$HAFN — FinTwit mentions on Surfaced

$HAFN — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@marhelmdataFeb 26, 2026 · 2:19 PM

Hafnia closes 2025 strong - Q4 net $109.7m (incl. $9.5m gains); FY $339.7m. - NAV $3.5bn = $7.04/sh (~NOK70.79). LTV 24.9% (20.5% Q3). - Div $0.1762/sh (80%) = $87.7m; FY $0.5457 (~10% yield). - Q1’26: 76% @ $29,979/day; 33% ’26 @ $27,972/day. $HAFNI $HAFN https://t.co/GdiwPgXLq0

@james56487175Jan 7, 2026 · 4:18 PM

While I am a seller of oil equities (which I thought was starting to align again), all that money is going into takers. The tanker bull market just got a few more potential shots on goal at huge earnings spikes over the next few years IMO $ECO $NMM $TEN $HAFN $TRMD $DHT

@marhelmdataDec 22, 2025 · 2:25 AM

This week product tanker markets faced tightness due to refinery outages and rerouting of products, with geopolitical events impacting trade routes. $STNG $INSW $ASC $DIS.MI $HAFN $PXS

@marhelmdataDec 18, 2025 · 12:49 PM

Hafnia cleared to acquire ~14.1M TORM A-shares, representing 13.97% (down from the 14.45%) of issued capital via 3,380,278 new shares, completing a $311M deal; merger proposal likely once share purchase is finalised. $HAFNI $HAFN $TORM

@marhelmdataDec 14, 2025 · 11:49 PM

LR2 spot sending a message: not all ships are equal. MEG-Asia at WS 155 and $40k–42k/day for eco/scrubber ships. Modern LR2s are getting paid. $TRMD $HAFNI $HAFN

@marhelmdataDec 9, 2025 · 11:31 AM

LR2 tonne-miles are down 6% q/q as MEG refinery maintenance slashes Q4 voyages by ~50% vs Aug. Voyage distances have fallen, with LR2s shifting to NE/S Asia & Pacific routes. Middle distillate margins down 15% w/w, but LR2 rates hold as vessels migrate to dirty trade. $TRMD $HAFN

@marhelmdataDec 1, 2025 · 3:30 PM

Despite weaker YoY earnings, Hafnia’s balance sheet is flexing: NAV at ~$3.4B and LTV down to 20.5%. Asset values + cash flows remain the quiet engine behind the story. $HAFNI $HAFN

@marhelmdataNov 12, 2025 · 4:21 PM

"Currently, because so many vessels are sanctioned and compromised and the supply chains is so inefficient, Russia is hungry for clean tonnage, particularly aframaxes." Senior Maritime Intelligence Analyst Michelle Bockmann took us through the reshaping of shipping and it risks and opportunities. $FRO $DHT $INSW $STNG $HAFN

@marhelmdataOct 29, 2025 · 6:15 PM

Product tanker markets stay choppy. LR2 ME-Japan TCEs up 24% to $26,470, LR1s rebound to $22,121. MRs mixed: Jamnagar-Chiba up 32% to $13,402, USG-RTM up 25% to $27,547. Baltic Clean Index averages 574, the lowest since November 2024. $TRMD $STNG $HAFNI $HAFN

@marhelmdataSep 24, 2025 · 2:36 AM

Arctic: The market has too low expectations to the product tankers. Increasing export distances and consumptions suggest a coming rebound. $HAFN $STNG $DIS.MI $KCC.OL

@marhelmdataSep 3, 2025 · 9:20 PM

Hafnia inks preliminary deal to buy 14.45% of TORM (14.1M A shares) from Oaktree at $22/share, totaling $311.4M. Deal subject to definitive agreement. $HAFNI $HAFN $TRMD

@marhelmdataAug 27, 2025 · 7:56 PM

Hafnia: Scrapping older tonnage is vital to balance newbuilds. Clean tankers lifting crude support the market, with Q2 momentum carrying into Q3 on rising trade and tonne-miles. $HAFN $HAFNI

@marhelmdataJul 16, 2025 · 9:28 PM

While most of the talk has been about the crude tankers, the product side has recovered from its lows. What's next? Here are some of Lars Barstad's reflections. $DIS.MI $STNG $HAFN $KCC.OL https://t.co/fADGJK6vhN

@marhelmdataJul 3, 2025 · 7:22 PM

DNB Carnegie maintains a Buy-recommendation on Hafnia, but lowers PT from 74 to 69 NOK. $HAFN

@marhelmdataJun 16, 2025 · 1:04 PM

ABG sees the product tankers as undervalued Torm and Hafnia are traded at 0,83 times NAV. The market is pricing in $30k per day, but these could rise to $46k if Iranian exports disappear $HAFN $TORM