SFL .(SFL)
icon
搜索文档
SFL .(SFL) - 2024 Q1 - Quarterly Report
2024-05-29 04:12
UNITED STATES 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 May 2024 Commission File Number: 001-32199 SFL Corporation Ltd. (Translation of registrant's name into English) Par-la-Ville Place 14 Par-la-Ville Road Hamilton, HM 08, Bermuda (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under co ...
SFL .(SFL) - 2024 Q1 - Earnings Call Transcript
2024-05-15 01:32
分组1 - 公司在第一季度宣布了第81次股息,建立了多元化船队的海事基础设施公司的独特形象 [9] - 公司在本季度的总租金收入为2.36亿美元,较上一季度增长13%,主要由于新车载运输船的交付以及Hercules钻井平台收入的增加 [9] - 公司在本季度的EBITDA等价现金流约为1.52亿美元,较上一季度大幅增加,过去12个月的EBITDA等价值为5.23亿美元 [10] - 公司在本季度的净收益约为4,530万美元,或每股0.36美元,其中包括2.2百万美元的大宗散货船利润分成、330万美元的燃料成本节约以及180万美元的利率掉期公允价值变动收益等 [10] 分组2 - 公司的固定租金合同组合目前约为36亿美元,主要集中在向优质最终用户提供的长期租约 [12] - 公司宣布了几项新的收购和租约,包括以2.3亿美元收购3艘新建110,000载重吨LR2成品油船,并与一家领先的能源和大宗商品公司签订了最短5年的长期租约 [13][14] - 公司以1.14亿美元收购2艘33,000载重吨化学品船,配备LNG双燃料推进系统,并与Stolt Tankers签订了最短8年的长期租约 [15][16] - 公司与Maersk延长了3艘10,600TEU集装箱船的租约至2030年,并行使了3艘8,700-9,500TEU集装箱船的1年续租选择权,总计增加了2.5亿美元的租约组合 [17] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 为什么公司会将一艘化学品船投放到Stolt-Nielsen的船池中运营,而不是全部采用固定租约的模式? [51] **Jiazhen Zhao 回答** Stolt-Nielsen是化学品物流行业的领导者,他们在市场上运营这些船舶,但有大量的长期包运合同,因此对这些船舶的租金收入有较好的可见性。公司采用固定租约和船池相结合的方式,一方面有固定收入支撑,另一方面也能分享短期市场的机会和收益。这种组合方式在当前市场环境下看起来是比较合理的安排 [52][53] 问题2 **Yang Bai 提问** 关于Hercules钻井平台,公司对其未来长期合同的预期如何?另外Linus钻井平台的收入增长是否与合同中的指数联动条款有关? [56] **Jiazhen Zhao 回答** Hercules目前正在从纳米比亚向加拿大进行转场,预计将在第四季度完成为Equinor公司的合同工作。公司正在密切关注市场机会,但目前无法具体说明未来的合同安排。 Linus钻井平台的日租金正在从20多万美元增加到22万美元左右,这是由于合同中有10%的市场指数联动调整条款。该平台将在第二季度进行为期5周的10年特殊检修,此后将继续执行与ConocoPhillips的长期合同,公司也希望未来能够获得Ekofisk油田的更多工作机会 [57][58][59][60] 问题3 **Joyce Ju 提问** 公司最近在成品油船市场进行了一些收购,这是否意味着公司看好未来该市场的长期租约机会,而不仅仅是短期市场机会? [75] **Lei Chen 回答** 传统的原油和成品油运输市场主要由一些以航次租约为主的参与者主导,公司更关注与优质客户建立长期合作关系,参与到客户的物流供应链中,而不是单纯作为资产所有者。 公司认为化学品运输市场也有类似的特点,更像是一种集装箱航线式的运营模式。公司正在评估这些细分市场的机会,关注合适的资产、优质客户以及合理的交易结构,以期为股东带来可持续的长期股息收益。公司也很高兴能与长期客户如Maersk进一步深化合作关系 [76][77][78][79][80]
SFL .(SFL) - 2023 Q4 - Annual Report
2024-03-15 04:54
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F [ ☐ ] 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, 2023 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 ...
SFL .(SFL) - 2023 Q4 - Earnings Call Presentation
2024-02-15 07:43
SFL Corporation Ltd. Q4 2023 Results Presentation 1 Forward Looking Statements Thispresentationcontainsforwardlookingstatements.Thesestatementsarebaseduponvariousassumptions,manyofwhicharebased,inturn,uponfurther assumptions,includingSFLmanagement'sexaminationofhistoricaloperatingtrends,datacontainedintheCompany’srecordsandotherdataavailablefrom third parties. Although SFL believes that these assumptions were reasonable when made, because assumptions are inherently subject to significant uncertainties and c ...
SFL .(SFL) - 2023 Q4 - Earnings Call Transcript
2024-02-15 01:36
SFL Corporation Ltd. (NYSE:SFL) Q4 2023 Earnings Conference Call February 14, 2024 10:00 AM ET Company Participants Sander Borgli – Analyst Ole Hjertaker – Chief Executive Officer Trym Sjølie – Chief Operating Officer Aksel Olesen – Chief Financial Officer Conference Call Participants Chris Wetherbee – Citi Gregory Lewis – BTIG Sander Borgli Welcome to SFL's Fourth Quarter 2023 Conference Call. My name is Sander Borgli, and I'm an Analyst in SFL. Our CEO, Ole Hjertaker, will kick off the call with an overvi ...
SFL .(SFL) - 2023 Q3 - Quarterly Report
2023-11-30 06:19
UNITED STATES 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 November 2023 Commission File Number: 001-32199 SFL Corporation Ltd. (Translation of registrant’s name into English) Par-la-Ville Place 14 Par-la-Ville Road Hamilton, HM 08, Bermuda (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports und ...
SFL .(SFL) - 2023 Q3 - Earnings Call Transcript
2023-11-15 03:27
SFL Corporation Ltd. (NYSE:SFL) Q3 2023 Earnings Conference Call November 8, 2023 8:30 AM ET Company Participants Ole Hjertaker - Chief Executive Officer Trym Sjølie - Chief Operating Officer Aksel Olesen - Chief Financial Officer Conference Call Participants Richard Diamond - Castlewood Capital Unidentified Company Representative Welcome to SFL's Third Quarter 2023 Conference Call. My name is [indiscernible] and I'm an analyst in SFL. Our CEO, Ole Hjertaker will start the call by briefly going through the ...
SFL .(SFL) - 2023 Q2 - Quarterly Report
2023-08-31 19:07
UNITED STATES 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 August 2023 Commission File Number: 001-32199 SFL Corporation Ltd. (Translation of registrant’s name into English) Par-la-Ville Place 14 Par-la-Ville Road Hamilton, HM 08, Bermuda (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under ...
SFL .(SFL) - 2022 Q4 - Annual Report
2023-03-17 04:52
UNITED STATES 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: 001-32199 SFL Corporation Ltd. -------------------------------------------------------------------------------- (Translation of registrant's name into English) Par-la-Ville Place 14 Par-la-Ville Road Hamilton, HM 08, Bermuda --------------------------------------------- ...
SFL .(SFL) - 2022 Q4 - Annual Report
2023-03-17 04:32
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F [ ☐ ] 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 ...