Q2-rapport
NY
3 dagar sedan‧29min
1,2287 NOK/aktie
X-dag 3 sep.
21,35 %
Direktavk.
Orderdjup
Antal
Köp
170
Sälj
Antal
1 000
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 4 378 | - | - | ||
| 1 268 | - | - | ||
| 134 | - | - | ||
| 366 | - | - | ||
| 134 | - | - |
Högst
62,3VWAP
Lägst
60,72OmsättningAntal
39,6 642 568
VWAP
Högst
62,3Lägst
60,72OmsättningAntal
39,6 642 568
Mäklarstatistik
Ingen data hittades
Företagshändelser
| Nästa händelse | |
|---|---|
| 2025 Q3-rapport | 1 dec. |
| Tidigare händelser | ||
|---|---|---|
| 2025 Q2-rapport | 27 aug. | |
| 2025 Q1-rapport | 15 maj | |
| 2024 Årsstämma | 14 maj | |
| 2024 Q4-rapport | 27 feb. | |
| 2024 Q3-rapport | 27 nov. 2024 |
Data hämtas från Millistream, Quartr
Kunder har även besökt
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för 2 dagar sedanför 2 dagar sedanFylle på enda mer etter ex-dag?
för 2 dagar sedanför 2 dagar sedanHafnia stock gained after several analysts maintained buy recommendations following yesterday's earnings report. Shares of the product tanker owner rose roughly 1.5% to around NOK 62 in Oslo, compared with the closing price in New York on Wednesday. Hafnia cautious on killing its own markets with clean tanker cannibals DNB Carnegie said: “We repeat our bullish stance on tankers, as we continue to see a buoyant near-term outlook – with increased OPEC+ exports set to boost underlying tanker markets heading into high season.” “Rates are already showing strength, with solid Q3 bookings from HAFNI, and MR rates now spiking in the West – suggesting meaningful upside to sell-side estimates,” analyst Jorgen Lian said. DNB lifted the 2025 Ebitda estimate by 4%, while the 2026 estimate is unchanged. “With both asset values and estimates moving higher, we lift our target price to NOK 73 (69) and reiterate buy,” Lian said. In the longer term, DNB finds the 4% tanker newbuild deliveries (2025–27) coupled with a rapidly ageing fleet “manageable”. Clarksons Securities raised the target price to NOK 69 from NOK 60. “Valuation-wise, Hafnia is nearing its net asset value (NAV) of NOK 67 per share, marking the smallest NAV discount since last fall,” analysts Frode Morkedal and Even Kolsgaard said. “However, with a strong tanker market expected through year-end, we see potential for further valuation improvements,” they added. Clarksons sees “continued market support ahead, with seaborne trade growth potentially reinforced by longer average voyage lengths.” “We have argued that rising crude Aframax spot earnings can indirectly pull more LR2s into dirty trades, already at high levels but with room to increase,” the analysts said. “Strong refining margins, limited outages, low inventories, minimal cannibalisation, and sanctions-driven supply reductions should combine to keep 2H25 conditions firm for product tankers,” they added. Pareto Securities also reiterated buy after the report. Head of research Eirik Haavaldsen lifted the target price to NOK 70 from NOK 68. Copyright: TradeWinds, simply the best!
för 3 dagar sedanför 3 dagar sedanQ2 bra rapport? Utvikling siste tre kvartal er brukbar og overraskende stabil, naivt vente peak-level fra Q2/24 er normal. Q2 versus Q1 viser: - økt overskudd (75/63), - økte dagrater (24450/22992), - økt kontantstrøm fra drift (187/137), - økt cash on hand (194/188), - lavere renteutgifter (12/14), - synkende nibd (832/878) - økt YoY RoE (13,2%/11,1%). Venter Q3 blir bedre enn Q2. = er fornøyd.för 2 dagar sedanför 2 dagar sedanHvis det skjer må man nok finne fram lommeboka:)- för 3 dagar sedanför 3 dagar sedanNew York and Oslo-listed product tanker giant Hafnia has warned scrapping of older ships remains vital to offset newbuilding deliveries The BW Group-backed MR and LR ship specialist's chief executive Mikael Skov said positive momentum from the second quarter has continued into the third period, with continued growth in trade volumes and tonne-miles. This has been driven by strong underlying global demand and improved refining margins, which has boosted the spot market, he explained in the company's second quarter report. Skov believes solid market conditions will be supported by Opec production boosting refinery throughput, generating positive momentum for product tanker demand. "On a macro level, geopolitical conflicts, sanctions, trade policies, and tariffs continue to shape trade flows, and we continue to closely monitor these developments," the CEO said. And he added: "With limited newbuild contracts in 2025, the orderbook-to-fleet ratio remains around 20%, and incoming deliveries could impact the market unless offset via meaningful scrapping." "This has yet to materialise, despite many vessels built in the 2000s are now reaching secondary trading or scrapping age," Skov said. "Simultaneously, a significant number of LR2s have moved to trading in the crude space, limiting product supply growth," he added. Net profit to 30 June was $75.3m, down from $259.2m in 2024, when surging markets were pushing earnings to record highs. Revenue fell to $346m against $563m. Skov said the performance was affected by several vessels undergoing scheduled drydocking, leading to 630 off-hire days during the quarter. Another 510 off-hire days are expected in the third period. Hafnia is paying a dividend of $60.3m, or $0.12 per share. The owner has 75% of third quarter days covered at an average of $25,395 per day, and 48% of the rest of the year booked at $25,158. "As we conclude the first half of 2025, we are encouraged by the ongoing strength of the product tanker market, driven by strong demand and solid fundamentals. I believe Hafnia is well-positioned for the future," the CEO added. The company noted that the July package of sanctions from the European Union has further tightened the tanker supply, by potentially pushing more vessels into the shadow fleet. The ban on products refined from Russian crude oil would also contribute to market inefficiencies, expand trade routes, and increase tonne-miles, the company believes. Hafnia's fleet consisted of 117 owned vessels and nine chartered-in tankers at quarter-end. Copyright: TradeWinds, simply the best!
för 3 dagar sedan · Ändradför 3 dagar sedan · ÄndradKey information relating to the cash dividend paid by the Company for the second quarter 2025: o Dividend amount: 0.1210 per share o Declared currency: USD. Shares registered in the Euronext VPS Oslo Stock Exchange: o Last trading day including right to dividends: September 2, 2025 o Ex-date: September 3, 2025 o Payment date: On or about September 15, 2025 Shares registered in the Depository Trust Company: o Last trading day including right to dividends: September 3, 2025 o Ex-date: September 4, 2025 o Payment date: On or about September 10, 2025
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Q2-rapport
NY
3 dagar sedan‧29min
1,2287 NOK/aktie
X-dag 3 sep.
21,35 %
Direktavk.
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
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- för 2 dagar sedanför 2 dagar sedanFylle på enda mer etter ex-dag?
- för 2 dagar sedanför 2 dagar sedanHafnia stock gained after several analysts maintained buy recommendations following yesterday's earnings report. Shares of the product tanker owner rose roughly 1.5% to around NOK 62 in Oslo, compared with the closing price in New York on Wednesday. Hafnia cautious on killing its own markets with clean tanker cannibals DNB Carnegie said: “We repeat our bullish stance on tankers, as we continue to see a buoyant near-term outlook – with increased OPEC+ exports set to boost underlying tanker markets heading into high season.” “Rates are already showing strength, with solid Q3 bookings from HAFNI, and MR rates now spiking in the West – suggesting meaningful upside to sell-side estimates,” analyst Jorgen Lian said. DNB lifted the 2025 Ebitda estimate by 4%, while the 2026 estimate is unchanged. “With both asset values and estimates moving higher, we lift our target price to NOK 73 (69) and reiterate buy,” Lian said. In the longer term, DNB finds the 4% tanker newbuild deliveries (2025–27) coupled with a rapidly ageing fleet “manageable”. Clarksons Securities raised the target price to NOK 69 from NOK 60. “Valuation-wise, Hafnia is nearing its net asset value (NAV) of NOK 67 per share, marking the smallest NAV discount since last fall,” analysts Frode Morkedal and Even Kolsgaard said. “However, with a strong tanker market expected through year-end, we see potential for further valuation improvements,” they added. Clarksons sees “continued market support ahead, with seaborne trade growth potentially reinforced by longer average voyage lengths.” “We have argued that rising crude Aframax spot earnings can indirectly pull more LR2s into dirty trades, already at high levels but with room to increase,” the analysts said. “Strong refining margins, limited outages, low inventories, minimal cannibalisation, and sanctions-driven supply reductions should combine to keep 2H25 conditions firm for product tankers,” they added. Pareto Securities also reiterated buy after the report. Head of research Eirik Haavaldsen lifted the target price to NOK 70 from NOK 68. Copyright: TradeWinds, simply the best!
- för 3 dagar sedanför 3 dagar sedanQ2 bra rapport? Utvikling siste tre kvartal er brukbar og overraskende stabil, naivt vente peak-level fra Q2/24 er normal. Q2 versus Q1 viser: - økt overskudd (75/63), - økte dagrater (24450/22992), - økt kontantstrøm fra drift (187/137), - økt cash on hand (194/188), - lavere renteutgifter (12/14), - synkende nibd (832/878) - økt YoY RoE (13,2%/11,1%). Venter Q3 blir bedre enn Q2. = er fornøyd.för 2 dagar sedanför 2 dagar sedanHvis det skjer må man nok finne fram lommeboka:)
- för 3 dagar sedanför 3 dagar sedanNew York and Oslo-listed product tanker giant Hafnia has warned scrapping of older ships remains vital to offset newbuilding deliveries The BW Group-backed MR and LR ship specialist's chief executive Mikael Skov said positive momentum from the second quarter has continued into the third period, with continued growth in trade volumes and tonne-miles. This has been driven by strong underlying global demand and improved refining margins, which has boosted the spot market, he explained in the company's second quarter report. Skov believes solid market conditions will be supported by Opec production boosting refinery throughput, generating positive momentum for product tanker demand. "On a macro level, geopolitical conflicts, sanctions, trade policies, and tariffs continue to shape trade flows, and we continue to closely monitor these developments," the CEO said. And he added: "With limited newbuild contracts in 2025, the orderbook-to-fleet ratio remains around 20%, and incoming deliveries could impact the market unless offset via meaningful scrapping." "This has yet to materialise, despite many vessels built in the 2000s are now reaching secondary trading or scrapping age," Skov said. "Simultaneously, a significant number of LR2s have moved to trading in the crude space, limiting product supply growth," he added. Net profit to 30 June was $75.3m, down from $259.2m in 2024, when surging markets were pushing earnings to record highs. Revenue fell to $346m against $563m. Skov said the performance was affected by several vessels undergoing scheduled drydocking, leading to 630 off-hire days during the quarter. Another 510 off-hire days are expected in the third period. Hafnia is paying a dividend of $60.3m, or $0.12 per share. The owner has 75% of third quarter days covered at an average of $25,395 per day, and 48% of the rest of the year booked at $25,158. "As we conclude the first half of 2025, we are encouraged by the ongoing strength of the product tanker market, driven by strong demand and solid fundamentals. I believe Hafnia is well-positioned for the future," the CEO added. The company noted that the July package of sanctions from the European Union has further tightened the tanker supply, by potentially pushing more vessels into the shadow fleet. The ban on products refined from Russian crude oil would also contribute to market inefficiencies, expand trade routes, and increase tonne-miles, the company believes. Hafnia's fleet consisted of 117 owned vessels and nine chartered-in tankers at quarter-end. Copyright: TradeWinds, simply the best!
- för 3 dagar sedan · Ändradför 3 dagar sedan · ÄndradKey information relating to the cash dividend paid by the Company for the second quarter 2025: o Dividend amount: 0.1210 per share o Declared currency: USD. Shares registered in the Euronext VPS Oslo Stock Exchange: o Last trading day including right to dividends: September 2, 2025 o Ex-date: September 3, 2025 o Payment date: On or about September 15, 2025 Shares registered in the Depository Trust Company: o Last trading day including right to dividends: September 3, 2025 o Ex-date: September 4, 2025 o Payment date: On or about September 10, 2025
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Antal
Köp
170
Sälj
Antal
1 000
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 4 378 | - | - | ||
| 1 268 | - | - | ||
| 134 | - | - | ||
| 366 | - | - | ||
| 134 | - | - |
Högst
62,3VWAP
Lägst
60,72OmsättningAntal
39,6 642 568
VWAP
Högst
62,3Lägst
60,72OmsättningAntal
39,6 642 568
Mäklarstatistik
Ingen data hittades
Kunder har även besökt
Företagshändelser
| Nästa händelse | |
|---|---|
| 2025 Q3-rapport | 1 dec. |
| Tidigare händelser | ||
|---|---|---|
| 2025 Q2-rapport | 27 aug. | |
| 2025 Q1-rapport | 15 maj | |
| 2024 Årsstämma | 14 maj | |
| 2024 Q4-rapport | 27 feb. | |
| 2024 Q3-rapport | 27 nov. 2024 |
Data hämtas från Millistream, Quartr
Q2-rapport
NY
3 dagar sedan‧29min
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Företagshändelser
| Nästa händelse | |
|---|---|
| 2025 Q3-rapport | 1 dec. |
| Tidigare händelser | ||
|---|---|---|
| 2025 Q2-rapport | 27 aug. | |
| 2025 Q1-rapport | 15 maj | |
| 2024 Årsstämma | 14 maj | |
| 2024 Q4-rapport | 27 feb. | |
| 2024 Q3-rapport | 27 nov. 2024 |
Data hämtas från Millistream, Quartr
1,2287 NOK/aktie
X-dag 3 sep.
21,35 %
Direktavk.
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
Logga in
- för 2 dagar sedanför 2 dagar sedanFylle på enda mer etter ex-dag?
- för 2 dagar sedanför 2 dagar sedanHafnia stock gained after several analysts maintained buy recommendations following yesterday's earnings report. Shares of the product tanker owner rose roughly 1.5% to around NOK 62 in Oslo, compared with the closing price in New York on Wednesday. Hafnia cautious on killing its own markets with clean tanker cannibals DNB Carnegie said: “We repeat our bullish stance on tankers, as we continue to see a buoyant near-term outlook – with increased OPEC+ exports set to boost underlying tanker markets heading into high season.” “Rates are already showing strength, with solid Q3 bookings from HAFNI, and MR rates now spiking in the West – suggesting meaningful upside to sell-side estimates,” analyst Jorgen Lian said. DNB lifted the 2025 Ebitda estimate by 4%, while the 2026 estimate is unchanged. “With both asset values and estimates moving higher, we lift our target price to NOK 73 (69) and reiterate buy,” Lian said. In the longer term, DNB finds the 4% tanker newbuild deliveries (2025–27) coupled with a rapidly ageing fleet “manageable”. Clarksons Securities raised the target price to NOK 69 from NOK 60. “Valuation-wise, Hafnia is nearing its net asset value (NAV) of NOK 67 per share, marking the smallest NAV discount since last fall,” analysts Frode Morkedal and Even Kolsgaard said. “However, with a strong tanker market expected through year-end, we see potential for further valuation improvements,” they added. Clarksons sees “continued market support ahead, with seaborne trade growth potentially reinforced by longer average voyage lengths.” “We have argued that rising crude Aframax spot earnings can indirectly pull more LR2s into dirty trades, already at high levels but with room to increase,” the analysts said. “Strong refining margins, limited outages, low inventories, minimal cannibalisation, and sanctions-driven supply reductions should combine to keep 2H25 conditions firm for product tankers,” they added. Pareto Securities also reiterated buy after the report. Head of research Eirik Haavaldsen lifted the target price to NOK 70 from NOK 68. Copyright: TradeWinds, simply the best!
- för 3 dagar sedanför 3 dagar sedanQ2 bra rapport? Utvikling siste tre kvartal er brukbar og overraskende stabil, naivt vente peak-level fra Q2/24 er normal. Q2 versus Q1 viser: - økt overskudd (75/63), - økte dagrater (24450/22992), - økt kontantstrøm fra drift (187/137), - økt cash on hand (194/188), - lavere renteutgifter (12/14), - synkende nibd (832/878) - økt YoY RoE (13,2%/11,1%). Venter Q3 blir bedre enn Q2. = er fornøyd.för 2 dagar sedanför 2 dagar sedanHvis det skjer må man nok finne fram lommeboka:)
- för 3 dagar sedanför 3 dagar sedanNew York and Oslo-listed product tanker giant Hafnia has warned scrapping of older ships remains vital to offset newbuilding deliveries The BW Group-backed MR and LR ship specialist's chief executive Mikael Skov said positive momentum from the second quarter has continued into the third period, with continued growth in trade volumes and tonne-miles. This has been driven by strong underlying global demand and improved refining margins, which has boosted the spot market, he explained in the company's second quarter report. Skov believes solid market conditions will be supported by Opec production boosting refinery throughput, generating positive momentum for product tanker demand. "On a macro level, geopolitical conflicts, sanctions, trade policies, and tariffs continue to shape trade flows, and we continue to closely monitor these developments," the CEO said. And he added: "With limited newbuild contracts in 2025, the orderbook-to-fleet ratio remains around 20%, and incoming deliveries could impact the market unless offset via meaningful scrapping." "This has yet to materialise, despite many vessels built in the 2000s are now reaching secondary trading or scrapping age," Skov said. "Simultaneously, a significant number of LR2s have moved to trading in the crude space, limiting product supply growth," he added. Net profit to 30 June was $75.3m, down from $259.2m in 2024, when surging markets were pushing earnings to record highs. Revenue fell to $346m against $563m. Skov said the performance was affected by several vessels undergoing scheduled drydocking, leading to 630 off-hire days during the quarter. Another 510 off-hire days are expected in the third period. Hafnia is paying a dividend of $60.3m, or $0.12 per share. The owner has 75% of third quarter days covered at an average of $25,395 per day, and 48% of the rest of the year booked at $25,158. "As we conclude the first half of 2025, we are encouraged by the ongoing strength of the product tanker market, driven by strong demand and solid fundamentals. I believe Hafnia is well-positioned for the future," the CEO added. The company noted that the July package of sanctions from the European Union has further tightened the tanker supply, by potentially pushing more vessels into the shadow fleet. The ban on products refined from Russian crude oil would also contribute to market inefficiencies, expand trade routes, and increase tonne-miles, the company believes. Hafnia's fleet consisted of 117 owned vessels and nine chartered-in tankers at quarter-end. Copyright: TradeWinds, simply the best!
- för 3 dagar sedan · Ändradför 3 dagar sedan · ÄndradKey information relating to the cash dividend paid by the Company for the second quarter 2025: o Dividend amount: 0.1210 per share o Declared currency: USD. Shares registered in the Euronext VPS Oslo Stock Exchange: o Last trading day including right to dividends: September 2, 2025 o Ex-date: September 3, 2025 o Payment date: On or about September 15, 2025 Shares registered in the Depository Trust Company: o Last trading day including right to dividends: September 3, 2025 o Ex-date: September 4, 2025 o Payment date: On or about September 10, 2025
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Antal
Köp
170
Sälj
Antal
1 000
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 4 378 | - | - | ||
| 1 268 | - | - | ||
| 134 | - | - | ||
| 366 | - | - | ||
| 134 | - | - |
Högst
62,3VWAP
Lägst
60,72OmsättningAntal
39,6 642 568
VWAP
Högst
62,3Lägst
60,72OmsättningAntal
39,6 642 568
Mäklarstatistik
Ingen data hittades