Himalaya Shipping（HSHP）株式概要Himalaya Shipping Ltd.は世界中にドライバルク輸送サービスを提供しています。 詳細HSHP ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績5/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より45.8%で取引されている 収益は年間16.46%増加すると予測されています 過去1年間で収益は138.4%増加しました リスク分析リスクチェックの結果、HSHP 、リスクは検出されなかった。すべてのリスクチェックを見るHSHP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,938 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,938 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$15.8718.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2m189m2016201920222025202620282031Revenue US$189.4mEarnings US$38.4mAdvancedSet Fair ValueView all narrativesHimalaya Shipping Ltd. 競合他社Safe BulkersSymbol: NYSE:SBMarket cap: US$773.9mEuroseasSymbol: NasdaqCM:ESEAMarket cap: US$531.2mCapital Clean Energy CarriersSymbol: NasdaqGS:CCECMarket cap: US$1.3bPangaea Logistics SolutionsSymbol: NasdaqCM:PANLMarket cap: US$485.4m価格と性能株価の高値、安値、推移の概要Himalaya Shipping過去の株価現在の株価NOK 15.3152週高値NOK 16.6952週安値NOK 7.12ベータ0.971ヶ月の変化0.20%3ヶ月変化-5.20%1年変化112.93%3年間の変化165.80%5年間の変化n/aIPOからの変化204.45%最新ニュースSeeking Alpha • Jul 29Himalaya Shipping: No Longer The Highest Leveraged Play On CapesizesSummary Himalaya Shipping Ltd. operates a modern Newcastlemax fleet earning a durable premium over the Capesize index. HSHP's cost base is higher than peers, but its premium nearly closes the gap, especially in strong rate environments. I downgrade HSHP to Hold with a $15.70 twelve-month price target, as the current valuation already prices in its premium. Seanergy Maritime offers greater rate exposure per dollar invested, making it a more attractive Capesize trade at current levels. Read the full article on Seeking Alphaお知らせ • Jul 15Himalaya Shipping Ltd Enters New Time Charter Agreement for Mount AconcaguaHimalaya Shipping Ltd. entered into a new time charter agreement for the Mount Aconcagua for a period of 16 to 18 months. The vessel will commence the new time charter in the second half of July following the planned redelivery under its current charter. The vessel will earn an index linked rate, reflecting a significant premium to the Baltic 5TC index, as well as certain rights to convert the time charter to fixed rate based on the prevailing FFA curve from time to time.Declared Dividend • Jul 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 20th July 2026 Payment date: 28th July 2026 Dividend yield will be 8.6%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Jul 09Himalaya Shipping Ltd. Declares Cash Distribution for the Month of June 2026, Payable on or About July 28, 2026The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.22 per share for June 2026. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on July 28, 2026. Date of approval: July 7, 2026. Record date: July 20, 2026. Payment date: On or about July 28, 2026. Last day including right: July 16, 2026. Ex-date: July 17, 2026.お知らせ • Jun 29+ 5 more updatesHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value BenchmarkHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value BenchmarkDeclared Dividend • Jun 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 22nd June 2026 Payment date: 26th June 2026 Dividend yield will be 7.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.最新情報をもっと見るRecent updatesSeeking Alpha • Jul 29Himalaya Shipping: No Longer The Highest Leveraged Play On CapesizesSummary Himalaya Shipping Ltd. operates a modern Newcastlemax fleet earning a durable premium over the Capesize index. HSHP's cost base is higher than peers, but its premium nearly closes the gap, especially in strong rate environments. I downgrade HSHP to Hold with a $15.70 twelve-month price target, as the current valuation already prices in its premium. Seanergy Maritime offers greater rate exposure per dollar invested, making it a more attractive Capesize trade at current levels. Read the full article on Seeking Alphaお知らせ • Jul 15Himalaya Shipping Ltd Enters New Time Charter Agreement for Mount AconcaguaHimalaya Shipping Ltd. entered into a new time charter agreement for the Mount Aconcagua for a period of 16 to 18 months. The vessel will commence the new time charter in the second half of July following the planned redelivery under its current charter. The vessel will earn an index linked rate, reflecting a significant premium to the Baltic 5TC index, as well as certain rights to convert the time charter to fixed rate based on the prevailing FFA curve from time to time.Declared Dividend • Jul 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 20th July 2026 Payment date: 28th July 2026 Dividend yield will be 8.6%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Jul 09Himalaya Shipping Ltd. Declares Cash Distribution for the Month of June 2026, Payable on or About July 28, 2026The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.22 per share for June 2026. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on July 28, 2026. Date of approval: July 7, 2026. Record date: July 20, 2026. Payment date: On or about July 28, 2026. Last day including right: July 16, 2026. Ex-date: July 17, 2026.お知らせ • Jun 29+ 5 more updatesHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value BenchmarkHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value BenchmarkDeclared Dividend • Jun 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 22nd June 2026 Payment date: 26th June 2026 Dividend yield will be 7.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Jun 10Himalaya Shipping Ltd. Declares Cash Distribution for the Month of May 2026, Payable on or About June 26, 2026The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.22 per share for May 2026. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on June 26, 2026. Date of approval: June 8, 2026. Record date: June 22, 2026. Payment date: On or about June 26, 2026. Last day including right: June 18, 2026. Ex-date: June 19, 2026.New Risk • May 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Significant insider selling over the past 3 months (US$2.0m sold).Reported Earnings • May 22First quarter 2026 earnings released: EPS: US$0.11 (vs US$0.14 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.11 (up from US$0.14 loss in 1Q 2025). Revenue: US$33.6m (up 53% from 1Q 2025). Net income: US$5.00m (up US$11.4m from 1Q 2025). Profit margin: 15% (up from net loss in 1Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Shipping industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 11Dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 18th May 2026 Payment date: 26th May 2026 Dividend yield will be 5.8%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Buy Or Sell Opportunity • May 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to US$15.79. The fair value is estimated to be US$13.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$15.79, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Shipping industry in the US. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.13 per share.Declared Dividend • Apr 10Dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 17th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.1%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: US$0.39 (vs US$0.48 in FY 2024)Full year 2025 results: EPS: US$0.39 (down from US$0.48 in FY 2024). Revenue: US$131.9m (up 6.7% from FY 2024). Net income: US$17.7m (down 16% from FY 2024). Profit margin: 13% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Shipping industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 11Dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 17th March 2026 Payment date: 25th March 2026 Dividend yield will be 6.0%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Mar 06Himalaya Shipping Ltd. Approves Cash Distribution for the Month of February 2026, Payable on or About March 25, 2026Himalaya Shipping Ltd.'s board has approved a cash distribution of USD 0.06 per share for February 2026. The distribution will be made from the Company's Contributed Surplus account. Declared currency: USD. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on March 25, 2026. Date of approval: March 5, 2026. Record date: March 17, 2026. Payment date: On or about March 25, 2026.お知らせ • Mar 05Himalaya Shipping Ltd. to Report Fiscal Year 2025 Final Results on Mar 12, 2026Himalaya Shipping Ltd. announced that they will report fiscal year 2025 final results on Mar 12, 2026Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to US$14.71. The fair value is estimated to be US$12.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$13.56, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Shipping industry in the US. Total returns to shareholders of 220% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.13 per share.Declared Dividend • Feb 12Dividend increased to US$0.06Dividend of US$0.06 is 1,100% higher than last year. Ex-date: 20th February 2026 Payment date: 27th February 2026 Dividend yield will be 6.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Feb 10Full year 2025 earnings released: EPS: US$0.38 (vs US$0.48 in FY 2024)Full year 2025 results: EPS: US$0.38 (down from US$0.48 in FY 2024). Revenue: US$131.9m (up 6.7% from FY 2024). Net income: US$17.7m (down 16% from FY 2024). Profit margin: 13% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, while revenues in the Shipping industry in the US are expected to remain flat.Declared Dividend • Jan 12Dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 19th January 2026 Payment date: 27th January 2026 Dividend yield will be 7.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Jan 09Himalaya Shipping Ltd. Approves Cash Distribution for the Month of December 2025, Payable on or About January 27, 2026Himalaya Shipping Ltd. approved a cash distribution of USD 0.13 per share for December 2025. The distribution will be made from the Company's Contributed Surplus account. payable on or about January 27, 2026. Record date: January 20, 2026, The following dates apply to shares traded on Euronext: Last day including right: January 16, 2026, Ex-date: January 19, 2026.Declared Dividend • Dec 08Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 12th December 2025 Payment date: 23rd December 2025 Dividend yield will be 6.1%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Dec 05Himalaya Shipping Ltd. Declares Cash Distribution for November 2025, Payable on or About December 23, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.10 per share for November 2025. The distribution will be made from the Company's Contributed Surplus account. Declared currency: USD. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on December 23, 2025. Date of approval: December 4, 2025. Record date: December 15, 2025. Payment date: On or about December 23, 2025. The following dates apply to shares traded on Euronext: Last day including right: December 11, 2025. Ex-date: December 12, 2025. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 31, 2025. Due to the shortening of the Settlement Cycle in the US markets, the following dates apply to shares traded in the New York Stock Exchange: Last day including right: December 12, 2025. Ex-date: December 15, 2025.お知らせ • Nov 11Himalaya Shipping Ltd., Annual General Meeting, Aug 11, 2026Himalaya Shipping Ltd., Annual General Meeting, Aug 11, 2026.お知らせ • Nov 10+ 4 more updatesHimalaya Shipping Ltd. to Report First Half, 2026 Results on Aug 11, 2026Himalaya Shipping Ltd. announced that they will report first half, 2026 results on Aug 11, 2026Declared Dividend • Nov 09Dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 17th November 2025 Payment date: 24th November 2025 Dividend yield will be 6.2%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.21 (vs US$0.24 in 3Q 2024)Third quarter 2025 results: EPS: US$0.21 (down from US$0.24 in 3Q 2024). Revenue: US$37.9m (down 3.3% from 3Q 2024). Net income: US$9.50m (down 11% from 3Q 2024). Profit margin: 25% (down from 27% in 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Shipping industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Declared Dividend • Oct 10Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 17th October 2025 Payment date: 28th October 2025 Dividend yield will be 5.7%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Declared Dividend • Sep 08Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 15th September 2025 Payment date: 25th September 2025 Dividend yield will be 5.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Declared Dividend • Aug 11Dividend of US$0.04 announcedShareholders will receive a dividend of US$0.04. Ex-date: 18th August 2025 Payment date: 29th August 2025 Dividend yield will be 5.8%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: US$0.02 (vs US$0.16 in 2Q 2024)Second quarter 2025 results: EPS: US$0.02 (down from US$0.16 in 2Q 2024). Revenue: US$29.9m (down 4.2% from 2Q 2024). Net income: US$1.10m (down 84% from 2Q 2024). Profit margin: 3.7% (down from 22% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Shipping industry in the US.お知らせ • Aug 08Himalaya Shipping Ltd. Approves Cash Distribution for July 2025, Payable on or About August 29, 2025The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.04 per share for July 2025. The distribution will be made from the Company's Contributed Surplus account. Date of approval is August 7, 2025. Record date is August 19, 2025. Payment date is on or about August 29, 2025. The following dates apply to shares traded on Euronext: Last day including right is August 15, 2025. Ex-date is August 18, 2025. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about September 3, 2025. Due to the shortening of the Settlement Cycle in the US markets, the following dates apply to shares traded in the New York Stock Exchange: Last day including right is August 18, 2025. Ex-date is August 19, 2025.Declared Dividend • Jul 11Dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 21st July 2025 Payment date: 5th August 2025 Dividend yield will be 6.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Jul 09Himalaya Shipping Ltd. Approves Cash Dividend for the Month of June 2025, Payable on or About August 5, 2025Himalaya Shipping Ltd. announced the Board approved a cash distribution of USD 0.05 per share for June 2025, sourced from the Company's Contributed Surplus account. This distribution is declared in US dollars, but for shares registered with Euronext VPS, the payment will be made in Norwegian Krone (NOK) with a fixing date on August 5, 2025. The approval date for this distribution was July 8, 2025, with a record date set for July 21, 2025, and the payment date scheduled for on or about August 5, 2025.お知らせ • Jun 30+ 5 more updatesHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 2000 Growth IndexHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 2000 Growth IndexDeclared Dividend • Jun 10Dividend of US$0.03 announcedShareholders will receive a dividend of US$0.03. Ex-date: 18th June 2025 Payment date: 3rd July 2025 Dividend yield will be 7.0%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Jun 06Himalaya Shipping Ltd. Approves Cash Dividend for the Month of May 2025, Payable on or About July 3, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.03 per share for May 2025. The distribution will be made from the Company's Contributed Surplus account. Date of approval June 5, 2025 and record date of June 18, 2025. The payment date is on or about July 3, 2025.Reported Earnings • May 23First quarter 2025 earnings released: US$0.14 loss per share (vs US$0.057 profit in 1Q 2024)First quarter 2025 results: US$0.14 loss per share (down from US$0.057 profit in 1Q 2024). Revenue: US$22.0m (down 6.8% from 1Q 2024). Net loss: US$6.37m (down 356% from profit in 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, while revenues in the Shipping industry in the US are expected to remain flat.Board Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Jehan Mawjee was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 22+ 1 more updateHimalaya Shipping Ltd. Provides Production Guidance for the Full Year 2025Himalaya Shipping Ltd. provided production guidance for the full year 2025. Approximately 146 large bulk carriers are scheduled for delivery before 2028, and the company anticipated a significant number of vessels will require dry docking in the coming years. In 2025, about 23% of the total Capesize fleet, ranging from 159,000 dwt to 211,000 dwt, will be due for dry dock or Special Surveys, compared to 13.6% in 2024. Based on the current order book, the fleet is projected to grow by only 2.2% in 2025, taking account of the upcoming dry dock schedule. As of January 2025, approximately 100 Capesize vessels were 20 years old or older, contributing to an increasing average fleet age. The trend of ton mile-intensive trades of raw materials sourced from the Atlantic basin to meet demand in the Far East is expected to continue. Iron ore from Brazil and Guinea typically involves sailing distances three times longer than those from the Pacific basin. To illustrate, a potential incremental iron ore supply of 170 million tonnes per year from Guinea and Brazil could necessitate approximately 250 additional Capesize equivalent ships. Furthermore, the bauxite trade continues to grow rapidly.Declared Dividend • May 11Dividend of US$0.025 announcedShareholders will receive a dividend of US$0.025. Ex-date: 20th May 2025 Payment date: 3rd June 2025 Dividend yield will be 8.3%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$5.25, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 4x in the Shipping industry in the US. Total loss to shareholders of 31% over the past year.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$4.86, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 3x in the Shipping industry in the US. Total loss to shareholders of 34% over the past year.お知らせ • Apr 04Himalaya Shipping Ltd. Approves Cash Dividend for March 2025, Payable on or About May 2, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.04 per share for March 2025. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on May 2, 2025. Record date is April 15, 2025. Payment date is On or about May 2, 2025. Due to the shortening of the Settlement Cycle in the US markets, the following dates apply to shares traded in the New York Stock Exchange: Last day including right: April 14, 2025; Ex-date: April 15, 2025; The following dates apply to shares traded on Euronext: Last day including right: April 11, 2025; Ex-date: April 14, 2025; Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about May 8, 2025. Date of approval: April 3, 2025.Reported Earnings • Mar 27Full year 2024 earnings released: EPS: US$0.48 (vs US$0.039 in FY 2023)Full year 2024 results: EPS: US$0.48 (up from US$0.039 in FY 2023). Revenue: US$123.6m (up 236% from FY 2023). Net income: US$21.0m (up US$19.5m from FY 2023). Profit margin: 17% (up from 4.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.5% decline forecast for the Shipping industry in the US.Declared Dividend • Mar 10Dividend of US$0.005 announcedShareholders will receive a dividend of US$0.005. Ex-date: 18th March 2025 Payment date: 22nd April 2025 Dividend yield will be 8.1%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.お知らせ • Mar 07Himalaya Shipping Ltd. Approves Cash Distribution for February 2025, Payable on or About April 22, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.005 per share for February 2025. The distribution will be made from the Company's Contributed Surplus account. Record date is March 19, 2025. Payment date is On or about April 22, 2025. Ex-date (New York Stock Exchange): March 19, 2025; Ex-date (Euronext):: March 18, 2025. Date of approval: March 6, 2025.New Risk • Feb 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). High level of non-cash earnings (39% accrual ratio).お知らせ • Feb 11Himalaya Shipping Ltd. Approves Cash Distribution for January 2025, Payable on or About March 5, 2025Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.005 per share for January 2025. Record date: February 21, 2025; Payment date: On or about March 5, 2025. Ex-date (New York Stock Exchange): February 21, 2025; Ex-date (Euronext): February 20, 2025. Date of approval: February 10, 2025.Seeking Alpha • Jan 19Himalaya Shipping: Top-Spec Fleet And Macro Tailwinds At An Attractive DiscountSummary Himalaya’s fleet of 12 Newcastlemax dual-fuel ships with scrubbers ensures competitive performance, with index-linked charters outperforming market rates. For 3Q24, HSHP reported rising revenue, EBITDA, and EPS YoY and QoQ. A catalyst event on the horizon is the Simandou Project in Guinea. The first iron ore shipment is expected in 2025. HSHP stock is a buy at 36% discount to NAV. Market fundamentals, the Chinese fiscal measures, and the incoming new iron mines support my long thesis. Read the full article on Seeking Alphaお知らせ • Jan 08Himalaya Shipping Ltd. Approves Cash Distribution for December 2024, Payable on or About February 5, 2025Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.005 per share for December 2024. Record date: January 21, 2024; Payment date: On or about February 5, 2025. Ex-date (New York Stock Exchange): January 21, 2025; Ex-date (Euronext): January 20, 2025.Seeking Alpha • Dec 26With Newbuild Fleet, Himalaya Shipping Is Worth Keeping An Eye OnSummary Himalaya Shipping, a newcomer in the dry bulk sector, operates 12 new Newcastlemax vessels, focusing on dual fuel with liquid natural gas and pays variable monthly dividends. Himalaya Shipping's commitment to returning excess cash flow to shareholders and potential for increased dry bulk demand positions it as a promising investment for income-focused investors. Despite recent lows due to weak charter rates, Himalaya Shipping's price/book ratio of 1.32 is notably lower than the sector median of 2.91, indicating potential value. The company's profitability hinges on charter rates exceeding $16,000, with recent rates showing some recovery, and their new fleet minimizes the likely need for near-term capital expenditures. Read the full article on Seeking Alphaお知らせ • Dec 12+ 1 more updateHimalaya Shipping Ltd. to Report Fiscal Year 2025 Results on Mar 25, 2026Himalaya Shipping Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Central European Standard Time on Mar 25, 2026Upcoming Dividend • Dec 11Upcoming dividend of US$0.01 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 03 January 2025. Trailing yield: 9.0%. Within top quartile of American dividend payers (4.3%). Lower than average of industry peers (11%).お知らせ • Dec 11+ 3 more updatesHimalaya Shipping Ltd. to Report Q4, 2025 Results on Feb 20, 2026Himalaya Shipping Ltd. announced that they will report Q4, 2025 results on Feb 20, 2026お知らせ • Dec 06Himalaya Shipping Ltd. Approves Cash Distribution for November 2024, Payable on or About January 3, 2025Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.01 per share for November 2024. Record date: December 16, 2024; Payment date: On or about January 3, 2025. Ex-date (New York Stock Exchange): December 16, 2024; Ex-date (Euronext): December 17, 2024.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$5.54, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Shipping industry in the US. Total loss to shareholders of 4.6% over the past year.Upcoming Dividend • Nov 11Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 29 November 2024. Trailing yield: 5.9%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.2%).Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.24 (vs US$0.048 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.24 (up from US$0.048 loss in 3Q 2023). Revenue: US$39.2m (up 283% from 3Q 2023). Net income: US$10.7m (up US$12.6m from 3Q 2023). Profit margin: 27% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, while revenues in the Shipping industry in the US are expected to remain flat.お知らせ • Nov 08Himalaya Shipping Ltd. Approves Cash Distribution for October 2024, Payment Date on or About November 29, 2024Himalaya Shipping Ltd. approved a cash distribution of USD 0.04 per share for October 2024. Record date of November 18, 2024 and Payment date On or about November 29, 2024. Ex-date of November 18, 2024.Upcoming Dividend • Oct 11Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 18 October 2024. Payment date: 31 October 2024. The average dividend yield among industry peers is 5.4%.Seeking Alpha • Oct 11Himalaya Shipping: Speculative Bet On Strong Capesize MarketSummary Himalaya Shipping delivered strong 2Q24 results with increased revenue, and operating income. HSHP's fleet, consisting of 12 Newcastlemax vessels with dual-fuel LNG propulsion, ensures higher TCE rates and compliance with environmental regulations. Despite a highly leveraged balance sheet, HSHP's valuation is attractive at 82% PNAV, making it a speculative yet promising investment in the dry bulk segment. Read the full article on Seeking Alphaお知らせ • Oct 08Himalaya Shipping Ltd. Approves Cash Distribution for September 2024, Payable on or About October 31, 2024Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.10 per share for September 2024. Date of approval: October 7, 2024; Record date: October 18, 2024; Payment date: On or about October 31, 2024. Ex-date (New York Stock Exchange): October 18, 2024; Ex-date (Euronext): October 17, 2024.お知らせ • Sep 06Himalaya Shipping Ltd. Approves Cash Distribution for August 2024, Payable on or About September 30, 2024The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.07 per share for August 2024. The distribution will be made from the Company's Contributed Surplus account. Date of approval: September 5, 2024; Record date: September 17, 2024;Payment date: On or about September 30, 2024.Seeking Alpha • Aug 20Himalaya Shipping: Potential In Ton-Mile Demand, But Overvalued And OverleveragedSummary Himalaya Shipping has a young fleet with no upcoming financing needs. It is benefiting from a promising increase in ton-mile demand for iron ore and bauxite. The company is highly leveraged, its shares are low liquidity, and it possibly trades at a premium to NAV. Despite experienced management and potential growth in the market, there may be better alternatives for investors seeking exposure to Capesize/Newcastlemax segments. Read the full article on Seeking AlphaReported Earnings • Aug 18Second quarter 2024 earnings released: EPS: US$0.16 (vs US$0.027 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.16 (up from US$0.027 loss in 2Q 2023). Revenue: US$31.2m (up 366% from 2Q 2023). Net income: US$6.86m (up US$7.96m from 2Q 2023). Profit margin: 22% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, while revenues in the Shipping industry in the US are expected to remain flat.Upcoming Dividend • Aug 15Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 30 August 2024. The average dividend yield among industry peers is 4.0%.お知らせ • Aug 08Himalaya Shipping Ltd. Approves Cash Distribution for July 2024, Payable on or About August 30, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.06 per share for July 2024. The distribution will be made from the company's Contributed Surplus account. Date of approval is August 7, 2024. Record date is August 19, 2024. Payment date is On or about August 30, 2024. Ex-date (New York Stock Exchange) is August 19, 2024. Ex-date (Euronext) is August 16, 2024.お知らせ • Jul 09Himalaya Shipping Ltd. Approves Cash Distribution for June 2024, Payable on or About July 31, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.05 per share for June 2024. The distribution will be made from the company's Contributed Surplus account. Date of approval is July 8, 2024. Record date is July 19, 2024. Payment date is On or about July 31, 2024. Ex-date (New York Stock Exchange) is July 19, 2024. Ex-date (Euronext) is July 18, 2024.お知らせ • Jun 08Himalaya Shipping Ltd. Declares Cash Distribution for the Month of May 2024, Payable on or About July 5, 2024Himalaya Shipping Ltd.'s Board has approved a cash distribution of USD 0.04 per share for May 2024. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on July 5, 2024. Date of approval: June 6, 2024. Record date: June 17, 2024. Payment date: On or about July 5, 2024. Ex-date: June 17, 2024, its apply to shares traded in the New York Stock Exchange. Ex-date: June 14, 2024, its apply to shares traded on Euronext..Seeking Alpha • May 29Himalaya Shipping Is Still Not Our ChoiceSummary Himalaya Shipping is a small and young company. To finance this venture, sale of vessels with leaseback is chosen. Compared to well-established peers with excellent balance sheets, HSHP needs to build equity before they should think about returning capital. Read the full article on Seeking AlphaUpcoming Dividend • May 15Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 22 May 2024. Payment date: 11 June 2024. The average dividend yield among industry peers is 3.6%.お知らせ • May 09Himalaya Shipping Ltd. Approves Cash Distribution for April 2024, Payable on or About June 6, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.04 per share for April 2024. The distribution will be made from the company's contributed Surplus account. Date of approval is May 7, 2024. Ex-date is May 22, 2024. Record date is May 23, 2024. Payment date is on or about June 6, 2024.お知らせ • Apr 09Himalaya Shipping Ltd. Approves Cash Distribution for March 2024, Payable on or About May 3, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.03 per share for March 2024. The distribution will be made from the company's contributed Surplus account. Date of approval is April 8, 2024. Ex-date is April 18, 2024. Record date is April 19, 2024. Payment date is on or about May 3, 2024.Seeking Alpha • Mar 14Himalaya Shipping: Newcastlemax-Only Play For Shipping Growth InvestorsSummary Himalaya Shipping is a top pick for shipping growth stocks. The company owns a top-notch fleet of Newcastlemax bulk carriers built in 2023/2024 with dual-fuel LNG propulsion plants. The bulk carriers market is getting stronger, with increasing demand for Capesize/Newcastlemax vessels due to growing exports of iron ore and coal. HSHP has a leveraged balance sheet, which is expected given its new fleet. The company’s liquidity will improve with stronger day rates, mitigating the financial risk. HSHP offers 12 new vessels with dual-fuel LNG propulsion and 49% LTV at 80% PNAV. In my opinion, it's still a bargain. Read the full article on Seeking Alphaお知らせ • Mar 07Himalaya Shipping Ltd. Announces Cash Distribution for February 2024, Payable on or About April 5, 2024The Board of Himalaya Shipping Ltd. has approved a cash distribution of $0.03 per share for February 2024. Declared currency: USD. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on April 5, 2024. Date of approval is March 5, 2024. Ex-date: March 18, 2024. Record date: March 19, 2024. Payment date: On or about April 5, 2024.株主還元HSHPUS ShippingUS 市場7D-4.0%-1.8%2.2%1Y112.9%50.1%20.9%株主還元を見る業界別リターン: HSHP過去 1 年間で50.1 % の収益を上げたUS Shipping業界を上回りました。リターン対市場: HSHP過去 1 年間で20.9 % の収益を上げたUS市場を上回りました。価格変動Is HSHP's price volatile compared to industry and market?HSHP volatilityHSHP Average Weekly Movement6.5%Shipping Industry Average Movement5.3%Market Average Movement7.3%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.1%安定した株価: HSHP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: HSHPの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20213Lars-Christian Svensenhimalaya-shipping.comHimalaya Shipping Ltd.は世界中でドライバルク輸送サービスを提供している。同社は、主要な商品取引会社、商品・エネルギー輸送会社、複合輸送会社にサービスを提供している。2024年12月31日現在、同社は12隻のニューカッスルマックス型ドライバルク船隊を所有し、運航している。Himalaya Shipping Ltd.は2021年に設立され、バミューダのハミルトンを拠点としている。もっと見るHimalaya Shipping Ltd. 基礎のまとめHimalaya Shipping の収益と売上を時価総額と比較するとどうか。HSHP 基礎統計学時価総額US$746.42m収益（TTM）US$29.10m売上高(TTM)US$143.50m25.7xPER（株価収益率5.2xP/SレシオHSHP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計HSHP 損益計算書（TTM）収益US$143.50m売上原価US$30.40m売上総利益US$113.10mその他の費用US$84.00m収益US$29.10m直近の収益報告Mar 31, 2026次回決算日Aug 11, 2026一株当たり利益（EPS）0.62グロス・マージン78.82%純利益率20.28%有利子負債／自己資本比率0%HSHP の長期的なパフォーマンスは？過去の実績と比較を見る配当金8.3%現在の配当利回りn/a配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 08:22終値2026/08/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Himalaya Shipping Ltd. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関null nullABG Sundal Colliernull nullDanske BankJostein AschjemDNB Carnegie5 その他のアナリストを表示
Seeking Alpha • Jul 29Himalaya Shipping: No Longer The Highest Leveraged Play On CapesizesSummary Himalaya Shipping Ltd. operates a modern Newcastlemax fleet earning a durable premium over the Capesize index. HSHP's cost base is higher than peers, but its premium nearly closes the gap, especially in strong rate environments. I downgrade HSHP to Hold with a $15.70 twelve-month price target, as the current valuation already prices in its premium. Seanergy Maritime offers greater rate exposure per dollar invested, making it a more attractive Capesize trade at current levels. Read the full article on Seeking Alpha
お知らせ • Jul 15Himalaya Shipping Ltd Enters New Time Charter Agreement for Mount AconcaguaHimalaya Shipping Ltd. entered into a new time charter agreement for the Mount Aconcagua for a period of 16 to 18 months. The vessel will commence the new time charter in the second half of July following the planned redelivery under its current charter. The vessel will earn an index linked rate, reflecting a significant premium to the Baltic 5TC index, as well as certain rights to convert the time charter to fixed rate based on the prevailing FFA curve from time to time.
Declared Dividend • Jul 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 20th July 2026 Payment date: 28th July 2026 Dividend yield will be 8.6%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Jul 09Himalaya Shipping Ltd. Declares Cash Distribution for the Month of June 2026, Payable on or About July 28, 2026The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.22 per share for June 2026. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on July 28, 2026. Date of approval: July 7, 2026. Record date: July 20, 2026. Payment date: On or about July 28, 2026. Last day including right: July 16, 2026. Ex-date: July 17, 2026.
お知らせ • Jun 29+ 5 more updatesHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value BenchmarkHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value Benchmark
Declared Dividend • Jun 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 22nd June 2026 Payment date: 26th June 2026 Dividend yield will be 7.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Seeking Alpha • Jul 29Himalaya Shipping: No Longer The Highest Leveraged Play On CapesizesSummary Himalaya Shipping Ltd. operates a modern Newcastlemax fleet earning a durable premium over the Capesize index. HSHP's cost base is higher than peers, but its premium nearly closes the gap, especially in strong rate environments. I downgrade HSHP to Hold with a $15.70 twelve-month price target, as the current valuation already prices in its premium. Seanergy Maritime offers greater rate exposure per dollar invested, making it a more attractive Capesize trade at current levels. Read the full article on Seeking Alpha
お知らせ • Jul 15Himalaya Shipping Ltd Enters New Time Charter Agreement for Mount AconcaguaHimalaya Shipping Ltd. entered into a new time charter agreement for the Mount Aconcagua for a period of 16 to 18 months. The vessel will commence the new time charter in the second half of July following the planned redelivery under its current charter. The vessel will earn an index linked rate, reflecting a significant premium to the Baltic 5TC index, as well as certain rights to convert the time charter to fixed rate based on the prevailing FFA curve from time to time.
Declared Dividend • Jul 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 20th July 2026 Payment date: 28th July 2026 Dividend yield will be 8.6%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Jul 09Himalaya Shipping Ltd. Declares Cash Distribution for the Month of June 2026, Payable on or About July 28, 2026The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.22 per share for June 2026. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on July 28, 2026. Date of approval: July 7, 2026. Record date: July 20, 2026. Payment date: On or about July 28, 2026. Last day including right: July 16, 2026. Ex-date: July 17, 2026.
お知らせ • Jun 29+ 5 more updatesHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value BenchmarkHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 3000 Value Benchmark
Declared Dividend • Jun 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 22nd June 2026 Payment date: 26th June 2026 Dividend yield will be 7.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Jun 10Himalaya Shipping Ltd. Declares Cash Distribution for the Month of May 2026, Payable on or About June 26, 2026The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.22 per share for May 2026. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on June 26, 2026. Date of approval: June 8, 2026. Record date: June 22, 2026. Payment date: On or about June 26, 2026. Last day including right: June 18, 2026. Ex-date: June 19, 2026.
New Risk • May 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Significant insider selling over the past 3 months (US$2.0m sold).
Reported Earnings • May 22First quarter 2026 earnings released: EPS: US$0.11 (vs US$0.14 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.11 (up from US$0.14 loss in 1Q 2025). Revenue: US$33.6m (up 53% from 1Q 2025). Net income: US$5.00m (up US$11.4m from 1Q 2025). Profit margin: 15% (up from net loss in 1Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Shipping industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 11Dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 18th May 2026 Payment date: 26th May 2026 Dividend yield will be 5.8%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Buy Or Sell Opportunity • May 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to US$15.79. The fair value is estimated to be US$13.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$15.79, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Shipping industry in the US. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.13 per share.
Declared Dividend • Apr 10Dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 17th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.1%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: US$0.39 (vs US$0.48 in FY 2024)Full year 2025 results: EPS: US$0.39 (down from US$0.48 in FY 2024). Revenue: US$131.9m (up 6.7% from FY 2024). Net income: US$17.7m (down 16% from FY 2024). Profit margin: 13% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Shipping industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 11Dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 17th March 2026 Payment date: 25th March 2026 Dividend yield will be 6.0%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Mar 06Himalaya Shipping Ltd. Approves Cash Distribution for the Month of February 2026, Payable on or About March 25, 2026Himalaya Shipping Ltd.'s board has approved a cash distribution of USD 0.06 per share for February 2026. The distribution will be made from the Company's Contributed Surplus account. Declared currency: USD. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on March 25, 2026. Date of approval: March 5, 2026. Record date: March 17, 2026. Payment date: On or about March 25, 2026.
お知らせ • Mar 05Himalaya Shipping Ltd. to Report Fiscal Year 2025 Final Results on Mar 12, 2026Himalaya Shipping Ltd. announced that they will report fiscal year 2025 final results on Mar 12, 2026
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to US$14.71. The fair value is estimated to be US$12.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$13.56, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Shipping industry in the US. Total returns to shareholders of 220% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.13 per share.
Declared Dividend • Feb 12Dividend increased to US$0.06Dividend of US$0.06 is 1,100% higher than last year. Ex-date: 20th February 2026 Payment date: 27th February 2026 Dividend yield will be 6.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Feb 10Full year 2025 earnings released: EPS: US$0.38 (vs US$0.48 in FY 2024)Full year 2025 results: EPS: US$0.38 (down from US$0.48 in FY 2024). Revenue: US$131.9m (up 6.7% from FY 2024). Net income: US$17.7m (down 16% from FY 2024). Profit margin: 13% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, while revenues in the Shipping industry in the US are expected to remain flat.
Declared Dividend • Jan 12Dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 19th January 2026 Payment date: 27th January 2026 Dividend yield will be 7.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Jan 09Himalaya Shipping Ltd. Approves Cash Distribution for the Month of December 2025, Payable on or About January 27, 2026Himalaya Shipping Ltd. approved a cash distribution of USD 0.13 per share for December 2025. The distribution will be made from the Company's Contributed Surplus account. payable on or about January 27, 2026. Record date: January 20, 2026, The following dates apply to shares traded on Euronext: Last day including right: January 16, 2026, Ex-date: January 19, 2026.
Declared Dividend • Dec 08Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 12th December 2025 Payment date: 23rd December 2025 Dividend yield will be 6.1%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Dec 05Himalaya Shipping Ltd. Declares Cash Distribution for November 2025, Payable on or About December 23, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.10 per share for November 2025. The distribution will be made from the Company's Contributed Surplus account. Declared currency: USD. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on December 23, 2025. Date of approval: December 4, 2025. Record date: December 15, 2025. Payment date: On or about December 23, 2025. The following dates apply to shares traded on Euronext: Last day including right: December 11, 2025. Ex-date: December 12, 2025. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 31, 2025. Due to the shortening of the Settlement Cycle in the US markets, the following dates apply to shares traded in the New York Stock Exchange: Last day including right: December 12, 2025. Ex-date: December 15, 2025.
お知らせ • Nov 11Himalaya Shipping Ltd., Annual General Meeting, Aug 11, 2026Himalaya Shipping Ltd., Annual General Meeting, Aug 11, 2026.
お知らせ • Nov 10+ 4 more updatesHimalaya Shipping Ltd. to Report First Half, 2026 Results on Aug 11, 2026Himalaya Shipping Ltd. announced that they will report first half, 2026 results on Aug 11, 2026
Declared Dividend • Nov 09Dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 17th November 2025 Payment date: 24th November 2025 Dividend yield will be 6.2%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.21 (vs US$0.24 in 3Q 2024)Third quarter 2025 results: EPS: US$0.21 (down from US$0.24 in 3Q 2024). Revenue: US$37.9m (down 3.3% from 3Q 2024). Net income: US$9.50m (down 11% from 3Q 2024). Profit margin: 25% (down from 27% in 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Shipping industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Oct 10Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 17th October 2025 Payment date: 28th October 2025 Dividend yield will be 5.7%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Declared Dividend • Sep 08Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 15th September 2025 Payment date: 25th September 2025 Dividend yield will be 5.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Declared Dividend • Aug 11Dividend of US$0.04 announcedShareholders will receive a dividend of US$0.04. Ex-date: 18th August 2025 Payment date: 29th August 2025 Dividend yield will be 5.8%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: US$0.02 (vs US$0.16 in 2Q 2024)Second quarter 2025 results: EPS: US$0.02 (down from US$0.16 in 2Q 2024). Revenue: US$29.9m (down 4.2% from 2Q 2024). Net income: US$1.10m (down 84% from 2Q 2024). Profit margin: 3.7% (down from 22% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Shipping industry in the US.
お知らせ • Aug 08Himalaya Shipping Ltd. Approves Cash Distribution for July 2025, Payable on or About August 29, 2025The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.04 per share for July 2025. The distribution will be made from the Company's Contributed Surplus account. Date of approval is August 7, 2025. Record date is August 19, 2025. Payment date is on or about August 29, 2025. The following dates apply to shares traded on Euronext: Last day including right is August 15, 2025. Ex-date is August 18, 2025. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about September 3, 2025. Due to the shortening of the Settlement Cycle in the US markets, the following dates apply to shares traded in the New York Stock Exchange: Last day including right is August 18, 2025. Ex-date is August 19, 2025.
Declared Dividend • Jul 11Dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 21st July 2025 Payment date: 5th August 2025 Dividend yield will be 6.5%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Jul 09Himalaya Shipping Ltd. Approves Cash Dividend for the Month of June 2025, Payable on or About August 5, 2025Himalaya Shipping Ltd. announced the Board approved a cash distribution of USD 0.05 per share for June 2025, sourced from the Company's Contributed Surplus account. This distribution is declared in US dollars, but for shares registered with Euronext VPS, the payment will be made in Norwegian Krone (NOK) with a fixing date on August 5, 2025. The approval date for this distribution was July 8, 2025, with a record date set for July 21, 2025, and the payment date scheduled for on or about August 5, 2025.
お知らせ • Jun 30+ 5 more updatesHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 2000 Growth IndexHimalaya Shipping Ltd.(NYSE:HSHP) dropped from Russell 2000 Growth Index
Declared Dividend • Jun 10Dividend of US$0.03 announcedShareholders will receive a dividend of US$0.03. Ex-date: 18th June 2025 Payment date: 3rd July 2025 Dividend yield will be 7.0%, which is lower than the industry average of 8.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Jun 06Himalaya Shipping Ltd. Approves Cash Dividend for the Month of May 2025, Payable on or About July 3, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.03 per share for May 2025. The distribution will be made from the Company's Contributed Surplus account. Date of approval June 5, 2025 and record date of June 18, 2025. The payment date is on or about July 3, 2025.
Reported Earnings • May 23First quarter 2025 earnings released: US$0.14 loss per share (vs US$0.057 profit in 1Q 2024)First quarter 2025 results: US$0.14 loss per share (down from US$0.057 profit in 1Q 2024). Revenue: US$22.0m (down 6.8% from 1Q 2024). Net loss: US$6.37m (down 356% from profit in 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, while revenues in the Shipping industry in the US are expected to remain flat.
Board Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Jehan Mawjee was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 22+ 1 more updateHimalaya Shipping Ltd. Provides Production Guidance for the Full Year 2025Himalaya Shipping Ltd. provided production guidance for the full year 2025. Approximately 146 large bulk carriers are scheduled for delivery before 2028, and the company anticipated a significant number of vessels will require dry docking in the coming years. In 2025, about 23% of the total Capesize fleet, ranging from 159,000 dwt to 211,000 dwt, will be due for dry dock or Special Surveys, compared to 13.6% in 2024. Based on the current order book, the fleet is projected to grow by only 2.2% in 2025, taking account of the upcoming dry dock schedule. As of January 2025, approximately 100 Capesize vessels were 20 years old or older, contributing to an increasing average fleet age. The trend of ton mile-intensive trades of raw materials sourced from the Atlantic basin to meet demand in the Far East is expected to continue. Iron ore from Brazil and Guinea typically involves sailing distances three times longer than those from the Pacific basin. To illustrate, a potential incremental iron ore supply of 170 million tonnes per year from Guinea and Brazil could necessitate approximately 250 additional Capesize equivalent ships. Furthermore, the bauxite trade continues to grow rapidly.
Declared Dividend • May 11Dividend of US$0.025 announcedShareholders will receive a dividend of US$0.025. Ex-date: 20th May 2025 Payment date: 3rd June 2025 Dividend yield will be 8.3%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$5.25, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 4x in the Shipping industry in the US. Total loss to shareholders of 31% over the past year.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$4.86, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 3x in the Shipping industry in the US. Total loss to shareholders of 34% over the past year.
お知らせ • Apr 04Himalaya Shipping Ltd. Approves Cash Dividend for March 2025, Payable on or About May 2, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.04 per share for March 2025. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on May 2, 2025. Record date is April 15, 2025. Payment date is On or about May 2, 2025. Due to the shortening of the Settlement Cycle in the US markets, the following dates apply to shares traded in the New York Stock Exchange: Last day including right: April 14, 2025; Ex-date: April 15, 2025; The following dates apply to shares traded on Euronext: Last day including right: April 11, 2025; Ex-date: April 14, 2025; Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about May 8, 2025. Date of approval: April 3, 2025.
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: US$0.48 (vs US$0.039 in FY 2023)Full year 2024 results: EPS: US$0.48 (up from US$0.039 in FY 2023). Revenue: US$123.6m (up 236% from FY 2023). Net income: US$21.0m (up US$19.5m from FY 2023). Profit margin: 17% (up from 4.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.5% decline forecast for the Shipping industry in the US.
Declared Dividend • Mar 10Dividend of US$0.005 announcedShareholders will receive a dividend of US$0.005. Ex-date: 18th March 2025 Payment date: 22nd April 2025 Dividend yield will be 8.1%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
お知らせ • Mar 07Himalaya Shipping Ltd. Approves Cash Distribution for February 2025, Payable on or About April 22, 2025The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.005 per share for February 2025. The distribution will be made from the Company's Contributed Surplus account. Record date is March 19, 2025. Payment date is On or about April 22, 2025. Ex-date (New York Stock Exchange): March 19, 2025; Ex-date (Euronext):: March 18, 2025. Date of approval: March 6, 2025.
New Risk • Feb 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). High level of non-cash earnings (39% accrual ratio).
お知らせ • Feb 11Himalaya Shipping Ltd. Approves Cash Distribution for January 2025, Payable on or About March 5, 2025Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.005 per share for January 2025. Record date: February 21, 2025; Payment date: On or about March 5, 2025. Ex-date (New York Stock Exchange): February 21, 2025; Ex-date (Euronext): February 20, 2025. Date of approval: February 10, 2025.
Seeking Alpha • Jan 19Himalaya Shipping: Top-Spec Fleet And Macro Tailwinds At An Attractive DiscountSummary Himalaya’s fleet of 12 Newcastlemax dual-fuel ships with scrubbers ensures competitive performance, with index-linked charters outperforming market rates. For 3Q24, HSHP reported rising revenue, EBITDA, and EPS YoY and QoQ. A catalyst event on the horizon is the Simandou Project in Guinea. The first iron ore shipment is expected in 2025. HSHP stock is a buy at 36% discount to NAV. Market fundamentals, the Chinese fiscal measures, and the incoming new iron mines support my long thesis. Read the full article on Seeking Alpha
お知らせ • Jan 08Himalaya Shipping Ltd. Approves Cash Distribution for December 2024, Payable on or About February 5, 2025Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.005 per share for December 2024. Record date: January 21, 2024; Payment date: On or about February 5, 2025. Ex-date (New York Stock Exchange): January 21, 2025; Ex-date (Euronext): January 20, 2025.
Seeking Alpha • Dec 26With Newbuild Fleet, Himalaya Shipping Is Worth Keeping An Eye OnSummary Himalaya Shipping, a newcomer in the dry bulk sector, operates 12 new Newcastlemax vessels, focusing on dual fuel with liquid natural gas and pays variable monthly dividends. Himalaya Shipping's commitment to returning excess cash flow to shareholders and potential for increased dry bulk demand positions it as a promising investment for income-focused investors. Despite recent lows due to weak charter rates, Himalaya Shipping's price/book ratio of 1.32 is notably lower than the sector median of 2.91, indicating potential value. The company's profitability hinges on charter rates exceeding $16,000, with recent rates showing some recovery, and their new fleet minimizes the likely need for near-term capital expenditures. Read the full article on Seeking Alpha
お知らせ • Dec 12+ 1 more updateHimalaya Shipping Ltd. to Report Fiscal Year 2025 Results on Mar 25, 2026Himalaya Shipping Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Central European Standard Time on Mar 25, 2026
Upcoming Dividend • Dec 11Upcoming dividend of US$0.01 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 03 January 2025. Trailing yield: 9.0%. Within top quartile of American dividend payers (4.3%). Lower than average of industry peers (11%).
お知らせ • Dec 11+ 3 more updatesHimalaya Shipping Ltd. to Report Q4, 2025 Results on Feb 20, 2026Himalaya Shipping Ltd. announced that they will report Q4, 2025 results on Feb 20, 2026
お知らせ • Dec 06Himalaya Shipping Ltd. Approves Cash Distribution for November 2024, Payable on or About January 3, 2025Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.01 per share for November 2024. Record date: December 16, 2024; Payment date: On or about January 3, 2025. Ex-date (New York Stock Exchange): December 16, 2024; Ex-date (Euronext): December 17, 2024.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$5.54, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Shipping industry in the US. Total loss to shareholders of 4.6% over the past year.
Upcoming Dividend • Nov 11Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 29 November 2024. Trailing yield: 5.9%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.2%).
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.24 (vs US$0.048 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.24 (up from US$0.048 loss in 3Q 2023). Revenue: US$39.2m (up 283% from 3Q 2023). Net income: US$10.7m (up US$12.6m from 3Q 2023). Profit margin: 27% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, while revenues in the Shipping industry in the US are expected to remain flat.
お知らせ • Nov 08Himalaya Shipping Ltd. Approves Cash Distribution for October 2024, Payment Date on or About November 29, 2024Himalaya Shipping Ltd. approved a cash distribution of USD 0.04 per share for October 2024. Record date of November 18, 2024 and Payment date On or about November 29, 2024. Ex-date of November 18, 2024.
Upcoming Dividend • Oct 11Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 18 October 2024. Payment date: 31 October 2024. The average dividend yield among industry peers is 5.4%.
Seeking Alpha • Oct 11Himalaya Shipping: Speculative Bet On Strong Capesize MarketSummary Himalaya Shipping delivered strong 2Q24 results with increased revenue, and operating income. HSHP's fleet, consisting of 12 Newcastlemax vessels with dual-fuel LNG propulsion, ensures higher TCE rates and compliance with environmental regulations. Despite a highly leveraged balance sheet, HSHP's valuation is attractive at 82% PNAV, making it a speculative yet promising investment in the dry bulk segment. Read the full article on Seeking Alpha
お知らせ • Oct 08Himalaya Shipping Ltd. Approves Cash Distribution for September 2024, Payable on or About October 31, 2024Himalaya Shipping Ltd. Board has approved a cash distribution of USD 0.10 per share for September 2024. Date of approval: October 7, 2024; Record date: October 18, 2024; Payment date: On or about October 31, 2024. Ex-date (New York Stock Exchange): October 18, 2024; Ex-date (Euronext): October 17, 2024.
お知らせ • Sep 06Himalaya Shipping Ltd. Approves Cash Distribution for August 2024, Payable on or About September 30, 2024The Board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.07 per share for August 2024. The distribution will be made from the Company's Contributed Surplus account. Date of approval: September 5, 2024; Record date: September 17, 2024;Payment date: On or about September 30, 2024.
Seeking Alpha • Aug 20Himalaya Shipping: Potential In Ton-Mile Demand, But Overvalued And OverleveragedSummary Himalaya Shipping has a young fleet with no upcoming financing needs. It is benefiting from a promising increase in ton-mile demand for iron ore and bauxite. The company is highly leveraged, its shares are low liquidity, and it possibly trades at a premium to NAV. Despite experienced management and potential growth in the market, there may be better alternatives for investors seeking exposure to Capesize/Newcastlemax segments. Read the full article on Seeking Alpha
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: US$0.16 (vs US$0.027 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.16 (up from US$0.027 loss in 2Q 2023). Revenue: US$31.2m (up 366% from 2Q 2023). Net income: US$6.86m (up US$7.96m from 2Q 2023). Profit margin: 22% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, while revenues in the Shipping industry in the US are expected to remain flat.
Upcoming Dividend • Aug 15Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 30 August 2024. The average dividend yield among industry peers is 4.0%.
お知らせ • Aug 08Himalaya Shipping Ltd. Approves Cash Distribution for July 2024, Payable on or About August 30, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.06 per share for July 2024. The distribution will be made from the company's Contributed Surplus account. Date of approval is August 7, 2024. Record date is August 19, 2024. Payment date is On or about August 30, 2024. Ex-date (New York Stock Exchange) is August 19, 2024. Ex-date (Euronext) is August 16, 2024.
お知らせ • Jul 09Himalaya Shipping Ltd. Approves Cash Distribution for June 2024, Payable on or About July 31, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.05 per share for June 2024. The distribution will be made from the company's Contributed Surplus account. Date of approval is July 8, 2024. Record date is July 19, 2024. Payment date is On or about July 31, 2024. Ex-date (New York Stock Exchange) is July 19, 2024. Ex-date (Euronext) is July 18, 2024.
お知らせ • Jun 08Himalaya Shipping Ltd. Declares Cash Distribution for the Month of May 2024, Payable on or About July 5, 2024Himalaya Shipping Ltd.'s Board has approved a cash distribution of USD 0.04 per share for May 2024. The distribution will be made from the Company's Contributed Surplus account. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on July 5, 2024. Date of approval: June 6, 2024. Record date: June 17, 2024. Payment date: On or about July 5, 2024. Ex-date: June 17, 2024, its apply to shares traded in the New York Stock Exchange. Ex-date: June 14, 2024, its apply to shares traded on Euronext..
Seeking Alpha • May 29Himalaya Shipping Is Still Not Our ChoiceSummary Himalaya Shipping is a small and young company. To finance this venture, sale of vessels with leaseback is chosen. Compared to well-established peers with excellent balance sheets, HSHP needs to build equity before they should think about returning capital. Read the full article on Seeking Alpha
Upcoming Dividend • May 15Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 22 May 2024. Payment date: 11 June 2024. The average dividend yield among industry peers is 3.6%.
お知らせ • May 09Himalaya Shipping Ltd. Approves Cash Distribution for April 2024, Payable on or About June 6, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.04 per share for April 2024. The distribution will be made from the company's contributed Surplus account. Date of approval is May 7, 2024. Ex-date is May 22, 2024. Record date is May 23, 2024. Payment date is on or about June 6, 2024.
お知らせ • Apr 09Himalaya Shipping Ltd. Approves Cash Distribution for March 2024, Payable on or About May 3, 2024The board of Himalaya Shipping Ltd. has approved a cash distribution of USD 0.03 per share for March 2024. The distribution will be made from the company's contributed Surplus account. Date of approval is April 8, 2024. Ex-date is April 18, 2024. Record date is April 19, 2024. Payment date is on or about May 3, 2024.
Seeking Alpha • Mar 14Himalaya Shipping: Newcastlemax-Only Play For Shipping Growth InvestorsSummary Himalaya Shipping is a top pick for shipping growth stocks. The company owns a top-notch fleet of Newcastlemax bulk carriers built in 2023/2024 with dual-fuel LNG propulsion plants. The bulk carriers market is getting stronger, with increasing demand for Capesize/Newcastlemax vessels due to growing exports of iron ore and coal. HSHP has a leveraged balance sheet, which is expected given its new fleet. The company’s liquidity will improve with stronger day rates, mitigating the financial risk. HSHP offers 12 new vessels with dual-fuel LNG propulsion and 49% LTV at 80% PNAV. In my opinion, it's still a bargain. Read the full article on Seeking Alpha
お知らせ • Mar 07Himalaya Shipping Ltd. Announces Cash Distribution for February 2024, Payable on or About April 5, 2024The Board of Himalaya Shipping Ltd. has approved a cash distribution of $0.03 per share for February 2024. Declared currency: USD. Distributions payable to shares registered with Euronext VPS will be paid out in NOK with fixing date on April 5, 2024. Date of approval is March 5, 2024. Ex-date: March 18, 2024. Record date: March 19, 2024. Payment date: On or about April 5, 2024.
