Monty Rakusen/DigitalVision via Getty Images My Thesis When I last wrote about Golden Ocean Group Limited (NASDAQ:GOGL) stock in June 2023, it was trading at $7.6 - at the time of this writing it's trading at $13.8, and GOGL's total return for the period indicated is around 90%. That's more than five times what the market, as represented by the S&P 500 Index (SPX), has shown. Seeking Alpha, Oakoff's coverage of GOGL And although at first glance it may seem that now is the time to “cast out the line" a ...

The latest trading session saw Golden Ocean Group (GOGL) ending at $13.82, denoting a +1.69% adjustment from its last day's close. This move outpaced the S&P 500's daily loss of 0.46%. At the same time, the Dow lost 0.98%, and the tech-heavy Nasdaq lost 0.64%.Shares of the shipping company witnessed a gain of 6.34% over the previous month, beating the performance of the Transportation sector with its loss of 8.93% and the S&P 500's loss of 3.04%.The investment community will be closely monitoring the perfor ...

Golden Ocean Group (GOGL) - GOGL是交通部门的一员，目前拥有132家个别股票，Zacks部门排名为第12位[2] - GOGL目前拥有Zacks Rank 1（强烈买入），分析师对公司的盈利前景持乐观态度，全年盈利预期已在过去一个季度内上升了53.5%[3] - GOGL今年迄今为止的股价上涨了34.1%，表现优于整个交通部门的平均-1.4%[4]

Golden Ocean Group 股价表现 - Golden Ocean Group 在最新的市场收盘中表现良好，股价达到 $13.03，较前一天上涨了 +0.15% [1] - 分析显示，Golden Ocean Group 在过去一个月中股价上涨了 1.64%，略低于运输部门的增长率 4.62%，但超过了标普500指数在同期的下跌幅度 0.85% [2] Golden Ocean Group 财报预测 - 分析师预计 Golden Ocean Group 将在即将公布的财报中每股盈利 $0.23，同比增长达到 1050% [3] - Zacks Consensus Estimates 预测 Golden Ocean Group 整年的每股盈利为 $1.52，营收为 $839.38 百万美元，较去年同期分别增长了 +157.63% 和 +31.23% [4]

Golden Ocean Group (GOGL) closed the most recent trading day at $12.72, moving -0.47% from the previous trading session. This change lagged the S&P 500's 0.15% gain on the day. Elsewhere, the Dow saw a downswing of 0.02%, while the tech-heavy Nasdaq appreciated by 0.32%.Coming into today, shares of the shipping company had lost 4.91% in the past month. In that same time, the Transportation sector lost 0.64%, while the S&P 500 gained 1.65%.Analysts and investors alike will be keeping a close eye on the perfo ...

股息收入 - 每个人都喜欢股息，因为它们提供 passsive income，限制其他头寸的回撤，并提供了从投资中获利的多种方式[1] 公司股息支付记录 - 公司的历史股息连续支付记录反映了他们对股东的承诺[2] 高股息股票选择 - Sunoco (SUN)、Xerox (XRX)和Golden Ocean Group (GOGL)是寻找具有明亮前景和连续支付历史的高股息股票的理想选择[3]

For those looking to find strong Transportation stocks, it is prudent to search for companies in the group that are outperforming their peers. Golden Ocean Group (GOGL) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.Golden Ocean Group is one of 133 individual stocks in the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) o REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR o SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...

EXHIBIT 99.1 INTERIM FINANCIAL INFORMATION GOLDEN OCEAN GROUP LIMITED ...

财务数据和关键指标变化 - 公司Q4调整后EBITDA为1.232亿美元,较Q3的7890万美元增加56% [2] - 公司Q4调整后净利润为6460万美元,每股收益0.32美元,较Q3的2200万美元和0.11美元大幅增加 [2] - 公司全年2023年净利润为1.122亿美元,调整后净利润为1.174亿美元 [4] 各条业务线数据和关键指标变化 - 公司Capesize和Panamax船舶的日均净租金分别为25,176美元和16,738美元,带动全船队日均净租金达到22,000美元 [2] - 公司Q1已锁定74%的Capesize船舶日租金为25,000美元,84%的Panamax船舶日租金为15,400美元 [2] - 公司Q2已锁定25%的Capesize船舶日租金为25,000美元,19%的Panamax船舶日租金为14,200美元 [2] 各个市场数据和关键指标变化 - 2023年四季度Capesize市场出现反弹,2024年一季度延续了强劲势头,主要受益于哥伦比亚、巴西、西非和印尼出口大幅增加,以及苏伊士运河通航受限 [6] - 2023年Panamax市场受益于农产品干散货贸易量增加5.5% [6] - 2023年几内亚铝土矿出口达到125亿美元,占Capesize吨海里的12.5%,成为Capesize市场的新结构性贸易 [6] - 2023年中国钢铁产量维持相对平稳,印度钢铁产量增长12.5%,其他地区钢铁产量也有6%左右的增长 [7] 公司战略和发展方向及行业竞争 - 公司持续优化船队结构,Capesize船舶占比达64%,是行业最大的Capesize船队 [5] - 公司获得6.25亿美元的新融资,平均期限5.7年,平均利率172个基点,体现了公司在全球融资市场的强势地位 [4] - 公司订单量接近30年来最低,Capesize市场供给端压力较小,加上良好的吨海里预期,Capesize市场前景看好 [7] 管理层对经营环境和未来前景的评论 - 公司对Capesize市场的强劲反弹和持续势头并不意外,已提前做好布局,并锁定了较高的租金水平 [19] - 公司认为Capesize市场前景向好,受益于新的贸易航线选择,以及铁矿石和铝土矿出口的增长 [6][7] - 公司表示Capesize市场具有较强的现金流潜力,在强势市场中可实现20%以上的收益率,甚至有望达到30%的水平 [7] 问答环节重要的提问和回答 问题1 **Emily Harkins 提问** 公司如何看待二手船价上涨,是否有更多出售老旧Panamax船舶的计划? [9] **Lars-Christian Svensen 回答** 公司会根据市场情况随时优化船队,对于一些不符合当前战略的老旧Panamax船舶,公司会考虑在合适时机以有吸引力的价格进行出售 [10][11] 问题2 **Emily Harkins 提问** Q1市场强势令人意外,公司如何看待Capesize市场的驱动因素? [12] **Lars-Christian Svensen 回答** 公司并不意外,主要得益于新的贸易航线选择,如从哥伦比亚和美国东海岸,以及西非铝土矿出口的增加,为Capesize市场带来了更多支撑 [13]