2025 Q4 -tulosraportti
66 päivää sitten
‧37 min
0,1762 USD/osake
Viimeisin osinko
6,63%Tuotto/v
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Oslo Børs
Määrä
Osto
-
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-
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenHAFNIA – now comes the thermometer for the CPP market The next weeks will be interesting for everyone who follows Hafnia. Before Hafnia reports Q1 on May 27th, we get a whole series of data points from the product tanker sector: - Scorpio May 5th - Ardmore, INSW and d’Amico May 7th - TORM May 13th - Hafnia May 27th This means that the market gets almost the entire CPP thermometer before Hafnia presents its figures. Ardmore has already launched the first signal flare: The MR fleet earned USD 33.700/day in Q1 and is now at USD 50.000/day in Q2 so far, with 50 % booked. Chemical went from USD 22.300/day in Q1 to USD 32.100/day in Q2 so far. They also increase payout-ratio to 2/3 of adjusted result and sell a 2014-built MR for USD 35,5m. For Hafnia, this is very relevant. Hafnia is not just LR2. The fleet consists of approx. 76 MR, 39 LR1, 10 LR2, 6 Handy, 33 Chemical and 10 Special — a total of 174 ships. Much of LR2 was covered for 2026, so the real spot turbo is probably in MR, LR1 and chemical. Now the question is whether Scorpio, INSW, d’Amico and TORM confirm the same picture: strong MR/LR earnings, high Q2 booking, increased dividend power and stronger asset values. If they do that, Hafnia's Q1 report on May 27th could be more than just a report. Then it could be a repricing of how much cash flow this broad CPP platform can actually generate in 2026. In short: Ardmore has launched the first signal flare. Now the rest of the sector follows. Hafnia comes last — with the answer for one of the broadest CPP/chemical fleets on the stock exchange.
·2 päivää sittenWhat is more inefficient than transporting products from Europe to Asia on MR, and from Asia to Europe on MR? Indeed, first shipping from Europe to Asia and then from Asia to Europe :o (#KinaSerEndeligUtTilÅEksportereIgjen) https://x.com/ed_fin/status/2049762339826610515https://x.com/ed_fin/status/2049897647813628021- ·3 päivää sittenArdmore gives a strong signal towards Q1 and Q2 guidance Ardmore Shipping reports that the MR fleet earned USD 33,700/day in Q1, and is now at USD 50,000/day in Q2, with 50 % of days booked. The Chemical fleet goes from USD 22,300/day in Q1 to USD 32,100/day in Q2, with 65 % booked. For Hafnia, this is highly relevant. Hafnia is not primarily an LR2 case in 2026. According to the fleet overview, they have approx. 76 MR, 39 LR1, 10 LR2, 6 Handy, 33 Chemical and 10 Special — a total of 174 ships. Much of the LR2 exposure was already covered for 2026, so the real spot turbo lies in MR, LR1 and chemical. Therefore, the Ardmore figures are important. When a pure MR/chemical player shows such rate acceleration from Q1 to Q2, the market should pay close attention to Hafnia's Q1 report and especially the Q2 guidance. For me, this points to three things: Q2 could be significantly stronger than Q1 The dividend power could be underestimated NAV support is strengthened when both rates and second-hand values remain high Ardmore also sold a 2014-built MR for USD 35.5m, which says something about how strong the asset market still is. In short: This is not just an Ardmore article. It is a quite clear data point for the entire CPP market — and perhaps especially for Hafnia, which has one of the broadest product/chemical platforms on the stock exchange. Leading up to the Q1 report and Q2 guidance, the question is simple: How much of this MR/LR1/chemical strength has Hafnia already captured? https://www.tradewindsnews.com/tankers/ardmore-shipping-inks-newbuilding-deals-and-bumps-dividend-as-rates-skyrocket/2-1-1982662
·3 päivää sittenThe average earnings for LR1 in the Hafnia pool for the period March-May will probably be around 60+ more or less the same as MR in the same period. That's close to 100 vessels minus those that have finished their period minus opex and capex x 90 days. That could mean a 1H dividend of close to 10 kroner..?- ·28.4.UAE out of OPEC is not just an oil news — it's a sign that the old energy world is cracking. Saudi wants discipline, UAE wants flexibility, the Iran war has made the market physically tight, and Hormuz has made logistics more important than quotas. On paper, more UAE production could dampen oil prices. In practice, it helps little to have barrels if routes, insurance, exports, and trade flows are in chaos. For tankers and especially product tankers, this is yet another signal of more ton-mile, more inefficiency, and higher earnings. OPEC loses control — shipping gets paid for the mess.·28.4.In my head, it was a given that both UAE and Saudi would open the floodgates to (near) full capacity as soon as the strait opens - to compensate for the shortfall that has been (and will be - it will take a few months before the Gulf states get production up and running again). I can't get an overview of the effect of UAE leaving OPEC; in the short term, it probably means nothing, but it means that Saudi will have less control and to an even greater extent will have to choose between volume or price - in the worst case, a new price war (the day the world is in overproduction again, although it might take a few years before we are there again ???)
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
66 päivää sitten
‧37 min
0,1762 USD/osake
Viimeisin osinko
6,63%Tuotto/v
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
- ·2 päivää sittenHAFNIA – now comes the thermometer for the CPP market The next weeks will be interesting for everyone who follows Hafnia. Before Hafnia reports Q1 on May 27th, we get a whole series of data points from the product tanker sector: - Scorpio May 5th - Ardmore, INSW and d’Amico May 7th - TORM May 13th - Hafnia May 27th This means that the market gets almost the entire CPP thermometer before Hafnia presents its figures. Ardmore has already launched the first signal flare: The MR fleet earned USD 33.700/day in Q1 and is now at USD 50.000/day in Q2 so far, with 50 % booked. Chemical went from USD 22.300/day in Q1 to USD 32.100/day in Q2 so far. They also increase payout-ratio to 2/3 of adjusted result and sell a 2014-built MR for USD 35,5m. For Hafnia, this is very relevant. Hafnia is not just LR2. The fleet consists of approx. 76 MR, 39 LR1, 10 LR2, 6 Handy, 33 Chemical and 10 Special — a total of 174 ships. Much of LR2 was covered for 2026, so the real spot turbo is probably in MR, LR1 and chemical. Now the question is whether Scorpio, INSW, d’Amico and TORM confirm the same picture: strong MR/LR earnings, high Q2 booking, increased dividend power and stronger asset values. If they do that, Hafnia's Q1 report on May 27th could be more than just a report. Then it could be a repricing of how much cash flow this broad CPP platform can actually generate in 2026. In short: Ardmore has launched the first signal flare. Now the rest of the sector follows. Hafnia comes last — with the answer for one of the broadest CPP/chemical fleets on the stock exchange.
- ·2 päivää sittenWhat is more inefficient than transporting products from Europe to Asia on MR, and from Asia to Europe on MR? Indeed, first shipping from Europe to Asia and then from Asia to Europe :o (#KinaSerEndeligUtTilÅEksportereIgjen) https://x.com/ed_fin/status/2049762339826610515https://x.com/ed_fin/status/2049897647813628021
- ·3 päivää sittenArdmore gives a strong signal towards Q1 and Q2 guidance Ardmore Shipping reports that the MR fleet earned USD 33,700/day in Q1, and is now at USD 50,000/day in Q2, with 50 % of days booked. The Chemical fleet goes from USD 22,300/day in Q1 to USD 32,100/day in Q2, with 65 % booked. For Hafnia, this is highly relevant. Hafnia is not primarily an LR2 case in 2026. According to the fleet overview, they have approx. 76 MR, 39 LR1, 10 LR2, 6 Handy, 33 Chemical and 10 Special — a total of 174 ships. Much of the LR2 exposure was already covered for 2026, so the real spot turbo lies in MR, LR1 and chemical. Therefore, the Ardmore figures are important. When a pure MR/chemical player shows such rate acceleration from Q1 to Q2, the market should pay close attention to Hafnia's Q1 report and especially the Q2 guidance. For me, this points to three things: Q2 could be significantly stronger than Q1 The dividend power could be underestimated NAV support is strengthened when both rates and second-hand values remain high Ardmore also sold a 2014-built MR for USD 35.5m, which says something about how strong the asset market still is. In short: This is not just an Ardmore article. It is a quite clear data point for the entire CPP market — and perhaps especially for Hafnia, which has one of the broadest product/chemical platforms on the stock exchange. Leading up to the Q1 report and Q2 guidance, the question is simple: How much of this MR/LR1/chemical strength has Hafnia already captured? https://www.tradewindsnews.com/tankers/ardmore-shipping-inks-newbuilding-deals-and-bumps-dividend-as-rates-skyrocket/2-1-1982662
- ·3 päivää sittenThe average earnings for LR1 in the Hafnia pool for the period March-May will probably be around 60+ more or less the same as MR in the same period. That's close to 100 vessels minus those that have finished their period minus opex and capex x 90 days. That could mean a 1H dividend of close to 10 kroner..?
- ·28.4.UAE out of OPEC is not just an oil news — it's a sign that the old energy world is cracking. Saudi wants discipline, UAE wants flexibility, the Iran war has made the market physically tight, and Hormuz has made logistics more important than quotas. On paper, more UAE production could dampen oil prices. In practice, it helps little to have barrels if routes, insurance, exports, and trade flows are in chaos. For tankers and especially product tankers, this is yet another signal of more ton-mile, more inefficiency, and higher earnings. OPEC loses control — shipping gets paid for the mess.·28.4.In my head, it was a given that both UAE and Saudi would open the floodgates to (near) full capacity as soon as the strait opens - to compensate for the shortfall that has been (and will be - it will take a few months before the Gulf states get production up and running again). I can't get an overview of the effect of UAE leaving OPEC; in the short term, it probably means nothing, but it means that Saudi will have less control and to an even greater extent will have to choose between volume or price - in the worst case, a new price war (the day the world is in overproduction again, although it might take a few years before we are there again ???)
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
2025 Q4 -tulosraportti
66 päivää sitten
‧37 min
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 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
0,1762 USD/osake
Viimeisin osinko
6,63%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenHAFNIA – now comes the thermometer for the CPP market The next weeks will be interesting for everyone who follows Hafnia. Before Hafnia reports Q1 on May 27th, we get a whole series of data points from the product tanker sector: - Scorpio May 5th - Ardmore, INSW and d’Amico May 7th - TORM May 13th - Hafnia May 27th This means that the market gets almost the entire CPP thermometer before Hafnia presents its figures. Ardmore has already launched the first signal flare: The MR fleet earned USD 33.700/day in Q1 and is now at USD 50.000/day in Q2 so far, with 50 % booked. Chemical went from USD 22.300/day in Q1 to USD 32.100/day in Q2 so far. They also increase payout-ratio to 2/3 of adjusted result and sell a 2014-built MR for USD 35,5m. For Hafnia, this is very relevant. Hafnia is not just LR2. The fleet consists of approx. 76 MR, 39 LR1, 10 LR2, 6 Handy, 33 Chemical and 10 Special — a total of 174 ships. Much of LR2 was covered for 2026, so the real spot turbo is probably in MR, LR1 and chemical. Now the question is whether Scorpio, INSW, d’Amico and TORM confirm the same picture: strong MR/LR earnings, high Q2 booking, increased dividend power and stronger asset values. If they do that, Hafnia's Q1 report on May 27th could be more than just a report. Then it could be a repricing of how much cash flow this broad CPP platform can actually generate in 2026. In short: Ardmore has launched the first signal flare. Now the rest of the sector follows. Hafnia comes last — with the answer for one of the broadest CPP/chemical fleets on the stock exchange.
- ·2 päivää sittenWhat is more inefficient than transporting products from Europe to Asia on MR, and from Asia to Europe on MR? Indeed, first shipping from Europe to Asia and then from Asia to Europe :o (#KinaSerEndeligUtTilÅEksportereIgjen) https://x.com/ed_fin/status/2049762339826610515https://x.com/ed_fin/status/2049897647813628021
- ·3 päivää sittenArdmore gives a strong signal towards Q1 and Q2 guidance Ardmore Shipping reports that the MR fleet earned USD 33,700/day in Q1, and is now at USD 50,000/day in Q2, with 50 % of days booked. The Chemical fleet goes from USD 22,300/day in Q1 to USD 32,100/day in Q2, with 65 % booked. For Hafnia, this is highly relevant. Hafnia is not primarily an LR2 case in 2026. According to the fleet overview, they have approx. 76 MR, 39 LR1, 10 LR2, 6 Handy, 33 Chemical and 10 Special — a total of 174 ships. Much of the LR2 exposure was already covered for 2026, so the real spot turbo lies in MR, LR1 and chemical. Therefore, the Ardmore figures are important. When a pure MR/chemical player shows such rate acceleration from Q1 to Q2, the market should pay close attention to Hafnia's Q1 report and especially the Q2 guidance. For me, this points to three things: Q2 could be significantly stronger than Q1 The dividend power could be underestimated NAV support is strengthened when both rates and second-hand values remain high Ardmore also sold a 2014-built MR for USD 35.5m, which says something about how strong the asset market still is. In short: This is not just an Ardmore article. It is a quite clear data point for the entire CPP market — and perhaps especially for Hafnia, which has one of the broadest product/chemical platforms on the stock exchange. Leading up to the Q1 report and Q2 guidance, the question is simple: How much of this MR/LR1/chemical strength has Hafnia already captured? https://www.tradewindsnews.com/tankers/ardmore-shipping-inks-newbuilding-deals-and-bumps-dividend-as-rates-skyrocket/2-1-1982662
- ·3 päivää sittenThe average earnings for LR1 in the Hafnia pool for the period March-May will probably be around 60+ more or less the same as MR in the same period. That's close to 100 vessels minus those that have finished their period minus opex and capex x 90 days. That could mean a 1H dividend of close to 10 kroner..?
- ·28.4.UAE out of OPEC is not just an oil news — it's a sign that the old energy world is cracking. Saudi wants discipline, UAE wants flexibility, the Iran war has made the market physically tight, and Hormuz has made logistics more important than quotas. On paper, more UAE production could dampen oil prices. In practice, it helps little to have barrels if routes, insurance, exports, and trade flows are in chaos. For tankers and especially product tankers, this is yet another signal of more ton-mile, more inefficiency, and higher earnings. OPEC loses control — shipping gets paid for the mess.·28.4.In my head, it was a given that both UAE and Saudi would open the floodgates to (near) full capacity as soon as the strait opens - to compensate for the shortfall that has been (and will be - it will take a few months before the Gulf states get production up and running again). I can't get an overview of the effect of UAE leaving OPEC; in the short term, it probably means nothing, but it means that Saudi will have less control and to an even greater extent will have to choose between volume or price - in the worst case, a new price war (the day the world is in overproduction again, although it might take a few years before we are there again ???)
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt