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 ...

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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 ...

HAMILTON, BERMUDA, May 3, 2024 - DHT Holdings, Inc. (NYSE:DHT) will release its first quarter 2024 results after market close on Tuesday, May 14, 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 Wednesday, May 15, 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/BIa81801b4277c ...

DHT Holdings盈利预期 - DHT Holdings (DHT)将在2024年3月报告的季度中，预计盈利将同比增长，而收入也将增加[1] - 分析师最近对该公司的季度盈利预期进行了修订，预计每股收益为0.32美元，同比增长39.1%，收入预计为1.1126亿美元，同比增长18.5%[4] - 分析师最近对该公司的盈利前景变得乐观，预计DHT Holdings将会超过共识每股收益预期[12]

With the major indices struggling for traction this past week, it may be an opportune moment to consider undervalued stocks under $20. Yes, going the bargain route has its risks, no doubt about it. But you can also potentially enjoy a significant upside.It may come down to shrewd positioning. Yes, the popular names will likely attract contrarian buying. Subsequently, the lack of the spotlight would lead to more corrections for those ideas that are less favored. However, so long as the fundamentals are posit ...

HAMILTON, BERMUDA, April 11, 2024 – DHT Holdings, Inc. (NYSE:DHT) ("DHT" or the "Company") today provides the following business update: For the first quarter of 2024, the Company estimates time charter equivalent earnings for its fleet at $50,900 per day, comprising of 54,000 per day for the Company's VLCCs operating in the spot market and $39,500 per day for the Company's VLCCs on time-charter. The estimated time charter equivalent earnings are based on 2,091 revenue days for the first quarter, of which 1 ...

HeliRy Investment thesis It has been just over six months since we shared with our readers that we had started a position in DHT Holdings, Inc. (NYSE:DHT). It was the favorable supply/demand dynamics which are particularly taking place for the large crude oil tankers that caused us to take a keen interest in this sector. At that time, the total global fleet of VLCCs was 883 vessels with 100 of them being 20 years or older. Newbuildings on order were just 13 vessels, or 1.5% of the fleet. With the S&P 50 ...