Shipping — November 2023
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Der var åbenbart gevinsthjemtagning fra graderne på regnskabet fra BW-LPG i går. Hvorfor Avance også faldt synkront forstår jeg umiddelbart ikke.
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graderne=traderne
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DNB ute med Q3 results review i dag
BW LPG
Strong cash flow set to keep coming
We believe BW LPG represents a solid value proposition
amid a strong VLGC market, which is fuelling FFAs of
cUSD90k/day for 2024 and cUSD65k/day for 2025.
Hence, there is a theoretical potential to lock in c60% of
the market cap in cash flow by end-2025e, and nearterm we expect the Q3 run-rate dividend yield of ‘just’
22% to expand to >30% on delayed revenue recognition
and a vessel sale during Q4 and Q1. -
We reiterate our
BUY and have raised our target price to NOK212 (210). -
Noget skyldes måske en usikkerhed omkring cut i udbyttepolitikken, men på deres transscript af Q:A har de simpelthen editeret spørgsmålene ud, så jeg mangler svar på udbyttepolitikken fremadrettet, men på grafen ser det fint ud så tænker vi ligger mellem 20-30%.
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MPC CONTAINER: Arctic kutter kursmålet til NOK 18 (24), gjentar kjøp.
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STANDARD SUPPLY: Melder at de selger ut store deler av sin flåte og Pareto tror dette resulterer i et utbytte til aksjonærene på NOK 4,55 per aksje, dvs ca 85% av gårsdagens sluttkurs.
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PGS: Kepler nedgraderer aksjen fra kjøp til hold og kutter kursmålet til NOK 11,6 (14,5).
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TGS: Keplert nedgraderer aksjen fra kjøp til hold og kutter kursmålet til NOK 170 (190).
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BELSHIPS: Danske Bank kutter kursmålet til NOk 23 (25), gjentar kjøp.
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Rederisjef Øystein Kalleklev om kanalskvis: – Ratene går «all-time high» Det er kaos i Panamakanalen. Det skaper alternative shippingruter, mindre tilgang på skip og ikke minst høye rate https://e24.no/boers-og-finans/i/76kwV9/rederisjef-oeystein-kalleklev-om-kanalskvis-ratene-gaar-all-time-high
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Sterkere driftsresultat, men økt netto tap for Himalaya Shipping https://www.finansavisen.no/finans/2023/11/15/8059510/himalaya-shipping-med-sterkere-tredje-kvartal?internal_source=sistenytt
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Höegh LNG: Interim results for the quarter ended 30 September 2023
16.11.2023 08.00 • Oslo Børs •
Hamilton, Bermuda, 16 November 2023 - Höegh LNG Holdings Ltd. ("Höegh LNG")today reports its interim financial results for the quarter ended 30 September
- The group reported a total income of USD 140 million and an EBITDA of USD
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89 million for the third quarter of 2023, compared to USD 127 million and USD 79
million for the preceding quarter.
Furthermore, in the third quarter Höegh LNG entered into a strategic partnership
with Aker BP to develop a fully comprehensive carbon transport and storage (CCS)
offering for industrial CO2 emitters in Northern Europe.
Subsequent to the quarter end, Hoegh Gannet has successfully completed its
commissioning period and commenced commercial regas operations in Germany.
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