contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Head of Research, Stables

Rasmus Køjborg

Equity Research Analyst

Philip Coombes

Hafnia is an international shipping company that specializes in the transportation of oil and chemical products. It started trading in Norway on the NOTC marketplace for unlisted shares in 2013. In 2019 Hafnia listed on the main market in Norway – Oslo Stock Exchange. The company, headquartered in Singapore, operates in the product tanker market, where it manages six pools combining self-owned and externally-owned vessels to benefit from economies of scale. The pools distribute profits/loss across all vessels in the pool, and Hafnia charges a commission for operating externally-owned tankers.

Hafnia’s six pools are categorized by vessel size/type, and reflect the fleet of vessels it owns. Its six pools are the: Handy Pool, MR Pool, LR Pool, LR2 Pool, Specialized Pool and Chemicals Pool. The MR and LR pools are considerably outsize the Handy and Specialized pools in terms of revenue and fleet size. Hafnia’s pools are primarily active in the product tanker spot market, but has also recently ramped up on chemical tankers.

In addition, Hafnia procures the bunker fuel for its partners at competitive prices for which it receives a commission.

Jeg går og overvejer at gå ind i Hafnia - trods den seneste tids gode kursstigninger. Lige nu kan den fås til 50-51 . og med rekord efter rekord den seneste tid i rederiet - og med oliesituation, tank, vinter og Putin i baghovedet, så får man næsten følelsen af “stille før storm”. Er der andre der også sidder og lurer på Hafnia ?  Har et take på aktien =

Hafnia afholdte i mandags en præsentation af deres Q3 rapport for 2022. Her kunne vi bl.a. se, at det var den bedste kvartårlige regnskab nogensinde for virksomheden. Personligt synes jeg det mest spændende var deres nye politikker ift. udbytte, som bliver meget spændende at følge med i.

Husk at læse hele vores research disclaimer på https://www.inderes.dk/disclaimer. Dansk:  Hafnia er et internationalt rederi med speciale i transport af olie- og kemikalieprodukter. Aktien startede oprindeligt med at handle i Norge på NOTC-markedspladsen for unoterede aktier i 2013. I 2019 blev Hafnia noteret på hovedmarkedet i Norge – Oslo Børs. Selskabet, der har hovedkontor i Singapore, opererer på produkttankmarkedet, hvor man administrerer 6 såkaldte pools - altså puljer af tankskibe, hvoraf nogle ejes af Hafnia selv imens andre ejes af eksterne parter. Herved opnås en række stordriftsfordele, og puljerne fordeler overskud/tab på alle skibe i puljen, imens Hafnia opkræver provision for drift af eksternt ejede tankskibe. Hafnias 6 pools er kategoriseret efter fartøjsstørrelse/-type og afspejler den flåde af fartøjer Hafnia selv ejer. De 6 pools er: Handy Pool, MR Pool, LR Pool, LR2 Pool, Specialized Pool og Chemicals Pool. MR- og LR-puljerne er betydeligt større end Handy- og Specialized-puljerne med hensyn til omsætning og flådestørrelse. Hafnias puljer er primært aktive på spotmarkedet for produkttankskibe, men er også for nylig gået ind i markedet med kemikalietankskibe. Derudover indkøber Hafnia bunkerbrændstoffet til sine partnere til konkurrencedygtige priser, som det modtager provision for. English:  Hafnia is an international shipping company that specializes in the transportation of oil and chemical products. It started trading in Norway on the NOTC marketplace for unlisted shares in 2013. In 2019 Hafnia was listed on the main market in Norway – Oslo Stock Exchange. The company, headquartered in Singapore, operates in the product tanker market, where it manages six pools combining self-owned and externally-owned vessels to benefit from economies of scale. The pools distribute profits/losses across all vessels in the pool, and Hafnia charges a commission for operating externally-owned tankers. Hafnia’s six pools are categorized by vessel size/type and reflect the fleet of vessels it owns. Its six pools are the: Handy Pool, MR Pool, LR Pool, LR2 Pool, Specialized Pool, and Chemicals Pool. The MR and LR pools are considerably larger than the Handy and Specialized pools in terms of revenue and fleet size. Hafnia’s pools are primarily active in the product tanker spot market but have also recently ramped up on chemical tankers. In addition, Hafnia procures the bunker fuel for its partners at competitive prices for which it receives a commission.

Hafnia

Hafnias CEO Mikael Skov præsenterede på sidste uges HCA investorseminar og beskrev virksomhedens rejse efter børsnoteringen, samt de vedvarende stærke markedsforhold i produkttankmarkedet.

Hafnias CEO Mikael Skov pr&#xe6;senterede p&#xe5; sidste uges HCA investorseminar og beskrev virksomhedens rejse efter b&#xf8;rsnoteringen, samt de vedvarende st&#xe6;rke markedsforhold i produkttankmarkedet.
Hafnia, der nu er en f&#xf8;rende ejer af produkttankskibe, fremlagde sine forventninger om fortsat gunstige markedsforhold p&#xe5; baggrund af en aldrende fl&#xe5;de, og fremh&#xe6;vede virksomhedens udbyttepolitik om at tilbagef&#xf8;re 80-90% af indtjeningen til aktion&#xe6;rerne, baseret p&#xe5; det nuv&#xe6;rende forhold imellem g&#xe6;lden og v&#xe6;rdien af fl&#xe5;den (LTV).
Se pr&#xe6;sentationen (PDF) her: <a href="https://hcandersencapital.dk/wp-content/uploads/2024/09/Hafnia-HC-Andersen-Capital-Sept-2024.pdf" target="_self">Link</a>
HC Andersen Capital modtager betaling fra Hafnia for en Digital IR/Corporate Visibility abonnementsaftale. /Rasmus K&#xf8;jborg, CFA kl. 10:40 d. 24/09-2024.

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