2026 Q1 -tulosraportti
39 päivää sitten
‧42 min
4,74 NOK/osake
Viimeisin osinko
8,45%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 61 | - | - | ||
| 82 | - | - | ||
| 60 | - | - | ||
| 5 | - | - | ||
| 33 | - | - |
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 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·11 t sittenhttps://www.finansavisen.no/finans/2026/06/15/8358547/disse-aksjene-bor-sta-seg-gjennom-borsuroen These shares should hold up through the market turmoil Storebrand portfolio manager Alf Inge Gjerde's favorites include a specialty chemicals producer, a pawn share, a contractor, and a rig owner. Share – It's not easy to navigate today's volatile market, with, among other things, war in the Middle East, constantly new Trump statements, and increased interest rates, states Gjerde, who is responsible for the management of the equity funds Storebrand Aksje Innland and Storebrand Verdi. – We therefore try to find companies that have a strong market position, acceptable valuation, and sufficient potential regardless of today's market turmoil. An example is Borregaard, which has seen a share price drop of around 30 percent since the new year. – The latest quarterly reports have been disappointing, largely due to lower demand for the agribusiness's core product, tougher competition from Chinese producers in the cellulose segment, and a stronger Norwegian currency, says Gjerde. – The company is now out of favor, but at today's share price level, the stock is reasonably priced, given the company's unique market position and strong track record. Has a competitive advantage The fourth in the favorite quartet is Odfjell Drilling, which, among other things, is expected to benefit from Norwegian oil companies' ambitions to maintain today's oil production also in 2035. – One of the company's rigs has been out of operation for a period, after they lost a blowout preventer, which has affected the share price in recent months, says Gjerde.- ·3.6.https://www.finansavisen.no/shipping/2026/06/03/8355897/clarksons-oppgraderer-odfjell-ser-betydelig-oppside Upgrades Odfjell: Sees significant upside The Odfjell share is down 13 percent year-to-date, despite Clarksons believing that the short-term outlook looks better than in a long time. The brokerage now upgrades the share to buy. The closure of the Strait of Hormuz has tightened the supply of chemical tankers and sent spot rates sharply higher. With stronger earnings in sight, high cash flow and a share priced far below Clarksons' value estimates, the brokerage upgrades the share to buy with a price target of 130 kroner. On Wednesday morning, the share rose 2.2 percent to 109.40 kroner. While the market has focused on the risk associated with the Strait of Hormuz, Clarksons analysts Frode Mørkedal and Even Kolsgaard believe that the immediate effect for Odfjell is the opposite. Tied-up tonnage, rerouting and higher risk premiums have, according to the analysts, reduced effective vessel capacity and sent rates up, especially from the Gulf of Mexico. The effect is expected to be much stronger in the second quarter than it was in the first three months of the year. Clarksons estimates that Odfjell's TC rates will rise to 30,800 dollars per day in the second quarter, from 27,200 dollars in the first quarter. This could lift EBITDA to 112 million dollars, from 81 million dollars the previous quarter. Upgrades the fleet At the same time, the company has secured a growth platform that Clarksons believes few competitors can match. Through its Japanese relations, Odfjell has secured 22 newbuilds and long-term charter agreements that can increase the fleet from 73 vessels today to up to 94 vessels by 2030. The new capacity is phased in at levels near today's break-even and can provide a significant earnings boost if the market remains close to current rates. Based on Clarksons' estimates, Odfjell can generate free cash flow to equity of around 196 million dollars already in 2027, equivalent to 22 percent of today's market capitalization. Even with a significant normalization of rates, the share appears attractively priced.
·2.6. · MuokattuNo trade in Odfjell so far? Strange.
·28.5.Interesting how this one doesn't follow any of the upside of tank, but always has to be there when tank goes down...🤔
·28.5.To repeat myself from a previous thread. CEO Harald Fotland said in a video interview that the Chemical market was approx. 3 months behind the large tanker market. I.e., if Frontline rises on a positive trend today, it will spill over to chemical tankers in 3 months. This applied to both upturns and downturns. But in today's situation, not everything is "as normal".
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.
2026 Q1 -tulosraportti
39 päivää sitten
‧42 min
4,74 NOK/osake
Viimeisin osinko
8,45%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
- ·11 t sittenhttps://www.finansavisen.no/finans/2026/06/15/8358547/disse-aksjene-bor-sta-seg-gjennom-borsuroen These shares should hold up through the market turmoil Storebrand portfolio manager Alf Inge Gjerde's favorites include a specialty chemicals producer, a pawn share, a contractor, and a rig owner. Share – It's not easy to navigate today's volatile market, with, among other things, war in the Middle East, constantly new Trump statements, and increased interest rates, states Gjerde, who is responsible for the management of the equity funds Storebrand Aksje Innland and Storebrand Verdi. – We therefore try to find companies that have a strong market position, acceptable valuation, and sufficient potential regardless of today's market turmoil. An example is Borregaard, which has seen a share price drop of around 30 percent since the new year. – The latest quarterly reports have been disappointing, largely due to lower demand for the agribusiness's core product, tougher competition from Chinese producers in the cellulose segment, and a stronger Norwegian currency, says Gjerde. – The company is now out of favor, but at today's share price level, the stock is reasonably priced, given the company's unique market position and strong track record. Has a competitive advantage The fourth in the favorite quartet is Odfjell Drilling, which, among other things, is expected to benefit from Norwegian oil companies' ambitions to maintain today's oil production also in 2035. – One of the company's rigs has been out of operation for a period, after they lost a blowout preventer, which has affected the share price in recent months, says Gjerde.
- ·3.6.https://www.finansavisen.no/shipping/2026/06/03/8355897/clarksons-oppgraderer-odfjell-ser-betydelig-oppside Upgrades Odfjell: Sees significant upside The Odfjell share is down 13 percent year-to-date, despite Clarksons believing that the short-term outlook looks better than in a long time. The brokerage now upgrades the share to buy. The closure of the Strait of Hormuz has tightened the supply of chemical tankers and sent spot rates sharply higher. With stronger earnings in sight, high cash flow and a share priced far below Clarksons' value estimates, the brokerage upgrades the share to buy with a price target of 130 kroner. On Wednesday morning, the share rose 2.2 percent to 109.40 kroner. While the market has focused on the risk associated with the Strait of Hormuz, Clarksons analysts Frode Mørkedal and Even Kolsgaard believe that the immediate effect for Odfjell is the opposite. Tied-up tonnage, rerouting and higher risk premiums have, according to the analysts, reduced effective vessel capacity and sent rates up, especially from the Gulf of Mexico. The effect is expected to be much stronger in the second quarter than it was in the first three months of the year. Clarksons estimates that Odfjell's TC rates will rise to 30,800 dollars per day in the second quarter, from 27,200 dollars in the first quarter. This could lift EBITDA to 112 million dollars, from 81 million dollars the previous quarter. Upgrades the fleet At the same time, the company has secured a growth platform that Clarksons believes few competitors can match. Through its Japanese relations, Odfjell has secured 22 newbuilds and long-term charter agreements that can increase the fleet from 73 vessels today to up to 94 vessels by 2030. The new capacity is phased in at levels near today's break-even and can provide a significant earnings boost if the market remains close to current rates. Based on Clarksons' estimates, Odfjell can generate free cash flow to equity of around 196 million dollars already in 2027, equivalent to 22 percent of today's market capitalization. Even with a significant normalization of rates, the share appears attractively priced.
- ·2.6. · MuokattuNo trade in Odfjell so far? Strange.
- ·28.5.Interesting how this one doesn't follow any of the upside of tank, but always has to be there when tank goes down...🤔·28.5.To repeat myself from a previous thread. CEO Harald Fotland said in a video interview that the Chemical market was approx. 3 months behind the large tanker market. I.e., if Frontline rises on a positive trend today, it will spill over to chemical tankers in 3 months. This applied to both upturns and downturns. But in today's situation, not everything is "as normal".
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
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 61 | - | - | ||
| 82 | - | - | ||
| 60 | - | - | ||
| 5 | - | - | ||
| 33 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
39 päivää sitten
‧42 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 Q2 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
4,74 NOK/osake
Viimeisin osinko
8,45%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·11 t sittenhttps://www.finansavisen.no/finans/2026/06/15/8358547/disse-aksjene-bor-sta-seg-gjennom-borsuroen These shares should hold up through the market turmoil Storebrand portfolio manager Alf Inge Gjerde's favorites include a specialty chemicals producer, a pawn share, a contractor, and a rig owner. Share – It's not easy to navigate today's volatile market, with, among other things, war in the Middle East, constantly new Trump statements, and increased interest rates, states Gjerde, who is responsible for the management of the equity funds Storebrand Aksje Innland and Storebrand Verdi. – We therefore try to find companies that have a strong market position, acceptable valuation, and sufficient potential regardless of today's market turmoil. An example is Borregaard, which has seen a share price drop of around 30 percent since the new year. – The latest quarterly reports have been disappointing, largely due to lower demand for the agribusiness's core product, tougher competition from Chinese producers in the cellulose segment, and a stronger Norwegian currency, says Gjerde. – The company is now out of favor, but at today's share price level, the stock is reasonably priced, given the company's unique market position and strong track record. Has a competitive advantage The fourth in the favorite quartet is Odfjell Drilling, which, among other things, is expected to benefit from Norwegian oil companies' ambitions to maintain today's oil production also in 2035. – One of the company's rigs has been out of operation for a period, after they lost a blowout preventer, which has affected the share price in recent months, says Gjerde.
- ·3.6.https://www.finansavisen.no/shipping/2026/06/03/8355897/clarksons-oppgraderer-odfjell-ser-betydelig-oppside Upgrades Odfjell: Sees significant upside The Odfjell share is down 13 percent year-to-date, despite Clarksons believing that the short-term outlook looks better than in a long time. The brokerage now upgrades the share to buy. The closure of the Strait of Hormuz has tightened the supply of chemical tankers and sent spot rates sharply higher. With stronger earnings in sight, high cash flow and a share priced far below Clarksons' value estimates, the brokerage upgrades the share to buy with a price target of 130 kroner. On Wednesday morning, the share rose 2.2 percent to 109.40 kroner. While the market has focused on the risk associated with the Strait of Hormuz, Clarksons analysts Frode Mørkedal and Even Kolsgaard believe that the immediate effect for Odfjell is the opposite. Tied-up tonnage, rerouting and higher risk premiums have, according to the analysts, reduced effective vessel capacity and sent rates up, especially from the Gulf of Mexico. The effect is expected to be much stronger in the second quarter than it was in the first three months of the year. Clarksons estimates that Odfjell's TC rates will rise to 30,800 dollars per day in the second quarter, from 27,200 dollars in the first quarter. This could lift EBITDA to 112 million dollars, from 81 million dollars the previous quarter. Upgrades the fleet At the same time, the company has secured a growth platform that Clarksons believes few competitors can match. Through its Japanese relations, Odfjell has secured 22 newbuilds and long-term charter agreements that can increase the fleet from 73 vessels today to up to 94 vessels by 2030. The new capacity is phased in at levels near today's break-even and can provide a significant earnings boost if the market remains close to current rates. Based on Clarksons' estimates, Odfjell can generate free cash flow to equity of around 196 million dollars already in 2027, equivalent to 22 percent of today's market capitalization. Even with a significant normalization of rates, the share appears attractively priced.
- ·2.6. · MuokattuNo trade in Odfjell so far? Strange.
- ·28.5.Interesting how this one doesn't follow any of the upside of tank, but always has to be there when tank goes down...🤔·28.5.To repeat myself from a previous thread. CEO Harald Fotland said in a video interview that the Chemical market was approx. 3 months behind the large tanker market. I.e., if Frontline rises on a positive trend today, it will spill over to chemical tankers in 3 months. This applied to both upturns and downturns. But in today's situation, not everything is "as normal".
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
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 61 | - | - | ||
| 82 | - | - | ||
| 60 | - | - | ||
| 5 | - | - | ||
| 33 | - | - |
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