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H

Havila Kystruten

H

Havila Kystruten

H

Havila Kystruten

2026 Q1 -tulosraportti
16 päivää sitten

Tarjoustasot

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
150--
1 000--
1 000--
50--
1 207--

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
27.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
29.5.
2025 Q4 -tulosraportti
27.2.
2025 Q3 -tulosraportti
28.11.2025
2025 Q2 -tulosraportti
29.8.2025
2025 Q1 -tulosraportti
28.5.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
  • 29.5. · Muokattu
    ·
    29.5. · Muokattu
    ·
    Earnings call presentation: -Havila Kystruten believes there are positive signals that the contract with Han Staten will be extended until 2040. -The underlying values in the company are 2.3 billion. -The strengthening of the Krone has reduced the debt by 260.millioner kr in the quarter. Year-to-date, it has been reduced by ca 500.millioner kr. -It is possible to renegotiate the debt in 2028. -Short distances have increased by 40%+. They leave more money behind. -Fuel costs will increase. -Han Staten will repay the CO2 fee they owe. It has been included in previous accounts, but there will be more real cash in the account. I think it was about 34.millioner kr. -Otherwise, they are very optimistic about the Q2 result. I think it will be legendary. Have a good weekend
    29.5.
    ·
    29.5.
    ·
    And still people are selling small lots for 59 kroner….
    29.5.
    ·
    29.5.
    ·
    Mhm.Took a position for 10.000.The pike lurks in the reeds.
  • 28.5.
    ·
    28.5.
    ·
    What do we think about tonight's report?
    29.5.
    ·
    29.5.
    ·
    Rarely does one see such a relationship between share price and underlying values. Sometimes it can be complicated to calculate an investment case, but that is really not the case for HKY. It's almost as if it's difficult to understand who is putting shares up for sale near today's price.
    29.5. · Muokattu
    ·
    29.5. · Muokattu
    ·
    That is because the debt is too high. Not that Havila Kystruten doesn't have control over it with increased revenues, lower interest expenses and Euro, but because the market shies away from companies with a lot of debt. This is paper money without revenues, but it has value when they are to renegotiate the debt again. For me, it is a reassurance and security against the state's threats to discontinue the Hurtigrute concept. If that happens, it's just a matter of selling the ships and running off with the money. 134.kr.pr.share is not to be despised. We can hope they get funds to beat down the debt in Q2 and Q3.
  • 27.5. · Muokattu
    ·
    27.5. · Muokattu
    ·
    Clearly, several people consider the quarterly figures on Friday as a small "crossroads" for HKY. Today's volume is probably over five times the average already. And the pattern is the same - small lots are sold by someone taking 400kr in profit, but as soon as larger sums of money move, it gets crowded on the way in.
    27.5.
    ·
    27.5.
    ·
    Will be exciting on Friday
  • 22.5. · Muokattu
    ·
    22.5. · Muokattu
    ·
    Onkel AI thinks it will be "a little" better than last year.. Here it has included the reports from January, February and March, as well as the strengthening of the krone. We will get the final answer next week The estimated earnings before tax (EBT) for Havila Kystruten in Q1 2026 is set to be a solid profit of around 200–230 million kroner, which marks a massive turnaround from the historical losses. This strong earnings improvement is driven by two equally important engines: the operational growth from the monthly updates, combined with a pure accounting currency gain from the strengthening of the krone.1. The financial result (Estimate)Although the official Q1 financial statements are not published until May 28, 2026, the figures provide a basis for the following estimated statement:Operating profit (EBITDA): ~40–50 million kroner. (Up from 11 million in Q1 last year. The first quarter is low season, but strong ticket sales in March significantly boost the period).Net financial items (Currency effect): ~+260–280 million kroner. (The unrealized currency gain on the fleet loan after the euro fell from 11.84 to 11.21 during the quarter).Interest expenses and depreciation: ~-80 to -100 million kroner.Earnings before tax (EBT): ~+200 to +230 million kroner.2. The operational drivers (January, February and March)Reports from the first three months of the year show that the ships are being filled to a much greater extent than last year, while passengers are paying more:The March surge: Ticket revenues increased by a full 25 % in March alone, supported by an increase in cabin revenues (ACR) on 5 %.Higher occupancy: Capacity utilization climbed month by month and reached 73 % in February (up from 64 % last year) and 76 % in March (up from 70 % last year).Strong order book: By the end of March, 68 % of the entire 2026 capacity was already sold. This is 10 percentage points higher than at the same time last year and provides enormous predictability for the rest of the year.3. The effect of debt reduction on the balance sheetAs Havila Kystruten refinanced its fleet with a loan denominated in euros (456 million euros), fluctuations in EUR/NOK directly impact the company's real debt burden:Reduction in Q1: When the quarter ended on March 31, the krone had strengthened by just over 5 %. This shaved off just under 290 million kroner from the book value of the debt in the balance sheet.Bonus for Q2: Since the strengthening of the krone has continued in April and May (where EUR/NOK trades around 10.75), the debt has, at the time of writing, decreased by a total of ~500 million kroner since the new year. This will have a positive impact on the equity ratio in the next quarterly report.
    22.5.
    ·
    22.5.
    ·
    Thanks for the good analysis - LLMs can be good if you give them good input, and that seems to be the case here. Regarding the debt - how do we think this will play out? In the short term, it's only an accounting effect, but it probably affects the room for maneuver to reduce the debt faster than would otherwise have been possible? The share price still lives its own life in relation to the company's operations. But if the positive spiral of revenue increase - debt reduction - refinancing continues over time, then there's not much doubt that both turnover and the share price will increase.
    23.5. · Muokattu
    ·
    23.5. · Muokattu
    ·
    Debt:When the debt decreases by 500.million over 6.months,it means that the company avoids paying interest expenses on those 500.million in relation to NOK.Havila has approximately 10% interest on the debt.Here are savings of 50.million per year. But: many customers pay in euro,but a debt reduction is significantly better than slightly lower income in relation to NOK. The employees are paid in NOK. NAV(not the social welfare office): Havila Kystruten has very little booked equity.Debt reduction will increase NAV.The higher the NAV,the less risk for creditors,the better negotiating position when negotiating new loans with lower interest rates. Share price: It should rise over 50% on such a change in equity.That is in theory,but as we know,the stock market does not work that way.I see that many small shareholders have sold out recently They have their own reasons for selling,but when it happens on low volumes (few buyers)it can have big effects.I also notice that some big players pick up what they can get,especially under 50kr.It's easy to see that those who buy have knowledge and discipline(professionally executed) It's easy to buy 500 shares,but not 50.000.Then the big players have to go up in price. This is currently just paper money.If it stays like this over time it can be good.A persistently high oil price(which is likely due to high inflation)Norges Bank continues to raise interest rates,so this could lead to NOK strengthening further The most important thing is operations.If it continues to increase as now (March was insane) it can be good.One thing that can ruin the party is a recession/stagflation.The other is the cost of flight tickets to Asia and America.There we can lose some of the 15-25% of the customer base. Near-term booking patterns reflect seasonal group allotment cancellations, with recent geopolitical uncertainty potentially shifting some demand closer to departure.
  • 13.5.
    ·
    13.5.
    ·
    Good update today :-) Havila Kystruten AS: Trading Update April 2026 Close today at 09:54 ∙ GlobeNewswire Operational highlights April Occupancy rate reached 73 %, an increase of 4 % from April last year, with one more round trip this year. The number of cabin nights increased by 18 %. Average Cabin Revenue (ACR) increased by 1 % compared to April 2025. Total ticket revenues increased by 19 % compared to April last year. Onboard operating revenues increased by 14 % compared to April last year. Booking position 2026 Solid position for 2026, with 68 % of capacity booked – compared to 60 % at the same time last year, approximately 8 percentage points (or 14 % higher) ahead. Short-term booking patterns reflect seasonal cancellations of group allocations, with recent geopolitical uncertainty potentially shifting some demand closer to departure. We aim for an annual growth rate of 10–15 % across cabin categories for 2026, which will support continued revenue growth and EBITDA margin expansion. Booking position 2027 20 % of capacity for 2027 is booked, approximately in line with the same time last year. *The KPIs stated are derived from the company's (unaudited) booking system. Consequently, there may be variations or minor discrepancies in absolute figures and periodization compared to reported financials. Revenues in foreign currency (for ACR) are based on the booking system's exchange rate.
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
16 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
  • 29.5. · Muokattu
    ·
    29.5. · Muokattu
    ·
    Earnings call presentation: -Havila Kystruten believes there are positive signals that the contract with Han Staten will be extended until 2040. -The underlying values in the company are 2.3 billion. -The strengthening of the Krone has reduced the debt by 260.millioner kr in the quarter. Year-to-date, it has been reduced by ca 500.millioner kr. -It is possible to renegotiate the debt in 2028. -Short distances have increased by 40%+. They leave more money behind. -Fuel costs will increase. -Han Staten will repay the CO2 fee they owe. It has been included in previous accounts, but there will be more real cash in the account. I think it was about 34.millioner kr. -Otherwise, they are very optimistic about the Q2 result. I think it will be legendary. Have a good weekend
    29.5.
    ·
    29.5.
    ·
    And still people are selling small lots for 59 kroner….
    29.5.
    ·
    29.5.
    ·
    Mhm.Took a position for 10.000.The pike lurks in the reeds.
  • 28.5.
    ·
    28.5.
    ·
    What do we think about tonight's report?
    29.5.
    ·
    29.5.
    ·
    Rarely does one see such a relationship between share price and underlying values. Sometimes it can be complicated to calculate an investment case, but that is really not the case for HKY. It's almost as if it's difficult to understand who is putting shares up for sale near today's price.
    29.5. · Muokattu
    ·
    29.5. · Muokattu
    ·
    That is because the debt is too high. Not that Havila Kystruten doesn't have control over it with increased revenues, lower interest expenses and Euro, but because the market shies away from companies with a lot of debt. This is paper money without revenues, but it has value when they are to renegotiate the debt again. For me, it is a reassurance and security against the state's threats to discontinue the Hurtigrute concept. If that happens, it's just a matter of selling the ships and running off with the money. 134.kr.pr.share is not to be despised. We can hope they get funds to beat down the debt in Q2 and Q3.
  • 27.5. · Muokattu
    ·
    27.5. · Muokattu
    ·
    Clearly, several people consider the quarterly figures on Friday as a small "crossroads" for HKY. Today's volume is probably over five times the average already. And the pattern is the same - small lots are sold by someone taking 400kr in profit, but as soon as larger sums of money move, it gets crowded on the way in.
    27.5.
    ·
    27.5.
    ·
    Will be exciting on Friday
  • 22.5. · Muokattu
    ·
    22.5. · Muokattu
    ·
    Onkel AI thinks it will be "a little" better than last year.. Here it has included the reports from January, February and March, as well as the strengthening of the krone. We will get the final answer next week The estimated earnings before tax (EBT) for Havila Kystruten in Q1 2026 is set to be a solid profit of around 200–230 million kroner, which marks a massive turnaround from the historical losses. This strong earnings improvement is driven by two equally important engines: the operational growth from the monthly updates, combined with a pure accounting currency gain from the strengthening of the krone.1. The financial result (Estimate)Although the official Q1 financial statements are not published until May 28, 2026, the figures provide a basis for the following estimated statement:Operating profit (EBITDA): ~40–50 million kroner. (Up from 11 million in Q1 last year. The first quarter is low season, but strong ticket sales in March significantly boost the period).Net financial items (Currency effect): ~+260–280 million kroner. (The unrealized currency gain on the fleet loan after the euro fell from 11.84 to 11.21 during the quarter).Interest expenses and depreciation: ~-80 to -100 million kroner.Earnings before tax (EBT): ~+200 to +230 million kroner.2. The operational drivers (January, February and March)Reports from the first three months of the year show that the ships are being filled to a much greater extent than last year, while passengers are paying more:The March surge: Ticket revenues increased by a full 25 % in March alone, supported by an increase in cabin revenues (ACR) on 5 %.Higher occupancy: Capacity utilization climbed month by month and reached 73 % in February (up from 64 % last year) and 76 % in March (up from 70 % last year).Strong order book: By the end of March, 68 % of the entire 2026 capacity was already sold. This is 10 percentage points higher than at the same time last year and provides enormous predictability for the rest of the year.3. The effect of debt reduction on the balance sheetAs Havila Kystruten refinanced its fleet with a loan denominated in euros (456 million euros), fluctuations in EUR/NOK directly impact the company's real debt burden:Reduction in Q1: When the quarter ended on March 31, the krone had strengthened by just over 5 %. This shaved off just under 290 million kroner from the book value of the debt in the balance sheet.Bonus for Q2: Since the strengthening of the krone has continued in April and May (where EUR/NOK trades around 10.75), the debt has, at the time of writing, decreased by a total of ~500 million kroner since the new year. This will have a positive impact on the equity ratio in the next quarterly report.
    22.5.
    ·
    22.5.
    ·
    Thanks for the good analysis - LLMs can be good if you give them good input, and that seems to be the case here. Regarding the debt - how do we think this will play out? In the short term, it's only an accounting effect, but it probably affects the room for maneuver to reduce the debt faster than would otherwise have been possible? The share price still lives its own life in relation to the company's operations. But if the positive spiral of revenue increase - debt reduction - refinancing continues over time, then there's not much doubt that both turnover and the share price will increase.
    23.5. · Muokattu
    ·
    23.5. · Muokattu
    ·
    Debt:When the debt decreases by 500.million over 6.months,it means that the company avoids paying interest expenses on those 500.million in relation to NOK.Havila has approximately 10% interest on the debt.Here are savings of 50.million per year. But: many customers pay in euro,but a debt reduction is significantly better than slightly lower income in relation to NOK. The employees are paid in NOK. NAV(not the social welfare office): Havila Kystruten has very little booked equity.Debt reduction will increase NAV.The higher the NAV,the less risk for creditors,the better negotiating position when negotiating new loans with lower interest rates. Share price: It should rise over 50% on such a change in equity.That is in theory,but as we know,the stock market does not work that way.I see that many small shareholders have sold out recently They have their own reasons for selling,but when it happens on low volumes (few buyers)it can have big effects.I also notice that some big players pick up what they can get,especially under 50kr.It's easy to see that those who buy have knowledge and discipline(professionally executed) It's easy to buy 500 shares,but not 50.000.Then the big players have to go up in price. This is currently just paper money.If it stays like this over time it can be good.A persistently high oil price(which is likely due to high inflation)Norges Bank continues to raise interest rates,so this could lead to NOK strengthening further The most important thing is operations.If it continues to increase as now (March was insane) it can be good.One thing that can ruin the party is a recession/stagflation.The other is the cost of flight tickets to Asia and America.There we can lose some of the 15-25% of the customer base. Near-term booking patterns reflect seasonal group allotment cancellations, with recent geopolitical uncertainty potentially shifting some demand closer to departure.
  • 13.5.
    ·
    13.5.
    ·
    Good update today :-) Havila Kystruten AS: Trading Update April 2026 Close today at 09:54 ∙ GlobeNewswire Operational highlights April Occupancy rate reached 73 %, an increase of 4 % from April last year, with one more round trip this year. The number of cabin nights increased by 18 %. Average Cabin Revenue (ACR) increased by 1 % compared to April 2025. Total ticket revenues increased by 19 % compared to April last year. Onboard operating revenues increased by 14 % compared to April last year. Booking position 2026 Solid position for 2026, with 68 % of capacity booked – compared to 60 % at the same time last year, approximately 8 percentage points (or 14 % higher) ahead. Short-term booking patterns reflect seasonal cancellations of group allocations, with recent geopolitical uncertainty potentially shifting some demand closer to departure. We aim for an annual growth rate of 10–15 % across cabin categories for 2026, which will support continued revenue growth and EBITDA margin expansion. Booking position 2027 20 % of capacity for 2027 is booked, approximately in line with the same time last year. *The KPIs stated are derived from the company's (unaudited) booking system. Consequently, there may be variations or minor discrepancies in absolute figures and periodization compared to reported financials. Revenues in foreign currency (for ACR) are based on the booking system's exchange rate.
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

AikaHintaMääräOstajaMyyjä
150--
1 000--
1 000--
50--
1 207--

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
27.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
29.5.
2025 Q4 -tulosraportti
27.2.
2025 Q3 -tulosraportti
28.11.2025
2025 Q2 -tulosraportti
29.8.2025
2025 Q1 -tulosraportti
28.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
16 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
27.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
29.5.
2025 Q4 -tulosraportti
27.2.
2025 Q3 -tulosraportti
28.11.2025
2025 Q2 -tulosraportti
29.8.2025
2025 Q1 -tulosraportti
28.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

Foorumi

Liity keskusteluun Nordnet Socialissa
  • 29.5. · Muokattu
    ·
    29.5. · Muokattu
    ·
    Earnings call presentation: -Havila Kystruten believes there are positive signals that the contract with Han Staten will be extended until 2040. -The underlying values in the company are 2.3 billion. -The strengthening of the Krone has reduced the debt by 260.millioner kr in the quarter. Year-to-date, it has been reduced by ca 500.millioner kr. -It is possible to renegotiate the debt in 2028. -Short distances have increased by 40%+. They leave more money behind. -Fuel costs will increase. -Han Staten will repay the CO2 fee they owe. It has been included in previous accounts, but there will be more real cash in the account. I think it was about 34.millioner kr. -Otherwise, they are very optimistic about the Q2 result. I think it will be legendary. Have a good weekend
    29.5.
    ·
    29.5.
    ·
    And still people are selling small lots for 59 kroner….
    29.5.
    ·
    29.5.
    ·
    Mhm.Took a position for 10.000.The pike lurks in the reeds.
  • 28.5.
    ·
    28.5.
    ·
    What do we think about tonight's report?
    29.5.
    ·
    29.5.
    ·
    Rarely does one see such a relationship between share price and underlying values. Sometimes it can be complicated to calculate an investment case, but that is really not the case for HKY. It's almost as if it's difficult to understand who is putting shares up for sale near today's price.
    29.5. · Muokattu
    ·
    29.5. · Muokattu
    ·
    That is because the debt is too high. Not that Havila Kystruten doesn't have control over it with increased revenues, lower interest expenses and Euro, but because the market shies away from companies with a lot of debt. This is paper money without revenues, but it has value when they are to renegotiate the debt again. For me, it is a reassurance and security against the state's threats to discontinue the Hurtigrute concept. If that happens, it's just a matter of selling the ships and running off with the money. 134.kr.pr.share is not to be despised. We can hope they get funds to beat down the debt in Q2 and Q3.
  • 27.5. · Muokattu
    ·
    27.5. · Muokattu
    ·
    Clearly, several people consider the quarterly figures on Friday as a small "crossroads" for HKY. Today's volume is probably over five times the average already. And the pattern is the same - small lots are sold by someone taking 400kr in profit, but as soon as larger sums of money move, it gets crowded on the way in.
    27.5.
    ·
    27.5.
    ·
    Will be exciting on Friday
  • 22.5. · Muokattu
    ·
    22.5. · Muokattu
    ·
    Onkel AI thinks it will be "a little" better than last year.. Here it has included the reports from January, February and March, as well as the strengthening of the krone. We will get the final answer next week The estimated earnings before tax (EBT) for Havila Kystruten in Q1 2026 is set to be a solid profit of around 200–230 million kroner, which marks a massive turnaround from the historical losses. This strong earnings improvement is driven by two equally important engines: the operational growth from the monthly updates, combined with a pure accounting currency gain from the strengthening of the krone.1. The financial result (Estimate)Although the official Q1 financial statements are not published until May 28, 2026, the figures provide a basis for the following estimated statement:Operating profit (EBITDA): ~40–50 million kroner. (Up from 11 million in Q1 last year. The first quarter is low season, but strong ticket sales in March significantly boost the period).Net financial items (Currency effect): ~+260–280 million kroner. (The unrealized currency gain on the fleet loan after the euro fell from 11.84 to 11.21 during the quarter).Interest expenses and depreciation: ~-80 to -100 million kroner.Earnings before tax (EBT): ~+200 to +230 million kroner.2. The operational drivers (January, February and March)Reports from the first three months of the year show that the ships are being filled to a much greater extent than last year, while passengers are paying more:The March surge: Ticket revenues increased by a full 25 % in March alone, supported by an increase in cabin revenues (ACR) on 5 %.Higher occupancy: Capacity utilization climbed month by month and reached 73 % in February (up from 64 % last year) and 76 % in March (up from 70 % last year).Strong order book: By the end of March, 68 % of the entire 2026 capacity was already sold. This is 10 percentage points higher than at the same time last year and provides enormous predictability for the rest of the year.3. The effect of debt reduction on the balance sheetAs Havila Kystruten refinanced its fleet with a loan denominated in euros (456 million euros), fluctuations in EUR/NOK directly impact the company's real debt burden:Reduction in Q1: When the quarter ended on March 31, the krone had strengthened by just over 5 %. This shaved off just under 290 million kroner from the book value of the debt in the balance sheet.Bonus for Q2: Since the strengthening of the krone has continued in April and May (where EUR/NOK trades around 10.75), the debt has, at the time of writing, decreased by a total of ~500 million kroner since the new year. This will have a positive impact on the equity ratio in the next quarterly report.
    22.5.
    ·
    22.5.
    ·
    Thanks for the good analysis - LLMs can be good if you give them good input, and that seems to be the case here. Regarding the debt - how do we think this will play out? In the short term, it's only an accounting effect, but it probably affects the room for maneuver to reduce the debt faster than would otherwise have been possible? The share price still lives its own life in relation to the company's operations. But if the positive spiral of revenue increase - debt reduction - refinancing continues over time, then there's not much doubt that both turnover and the share price will increase.
    23.5. · Muokattu
    ·
    23.5. · Muokattu
    ·
    Debt:When the debt decreases by 500.million over 6.months,it means that the company avoids paying interest expenses on those 500.million in relation to NOK.Havila has approximately 10% interest on the debt.Here are savings of 50.million per year. But: many customers pay in euro,but a debt reduction is significantly better than slightly lower income in relation to NOK. The employees are paid in NOK. NAV(not the social welfare office): Havila Kystruten has very little booked equity.Debt reduction will increase NAV.The higher the NAV,the less risk for creditors,the better negotiating position when negotiating new loans with lower interest rates. Share price: It should rise over 50% on such a change in equity.That is in theory,but as we know,the stock market does not work that way.I see that many small shareholders have sold out recently They have their own reasons for selling,but when it happens on low volumes (few buyers)it can have big effects.I also notice that some big players pick up what they can get,especially under 50kr.It's easy to see that those who buy have knowledge and discipline(professionally executed) It's easy to buy 500 shares,but not 50.000.Then the big players have to go up in price. This is currently just paper money.If it stays like this over time it can be good.A persistently high oil price(which is likely due to high inflation)Norges Bank continues to raise interest rates,so this could lead to NOK strengthening further The most important thing is operations.If it continues to increase as now (March was insane) it can be good.One thing that can ruin the party is a recession/stagflation.The other is the cost of flight tickets to Asia and America.There we can lose some of the 15-25% of the customer base. Near-term booking patterns reflect seasonal group allotment cancellations, with recent geopolitical uncertainty potentially shifting some demand closer to departure.
  • 13.5.
    ·
    13.5.
    ·
    Good update today :-) Havila Kystruten AS: Trading Update April 2026 Close today at 09:54 ∙ GlobeNewswire Operational highlights April Occupancy rate reached 73 %, an increase of 4 % from April last year, with one more round trip this year. The number of cabin nights increased by 18 %. Average Cabin Revenue (ACR) increased by 1 % compared to April 2025. Total ticket revenues increased by 19 % compared to April last year. Onboard operating revenues increased by 14 % compared to April last year. Booking position 2026 Solid position for 2026, with 68 % of capacity booked – compared to 60 % at the same time last year, approximately 8 percentage points (or 14 % higher) ahead. Short-term booking patterns reflect seasonal cancellations of group allocations, with recent geopolitical uncertainty potentially shifting some demand closer to departure. We aim for an annual growth rate of 10–15 % across cabin categories for 2026, which will support continued revenue growth and EBITDA margin expansion. Booking position 2027 20 % of capacity for 2027 is booked, approximately in line with the same time last year. *The KPIs stated are derived from the company's (unaudited) booking system. Consequently, there may be variations or minor discrepancies in absolute figures and periodization compared to reported financials. Revenues in foreign currency (for ACR) are based on the booking system's exchange rate.
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Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
150--
1 000--
1 000--
50--
1 207--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

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