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DHT(DHT) - 2023 Q3 - Earnings Call Presentation
2023-11-07 22:59
DISCLAIMER Forward Looking Statements This presentation contains certain forward-looking statements and information relating to the Company that are based on beliefs of the Company's management as well as assumptions, expectations, projections, intentions and beliefs about future events, in particular regarding dividends (including our dividend plans, timing and the amount and growth of any dividends), daily charter rates, vessel utilization, the future number of newbuilding deliveries, oil prices and seaso ...
DHT(DHT) - 2023 Q3 - Earnings Call Transcript
2023-11-07 22:58
财务数据和关键指标变化 - 公司在第三季度实现收入8900万美元,EBITDA6700万美元,净利润3100万美元,每股收益0.19美元 [7] - 公司维持了较强的资产负债表,财务杠杆约21%,净债务约每艘船1500万美元 [6] - 公司在第三季度投资9300万美元,其中8530万美元用于收购新船,550万美元用于维修资本支出,210万美元用于安装脱硫系统 [9] 各条业务线数据和关键指标变化 - 公司在第三季度共有1790个散货日,其中1280个已经以平均每天41500美元的价格签约,预计第四季度总收益将达到每天40200美元 [15] - 公司在第三季度有420个固定收益日,平均每天36000美元 [15] 各个市场数据和关键指标变化 - 公司在第三季度的平均收益为每天67000美元,明显高于行业基准每天45600美元,反映了公司高效的船队和运营 [19] - 目前VLCC订单量仅占现有船队的2.6%,处于历史低位,未来3年内订单量有限 [20] - 现有船队中30%的船舶已超过15年,14%已超过20年,未来2年内20%的船舶将超过20年 [21] 公司战略和发展方向及行业竞争 - 公司保持谨慎的资产负债表和充足的流动性,为捕捉市场机会做好准备 [28][29] - 公司将继续专注于执行既定战略,维持良好的公司治理 [23][24] - 公司认为未来2-3年将是非常有利可图的时期,将尽可能提高收益并分红给股东 [24][41] 管理层对经营环境和未来前景的评论 - 管理层认为目前正处于新一轮市场周期的早期阶段,预计未来2-3年将是非常有利可图的时期 [28][39] - 公司将保持谨慎的资产负债表结构,适当提高杠杆以捕捉合适的投资机会 [31] - 公司将继续专注于提高运营效率和盈利能力,同时保持良好的公司治理 [23][24] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 询问公司当前的发展状况和未来投资计划 [27] **Svein Moxnes Harfjeld 回答** 公司认为目前正处于新一轮市场周期的早期阶段,将保持谨慎的资产负债表结构,适当提高杠杆以捕捉合适的投资机会 [28][29] 问题2 **Frode Morkedal 提问** 询问公司对当前时租市场的看法,以及公司在不同市场周期的应对策略 [36] **Svein Moxnes Harfjeld 回答** 公司将保持大部分船队参与现货市场以获得最大收益,同时也会适当签订中长期时租合同以获得稳定现金流 [37][39][41]
DHT(DHT) - 2023 Q2 - Earnings Call Presentation
2023-08-13 20:19
DISCLAIMER Forward Looking Statements This presentation contains certain forward-looking statements and information relating to the Company that are based on beliefs of the Company's management as well as assumptions, expectations, projections, intentions and beliefs about future events, in particular regarding dividends (including our dividend plans, timing and the amount and growth of any dividends), daily charter rates, vessel utilization, the future number of newbuilding deliveries, oil prices and seaso ...
DHT(DHT) - 2023 Q2 - Earnings Call Transcript
2023-08-09 23:28
DHT Holdings, Inc. (NYSE:DHT) Q2 2023 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants Laila Halvorsen - Chief Financial Officer Svein Moxnes Harfjeld - President and Chief Executive Officer, Conference Call Participants Frode Morkedal - Clarksons Securities John Chappell - Evercore ISI Omar Nokta - Jefferies Chris Tsung - Webber Research Operator Good day, and thank you for standing by. Welcome to the Q2 2023 DHT Holdings, Inc. Earnings Conference Call. At this time, all participants ...
DHT(DHT) - 2023 Q1 - Earnings Call Transcript
2023-05-05 00:21
DHT Holdings, Inc. (NYSE:DHT) Q1 2023 Earnings Conference Call May 4, 2023 8:00 AM ET Company Participants Laila Halvorsen - Chief Financial Officer Svein Moxnes Harfjeld - President and CEO Conference Call Participants Chris Tsung - Webber Research Jonathan Chappell - Evercore Omar Nokta - Jefferies Frode Morkedal - Clarksons Securities Robert Silvera - R.E. Silvera and Associates Operator Good day and thank you for standing by. Welcome to the Q1 2023 DHT Holdings Earnings Conference Call. At this time, al ...
DHT(DHT) - 2022 Q4 - Annual Report
2023-03-23 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...
DHT(DHT) - 2022 Q4 - Annual Report
2023-03-23 00:00
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March 2023 Commission File Number 001-32640 DHT HOLDINGS, INC. (Exact name of Registrant as specified in its charter) Clarendon House 2 Church Street, Hamilton HM 11 Bermuda (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F ...
DHT(DHT) - 2022 Q4 - Earnings Call Transcript
2023-02-14 22:25
DHT Holdings Inc. (NYSE:DHT) Q4 2022 Results Conference Call February 9, 2023 8:00 AM ET Company Participants Laila Halvorsen - CFO Svein Moxnes Harfjeld - President and CEO Conference Call Participants Jon Chappell - Evercore ISI Omar Nokta - Jefferies Chris Tsung - Webber Research & Advisory Anders Karlsen - Kepler Cheuvreux Geoffrey Scott - Scott Asset Management Michael Beall - Davenport Laila Halvorsen Thank you. Good morning and good afternoon, everyone. Welcome, and thank you for joining DHT Holdings ...
DHT(DHT) - 2022 Q3 - Earnings Call Transcript
2022-11-09 00:57
DHT Holdings, Inc. (NYSE:DHT) Q3 2022 Results Conference Call November 8, 2022 8:00 AM ET Company Participants Laila Halvorsen - Chief Financial Officer Svein Moxnes Harfjeld - President & Chief Executive Officer Conference Call Participants Frode Morkedal - Clarksons Jonathan Chappell - Evercore ISI Macalla Rogers - Stifel Omar Nokta - Jefferies Chris Tsung - Webber Research Anders Karlsen - Kepler Cheuvreux Operator Good day, and thank you for standing by. Welcome to the Q3 2022 DHT Holdings Inc. Earnings ...
DHT(DHT) - 2022 Q1 - Earnings Call Transcript
2022-05-10 23:46
DHT Holdings, Inc. (NYSE:DHT) Q1 2022 Earnings Conference Call May 10, 2022 8:00 AM ET Company Participants Laila Halvorsen - CFO Svein Moxnes Harfjeld - President and CEO Conference Call Participants Jon Chappell - Evercore ISI Chris Robertson - Jefferies Frode Morkeda - Clarksons Securities Chris Tsung - Webber Research Operator Good day and thank you for standing by. Welcome to the DHT HoldingÂ's Q1 2022 Earnings Conference Call. At this time all participants are in a listen-only mode. After the speakers ...