KLAVENESS COMBINATION CARRIERS(KCC)
(KCC)
Q4-rapport
63 dagar sedan‧51min
3,7014 NOK/aktie
Senaste utdelning
12,87 %
Direktavk.
Orderdjup
Öppen
Antal
Köp
1 374
Sälj
Antal
848
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 1 022 | - | - | ||
| 2 000 | - | - | ||
| 242 | - | - | ||
| 120 | - | - | ||
| 20 | - | - |
Omsättning (NOK)
2 622 379Mäklarstatistik
Ingen data hittades
Företagshändelser
| Nästa händelse | |
|---|---|
| 2023 Årsstämma | 23 apr. 4 dagar |
| Tidigare händelser | ||
|---|---|---|
| 2023 Q4-rapport | 16 feb. | |
| 2023 Q3-rapport | 31 okt. 2023 | |
| 2023 Q2-rapport | 24 aug. 2023 | |
| 2023 Q1-rapport | 5 maj 2023 | |
| 2022 Årsstämma | 25 apr. 2023 |
Data hämtas från Millistream, Quartr
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.
Q4-rapport
63 dagar sedan‧51min
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 | |
|---|---|
| 2023 Årsstämma | 23 apr. 4 dagar |
| Tidigare händelser | ||
|---|---|---|
| 2023 Q4-rapport | 16 feb. | |
| 2023 Q3-rapport | 31 okt. 2023 | |
| 2023 Q2-rapport | 24 aug. 2023 | |
| 2023 Q1-rapport | 5 maj 2023 | |
| 2022 Årsstämma | 25 apr. 2023 |
Data hämtas från Millistream, Quartr
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för 2 dagar sedanför 2 dagar sedanNå som situasjonen i Midtøsten er endret, hvordan tror dere at utviklingen og en eventuell eskalering vil påvirke kcc?för 2 dagar sedanför 2 dagar sedanDet er vel som med de fleste som må ta omveien utenom.Oppover
Klaveness Combination Carriers sees rates hit all-time highs fuelled by tanker focus Better than expected bulker market also keeps Cabu caustic soda ships at strong levels. Norway’s Klaveness Combination Carriers has revealed all-time high earnings for its Cleanbu oil product and dry bulk vessels. The fleet achieved an average rate of $46,593 per day in the first quarter, up $9,100 from the final period of 2023. These “record strong earnings” were driven by 75% of Cleanbu capacity being employed in tanker trades. The product tanker market had been “buoyant” since mid-December, the Oslo-listed owner said. The Cabu caustic soda and dry bulk ships managed a rate of $34,824 per day, down $1,300 from the last three months of 2023, but still “strong”, according to the company. The rate beat KCC’s midpoint guidance by $2,300 per day. The combined fleet average time charter equivalent was $40,514 per day, up $3,700 from the fourth quarter. The Cabus benefited from a strong MR tanker market, which had a positive effect on index-linked caustic soda solution contracts, the owner added. KCC said the vessels were also supported by a stronger-than-expected first-quarter dry bulk market and highly efficient trading. The Cabus spent 96% of on-hire days employed in combination trades, pushing ballast legs to a record low of 8%. First quarter results are due on 7 May. Net profit in the final three months of 2023 reached $25.9m, compared to $15.3m a year ago, with rates hitting new highs. Revenue grew to $77m from $73m year on year. The owner paid a dividend of $0.35 per share, or $21.1m in total. Cash and cash equivalents ended the year at $68.1m, up $3.9m during the quarter. Copyright- Tradewinds -simply the best.Er ikke så opptatt av neste utbytte, håper på langsiktige gode utbytter. Investering i flåten er viktig langsmed 😉. Alt over NOK 3, er jeg super happy med. Hva tenker du om aksjen / kommende utbytte)?- Solid start på året for KCC: - CABU-flåten oppnådde fortsatt sterke TCE-inntekter i Q1 2024, men lavere enn Q4 2023. - CLEANBU-flåten startet 2024 med rekordhøye TCE-inntekter drevet av produkt tankmarkedet. - Flåtens gjennomsnittlige TCE-inntekter var høyere enn guidingen for Q1 2024 file:///C:/Users/J148012/Downloads/KCC%20ABGSC%20Shipping%20Seminar%202024.pdf (noe lånt fra Occi_nor#)
11 apr.11 apr.KCC er ute med businness update: https://twitter.com/occi_nor/status/1778339691965681936- 7 apr.7 apr.Clarksons: Valuation: The uniqueness of KCC seems to finally have been appreciated in the financial markets with the stock having increased by 23% ytd, and the combination aspect seems to be valued at last. We expect 2024 to be another great year due to the company’s overweight towards the product tanker market, but also its exposure to the firming dry bulk market. From a valuation perspective, we assess the NAV at NOK 118, while currently trading at a 2024 EV/EBITDA of 5.6x, and a dividend yield of 13%. While the product market is elevated, we expect another two fruitful years for both dry and product. Furthermore, the company’s inherently lower risk profile with the combination trades should demand a higher valuation than pure plays. Thus, we reiterate our Buy rating and increase our target price to NOK 130 per share based on an EV/EBITDA of 6.5x for 2024
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.
Q4-rapport
63 dagar sedan‧51min
3,7014 NOK/aktie
Senaste utdelning
12,87 %
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.
3,7014 NOK/aktie
Senaste utdelning
12,87 %
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 sedanNå som situasjonen i Midtøsten er endret, hvordan tror dere at utviklingen og en eventuell eskalering vil påvirke kcc?för 2 dagar sedanför 2 dagar sedanDet er vel som med de fleste som må ta omveien utenom.Oppover
- Klaveness Combination Carriers sees rates hit all-time highs fuelled by tanker focus Better than expected bulker market also keeps Cabu caustic soda ships at strong levels. Norway’s Klaveness Combination Carriers has revealed all-time high earnings for its Cleanbu oil product and dry bulk vessels. The fleet achieved an average rate of $46,593 per day in the first quarter, up $9,100 from the final period of 2023. These “record strong earnings” were driven by 75% of Cleanbu capacity being employed in tanker trades. The product tanker market had been “buoyant” since mid-December, the Oslo-listed owner said. The Cabu caustic soda and dry bulk ships managed a rate of $34,824 per day, down $1,300 from the last three months of 2023, but still “strong”, according to the company. The rate beat KCC’s midpoint guidance by $2,300 per day. The combined fleet average time charter equivalent was $40,514 per day, up $3,700 from the fourth quarter. The Cabus benefited from a strong MR tanker market, which had a positive effect on index-linked caustic soda solution contracts, the owner added. KCC said the vessels were also supported by a stronger-than-expected first-quarter dry bulk market and highly efficient trading. The Cabus spent 96% of on-hire days employed in combination trades, pushing ballast legs to a record low of 8%. First quarter results are due on 7 May. Net profit in the final three months of 2023 reached $25.9m, compared to $15.3m a year ago, with rates hitting new highs. Revenue grew to $77m from $73m year on year. The owner paid a dividend of $0.35 per share, or $21.1m in total. Cash and cash equivalents ended the year at $68.1m, up $3.9m during the quarter. Copyright- Tradewinds -simply the best.Er ikke så opptatt av neste utbytte, håper på langsiktige gode utbytter. Investering i flåten er viktig langsmed 😉. Alt over NOK 3, er jeg super happy med. Hva tenker du om aksjen / kommende utbytte)?
- Solid start på året for KCC: - CABU-flåten oppnådde fortsatt sterke TCE-inntekter i Q1 2024, men lavere enn Q4 2023. - CLEANBU-flåten startet 2024 med rekordhøye TCE-inntekter drevet av produkt tankmarkedet. - Flåtens gjennomsnittlige TCE-inntekter var høyere enn guidingen for Q1 2024 file:///C:/Users/J148012/Downloads/KCC%20ABGSC%20Shipping%20Seminar%202024.pdf (noe lånt fra Occi_nor#)
- 11 apr.11 apr.KCC er ute med businness update: https://twitter.com/occi_nor/status/1778339691965681936
- 7 apr.7 apr.Clarksons: Valuation: The uniqueness of KCC seems to finally have been appreciated in the financial markets with the stock having increased by 23% ytd, and the combination aspect seems to be valued at last. We expect 2024 to be another great year due to the company’s overweight towards the product tanker market, but also its exposure to the firming dry bulk market. From a valuation perspective, we assess the NAV at NOK 118, while currently trading at a 2024 EV/EBITDA of 5.6x, and a dividend yield of 13%. While the product market is elevated, we expect another two fruitful years for both dry and product. Furthermore, the company’s inherently lower risk profile with the combination trades should demand a higher valuation than pure plays. Thus, we reiterate our Buy rating and increase our target price to NOK 130 per share based on an EV/EBITDA of 6.5x for 2024
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
Öppen
Antal
Köp
1 374
Sälj
Antal
848
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 1 022 | - | - | ||
| 2 000 | - | - | ||
| 242 | - | - | ||
| 120 | - | - | ||
| 20 | - | - |
Omsättning (NOK)
2 622 379Mäklarstatistik
Ingen data hittades
Företagshändelser
| Nästa händelse | |
|---|---|
| 2023 Årsstämma | 23 apr. 4 dagar |
| Tidigare händelser | ||
|---|---|---|
| 2023 Q4-rapport | 16 feb. | |
| 2023 Q3-rapport | 31 okt. 2023 | |
| 2023 Q2-rapport | 24 aug. 2023 | |
| 2023 Q1-rapport | 5 maj 2023 | |
| 2022 Årsstämma | 25 apr. 2023 |
Data hämtas från Millistream, Quartr