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Projecting a Cautious Yet Hopeful Future for Stolt-Nielsen Shares
Stolt-Nielsen faces a tougher shipping market as more ships arrive just as demand softens, which could push freight rates down across its business. Still, shareholder payouts and buybacks may help support the shares while the company absorbs a bigger stake in parts of its fleet and gas shipping unit.Read more
Orkla's Potential for 13% Upside Amid Strategic Transformation
Orkla is reshaping itself by selling off non-core businesses and putting more focus on its strongest brands, which could free up cash for bigger payouts to shareholders. A possible listing of Orkla India and improving profits in the core portfolio are key triggers—but higher cocoa costs and shifting consumer habits could still squeeze profits.Read more
Golden Ocean Group will increase exposure to dry bulk with CMB.TECH merger
Avtal om samgående med CMB.TECH Efter stängningen i New York igår meddelade det belgiska shippingkonglomeratet CMB.TECH (Vi har en Behåll-rekommendation med en riktkurs 8,75 EUR), att det har tecknat ett avtal med avsikt att gå samman med Golden Ocean. Det offentliggjorda utbytesförhållandet är 0,95/1 CMB.TECH-aktie/Golden Ocean-aktie och baseras på ett substansvärde på 15,23 USD respektive 14,49 USD, vilket kan jämföras med våra senast publicerade substansvärde på 14,7 USD respektive 14,1 USD (baserat på siffrorna i Q4) och ett implicit utbytesförhållande om 0,96/1.Read more
BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports
BW LPG looks set to benefit as global gas shipping demand rises faster than the supply of new ships, helped by growing exports from the US and the Middle East. But a possible US move to charge extra fees for certain ships could hit part of its fleet and pressure results.Read more
Lerøy Seafood Group will surpass expectations with record biomass growth by 2025
Lerøy Seafood Group sees unusually strong fish growth and improving farming conditions, which could let it deliver bigger harvests than many expect. Falling costs in one key region add to the upside, though higher debt and interest costs could eat into profits.Read more
Subsea 7 Set for a Strong Q2 with Promising Upside in June
Subsea 7 looks quiet in the near term, but the story may turn as new contract wins and an updated business plan come into view around early summer. A large cash return to shareholders adds a cushion, while upcoming results and regulatory news could reshape expectations.Read more