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Pareto Securities

@ParetoSec

10 months

Pareto Securities congratulates Viktor Hovland on an epic performance during this weekend's Tour Championship. Norway's first-ever FedEx Cup winner was one for the history books. Through his dedication and hard work, Viktor inspires us always to strive for quality to be proud

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Pareto Securities

@ParetoSec

10 months

"Waste is a huge, valuable resource that is largely untapped so far. We firmly believe that recycling technologies will become an important driver towards a more sustainable way of life", says our Equity Research Analyst Knud Hinkel. On 28 September, we will host our first

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Pareto Securities

@ParetoSec

10 months

In the coming weeks and months, we are excited to host an array of conferences and events spanning diverse sectors and regions. Here is a glimpse of some of our upcoming events: • 14th Annual Healthcare Conference | Stockholm, 14 September • 30th Annual Energy Conference |

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Pareto Securities

@ParetoSec

10 months

Swedish Real Estate Weekly🏘️ - Bond market opens further for real estate companies - Eastnine $EAST initiates a written procedure to amend bond terms to facilitate an early redemption - Castellum $CAST to lose several leases with third largest tenant Weekly real estate

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Pareto Securities

@ParetoSec

10 months

Real Estate Weekly🏘️ - Bond market show signs of reopening for real estate companies - Moody’s withdraw its ratings of Balder $BALD Weekly real estate analysis🔒

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Pareto Securities

@ParetoSec

10 months

High Yield Daily📝 - Borr Drilling: Announcement of Letter of Award - Fortaco: Continued strong performance in Q2 - Novedo: Initiates written procedure to facilitate IPO - RelyOn: Q2 EBITDA beat and full-year guidance revised higher again - Secop: Q2 performance above

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Pareto Securities

@ParetoSec

11 months

#Shipping Daily🚢 - Awilco LNG $ALNG first take: Solid quarter – dividend (temporarily) reduced due to drydocks - $AMSC: Q2 report as expected - all focus on the sale of Jones Act fleet - #Drybulk : Strong momentum in iron ore prices – none in cape FFA market - Research focus

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Pareto Securities

@ParetoSec

10 months

Swedish Real Estate Equity Overview🏘️ Research Coverage: - Balder $BALD - Calstellum $CAST - Catena $CATE - Cibus $CIBUS - Diös $DIOS - Eastnine $EAST - Fabege $FABG - Platzer $PLAZ The full sector update is available for clients in our research and online trading platform🔒

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - Avance Gas $AGAS: Good Q2, more spot exposure than assumed (positive) - #Drybulk : #Capesize values slipping? - Research focus on Golden Ocean $GOGL Q2: Good operations and strong position Clients can access our daily shipping comment in our research and

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Pareto Securities

@ParetoSec

10 months

High Yield Daily📝 - PHM Group: Seeking to increase the framework on its floating rate notes - Quant: Weak performance and a decline in run-rate portfolio value in Q2 - Stockwik: Below expectations - Softer outlook in core segment Clients can access our daily Nordic High

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - U.S rig count: First increase in oil rig count since June, more to come - updated US onshore slides #rigs - Deep Value Drilling $DVD: Successfully delivered Deep Value Driller to Saipem - Other news: #offshorewind , $VAL og #CCS / $ACC Our daily research

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - #Tankers : Refinery margins still going strong - #LNGC : Spot rates moving higher - quickly | comments on Cool Company $CLCO - #Producttankers : JP Morgan also ordering MRs with charters to Total - Research focus on Hafnia $HAFNI Q2 review: Complete control

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Pareto Securities

@ParetoSec

10 months

The #producttanker market is boiling, with #LR rates finally making a leap higher yesterday. Eco-LRs are now generating USD 40,000/day and more – and we are thus starting to book Q4 backlog above our full quarter estimates. #OPEC + cuts are currently hurting crude tanker demand

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - First take på Hafnia $HAFNI: Strong Q3, strong Q3 guidance – only 60% pay-out though - #Drybulk : Iron ore prices still firming - Research focus on Frontline $FRO Q2 review: Exceeding the great expectation Clients can access our daily shipping comment in

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - U.S onshore rig count down 1 w/w as oil reaches highest price YTD: Updated slides on rig count and US onshore sector valuation #rigs #onshore $NORAM - #Seismic : ONGC with multiple seismic tenders - #Offshorewind : Blue Wind to install foundations at Yunlin

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - BW LPG $BWLPG Q2 first take: Complex report, but underlying performance is solid - Golden Ocean $GOGL Q2 first take: Decent report given the circumstances, expected revisions coming - S&P round-up: Modern #suezmax and #ultramax sold - pricing comments for

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - Avance Gas $AGAS with strong TC as the Baltic #LPG Index takes off: Increasing confidence in 2024/25 #VLGC - #Tankers : #OPEC + cuts extended through 2023 - Research focus on Cool Company $CLCO and Dorian LPG $LPG Q2 reviews - $CLCO: Building a dividend

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Pareto Securities

@ParetoSec

10 months

High Yield Daily📝 - Katjes International to refinance outstanding EUR 110m SME bond - Klaveness Combination Carriers $KCC: Contemplating new sustainability-linked bond issue - Multitude: Continued solid performance in Q2, on track to deliver 2023 EBIT guidance of EUR 45m -

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Pareto Securities

@ParetoSec

11 months

High Yield Daily📝 - ADDvise: CEO divests part of shareholding - B2Holding: Strong performance driven by higher than expected collections in Q2 - Floatel: Underlying figures in-line. Solid visibility following multiple contract awards Clients can access our daily Nordic High

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Pareto Securities

@ParetoSec

9 months

We initiate coverage on Borr Drilling🛢️ $BORR is a pure play bet on the #jackup market, which offers attractive demand characteristics and where utilization is now at a level where a small uptick in demand could trigger sharply increasing day rates. The full research report

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Pareto Securities

@ParetoSec

11 months

#Drybulk sector report: Risk-reward is getting better… …but there is still another huge estimate-flush coming. We lower our spot rate forecast once again, as the Chinese demand boost that ‘everyone in drybulk’ were waiting for have failed to materialize so far. While asset

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Pareto Securities

@ParetoSec

10 months

Sector report on VLGC: Excessive yields The Q2 reports of BW LPG $BWLPG and Avance Gas $AGAS both showed strong earnings – and, more importantly, heavy dividends. With Q3 becoming even better – and rates now on the rise again into Q4 – we lift our estimates again. Halfway

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Pareto Securities

@ParetoSec

10 months

High Yield Daily📝 - Cabonline: A good quarter, conference call to be held today - Calligo: q/q weakening in Q2, liquidity position is again pressured - Dentalum: Decline in profitability - Update on upcoming bond refinancing - Idavang: A solid quarter, as prices remain high.

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Pareto Securities

@ParetoSec

11 months

#Shipping Daily🚢 - Frontline $FRO delivering in Q2: Q2 great, Q3 good – all in line with bullish expectations - Cool Company $CLCO: Q2 due 31 August – focus on newbuilds and a vessel possibly trading spot in Q4 - Research focus on #Drybulk sector update: Risk-reward is

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - Q2 first take on Cool Company $CLCO: Q2 in line with our numbers – dividend flat at 12% run-rate yield - #VLGC : Propane inventories continue to build – going to reach all-time-high - Research focus on VLGC segment: Excessive yields - Q2 reviews on Avance

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Pareto Securities

@ParetoSec

11 months

#Shipping Daily🚢 - MPC Container Ships $MPCC Q2 first take: Solid Q2, recent fixtures below estimates, case unchanged - $AMSC: Selling the Jones Act fleet at stellar price - #Drybulk : A few interesting transactions - comments and pricing on $SBLK $GOGL $BELCO Clients can

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Pareto Securities

@ParetoSec

10 months

#Seafood Weekly🐟 - With 11 of the companies reporting Q2’s last week, we are approaching the end of Q2 reporting season - In general, our hypothesis played out well, with most companies keeping their volume guidance for 23e while costs are expected to be fairly flat moving

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Pareto Securities

@ParetoSec

10 months

This week we hosted our 30th annual Energy Conference in Oslo with record high 2,000 participants, 162 companies and 1,300 investor meetings. In a research report, our analysts summarize the highlights of the conference themes and key take-aways for all the 162 presenting

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Pareto Securities

@ParetoSec

10 months

This week, we hosted 162 companies and over 2,000 delegates for our 30th annual Energy Conference. Among these were 27 shipping companies, within all the subsectors we cover. In sum we believe that the mood was good – the presentations were well attended – and the companies

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - BW Offshore $BWO Q2: No EPCI margin left on BWO's Barossa project - Siem Offshore $SIOFF Q2 review: Strong Q2 reinforces estimates - Research update on BW Ideol $BWIDL: A prime acquisition candidate - #Energymarkets : U.S rig count continues to decline

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - #Renewables : UK Allocation Round 5 results to be posted by the end of this week - Standard Supply $STSU: August 2023 update in line, bullish outlook for 2024 - #Energymarkets : Saudi with another hike in Asian OSPs Our daily research and news summary for the

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - Frontline $FRO rumoured to sell 2010-built #VLCC : Chinese buyers more active again #tankers - #Drybulk : #Panamax scrapping activity rising - #LNGC : Bullish mood after Gastech - Höegh Autoliners $HAUTO: Maersk sells 16.9m shares at NOK 73/sh #carcarriers

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - Cadeler $CADLR H1’23 first take: Ups underlying EBITDA guidance - Research focus on BW Offshore $BWO Q2 review: Barossa upside diminishing - Magnora $MGN: Evaluating a divestment of its legacy #FPSO royalties - Northern Ocean $NOL Q2 first take: EBITDA in

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Pareto Securities

@ParetoSec

11 months

#Energy Daily🛢️♻️ - Odfjell Drilling $ODL first take: EBITDA well ahead, introduces promised dividends - DOF Group $DOFG first take: Solid beat and increased guidance - NorAm Drilling $NORAM: Results in line – sees Permian bottoming in Q3 - Update on International Wind

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - Hoëgh Autoliners $HAUTO: Another strong monthly update #carcarriers - #VLGC : Propane inventories up, production continues to rise - #LNGC : Strike in Australia – LNGC rates rising sharply - comments on Cool Company $CLCO and Awilco LNG $ALNG Clients can

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Pareto Securities

@ParetoSec

10 months

High Yield Daily📝 - Go North Q2'23: Strong growth as Go North delivers record sales and adj. EBITDA - LR Group continues to trade positively in 2023 with a nice beat in Q2 results - Nortal: Continued deleveraging in Q2, approaching a net cash position - OKEA: New bond issue

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - #Tankers : #OPEC + extending cuts through Q4: Saudi-extension not by any means marking the end of the tanker cycle $FRO $EURN $OET $INSW $TNK #VLCC - Gram Car Carriers $GCC: Finalizes 100% acquisition of ‘Mediterranean Sea’ #carcarriers Clients can access our

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Pareto Securities

@ParetoSec

10 months

#Seafood Price Update🐟 We expect the salmon price for next week to be around NOK 70/kg, which is NOK 10/kg higher (+18%) than the same week last year and unchanged from the price level we expect for this week. #salmonprice Our weekly price expectation report on seafood prices

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Pareto Securities

@ParetoSec

11 months

#Energy Daily🛢️♻️ - Winter season looking good for $PGS: Secures more winter booking and Victory re-scheduling - BW Ideol $BWIDL: Q2’23 in line with previous quarters - DOF Group $DOFG Q2 review: Off to a flying start - Odfjell Drilling $ODL Q2 review: Dividends are here as

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - Siem Offshore $SIOFF Q2 first take: Rock solid - Solstad Offshore $SOFF: EBITDA in line, cash flow on the soft side - Standard Supply $STSU Q2 review: – Appealing dividend yield - Exxon tendering for two incremental UDW units offshore Nigeria #rigs -

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Pareto Securities

@ParetoSec

10 months

#Seafood Weekly🐟 - Spot price with a slight increase this week: We expect the spot price to come in at NOK 74/kg, marking a further increase from last week #salmonprice - Export volumes from Norway still high, flattish YoY in week 35 - Research in focus: Salmar $SALM CMD -

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Pareto Securities

@ParetoSec

9 months

High Yield Daily📝 - BlueNord: Preliminary September production numbers - OKEA: Revision in reserves at the Yme field - SBB: Repositioning for a “muddling through” scenario - Stolt-Nielsen: Fiscal Q3 (Jun-Aug) results Clients can access our daily #NordicHighYieldBonds

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Pareto Securities

@ParetoSec

3 months

Product Tanker Sector Report: Raising estimates - again🚢 Red Sea attacks and strong underlying demand have added further fuel to the product tanker party, which now has been ongoing for two years. We expect 2024 to mark another record and raise our Q2 estimates under the

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - #Energymarkets : Oil highest since November 2022: Saudi extending cuts until YE’23 in further tightening of oil market - Updated oil market slides #oilmarket - Research focus on Cloudberry $CLOUD CMD: Repurchases a pleasant surprise - #Offshorewind :

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - Ørsted $ORSTED: Huge impairments puts interest rate sensitivity of US offshore wind projects on display #offshorewind - Cadeler $CADLR Q2 review: On the right side of the fence - $TGS: Pending award for multiple OBN contracts in the US Gulf of Mexico

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Pareto Securities

@ParetoSec

9 months

Shipping sector update on product tankers: The cycle keeps getting longer🚢📝 We remain encouraged by a tight product tanker market, with trade growth up some 6 – 8% y/y in recent months. While the global economy remains uncertain, continued periods of refinery super-profits

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Pareto Securities

@ParetoSec

6 months

#Shipping Daily🚢 - Avance Gas $AGAS: As expected – sells final pre-eco #VLGC at firm price - Red Sea: Maersk halting Red Sea transits (again) | #containers #tankers $TNK $STNG $TRMD - #Tankers : Vintage values still firm Clients can access our daily shipping comment in our

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Pareto Securities

@ParetoSec

10 months

#Energy Daily🛢️♻️ - Cloudberry $CLOUD CMD: Introduces buy-back program and quantified growth targets – Positive - Solstad Offshore $SOFF: Another pair of solid CSV contracts - #Energymarkets : More Australian strike actions from mid-Sept Our daily research and news summary for

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Pareto Securities

@ParetoSec

6 months

#Shipping Daily🚢 - Frontline-focus shifting to estimate upside as #VLCC rates surge $FRO - Flex LNG $FLNG: Surprisingly, trading house not taking option for Flex Constellation | $CLCO - TORM $TRMD: Looking for 5Y bond to finance five (of eight) LR2s acquired in November

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Pareto Securities

@ParetoSec

5 months

Crude tanker shipping: Another two years of exceptional value creation🚢📝 Where clean tankers already have taken off, seaborne crude volumes continue to lag – and the impact from Red Sea disruptions is so far less severe. That can change – with rising refinery margins suggest

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Pareto Securities

@ParetoSec

10 months

We are proud to announce the keynote speakers at our 30th annual Energy Conference on 20-21 September 2023. Andreas Sohmen-Pao (BW Group), William Lundin (Lundin Group of Companies), Kristian Siem (Siem Industries), Irene Rummelhoff ( @Equinor ), Tom Einar Jensen ( @FREYRBattery )

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Pareto Securities

@ParetoSec

9 days

We initiate coverage on d'Amico International Shipping $DIS: Clear re-pricing potential at 0.7x NAV 🚢 d’Amico controls a fleet of 37x #producttankers with an average age of 7 years financed at 23% LTV. P/NAV 0.7x is by far the lowest among the #tankers , with no clear dividend

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Pareto Securities

@ParetoSec

10 months

Hafnia CEO Mikael Skov speaking to a packed crowd at #ParetoEnergyConference about creating long-term value in a volatile sector. "We have never ever had a demand problem in our sector" - and meanwhile, the fleet is ageing and very limited new supply is coming $HAFNI

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Pareto Securities

@ParetoSec

9 months

VLGC Shipping Sector Report: Super-profits into 2024 The #VLGC market has so far shrugged off the heavy fleet growth, with rates above USD 100,000/day and firmly into the super-profit territory. Ahead of the Q3 report we raise our estimates substantially – and continue to

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Pareto Securities

@ParetoSec

9 days

#Shipping Daily🚢 - TORM $TRMD: Reportedly selling 2006-built MR far above our quotes - #Drybulk : A couple of #capesize transactions in line with our quotes: NAV for 2020, $GOGL, $HSHP and $SBLK - Research focus on Product tankers sector report: Same procedure as every

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Pareto Securities

@ParetoSec

4 months

#Shipping Daily🚢 - #Tankers : Attacks on Russian refineries – possibly boosting tonne-miles - #Drybulk : Brazil launching investigations into Chinese exports - #Tankers : Starting to see pressure on older ships – ‘younger’ still strong | $TNK, $FRO, $OET, $INSW Clients can

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Pareto Securities

@ParetoSec

10 months

"We have reached the bottom of the U.S. land rig count" - Marty Jimmerson, CEO and CFO of @NorAmDrilling $NORAM #ParetoEnergyConference

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Pareto Securities

@ParetoSec

10 months

Real Estate Weekly🏘️ - Bondholder negotiations and management changes at Fastator $FASTAT - $SAAB AB has signed the letter of intent regarding the letting of Fabege’s $FABG development property Nöten 4 in Solna Strand - Hufvudstaden Q2’23 report highlights Weekly real estate

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Pareto Securities

@ParetoSec

6 months

#Shipping Daily🚢 - S&P: Asset values continue to move higher – across the board | #tankers #drybulk $STNG $INSW $HAFNI $TNK $GOGL - 2020 Bulkers: TCE rates of USD 37,700/day and DPS of USD 0.21 in December - Liners: Certain (smaller) Liners reportedly making deals with

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Pareto Securities

@ParetoSec

5 months

#Shipping Daily🚢 - International Seaways $INSW: Rumoured to be buyer of 6x ~10 year old MRs | #tankers $HAFNI $STNG $TRMD - Belships $BELCO: Q4 beat driven by Lighthouse – 80% pay-out ratio - Research focus on Klaveness Combination Carriers $KCC and Dorian LPG $LPG Q4 reviews

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Pareto Securities

@ParetoSec

6 months

#Shipping Daily🚢 - Frontline $FRO: Confirms sale of oldest VLCCs - #Drybulk : Iron ore prices firming again - MPC Container Ships $MPCC: New USD 100m credit facility Clients can access our daily shipping comment in our research and online trading platform along with active

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Pareto Securities

@ParetoSec

10 months

PGS presenting at the #ParetoEnergyConference today, highlighting that TGS and PGS will be a fantastic fit. Moreover, it sees improving market conditions as demand is picking up and day rates are improving significantly. The order book is at its highest levels since 2013 and they

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Pareto Securities

@ParetoSec

8 months

#Shipping Daily🚢 - #Tankers : Russian suez/aframax oil in water +35% y/y | $TNK - Höegh Autoliners $HAUTO: Sells 16Y old vessel for USD 63m – 2/3rds the price of their NBs | $GCC #carcarriers - Odfjell SE $ODF: Q3 due 1 November – guided down q/q but look out for Q4 revisions

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Pareto Securities

@ParetoSec

5 months

#Energy Daily🛢️♻️ - Cadeler $CADLR: Raises equity for another foundation installation jackup - Q4 first takes on Cloudberry Clean Energy $CLOUD, TGS/PGS $PGS $TGS, Aker Horizons $AKH, Odfjell Drilling $ODL, Standard Supply $STSU - $PGS $TGS: EBITDA beat, 2024 MC investments

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Pareto Securities

@ParetoSec

10 months

“We believe the energy sector is in the early stage of a supercycle”, Energy Research analyst Tom Erik Kristiansen said at our 30th annual Energy Conference today. Commodity prices remain at high levels, and global oil demand is at record levels. Investments are still down 35%

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Pareto Securities

@ParetoSec

11 months

#Shipping Daily🚢 - MR rates in the Atlantic surging again #tankers - Research focus on Höegh Autoliners $HAUTO, TORM $TRMD and Odfjell SE $ODF Q2 reviews - $HAUTO: Eye-catching contract colour - $TRMD: Back on track - $ODF: Steady improvement continues Clients can

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Pareto Securities

@ParetoSec

21 days

#Shipping Daily🚢 - Tankers: Longer term TCs at rising rates | $STNG $FRO $OET - Red Sea: Houthi attacks continuing at full speed - Himalaya Shipping $HSHP: Completes newbuilding program with delivery of 12th vessel Clients can access our daily shipping report in our research

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Pareto Securities

@ParetoSec

5 months

#Shipping Daily🚢 - Cool Company $CLCO: 1Y TC for ‘Kool Husky’ – should be around USD ~60k/day - DHT $DHT: In line with guidance - Flex LNG $FLNG: Steady Q4 – as it should be - 2020 Bulkers: Q4 as expected – TCE rates of USD 27,100/day in January Clients can access our daily

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Pareto Securities

@ParetoSec

6 months

#Shipping Daily🚢 - $DHT: Another business update – lowering cash break-even for 2024 - Höegh Autoliners $HAUTO: New USD 100m+ contract for EVs from Asia to Europe - #Tankers : Interesting scrapping of #aframax tanker Clients can access our daily shipping comment in our

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Pareto Securities

@ParetoSec

10 months

#Shipping Daily🚢 - Euronav $EURN: Confirms rumoured #VLCC charter – de-risking estimates - 2020 Bulkers commercial update: USD 20k/day in Aug – but consensus estimates still too high #drybulk - #Tankers : S&P market still going strong - Stolt-Nielsen $SNI: Contemplating new

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Pareto Securities

@ParetoSec

9 days

Product tanker sector report: Same procedure as every quarter🚢 As the clean #tanker market continues to go from strength to strength, we revise our estimates higher ahead of the Q2 reports. With Red Sea disruptions continuing, expectations ahead of the winter season will

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Pareto Securities

@ParetoSec

7 months

#Shipping Daily🚢 - Okeanis $OET: Expects first day of trading in the US on 11 December - #Tankers : More bullish S&P data-points | $STNG $HAFNI $TRMD - Avance Gas $AGAS: Appoints Mr. Will Homan-Russel to BoD - Research focus on Dorian $LPG Q3 review: Continued premium to

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Pareto Securities

@ParetoSec

6 months

#Shipping Daily🚢 - Canal frictions starting to really impact #drybulk - #VLGC : Propane inventories ended ~2m barrels higher than last year - #Tankers / #VLGC : KOTC reportedly looking to order vessels Clients can access our daily shipping comment in our research and online

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Pareto Securities

@ParetoSec

9 months

#Shipping Daily🚢 - Positive ship value adjustments across the board - #Drybulk : Shipvalues moving higher as market continues to show strength | 2020, $BELCO, $GOGL, $SBLK - #Tankers : #Suezmax and #aframax / LR2s drive positive revisions – LR1s up next | $EURN, $FRO, $TNK,

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Pareto Securities

@ParetoSec

9 months

#Shipping Daily🚢 - #Tankers : Rare scrapping of aframaxes – a sign of what is to come? - #Tankers : Values still rising – stunning price for modern #aframax pair - Golden Ocean $GOGL: More colour on #panamax sale reported earlier - International Seaways $INSW: Secures USD

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Pareto Securities

@ParetoSec

10 months

High Yield Daily📝 - Floatel International Ltd $FLOAT: Announcing another contract award - Grøntvedt AS: Improved performance in Q2 - Klaveness Combination Carriers $KCC: New NOK 500m sustainability-linked bond issued Clients can access our daily #NordicHighYieldBonds

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Pareto Securities

@ParetoSec

10 months

IPC highlighting that operatorship is crucial to their flexibility and strategy, which has delivered 5x production and 16x reserves since inception in 2017 $IPCO @IntPetroleumCo #ParetoEnergyConference

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Pareto Securities

@ParetoSec

9 months

Sector research report on crude tankers🛢️🚢 A sharp drop in (particularly) gasoline prices have hurt refinery margins, with benchmark crack spreads falling back to early May lows. Coupled with general macroeconomic worries, it was thus no surprise to see Saudi Arabia announcing

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Pareto Securities

@ParetoSec

2 months

Crude Tankers: Are we there yet? In contrast to its clean peers, where records have been set almost on a quarterly basis for soon-to-be two years, the crude tanker super-cycle has yet to arrive. With virtually no fleet growth for the next 18 months, seaborne crude volumes

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Pareto Securities

@ParetoSec

4 months

#Shipping Daily🚢 - Golar LNG $GLNG: Limited news on Hilli – all eyes on Gimi - International Seaways $INSW: Q4 as expected – solid Q1 bookings (but also more drydockings) | $TNK - Scorpio Tankers $STNG: Sale of 5x MRs rumored - Research focus on Frontline $FRO Q4 review:

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Pareto Securities

@ParetoSec

7 months

#Shipping Daily🚢 - LR-rates continue to surge as more companies avoid the Red Sea | #VLCC #LNGC $HAFNI $TRMD $FRO $INSW $TNK - Wallenius Wilhelmsen $WAWI: Suspending Red Sea transits - ‘deteriorating security situation’ - Awilco LNG $ALNG: Receiving insurance settlement of

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Pareto Securities

@ParetoSec

9 months

#Shipping Daily🚢 - #Tankers : #OPEC reiterates tight market outlook - tanker sentiment firm as underlying oil markets remain tight - #Drybulk : Iron ore imports down 5% m/m as margins drop - #VLGC : Another week of record-high exports at 2.13m bpd Clients can access our daily

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Pareto Securities

@ParetoSec

9 months

#Shipping Daily🚢 - #Tankers : Further value-momentum for modern tankers – MRs in particular - comments on $STNG, $HAFNI, $TROM, $FRO, $OET, $DHT, $TNK - #LNGC : Capital reportedly fixing 2x 2024 NBs at USD ~120k/day for 7 years - 2020 Bulkers: USD 21,700/day for September – Q3

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Pareto Securities

@ParetoSec

15 days

#Shipping Daily🚢 - Frontline $FRO: Reportedly selling the last ship in the trio of 2010-built suezmaxes - #Producttankers : Vitol linked to order for 4x LR2s with delivery in 2026-27 - International Seaways $INSW: Rumored to be setting up another niche trade in South America

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Pareto Securities

@ParetoSec

1 month

NGEx Minerals $NGEX presented at our Metals & Mining Conference in Stockholm yesterday. VP Exploration Bob Carmichael discussed principally the recent successful drilling results at its Lunahuasi project in Argentina. The project may be connected to Filo del Sol, and ample

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Pareto Securities

@ParetoSec

5 months

#Shipping Daily🚢 - Höegh Autoliners $HAUTO: Blow-out quarter – raising the bar for the rest of shipping - Gram Car Carriers $GCC: Q4 EPS 5% below est. driven by higher interest costs - Stolt-Nielsen $SNI: Orders six 38k dwt newbuilds with 2026 – 29 delivery - Research focus

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Pareto Securities

@ParetoSec

3 months

#Shipping Daily🚢 - Stolt-Nielsen $SNI first take: Headline numbers below est., but quality is increasing - #Tankers : Modern vessels continue to see rising values - Star Bulk $SBLK: Merger with Eagle Bulk officially closed - Research focus on 2020 Bulkers Q1 preview: Firmly

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Pareto Securities

@ParetoSec

1 month

Filo Corp. $FILO were among the 13 presenting companies at yesterday's Metals & Mining Conference. CEO Jamie Beck went through the drill success story of the past couple of years at Filo del Sol, how they are exploring near targets to high-grade mineralisation, as well as more

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Pareto Securities

@ParetoSec

24 days

Initiating Coverage of Stille $STIL - Premium quality at a discount💉 Stille is a Swedish medical technology company manufacturing and selling premium surgical instruments and advanced surgical tables. A history of more than 180 years makes Stille one of the oldest medtech

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12

Pareto Securities

@ParetoSec

3 months

#Shipping Daily🚢 - Another impressive sale from Höegh Autoliners $HAUTO - more dividends coming - Hafnia $HAFNI: To start trading in the US next week - #Drybulk : Modern supra/ultramaxes transactions backing up our NAVs | $BELCO - #Tankers : S&P round up Clients can access

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12

Pareto Securities

@ParetoSec

10 months

"To be a pessimist in this industry, you have to believe that the fundamental business model of the industry is wrong. And I believe that to be untrue", says @Frank_S_David , MD, PhD, in his keynote speech at our 14th annual Healthcare Conference in Stockholm. In his

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Pareto Securities

@ParetoSec

7 months

#Shipping Daily🚢 - #Tankers : Estimate momentum shifting from negative to positive | $TRMD $HAFNI $STNG $FRO $INSW - #Producttankers : Vintage values continue to rise - Gram Car Carriers $GCC: Restricts transits through the Red Sea – limited impact | #carcarriers - Wilh.

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11

Pareto Securities

@ParetoSec

3 months

#Shipping Daily🚢 - Hafnia $HAFNI $HAFN: Landing in America in style – update dividend policy - Wallenius Wilhelmsen $WAWI: Another huge contract – supporting the longer-term estimates - 2020 Bulkers: NOK 18/sh special dividend and reduced cash break-even - Höegh Autoliners

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1

12

Pareto Securities

@ParetoSec

10 months

"IgA Nephropathy - a large clinical need, and a big market opportunity, and Nefecon has the potential to establish a new standard of care in this indication", says @Calliditas1 CEO Renée J. Aguiar-Lucander at our 14th annual #Healthcare Conference in Stockholm. $CALTX

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12

Pareto Securities

@ParetoSec

5 months

#Shipping Daily🚢 - Teekay Tankers $TNK: Selling 2x 2004-built aframaxes; 10% above our NAV quote - #Tankers : Russian cargoes dominating the Red Sea | $HAFNI $STNG $TRMD Clients can access our daily shipping comment in our research and online trading platform along with

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Pareto Securities

@ParetoSec

4 months

#Shipping Daily🚢 - #Tankers : Gunvor sees 0.6mbd of Russian refining capacity ‘knocked out’ - Euronav $EURN: Tender offer results out – ‘full steam ahead’ - #Tankers : Small handysize sold for scrap Clients can access our daily shipping report in our research and online

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12

Pareto Securities

@ParetoSec

17 days

#Shipping Daily🚢 - Scorpio Tankers $STNG: Updates guidance, supportive – buybacks are back, supportive - Golar LNG $GLNG: New (largest) shareholder; Perenco - #Drybulk : Flurry of Japanese #ultramax transactions above our quotes | $BELCO Clients can access our daily shipping

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Pareto Securities

@ParetoSec

7 months

We initiate research coverage on Beerenberg $BBERG: Overlooked quality at a discount🛢️📝 As a small-cap oil service stock with “boring” maintenance contracts, modest growth prospects and high client concentration, Beerenberg immediately screens as a low multiple business.

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11

Pareto Securities

@ParetoSec

4 months

#Shipping Daily🚢 - #VLGC : Supportive inventory report (due to lower exports) rates are rising - S&P: Again, nothing but strength… - Euronav $EURN: US court rejects claims – bid proceeding as scheduled - Research focus on BW LPG $BWLPG Q4 review: Promising near-term outlook

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11

Pareto Securities

@ParetoSec

9 months

#Shipping Daily🚢 - Star Bulk $SBLK: Bought back 10m shares from Oaktree – at 0.9x NAV - #Tankers : Remarkable price for 2015-built MR $STNG $HAFNI $TRMD - Tankers: Third 1998-built MR scrapped this year Clients can access our daily shipping comment in our research and online

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