1 % in Q4 2025 and thinks: "Hafnia is burning money!" Your screener tells the truth in one second: Operating cash flow (OCF Margin) was sky-high at 43,4 %, but Hafnia settled for fleet expansions/purchases in Q4 (CapEx % = 60,3 %). They simply used their gigantic cash flow to buy more ships. You saw the effect directly in Q1 2026: Revenue jumped to 413m$, and FCF Margin soared up to 57,9 %! C. The balance sheet (Net Debt / EBITDA = 1,3x) is the dividend monster's dream For a shipping company to be able to pay out 80–100 % of net profit in dividends, two things must be met: They must have real cash (Check! Profit margin and OCF track each other perfectly). Debt must be low (Check! Net Debt/EBITDA is down to 1.3x). Since debt is low (1.3x) and CapEx in Q1 is amply covered by the operating cash flow (OCF 30,9 % vs FCF 57,9 %), Hafnia has a clear path here to empty the cash box straight out to shareholders as dividends.Both Clarksons (Omar Nokta) and BTIG (Greg Lewis) see right through the short-term summer noise on the stock market:They maintain a price target of $100 per share for Scorpio (up from today's $77).Their argument is that the fleet is modern, the balance sheet is rock-solid, and we are in the middle of an ongoing cyclical upturn.When the most recognized shipping analysts predict 30 % upside for Scorpio under the same market conditions, it fully corroborates the estimates from Arctic Securities that your Hafnia share price will go up towards 95 kroner again when the autumn season starts.
- ·1 päivä sittenScorpio tankers' quarterly report came out. It was on the downside, with only approx 40% booked for the 3rd quarter at rates that were not impressive either.It was a significant drop from 52k (achieved MR Q2) to 29k (guided MR Q3), but after all, we are talking about Q3. To quote STNG "Never seen a july/august market like this" (although Hafnia got 31.9k on MR in in Q3/24 - perhaps STNG was referring to all the chaos?) The question is whether rates pick up in Q4.
- ·3 päivää sittenWhat will it take for product tanker rates to tighten enough for Hafnia to return to ATH? Is it to be understood that Iran also exports oil products and not just crude oil? (read: if sanctions against Iran are lifted, will it also support product tankers?) Russia is importing oil products now, but perhaps only via the shadow fleet? How big an effect does the Strait of Hormuz have on product tankers? (China stopped its product exports in the first part of the war, at the same time as they reduced imports - will we see a delay here from when China imports fully until they spit out products at the same level as before the war?) Does anyone have any thoughts and views?It depends on so many variables. How are the ships positioned, east of Suez, west of Suez, US Gulf etc. I expect a good Q3 report, but whether it will be a record is difficult to discern.
- ·27.7.How much will the dividend be approximately for Q2? 4kr? What is expected for Q3? Does anyone have an overview of rates now?Ardmore just released its Q2 report; MR Q2 51 870 (guided 52 100) Chemical Q2 26 887 (32 500) MR Q3 29 600 Chemical Q3 25 000 Although route choice/positioning means a lot
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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