HAMILTON, BERMUDA, July 30, 2024 - DHT Holdings, Inc. (NYSE:DHT) will release its second quarter 2024 results after market close on Monday, August 12, 2024. The Company will host a conference call and webcast, which will include a slide presentation, at 8:00 a.m. EDT/14:00 CEST on Tuesday, August 13, 2024, to discuss the results for the quarter. To access the conference call the participants are required to register in advance of the conference using this link:  https://register.vevent.com/register/BI7b708a ...

HAMILTON, BERMUDA, July 30, 2024 - DHT Holdings, Inc. (NYSE: DHT or the “Company”) will release its second quarter 2024 results after market close on Monday, August 12, 2024. The Company will host a conference call and webcast, which will include a slide presentation, at 8:00 a.m. EDT/14:00 CEST on Tuesday, August 13, 2024, to discuss the results for the quarter. To access the conference call the participants are required to register in advance of the conference using this link:  https://register.vevent.com ...

文章核心观点 - 公司在2024年第二季度的平均日租金收入为49,100美元,其中航船在现货市场的日租金为52,700美元,在期租合同下的日租金为36,400美元 [1] - 在2024年第三季度,公司已经预订了48%的可用现货航次,平均日租金为45,600美元,61%的可用航次(包括现货和期租)的平均日租金为42,300美元 [2] - 公司与一家炼油公司签订了一份为期一年的期租合同,租金为每天49,500美元,租船将在大西洋流域为欧洲炼厂提供服务 [3] - 公司已经提前获得了4艘大型VLCC油轮的交付,预计将在2026年2月至7月陆续交付 [4] 公司概况 - 公司是一家独立的原油运输公司,拥有VLCC级原油运输船队,通过在摩纳哥、挪威、新加坡和印度的管理公司进行运营 [5] - 公司以优质的船舶、谨慎的资本结构、灵活的船舶运用策略和透明的公司治理而著称 [5] 前瞻性声明 - 文章中包含了一些前瞻性陈述,反映了公司管理层的信念、假设、预期和意图 [6][7] - 这些前瞻性陈述存在一定的不确定性,投资者不应过度依赖 [6][7] - 公司不承诺更新这些前瞻性陈述,实际结果可能与预期存在差异 [7]

Larger-capitalization enterprises command exceptional predictability with their businesses. They’re often storied franchises with globally recognizable brands that people consume on the regular. Investors love them because it’s usually easily to forecast how they’ll perform in the future. But when it comes to overlooked growth stocks, predictability goes out the window.Now, what goes in the window is greater potentiality. That’s the balance, the ying-yang if you will of the market. If you want the highest m ...

Oil and gas stocks can be some of the most undervalued stocks an investor can stumble upon. One of the reasons why is because of the stigma that surrounds investing into non-renewable energy assets, and this sentiment is prevalent whether we’re talking about an everyday market-watcher or a professional investor at a Wall Street firm. Another reason why oil and gas public shares are trading at nice discounts is due to the fact many of these companies generate their net income from a resource that is not only ...

HAMILTON, BERMUDA, June 13, 2024 – DHT Holdings, Inc. (NYSE:DHT) (“DHT”) announces the results of its 2024 Annual Meeting of Shareholders (the “Annual Meeting”) held on Wednesday, June 12, 2024. Shareholders holding an aggregate of 111,155,645 common shares of DHT were present or represented by proxy at the Annual Meeting, representing approximately 68.90% of the issued and outstanding common shares of DHT as of the close of business on April 23, 2024, the record date for the Annual Meeting.    At the Annu ...

Uncovering cheap stocks might result in large profits in a changing market. These three businesses have tremendous development potential and are all trading for less than $15 per share.The first deliberately shifts its focus to the connected home arena. The company uses its knowledge of temperature control and home automation to win over a sizable number of customers and gain market share. Meanwhile, the second augments its development potential using tactical investments in private credit and equity. This ...

DHT Holdings, Inc. First Quarter 2024 Results HAMILTON, BERMUDA, May 14, 2024 – DHT Holdings, Inc. (NYSE: DHT) ("DHT" or the "Company") today announced: FINANCIAL HIGHLIGHTS: | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------|-----------|-----------|-----------|-----------|-----------|-------|-------| | USD mill. (except per share) | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | 2023 | 2022 | | Shipping revenues | 145.9 | 142.3 | 130.3 | 152.0 | 131.5 | 556.1 | 450 ...

财务数据和关键指标变化 - 公司在第一季度实现了106.3百万美元的航运收入,EBITDA为83.7百万美元,净利润为47.1百万美元,每股0.29美元 [6][7] - 公司维持了良好的成本控制,运营费用为19.2百万美元,管理费用为4.7百万美元 [7] - 公司现金流充沛,第一季度末现金余额为73百万美元,另有260百万美元的可用信贷额度 [6][9] 各条业务线数据和关键指标变化 - 公司现货市场船舶日均收益为54,000美元,定期租船船舶日均收益为39,500美元,整体平均日收益为50,900美元 [8] 各个市场数据和关键指标变化 - 公司指出,沙特阿拉伯至中国的VLCC航线(TD3c)指数并不能准确反映公司的现货收益,公司的实际收益比指数高约15,000美元/天 [15][16] - 与同行相比,公司在现货市场的收益表现领先 [17] - 第二季度公司已经锁定72%的现货日数,平均日收益为51,000美元,高于现金平衡点25,300美元/天 [19][20] 公司战略和发展方向及行业竞争 - 公司预计未来几年VLCC船队规模将收缩,因为90%以上20年以上船龄的船舶已进入"影子市场",生产率仅为正常水平的50% [25][26][27] - 公司已订购4艘新造VLCC,预计2026年交付,采用超级环保型设计,较同期其他订单有更大吨位和更高的经济性 [30][31] - 公司未来将优先考虑二手船收购,暂不行使之前的新船选择权 [51][56][57] - 公司表示,目前VLCC新船订单有所降温,主要是因为其他船型市场的吸引力增加,以及交船时间较远等因素 [52][53][54] 管理层对经营环境和未来前景的评论 - 公司认为当前VLCC市场保持稳健,最近市场低点已经高于40,000美元/天,预计未来前景向好 [20][24] - 公司预计未来VLCC需求将增加,因为一些原油贸易路线正从苏伊士运输改为绕过好望角的VLCC运输 [40][41][42] - 公司认为,船东对VLCC新船订单的热情有所降温,VLCC订单量仅占现有船队的5%,支持公司对市场前景的乐观判断 [29] 问答环节重要的提问和回答 问题1 **Frode Morkedal 提问** 询问VLCC贸易模式的变化,特别是VLCC是否正在取代一些苏伊士航线的苏伊士马克斯运输 [39][40] **Svein Moxnes Harfjeld 回答** 公司表示,一些原油从苏伊士运输改为绕过好望角的VLCC运输,主要是由于红海地区的挑战 [40] 问题2 **Omar Nokta 提问** 询问为何VLCC新船订单有所降温,以及公司为何决定不行使之前的选择权 [51][52][53] **Svein Moxnes Harfjeld 回答** 公司表示,新船订单降温可能是因为其他船型市场的吸引力增加,以及交船时间较远等因素 [52][53][54] 公司决定不行使选择权,是因为新船项目已经是一笔大额投资,短期内再增加投资可能过大,未来公司将优先考虑二手船收购 [56][57] 问题3 **Petter Haugen 提问** 询问如果公司要新订购VLCC,现在的价格和交付时间会是什么样 [74][75] **Svein Moxnes Harfjeld 回答** 公司表示,如果现在新订购VLCC,韩国船厂报价在1.3亿美元左右,中国主要船厂报价在1.23亿美元左右,交付时间大多在2027年 [75][76][77]

DHT Holdings (DHT) came out with quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.45%. A quarter ago, it was expected that this independent oil tanker company would post earnings of $0.22 per share when it actually produced earnings of $0.22, delivering no surprise.Over the last four quarters, th ...