View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
DHT DHT HOLDINGS INC.
TRMD A TORM PLC
OET OKEANIS ECO TANKERS
HAFN HAFNIA
FRO FRONTLINE PLC
09/16/24 September 16, 2024 1 EN
ABGSC Shipping & Transport Research ... (+4)
  • ABGSC Shipping & Transport Research
  • Martin Mauseth
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
HAFN HAFNIA

20% dividend yield and 26% discount to NAV

Record-low fleet growth and winter is coming. ABGSC 13% above cons. EBITDA for 2025e. TP of NOK 109 (111) – BUY reiterated.

09/16/24 September 16, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
HAFN HAFNIA

Still going strong

Q3e up, long term reiterated. ABGSC 27% above cons. EBITDA for 2025e. TP of NOK 111 (107) – BUY reiterated.

08/23/24 August 23, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
HAFN HAFNIA

Slight beat on Q2 and solid Q3 guiding

EBITDA USD 317m (2% vs. ABGSC, 4% vs. cons.). 3% upside to cons. Q3'24 EBITDA. Share to trade up 1-3% vs. peers.

08/23/24 August 23, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
08/19/24 August 19, 2024 1 EN
Oliver Dunvold ... (+2)
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
DHT DHT Holdings I...
DNORD S NORDEN A/S ... (+19)

Sector Fast Comment - ABGSC Shipping Daily

Mixed tanker market, dry bulk and LPG down Shipping peer group trades as P/NAV 0.89x US LPG fundamentals still solid

DHT DHT HOLDINGS INC.
DNORD S NORDEN A/S
BELCO BELSHIPS ASA
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
SN6 STOLT-NIELSEN LTD.
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
FLNG FLEX LNG LTD.
OET OKEANIS ECO TANKERS
HAFN HAFNIA
2020 2020 BULKERS LTD
KCC KLAVENESS COMBINATION CARRIERS
HAUTO HOEGH AUTOLINERS ASA
COOL COOL COMPANY LTD
HSHIP HIMALAYA SHIPPING LTD.
11/23/22 November 23, 2022 1 EN
Oliver Dunvold ... (+2)
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
DHT DHT Holdings I...
DNORD S NORDEN A/S ... (+19)

Sector Fast Comment - ABGSC Shipping Daily

Tankers and LPG up, dry bulk down Shipping peer group trades at P/NAV 0.88x Gas prices indicate floating storage only for Oct-Nov’23

DHT DHT HOLDINGS INC.
DNORD S NORDEN A/S
BELCO BELSHIPS ASA
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
SN6 STOLT-NIELSEN LTD.
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
FLNG FLEX LNG LTD.
OET OKEANIS ECO TANKERS
HAFN HAFNIA
2020 2020 BULKERS LTD
KCC KLAVENESS COMBINATION CARRIERS
HAUTO HOEGH AUTOLINERS ASA
COOL COOL COMPANY LTD
HSHIP HIMALAYA SHIPPING LTD.
11/22/22 November 22, 2022 1 EN
Oliver Dunvold ... (+2)
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
HAFN HAFNIA

Hafnia Ltd - 35% dividend yield in ’24e

80% payout from Q3’24e, results in 35% dividend yield ABGSCe 85% above cons. for ’24e net profit TP NOK 93 – P/NAV 0.89x

11/22/22 November 22, 2022 1 EN
Oliver Dunvold ... (+2)
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
DHT DHT Holdings I...
DNORD S NORDEN A/S ... (+19)

Sector Fast Comment - ABGSC Shipping Daily

Tankers and LPG up, dry bulk down Shipping peer group trades at P/NAV 0.88x Oil tanker sector report: Not enough tankers in ‘24

DHT DHT HOLDINGS INC.
DNORD S NORDEN A/S
BELCO BELSHIPS ASA
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
SN6 STOLT-NIELSEN LTD.
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
FLNG FLEX LNG LTD.
OET OKEANIS ECO TANKERS
HAFN HAFNIA
2020 2020 BULKERS LTD
KCC KLAVENESS COMBINATION CARRIERS
HAUTO HOEGH AUTOLINERS ASA
COOL COOL COMPANY LTD
HSHIP HIMALAYA SHIPPING LTD.
11/21/22 November 21, 2022 1 EN
Oliver Dunvold ... (+2)
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
HAFN HAFNIA

Hafnia Ltd - New dividend policy towards 80% payout

Weaker than expected top line, Q3 EBITDA -2% vs cons New dividend policy a clear positive Reiterate positive outlook; Russian sanctions positive

11/21/22 November 21, 2022 1 EN
Oliver Dunvold ... (+2)
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
DHT DHT Holdings I...
FRO FRONTLINE LTD. ... (+4)

Sector Report - There are not enough tankers in 2024e

There are not enough tankers in 2024e TP of USD 14.4 – BUY reiterated

DHT DHT HOLDINGS INC.
FRO FRONTLINE LTD.
OET OKEANIS ECO TANKERS
HAFN HAFNIA
11/20/22 November 20, 2022 1 EN
Oliver Dunvold ... (+2)
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
HAFN HAFNIA

Hafnia Ltd - Into uncharted territory

There are not enough tankers in 2024e ABGSC 36%-146% above cons. ’23-’24e EBITDA TP NOK 93 – P/NAV 0.91x, initiate with a BUY

11/20/22 November 20, 2022 1 EN
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch